9.19.05: TWST Investing Strategies Report
7 money managers examine various sectors in this 35 page report from The Wall Street Transcript.
  1. Investing in Large Cap Value: Stephen Sexauer, Nicholas-Applegate Capital Mgmt.

  2. Investing in Small Cap Value: Steve Scruggs, Bragg Financial Advisors

  3. Investing in Small Cap Growth: Jim Collins, Insight Capital Research & Mgmt.

  4. Investing in International Equities: Peter Swan, Managed Asset Portfolios

  5. Asset Allocation & Alternative Investment Strategies: Russell Lundeberg, Barrett Capital Mgmt.

  6. Comerica Core Equity Growth Strategy: Robert Hermann & Anthony Latos, Comerica Inc.

    Topics covered: Standard risk models  - Retail vender profitability  - Dividend importance  - Foreign currencies  - Tourism  - Online gaming  - M&A activity  - Portfolio diversification  - Regulatory activity 

    Companies covered: Federated Department Stores (FD), Washington Mutual (WM), Time Warner (TWX), ITT Industries (ITT), Texas Instruments (TXN), Ambac Financial Group (ABK), Viacom (VIA), Countrywide Financial (CFC), TJX Companies (TJX), Matthews International (MATW), Smithfield Foods (SFD), K-Swiss (KSWS), Reebok International (RBK), Universal American Financial (UHCO), Dorel Industries (DIIB), Helmerich & Payne (HP), Southwestern Energy (SWN), Blue Coat Systems (BCSI), Arris Group (ARRS), LifeCell Corporation (LIFC), Quality Systems, Inc. (QSII), British American Tobacco (BTI), Nestlé (NSRGY), Diageo plc (DEO), Express Scripts (ESRX), L-3 Communications (LLL), Statoil ASA (STO) and Dean Foods (DF).
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    The Wall Street Transcript does not endorse the views of any interviewee nor does it make stock recommendations.

 



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