09.29.08: TWST Investing Strategies Report
4 money managers examine various sectors in this 25 page report from The Wall Street Transcript.Order this Report

  1. Opportunistic and Directional Investing: Howard W. Cunningham, Cunningham Asset Management, LLC

  2. Perpetuating Wealth Through Dynasty Trusts: Jeffrey A. Dunham, Dunham & Associates Investment Counsel, Inc.

  3. Investing In Small Cap Companies: Mathieu Sirois, Van Berkom and Associates Inc.

  4. Investing in Value Stocks: James H. England Jr., Aster Investment Management, Inc.

    Topics covered: The simultaneous allocation of funds - Price movement - Risk-adjusted market returns - Dynasty trusts - Multiple generations - Estate or inheritance taxes - High-quality companies - The tough market environment - Reasonable valuations - Sector allocation - Potential investments - Sustainable growth

    Companies covered: Covidien (COV); Hawaiian Electric Industries (HE); Mattel (MAT); Transocean (RIG); Regions Financial (RF); Nokia (NOK); Jackson Hewitt (JTX); Brown & Brown (BRO); Middleby Corporation (MIDD); Advisory Board Company (ABCO).
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