 |
|
|
6 money managers examine various sectors in this 34 page report from The Wall Street Transcript. |
 |
- Investing in Value Stocks: Wayne Titche, AMBS Investment Counsel
- Investing in Large Cap Value Companies: H. Thomas Smith, Birmingham Capital Mangement
- Investing in Small Cap, Consumer-Related Stocks: Richard J. Keim, Kensington Partners LP
- The Fremont Money Market Fund: Norman Gee, Fremont Investment Advisors
- HighMark Value Momentum Fund: J. Keith Stribling & Todd S. Lowenstein, HighMark Capital Management
- Hodges Fund: Donald W. Hodges, Hodges Capital Management
Topics covered: Sell stategies - Tax efficiency - Identifying value management - "Natural demand" and product consumption - Cost control - R&D spending control - Fighting government regulators - Microanalysis and economic direction - Supplier/consumer relationships - Avoiding the "value trap" - Terrorism and the investment landscape - Hedge funds - Analyst cutbacks in small cap - Gambling sector - Corporate news coverage - Credit quality and credit risks - LBO (leveraged buyout) values - Dividend evaluation
Companies covered:Baxter International (BAX), Office Depot (ODP), Staples (SPLS), Micron Technology (MU), Allstate (ALL), Harley-Davidson (HDI), Procter & Gamble (PG), Hershey (HSY), The Sports Authority (TSA), Thor Industries (THO), Winnebago (WGO), Nevada Gold & Casinos (UWN), Isle of Capri (ISLE), BP (BP), Suncor (SU), Abbott Labs (ABT), Toys ‘R’ Us (TOY), Hospira (HSP), Providian (PVN), Wyeth (WYE), Starbucks (SBUX), Wal-Mart (WMT), Texas Pacific Land Trust (TPL), Luby’s (LUB), Burlington Northern (BNI), XM Satellite Radio (XMSR), Frozen Food Express (FFEX), Speedway Motorsports (TRK), International Speedway (ISCA), AMX (AMXC).
This Issue costs $175 - and is non-returnable.
The Wall Street Transcript does not endorse the views of any interviewee nor does it make stock recommendations.
|
 |

Investors and Industry Execs.
The Wall Street Transcript has been used by investors and industry executives for 40 years as a unique tool for company and industry research.
TWST's roundtable panels and analyst interviews provide a sector perspective from Wall Street's best.
Money manager interviews provide the view from the buy-side.
CEO interviews with hundreds of companies from the major sectors gives the company perspective right from the top.
Subscribe to a unique research tool for investors and industry executives. Call (212) 952 7433 or click here.
Sincerely,
Andrew Pickup
Publisher
|
|
 |