6 money managers examine various sectors in this 57 page report from The Wall Street Transcript.
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Investing in Large Cap Growth Stocks: Chris D. Bowen & Ryan Snow, Wasatch Funds
Defensive Equity Investment Strategies: Dale W. Smith & Clinton Brewer, Meeder Financial
Investing in Intangible Assets: Gautam Dhingra, High Pointe Capital Management, LLC
Financial Planning & Wealth Management Services: Patricia Powell, The Powell Financial Group, Inc.
Investing in Healthcare Stocks: Oliver Marti, Columbus Circle Investors
Investing with a Focus on Utilities, Telecom & Energy: Ronald J. Sorenson, W.H. Reaves & Co., Inc.
Topics covered: Return on capital - Management teams - Growth characteristics - The measurement of quality - Customer loyalty - Pricing power - The competitive landscape - Barriers to entry - The housing market - The profit opportunities - Reimbursement risk - Healthcare costs - Business models - Market capitalization - Geographic diversity
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Companies covered: Altera (ALTR); O'Reilly Automotive (ORLY); Express Scripts (ESRX); Apollo Group (APOL); Expeditors International (EXPD); Molson Coors (TAP); CVS Caremark (CVS); American Italian Pasta (AIPC); Thoratec (THOR); Alexion (ALXN); AT&T (T); Verizon (VZ); Exxon (XOM); Duke Energy (DUK); Exelon (EXC).


