03.03.08: TWST Investing Strategies Report
4 money managers examine various sectors in this 28 page report from The Wall Street Transcript.Order this Report
  1. The Enterprise Portfolio: 2008 Outlook: Jonathan S. Raclin, Barrington Research Associates, Inc.

  2. Global Investment Strategies: Donald B. Gimbel, Carret Asset Management, LLC

  3. Investing in Large Cap Quality Stocks: David M. Labiak, Trent Capital Management, Inc.

  4. Equity Investment Strategies: Kenneth Kaczmarek, Elliott & Associates, Inc.

    Topics covered: Prospects for 2008 - November election - Credit market disarray - Diversification - Professional fund management - Current income - Reduce exposure to debt - Distributions - Avoiding complexity - Opportunities in Southeast Asia - Europe as a source of funds - More investment in South America - Quality management - Strong balance sheets - High returns on assets - Strong cash flow generation - Strong brand names - Barriers to entry - Dominant companies - GARP investment strategies

    Companies covered: Cognex (COGX); Pioneer Drilling (PDC); Funds include: Nicholas-Applegate Convertible and Income Fund (NCV); The Blue Chip Fund (BLU); General American Investors (GAM); Royce Micro-Cap Trust (RMT); The BlackRock Global Energy & Resources Fund (BGR); Hambrecht & Quist Healthcare Investors (HQH); First Financial Fund (FF); CVRD (RIO); Raffles Education; OPG; Empresas ICA (ICA); SM Prime Holdings; HOLCIM; Barr Pharmaceuticals (BRL); Johnson & Johnson (JNJ); PepsiCo (PEP); Lowe’s (LOW); United Parcel Service (UPS); American Express (AXP); Nokia (NOK); Bed Bath & Beyond (BBBY).
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