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Investing in Canada: Neil Wickham, Wickham Investment Counsel Inc.
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GARP-Focused Large Cap Investing: Louis Felicetta, Beacon Trust Company
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Investing in Market Leadership: Nicholas H. Davis, Montana Investment Advisors, Inc.
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Alternative Investment Strategies: William E. Flaig Jr., Arrow Investment Advisors, LLC
Topics covered: Moderately positive investing environment in Canada - Minimal exposure to the subprime mortgage situation Strong natural resources sectors - Canadian retail franchises - The Canadian dollar - GARP investment strategy - Large cap companies with high growth potential - Energy and consumer discretionary stocks - Market leadership in the resource sector - Growth of Brazil, Russia, India and China - Tax increases - Slowdown in corporate profits
Companies covered: Potash Corp. (POT), Teck Cominco (TCK), HudBay Minerals (HBM:TSX), Petrobank (PBG:TSX), Suncor (SU), Canadian Oil Sands Trust (COS_UN:TSX), Toronto-Dominion (TD), RBC Financial (RY), Manulife (MFC), Gildan Activewear (GIL), Shoppers Drug Mart (SC:TSX), Tim Hortons (THI), Canadian Tire (CTC.A:TSX), Aflac (AFL), EnCana (ECA), Pride International (PDE), Disney (DIS), BorgWarner (BWA), Autoliv (ALV), Alcoa (AA), ENSCO (ESV), Imperial Oil (IMO), Freeport-McMoRan (FCX), Potash Corp. (POT), Apple (AAPL), Research in Motion (RIMM), CME Group (CME), Lehman Brothers (LEH), Brookfield Asset Management (BAM).
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