6 money managers examine various sectors in this 37 page report from The Wall Street Transcript.
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Concentrated Quality Growth Investing: Harry W. Segalas & David A. Altman, HS Management Partners, LLC
Large Cap Core Equity Investing: Richard I. Sichel, The Philadelphia Trust Company
Quantitative Investing with Fundamental Tilt: Geoffrey Gerber, TWIN Capital Management, Inc.
Mid-Cap Equity Investing at Discounted Values: Jon K. Christensen & Craig Stone, Kayne Anderson Rudnick Investment Management, LLC
Fund Investing in ETFs: Douglas A. Stewart, Sherwood Forest Capital Management, LLC
Socially Responsible Investing: Adam Seitchik, Trillium Asset Management Corporation
Topics covered: High quality growth businesses - Robust cash flows - Benefits of diversification - The price of the commodity - The franchise characteristics - Global presence - Market shares - Tax efficiency - Earnings prospects - Risk levels - Technical analysis - Social and environmental profile - Product innovation - The emerging markets - Industry-leading profitability
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Companies covered: Church & Dwight (CHD); EQT (EQT); Choice Hotels (CHH); Baxter International (BAX); NIKE (NKE); Air Products (APD); Nucor (NUE); Honeywell (HON); IBM (IBM); Hewlett-Packard (HPQ); U.S. Bancorp (USB); State Street (STT); Chevron (CVX); ConocoPhillips (COP); Costco (COST); Wal-Mart (WMT); Charles Schwab (SCHW); Scripps Networks (SNI); Time Warner (TWX); McDonald's (MCD); Netflix (NFLX); eBay (EBAY); Chipotle Mexican Grill (CMG).


