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home
about us
Investment Approach
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Team Biographies
Firm ADV PDFs
Form CRS
Firm Brochure-Part 2A of Form ADV
Brochure Supplement Amit Stavinsky
Brochure Supplement Frank Parks
Brochure Supplement Dominick Savo
Brochure Supplement Richard Mason
Brochure Supplement Joe Estes
Brochure Supplement Jonathan Ezra
Statement Of Financial Strength
Job Opportunities
Tamar Advisors
Own Your Practice
Letter to Clients
member log-in
contact us
PRODUCTS
Fixed Income Portfolio (FIP)
FIP Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Fund (TAF)
TAF sm Program
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Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
MVS Program
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Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Municipal Bonds
Taxable Bonds
Par, Premium, and Discount Bonds
Rating and Analyzing Bonds
Refunding & Pre-refunding
Bond Yields
Yield Curve
Secured Bonds
Mortgage Bonds
Unsecured Bonds
Debentures
Subordinated Debentures
Zero-Coupon Bonds
Convertible Bonds
High Yield Dividend Stocks
Independent Money Managers
Fees & Compensation
Corporate Cash Management
Fees & Compensation
Estate Planning
Financial Planning
Client Service Approach
Client's Responsibilities
Fees
Implementation
Legal Services
Termination
Professional Alliance Network
Client Service Approach
Client's Responsibilities
Fees
Implementation
Legal Services
Termination
MUNICIPAL BONDS
Municipal Bond Presentation
About Us
The Management
Global Asset Allocation Products
FIP Program
Classifying Municipal Bonds
Revenue Bonds
Credit Factors Affecting General Obligation Bonds
Credit Factors Affecting the Quality of Local Municipal Bonds
Analyzing the Credit Quality of General Obligation Bonds
Analyzing the Credit Quality of Revenue Municipal Bonds
What We Normally Buy
What We Normally Don’t Buy
Municipal Bonds – Unique Asset Class
Default Rates
Yield Difference
Turnkey Operation Platform
Advantages of Our Bid Wanted System
Advantages of Our Clearing System
Preferred Custodian Settlement
Advantages of Same-Day Allocation
TSL’s Turnkey Operation Platform
Classifying Municipal Bonds
Revenue Municipal Bonds
Types of Revenue Municipal Bonds
Industrial Development Revenue Bonds
Lease-back Bonds
Special Tax Bonds
NHA/PHA Bonds
Moral Obligation Bonds
Municipal Notes
TANs/RANs
BANs
CLNs/GANs
Variable Rate Bonds/Notes
Build America Bonds
Double-Barreled Bonds
Bond Index Components
Open-end-Closed-end-Indenture
Sinking Fund
Bond Contracts
Bond Indenture
Official Statement
Bond Issuance Process
Analyzing GO Bonds
Analyzing Revenue Bonds
Debt Ratios
General Price Analysis of Municipal Bonds
Liquidity
Interest Rate Risk
Credit Risk
Coupon Risk
Maturity Risk
Municipal Bond Insurance
Municipal Bonds Unique Asset Class
Default Rates
What We Buy Currently
What We Normally Don’t Buy
Turnkey Operation Platform
Advantages of Our Bid Wanted System
Advantages of Our Clearing System
Preferred Custodian Settlement
Advantages of Same Day Allocation
Traditional Broker/Dealer Execution Flow
TSL's Turnkey Operation Platform
INDEX FUNDS
Total Asset Fund (TAF)
TAF® Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
EVENTS
FIP
Event Schedule
TAM
Event Schedule
Total Asset Market (TAM sm) Presentation
TAF
Event Schedule
Total Asset Fund (TAF sm) Presentation
MVS
Event Schedule
Market Value Securities (MVS sm) Presentation
Featured Event
Calendar of Events
Events History
Investing During Uncertain Times
Read FULL Seminar Here
Tax-Free Income Seminar
Bond Fund Seminar
RSVP-Signup Form
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H&E Equipment Services, Inc. - Common Stock
(NQ:
HEES
)
94.64
UNCHANGED
Last Price
Updated: 4:00 PM EDT, May 30, 2025
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All News about H&E Equipment Services, Inc. - Common Stock
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December 23, 2025
Multi Ways Holdings (NYSE American: MWG) has sent a powerful signal to the global markets, reporting a staggering 87.7% year-over-year revenue surge for the first half of 2025. This explosive growth,...
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Small-cap stocks can be incredibly lucrative investments because their lack of analyst coverage leads to frequent mispricings. However, these businesses (and their stock prices) often stay small...
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Q1 Earnings Outperformers: H&E Equipment Services (NASDAQ:HEES) And The Rest Of The Specialty Equipment Distributors Stocks
August 21, 2025
The end of an earnings season can be a great time to discover new stocks and assess how companies are handling the current business environment. Let’s take a look at how H&E Equipment Services...
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August 06, 2025
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Earnings To Watch: H&E Equipment Services (HEES) Reports Q2 Results Tomorrow
July 27, 2025
Machinery provider H&E (NASDAQ:HEES) is expected to be reporting earnings this Tuesday before market open. Here’s what investors should know.
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July 25, 2025
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July 21, 2025
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3 Small-Cap Stocks Walking a Fine Line
May 30, 2025
Small-cap stocks can be incredibly lucrative investments because their lack of analyst coverage leads to frequent mispricings. However, these businesses (and their stock prices) often stay small...
