09.22.08: TWST Investing Strategies Report
4 money managers examine various sectors in this 25 page report from The Wall Street Transcript.Order this Report
  1. Quantitative Investment Strategies: Rick Roberts, First Quadrant, LP

  2. Investing in Canadian Growth-Oriented Value Stocks: Neil Wickham, Wickham Investment Counsel Inc.

  3. Flexible & Adaptive Investment Strategies: Medon A. Michaelides, Robert A. Isbitts & Matt MacEachern, Emerald Asset Advisors, LLC

  4. Investing in Financial Services Stocks: Anton V. Schutz, Mendon Capital Advisors Corp.

    Topics covered: Quantitative investment strategies - Global macro strategies - Stability - Stock selection models - Volatility - The growth orientation - Canadian value stocks - The credit situation - The price of oil and gas - The flexible and adaptive approach - Changing market conditions - Time horizons - Risk/return profiles - The accommodative environment - Domestic financial services stocks - Valuations - Good opportunities

    Companies covered: Canadian Imperial Bank of Commerce (CM); Toronto-Dominion Bank (TD); Labrador Iron Ore Royalty Trust (LIF:TSX); Shoppers Drug Mart (SC:TSX); Tim Hortons (THI); Crescent Point (CPG:TSX); Canadian Oil Sands (COS:TSX); Vermillion (VET:TSX); Petrobank (PBG:TSX); Encana (ECA); Research in Motion (RIMM); Potash Corp. (POT); Agrium (AGU): American Capital Agency Corp; (AGNC); TFS Financial (TFSL); Prudential (PRU); MetLife (MET); Aflac (AFL); JPMorgan Chase (JPM); Citigroup (C); Federated Investors (FII); Invesco (IVZ); Janus (JNS).
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