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Investing in Large Cap Value Stocks: Bruce W. Kaser, Voyageur Asset Management Inc.
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Customized Portfolio Investment Strategies: Christopher M. White, Fiduciary Trust Company
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Investing in Premium Growth Stocks: Gary Chapman, Guardian Capital LP
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Equity & Fixed-Income Investment Strategies: Mark D. Petrie, Hokanson Associates
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Separate Account Management Strategies: R. Thomas Manning Jr., Hale and Dorr Wealth Advisors LLC
Topics covered: Large cap value stocks - Investment opportunities created through change - Sector-neutral approach - Laddered bonds - Customized asset portfolios - Reduction of risk - Maintaining above average returns - Alternative investment strategies - External managers - Low volatility, non-directional hedge funds - Defensive investment approach - Struggling with credit issues - Long-term equities investment
Companies covered: Hewlett-Packard (HPQ), Apache (APA), Coca-Cola (KO), Merck (MRK), TJX Companies (TJX), Comcast (CMCSA), Macy's (M), Kraft (KFT), Amphenol (APH), Aflac (AFL), National Oilwell Varco (NOV), Questar (STR), Equitable Resources (EQT), Teva Pharmaceutical (TEVA), CVS Caremark (CVS), Autodesk (ADSK), Mettler-Toledo (MTD), Research in Motion (RIMM), Rogers Communications (RCI), Tim Hortons (THI), Gildan (GIL).
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Andrew Pickup
Publisher
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