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Spotting Winners: H&E Equipment Services (NASDAQ:HEES) And Specialty Equipment Distributors Stocks In Q1
May 18, 2025
Looking back on specialty equipment distributors stocks’ Q1 earnings, we examine this quarter’s best and worst performers, including H&E Equipment Services (NASDAQ:HEES) and its peers.
Via
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3 Industrials Stocks Skating on Thin Ice
May 16, 2025
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2 Cash-Producing Stocks on Our Watchlist and 1 to Question
May 14, 2025
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3 Volatile Stocks Skating on Thin Ice
May 07, 2025
Market swings can be tough to stomach, and volatile stocks often experience exaggerated moves in both directions. While many thrive during risk-on environments, many also struggle to maintain investor...
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H&E Equipment Services (NASDAQ:HEES) Reports Sales Below Analyst Estimates In Q1 Earnings
April 29, 2025
Machinery provider H&E (NASDAQ:HEES) fell short of the market’s revenue expectations in Q1 CY2025, with sales falling 14% year on year to $319.5 million. Its non-GAAP profit of $0.03 per share was...
Via
StockStory
Herc Holdings Extends Tender Offer to Acquire H&E Equipment Services
April 16, 2025
From
Herc Holdings Inc.
Via
Business Wire
Specialty Equipment Distributors Stocks Q4 Highlights: Custom Truck One Source (NYSE:CTOS)
April 16, 2025
As the Q4 earnings season wraps, let’s dig into this quarter’s best and worst performers in the specialty equipment distributors industry, including Custom Truck One Source (NYSE:CTOS) and its peers.
Via
StockStory
Q4 Specialty Equipment Distributors Earnings Review: First Prize Goes to H&E Equipment Services (NASDAQ:HEES)
April 15, 2025
As the Q4 earnings season wraps, let’s dig into this quarter’s best and worst performers in the specialty equipment distributors industry, including H&E Equipment Services (NASDAQ:HEES) and its peers.
Via
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3 Reasons to Avoid HEES and 1 Stock to Buy Instead
April 10, 2025
What a fantastic six months it’s been for H&E Equipment Services. Shares of the company have skyrocketed 80.3%, hitting $92.63. This was partly thanks to its solid quarterly results, and the run-up...
Via
StockStory
SHAREHOLDER INVESTIGATION: Halper Sadeh LLC Investigates TGI, AVTE, HEES, AMPY on Behalf of Shareholders
April 02, 2025
From
Halper Sadeh LLC
Via
GlobeNewswire
SHAREHOLDER INVESTIGATION: Halper Sadeh LLC Investigates TURN, RDFN, AMPY, HEES on Behalf of Shareholders
March 28, 2025
From
Halper Sadeh LLC
Via
GlobeNewswire
Herc Holdings Commences Tender Offer for All Outstanding Shares of H&E Equipment Services
March 19, 2025
From
Herc Holdings Inc.
Via
Business Wire
3 Mid-Caps Worth Watching Closely in March
February 28, 2025
Unlike their mega-cap counterparts, which tend to grind, mid-caps can soar or crash within days, driven by headlines and pure speculation.
Via
MarketBeat
H&E Equipment Services Stock In Spotlight After Q4 Earnings Beat, Retail Stays Ecstatic
↗
February 24, 2025
The equipment rental company reported quarterly sales of $384.1 million, compared with Wall Street’s estimated $372.5 million.
Via
Stocktwits
Topics
Earnings
SHAREHOLDER INVESTIGATION: Halper Sadeh LLC Investigates HEES and GB on Behalf of Shareholders
February 20, 2025
From
Halper Sadeh LLC
Via
GlobeNewswire
Herc Holdings and H&E Equipment Services Enter into Definitive Merger Agreement
February 19, 2025
From
Herc Holdings Inc.
Via
Business Wire
H&E EQUIPMENT SERVICES (HEES) MOVES UP 3.2% IN SESSION AFTER POWER INFLOW ALERT
↗
February 19, 2025
The Power Inflow occurs within the first two hours of the market open and generally signals the trend to help gauge the stock's overall direction.
Via
Benzinga
SHAREHOLDER INVESTIGATION: Halper Sadeh LLC Investigates IPG, SLRN, PTMN, HEES on Behalf of Shareholders
February 18, 2025
From
Halper Sadeh LLC
Via
GlobeNewswire
Watsco Posts Upbeat Results, Joins GeneDx, Intel And Other Big Stocks Moving Higher On Tuesday
↗
February 18, 2025
Via
Benzinga
Why Is H&E Equipment Services (HEES) Stock Soaring Today
February 18, 2025
Shares of machinery provider H&E (NASDAQ:HEES) jumped 18.8% in the pre-market session after Herc Holdings made an offer to buy the company for $104.89 per share in cash and stock, a 14% premium over...
Via
StockStory
10 Industrials Stocks Whale Activity In Today's Session
↗
February 18, 2025
Via
Benzinga
H&E Equipment Drops United Rentals Deal For Herc Holdings' Offer: Details
↗
February 18, 2025
Herc Holdings has made a superior acquisition offer to H&E Equipment Services for $104.89 per share, which is based on Herc's 10-day VWAP and expected to close mid-2025. The offer includes $78.75 in...
Via
Benzinga
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