9 money managers examine various sectors in this 56 page report from The Wall Street Transcript.
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Investing in Contrarian Value Stocks: John Poulter, Peter Jackson & Peter Mann, Cumberland Private Wealth Management
Global Risk Arbitrage: Drew Figdor, Tiedemann Investment Group
Investing in Energy Securities: Rodney B. Mitchell, The Mitchell Group, Inc.
Investing in Specialized Niche Companies: Jeffrey L. Friedberg, Friedberg Investment Management, Inc.
Quality Growth & Dividend Value Companies: Henry B. Smith & Jason D. Pride, Haverford Trust Company
Investing in Compelling Situations: Alan Wilson, Talon Asset Management
Investing for the Long Term: Robert E. Torray, Torray LLC
Equity & Fixed Income Strategies in a Down Market: William H. Chenoweth, Hokanson Associates
Proactive Wealth Management Strategies: Dave Young, Paragon Wealth Management
Topics covered: Risk-adjusted opportunities - Innovative management - Budgetary pressures - Development of new and improving products - Operating costs - Volatility - Traditionally defensive areas - Business models - Patent expiration issues - Deal activity - Specialization - The price of oil - In-house research - Quality stocks - Asset allocation - Flexibility
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Companies covered: Nexen (NXY); Suncor Energy (SU); Hologic (HOLX); Medco Health Solutions (MHS); Viterra (VT:TSX); Dr Pepper Snapple (DPS); Kinross Gold (KGC); Goldcorp (GG); Alamos Gold (AGI:TSX); CIRCOR (CIR); Gilead Sciences (GILD); Alcon (ACL); ICON (ICLR); CARBO Ceramics (CRR); National Instruments (NATI); ANSYS (ANSS); Abbott Laboratories (ABT); Microsoft (MSFT); Hewlett-Packard (HPQ); Becton Dickinson (BDX); Automatic Data Processing (ADP); Bank of New York (BK); Air Products & Chemicals (APD); Procter & Gamble (PG); Cisco Systems (CSCO); Teradata (TDC); GameStop (GME); NeuStar (NSR); Monsanto (MON); Cerner (CERN); PICO Holdings (PICO); JPMorgan (JPM); Google (GOOG); QUALCOMM (QCOM); Tesco (TSCDY); Nestle (NSRGY); Johnson & Johnson (JNJ).


