3 money managers examine various sectors in this 18 page report from The Wall Street Transcript.Order this Report
Large Cap Value Investing: Carl Lytollis & Andrew Cox, Phillips, Hager & North Investment Management Ltd.
Long-Term Value Investing: James J. Puplava, Puplava Financial Services, Inc.
Active Value Investing: Vitaliy N. Katsenelson, Investment Management Associates, Inc.
Topics covered: Long-term themes in the market - Oil prices - The supply and demand tightness - Market volatility - The key drivers of economies - The leadership growth stocks - The oil service area - The US market - Stock-by-stock process - Active value investing - Strong balance sheets - Earnings growth and dividends - Absolute valuation - Future cash flows - Range-bound markets
Companies covered: Petroleo Brasileiro (PBR); Potash (POT); Chesapeake (CHK); EnCana (ECA); Transocean (RIG); Schlumberger (SLB); Cameco (CCJ); Monsanto (MON); Agrium (AGU); Mosaic (MOS); Intel (INTC); Wal-Mart (WMT); General Electric (GE); Home Depot (HD); Cisco Systems (CSCO); Illinois Tool Works (ITW); Progressive (PGR), Allstate (All); Wells Fargo (WFC); Zebra Technologies (ZBRA); ScanSource (SCSC); Pfizer (PFE); AAON (AAON); Starbucks (SBUX); Motorola (MOT); American Express (AXP); Microsoft (MSFT); Google (GOOG).