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Investing in Niche Areas of the Market: Seth M. Glickenhaus, Glickenhaus & Co.
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Value-Driven Portfolio Management: Michael S. Dzialo, Managed Asset Portfolios, LLC
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Relative Value Investing: Jerrold K. Senser, Institutional Capital LLC
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Investing Strategies invest Pooled Investment Vehicles: Andrew Rogers, Gemini Fund Services, LLC
Topics covered: Contrarian value investment management - Growth stocks with positive outlooks - Few bargains in slowing market - Defensive groups - The dry bulk ship sector - The pipeline and transfer sector - Dividend-paying stocks - Value-driven investing - Overlooked areas of investment - Cyclical companies dependent on a strong economy - Foreign equities - Large cap, value-oriented equities - Relative value investment approach - Global growth franchises - Investment catalysts - Areas of market inefficiency
Companies covered: Bank of America (BAC), Campari Group, Diana Shipping (DSX), Eagle Bulk Shipping (EGLE), Energy Transfer Partners (ETP), Enterprise Products Partners (EPD), Intercontinental Hotels (IHG), JPMorgan Chase (JPM), Kraft (KFT), McDonald's (MCD), Norfolk Southern (NSC), Pargesa Holdings, Pfizer (PFE), Schering-Plough (SGP), Statoil (STO), Targa Resources (NGLS), TOTAL (TOT), Tyco Electronics (TEL), Vodafone (VOD), Wyeth (WYE)
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