10.18.04: TWST Investing Strategies Report
5 leading money managers examine various sectors in this 24 page report from The Wall Street Transcript.
  1. Protecting Capital by Managing Risk: Michael Golub, Colin Higgins & Kurt Hoeffer, The Golub Group

  2. The Kinetics Paradigm Fund: Tina Larsson, Kinetics Asset Mgmt.

  3. Investing in Small Cap Stocks: Paul Kleinaitis, Harris Investment Mgmt.

  4. Investing in Emerging Markets: Stephen J. McCarthy, State Street Global Advisors

  5. Dreyfus Premier Balanced Opportunity Fund: Thomas Plumb, David Duchow & Clint Oppermann, Wisconsin Capital Mgmt.

    Topics covered: Future cash flow projection  - Royalty trusts  - Energy space  - Exit strategy  - Building risk-controlled portfolios  - Technology companies  - Emerging markets  - Russia  - Volatile asset classes  - Moderating market volatility 
    Companies covered: McDonald’s (MCD), Best Buy (BBY), General Electric (GE), Amgen (AMGN), Intel (INTC), Canadian Oil Sands (COS_UN:TSX), Kmart (KMRT), Allegheny Energy (AYE), White Mountains Insurance (WTM), El Paso (EP), Korea Electric Power (KEP), Cooper Companies (COO), Sierra Health (SIE), New Century Financial (NEW), Headwaters (HDWR), Gen-Probe (GPRO), United Online (UNTD), Digital River (DRIV), Wal-Mart de Mexico (WMMVY), CEMEX (CX), PetroBras (PBR), Microsoft (MSFT), Cardinal Health (CAH).
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    The Wall Street Transcript does not endorse the views of any interviewee nor does it make stock recommendations.

 



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