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Relative Valuation Sector Neutral Investing: Ben Friedman, Dana Investment Advisors
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Investing in Mid-Cap Companies: David O. Nicholas, Nicholas Company
Topics covered: ROE/DuPont breakdown
- Leverage reduction
- Portfolio turnover strategy
- Large cap opportunities
- Sector weighting
- Cyclical stocks
- Technology sector
- Brokerage businesses
- Portfolio risk management
- Tax efficiency
Companies covered: Cisco (CSCO), Coca-Cola Enterprises (CCE), Coca-Cola (KO), Michaels Stores (MIK), Briggs & Stratton (BGG), D.R. Horton (DHI), Fiserv (FISV), CDW Corporation (CDWC), Kinetic Concepts (KCI), Harley-Davidson (HDI), Legg Mason (LM), Williams-Sonoma (WSM).
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.
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