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An Investment Outlook for 2008: Fred Hayek & Eric O. Kallen, Hayek Kallen Investment Management, LLC
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Investing in Large & Small Cap Growth Stocks: Degas A. Wright, Decatur Capital Management, Inc.
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Relative Value Investing in Quality Companies: Glenn C. Andrews, Cardinal Capital Management, Inc.
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Absolute Value Investing in Large Cap Stocks: David Fleer & Jean-Luc Nouzille, Bristlecone Value Partners, LLC
Topics covered: Fundamental value investment discipline - Domestic companies with significant foreign earnings - The impact of rising interest rates - Tightening credit conditions - Dynamic stock selection model - Where alpha might be generated in the future - Stocks with positive price momentum - Relative value investing - Absolute value style of investing - ADRs of foreign companies - Growth or glamour stocks
Companies covered: Zimmer Holdings (ZMH), Johnson & Johnson (JNJ), Transocean (RIG), Peabody (BTU), USEC (USU), Citigroup (C), Microsoft (MSFT), Novartis (NVS), McDonald’s (MCD), Deckers Outdoor (DECK), MEMC Electronic Materials (WFR), Vimpel-Communications (VIP), EMCORE (EMKR), Radiant Systems (RADS), Biogen Idec (BIIB), Merck (MRK), Incyte (INCY), PharmaNet Development Group (PDGI), General Dynamics (GD), Curtiss-Wright (CW), DENTSPLY (XRAY), IDEXX (IDXX), Merck (MRK), Microsoft (MSFT), Intel (INTC), Bank of America (BAC), Progressive (PGR), Apollo Group (APOL), Sprint Nextel (S), Home Depot (HD), Motorola (MOT).
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