12.5.05: TWST Investing Strategies Report
6 money managers examine various sectors in this 31 page report from The Wall Street Transcript.
  1. Investing in High-Growth Companies: Erick Maronak, Victory NewBridge Capital Mgmt.

  2. Neural Network Investment Management: Denis Turko, Haven Capital Mgmt.

  3. Investing in Large Cap Opportunities: Donald Head, Head and Assoc.

  4. The Templeton International Stock Fund: Donald Reed, Franklin Templeton Investments

  5. Long-Term Value Investing: William Baxter III, Baxter Investment Mgmt.

  6. Customized Wealth Management: Geordie Crossan, NBS Financial Services

    Topics covered: Biotech companies  - Managing capacity  - Valuation methodology  - Cash as an asset class  - Energy stocks  - Digital signal processors (DSPs)  - Emerging markets  - Geopolitical risks  - Growth at a reasonable price (GARP)  - REITs 

    Companies covered: Celgene (CELG), the Chicago Mercantile Exchange (CME), Monsanto (MON), Teva Pharmaceutical (TEVA), Merrill Lynch (MER), Amgen (AMGN), Symantec (SYMC), Google (GOOG), Microsoft (MSFT), National Oilwell Varco (NOV), Florida East Coast Industries (FLA), Brookline Bancorp (BRKL), 3M (MMM), ConocoPhillips (COP), EnCana (ECA), Texas Instruments (TXN), Dell (DELL), Target (TGT), Procter & Gamble (PG), Campbell Soup (CPB), Companhia Vale do Rio Doce (RIO), China Mobile (CHL), Cheung Kong Holdings (CHEUY), Sony Corporation (SNE), AIG (AIG), Wal-Mart (WMT), Berkshire Hathaway (BRKB), Time Warner (TWX), Pfizer (PFE), Intel (INTC), Automatic Data Processing (ADP) and Oakmark International (OAKIX).
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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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