4 money managers examine various sectors in this 25 page report from The Wall Street Transcript.Order this Report
Investing in Undervalued Large Cap Stocks: Frederic G. Burke, Johnston Lemon Asset Management, Inc.
Value Investing & Shareholder Activism: Eric R. Heyman & Timothy Ermi, Olstein Capital Management, LP
Long & Short Investing Strategies: Joseph Parnes, Technomart Investment Advisors
Growth & Value Investing Strategies: Douglas G. McPeek, Nottinghill Investment Advisers, Ltd.
Topics covered: Well capitalized companies - Reasonable earnings prospects - The top-down approach - Key economic and market trends - The market psychology - Domestic and international economies - Private market valuation - Operational changes - Activist situations - The true value of the company - Short selling strategies - Hot and cold sectors - Long and short positions - Consistency - Relative price strength - Accelerating EPS growth - The high dividend yield - Multi-year underperformers
Companies covered: Devon Energy (DVN); Schlumberger (SLB); Microsoft (MSFT); IBM (IBM); Procter & Gamble (PG); Johnson & Johnson (JNJ); Abbott Laboratories (ABT); Wyeth (WYE); Walt Disney (DIS); Teleflex (TFX); Columbus McKinnon (CMCO); The Cheesecake Factory (CAKE); Jo-Ann Stores (JAS); United Technologies (UTX); Exxon Mobil (XOM); 3M (MMM); Apple Computer (AAPL); Research in Motion (RIMM); Monsanto (MON); CONSOL Energy (CNX); ConAgra Foods (CAG); AT&T (T); DuPont (DD); Dow Chemical (DOW).