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Mid-Cap Growth Investing: Michael S. Allocco, Brazos Capital Management
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Growth at a Reasonable Price Investing: David B. Scott, Chase Investment Counsel Corporation
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Customized Portfolio Management: Doug Moore, Central Trust & Investment Company
Topics covered: Small and mid-cap investing - Mid-cap management teams - Robust growth relative to large cap companies - Volatility - Diversified asset allocation - GARP investing - Computer screening - Analysis of investment professionals - Sell rules to protect capital - Not incurring large losses - Laddered bond strategy - Mutual funds
Companies covered: Crocs (CROX), Intuitive Surgical (ISRG), Precision Castparts (PCP), National Oilwell Varco (NOV), Guess? (GES), NVIDIA (NVDA), NAVTEQ (NVT), Fluor (FLR), Chicago Bridge & Iron (CBI), AGCO (AG), Manitowoc (MTW), Trimble Navigation (TRMB), Silicon Laboratories (SLAB), MEMC Electronic Materials (WFR), Juniper Networks (JNPR), Deere (DE), China Mobile (CHL), Honeywell (HON), Praxair (PX), Potash (POT), National Oilwell Varco (NOV), St. Jude Medical (STJ) and Stryker (SYK).
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