3 money managers examine various sectors in this 19 page report from The Wall Street Transcript.
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Investing in Small to Medium Cap Stocks: Richard F. Aster Jr., Aster Investment Management, Inc
GARP-Focused Small & Micro-Cap Investing: Robert J. Sullivan, Satuit Capital Management, LLC
Personalized Investment Services: Christopher B. Lissner, Acropolis Investment Management, LLC.
Topics covered: Small to medium-size companies - Long-term revenue growth - Commodity-based companies - International companies - Rapidly developing countries - Stock selection - Bottom-up research - GARP investment strategy - Overweight energy and technology sectors - Underweight consumer and financial sectors - Prospect of slowing US economic growth - US domestic micro-cap and small cap stocks
Companies covered: Global Payments (GPN), Las Vegas Sands (LVS), C.R. Bard (BCR), Royal Caribbean (RCL), Taser (TASR), China Medical (CMED), Dawson Geophysical Company (DWSN), American Science & Engineering (ASEI), and Radiant Systems (RADS).