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    Barry Haimes

    Research Analyst at Sage Asset Management

    Barry Haimes is Managing Partner at Sage Asset Management in New York, specializing in convertible arbitrage and alternative asset management for institutional clients. Since founding Sage Asset Management in 1997, Haimes has led the firm in delivering consistent risk-adjusted returns across major market cycles, though specific performance metrics or company coverage details are not publicly disclosed. Previously, he held leadership roles such as Board Chairman at the Council for Economic Education, and holds an MBA from the University of Chicago Graduate School of Business and a BA from Hamilton College. Haimes’s professional credentials and securities licenses are not published, but his nearly three decades as a managing partner underscore his experience and commitment to excellence in asset management.

    Barry Haimes's questions to NN (NNBR) leadership

    Barry Haimes's questions to NN (NNBR) leadership • Q2 2025

    Question

    Barry Haimes of Sage Asset Management inquired about how NN Inc.'s new business opportunity set has evolved over the past three to six months, specifically in light of global supply chain shifts and tariffs.

    Answer

    CEO Harold Bevis confirmed that tariff-related RFQs have become more substantial. He identified two primary trends driving opportunities: U.S. and Mexico-based inquiries to meet USMCA compliance, and requests from European customers to move production to China to lower costs. Bevis noted this has significantly increased the company's prospecting pipeline, particularly for automotive components.

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    Barry Haimes's questions to Forestar Group (FOR) leadership

    Barry Haimes's questions to Forestar Group (FOR) leadership • Q3 2025

    Question

    Barry Haimes from Sage Asset Management asked how D.R. Horton's projected slowdown in community count growth might impact Forestar's outlook and strategy for the upcoming fiscal year.

    Answer

    President and CEO Anthony Oxley stated that Forestar still has a significant growth opportunity within D.R. Horton, as it currently supplies only 15% of Horton's lots with a mutual goal to double that share. He also emphasized that Forestar is actively growing its customer base with other homebuilders, providing a dual path for continued market share consolidation and growth.

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    Barry Haimes's questions to Forestar Group (FOR) leadership • Q3 2025

    Question

    Barry Haimes from Sage Asset Management questioned how D.R. Horton's projection for slower community count growth might impact Forestar's outlook and strategy for the upcoming fiscal year.

    Answer

    President and CEO Anthony Oxley responded that significant growth opportunity remains within D.R. Horton, as Forestar currently supplies only 15% of their lots, with a mutual goal to double that share. He emphasized that Forestar is also actively growing its customer base with other homebuilders, providing dual avenues for continued market share consolidation and growth.

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    Barry Haimes's questions to Forestar Group (FOR) leadership • Q3 2025

    Question

    Barry Haimes from Sage Asset Management asked how D.R. Horton's projection for slower community count growth might impact Forestar's outlook and strategy for the upcoming fiscal year.

    Answer

    President and CEO Anthony Oxley explained that Forestar still has a significant runway for growth within D.R. Horton, as they currently supply only 15% of Horton's lots and have a mutual goal to double that share. He also emphasized that Forestar is actively growing its customer base with other homebuilders, providing growth opportunities both within and outside the D.R. Horton relationship.

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    Barry Haimes's questions to Forestar Group (FOR) leadership • Q3 2025

    Question

    Barry Haimes of Sage Asset Management referenced D.R. Horton's recent commentary about slowing its community count growth and asked how this might impact Forestar's outlook and strategy for the upcoming fiscal year.

    Answer

    President and CEO Anthony Oxley responded that Forestar still has a significant runway for growth within D.R. Horton, as it currently supplies only 15% of their lots with a mutual goal to double that share. He also emphasized that Forestar is actively increasing its customer base with other homebuilders, providing growth opportunities both within and outside the D.R. Horton relationship.

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    Barry Haimes's questions to Stabilis Solutions (SLNG) leadership

    Barry Haimes's questions to Stabilis Solutions (SLNG) leadership • Q4 2024

    Question

    Barry Haimes from Sage Asset Management requested details on the new liquefaction train, including the path to FID, costs, and potential returns, and also asked for an outlook on the marine bunkering business and customer growth.

    Answer

    CFO Andrew Puhala outlined that the new train would require $20-25 million to complete, potentially adding $10-15 million in gross margin, with FID timing dependent on commercial contracts. He also described the marine bunkering market as a key growth area, expanding from cruise ships to container ships and tankers, driven by demand for reliable, cost-effective U.S. LNG.

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    Barry Haimes's questions to Stabilis Solutions (SLNG) leadership • Q3 2024

    Question

    Barry Haimes from Sage Asset Management asked for the LNG production volume for the quarter and total annual capacity. He also followed up on the data center opportunity, seeking to understand Stabilis's specific niche compared to pipeline-supplied natural gas.

    Answer

    SVP and CFO Andrew Puhala stated that specific gallon volumes are not disclosed for competitive reasons but provided plant capacities and utilization rates (near 90% at George West). President and CEO Westervelt Ballard added that their sweet spot for data centers includes the significant number of new facilities not located on natural gas pipelines and providing redundant, non-pipeline-dependent backup power for those that are, ensuring reliability.

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    Barry Haimes's questions to PSQ Holdings (PSQH) leadership

    Barry Haimes's questions to PSQ Holdings (PSQH) leadership • Q3 2024

    Question

    Asked for clarification on the new payments system, specifically whether it applies to all of a merchant's sales or just those on the marketplace, and how the experience changes for users and merchants. Also inquired about the key selling points for the payments service and if the brand strategy remains the same.

    Answer

    The payments system applies to the merchant's own website sales, not just the marketplace. The consumer experience on the marketplace remains unchanged, while the merchant experience will evolve to include an affiliate model. The key selling points for the payments service are its "cancel-proof" promise, superior data security technology, and not charging premium rates for industries like firearms. The strategy for the Brands division (EveryLife) is unchanged and continues to show strong growth.

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    Barry Haimes's questions to PSQ Holdings (PSQH) leadership • Q3 2024

    Question

    Barry Haimes inquired whether the new payments system applies to merchants' own websites or just the PublicSquare marketplace, asked about changes to the user experience, questioned the main selling points for switching processors, and checked if the brand strategy remains unchanged.

    Answer

    CEO Michael Seifert clarified that the payment processing service is for merchants' own websites, where they conduct the majority of their transactions. He assured that the consumer experience on the marketplace will not change, but the merchant experience will evolve to include an affiliate fee model. Seifert identified the key selling points as the "cancel-proof promise" for at-risk industries, superior and secure data technology, and more competitive pricing by not charging premiums for industries like firearms. He also confirmed that the strategy for the EveryLife brand remains unchanged and focused on growth.

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