4 money managers examine various sectors in this 30 page report from The Wall Street Transcript.
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Investing in Small Cap Growth Stocks: Mary Lisanti, AH Lisanti Capital Growth, LLC
Investing in Small Cap Opportunities: Arnold Ursaner, CJS Securities, Inc.
Investing in International Equities: Peter J. Swan, Managed Asset Portfolios, LLC
Investing in Large Cap Value Stocks: Noel D. Goeddel, Holt-Smith Advisors, Inc.
Topics covered: Strong growth potentials - Major changes or trends - Management - Unique products - Risk control - The price of oil - Growing unemployment - Credit markets - Flexibility - International markets - Consistent growth - Realistic expectations - High dividend yields - The global downturn - Commodity cycles - Potential covenant issues - Highly leveraged balance sheets
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Companies covered: Hot Topic (HOTT); Thoratec (THOR); Athenahealth (ATHN); ICF International (ICFI); Itron (ITRI); Constant Contact (CTCT); Data Domain (DDUP); Concur Technologies (CNQR); AECOM Technology (ACM); Astec Industries (ASTE); Jacobs Engineering Group (JEC); American Italian Pasta (AIPC); John Bean Technologies (JBT); infoGROUP (IUSA); Anglo American (AAUK); StatoilHydro (STO); Diageo (DEO); Heineken; Fraser and Neave; Thai Beverage; Singapore Airport Terminal Services; Haw Par; Pargesa Holdings; Nestle (NSRGY); Syngenta (SYT); Viterra (VT:TSX); Puma; Grand Marnier; Wal-Mart Stores (WMT); Automatic Data Processing (ADP); Intel (INTC); Pfizer (PFE); Johnson & Johnson (JNJ); Consolidated Edison (ED).


