Investing in Value Stocks: Jason Kiss, Bartlett & Co.

Investing in Growth Companies with Dividends: Martin Anstee, Stone Asset Management Limited

Small Cap Growth Investing: Mary Lisanti, AH Lisanti Capital Growth, LLC

Research-Differentiated Value Investing: Steve Wilson & Glenn Sussman, Lapides Asset Management, LLC

Topics covered: Value methodology - Companies with sustainable competitive advantages - Good business models - Energy overweight - Credit underweight - Growth situations - The Canadian dollar - Attractive undervalued situations in the US - Cash accumulation - The end of the profit growth cycle - Dividends - Dividend yield - Small cap growth - Company management - Disciplined fundamental analysis - Investment themes - Long term, opportunistic and contrarian investing - Cash flow

Companies covered: Target (TGT), Comcast (CMCSA), Lowe’s Companies (LOW), Starbucks (SBUX), Avon Products (AVP), ArthroCare (ARTC), Medtronic (MDT), PMI (PMI), AIG (AIG), Microsoft (MSFT), Accenture (ACN), Omnicom (OMC), Talisman Energy (TLM), Canadian National Railway (CNI), Disney (DIS), Chipotle Mexican Grill (CMG), Blue Coat Systems (BCSI), Zoltek (ZOLT), Illumina (ILMN), LifeCell (LIFC), Coldwater Creek (CWTR), Crocs (CROX), Tempur-Pedic (TPX), Learning Tree International (LTRE), DeVry (DV), Mobile Mini (MINI), Aaron Rents (RNT), Harman International (HAR), Checkpoint (CKP), Federal Signal (FSS), AptarGroup (ATR), and X-Rite (XRIT).