4 money managers examine various sectors in this 20 page report from The Wall Street Transcript.
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Focused Investing in Large Cap Growth Stocks: Dana Webb & David Rolfe, Wedgewood Partners
SmallMid Core Investing: Randall Coleman, Berkeley Capital Mgmt.
Long/Short Fund Investing: Todd Burchett, ICON Advisers
Topics covered: Residential mortgage-backed securities - Liquidity crisis - Recession trends - GDP growth patterns - Oil pricing - SMID stocks - Bond yields - Oil and gas equipment services - Consumer discretionary sector - Risk control strategy
Companies covered: Google (GOOG), Apple (AAPL), Berkshire Hathaway (BRK), Amgen (AMGN), Medtronic (MDT), Varian Medical Systems (VAR), Ritchie Bros. Auctioneers (RBA), McCormick (MKC), Steiner Leisure (STNR) and ARM Holdings (ARMHY).