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Investing in International Equities: Peter J. Swan, Managed Asset Portfolios, LLC
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Investing in Small & Micro-cap Growth Stocks: Lou Holtz & Yossi Lipsker, Engemann Asset Management
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Investing in Large Cap Canadian Equities: Gary Baker, Connor, Clark & Lunn Investment Management Ltd.
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Investing in Global Emerging Markets: Arthur E. Byrnes & Gregory Lesko, Deltec Asset Management LLC
Topics covered: Defensive stocks - Aggressively priced companies - Euro denominated assets - High return on-invested capital - Sustainability in potential holdings - High rate earnings growth - High returns on invested capital - Under-researched names - The Canadian market - Risk management - Target price discipline - Brazil - Eastern European countries - Book value in cyclical industries - Market volatility
Companies covered: Pargesa Holdings, Guinness Anchor Berhad, Noble Group, Oishi Group PCL, Lotte Confectionery, Sapporo, Asia Pacific Breweries, TOTAL, Lafarge, Paris Orleans, Nestle (NSRGY), Syngenta, Diageo (DEO), Campari Group, Pernod Richard, LKQ (LKQX), Cogent Communications (CCOI), Ramtron (RMTR), NightHawk Radiology (NHWK), Medicis Pharmaceuticals (MRX), Shoppers Drug Mart (SC:TSX), Research in Motion (RIMM), Suncor (SU), CAE (CGT), VCP (VCP), Orascom Construction, Astra International.
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