7 money managers examine various sectors in this 54 page report from The Wall Street Transcript.
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Economic Outlook & Investing Strategies: Dr. A.Gary Shilling, A Gary Shilling & Co.
The Magnet Method of Investing: Jordan Kimmel, The Magnet Investment Group LLC
Identifying Multi-Year Tailwinds: Gary M. Flam, Bel Air Investment Advisors LLC
Investing in Managed Futures: Ken Steben, Steben & Company, Inc.
Investing in Opportunistic Special Situations: Richard E. Lane, Richard J. Whiting, Aaron J. Garcia & James M. Wenzler, Broadview Advisors LLC
Small & Mid-Cap Growth Stock Investing: Nitin N. Khumbani & Sunil M. Reddy, Apex Capital Management
Investment Opportunities in Technology: Jeff Donlon, Manning & Napier Advisors, Inc.
Topics covered: The growth of emerging economies - The aging population in developed countries - The rising trend of data digitalization - Environmentalism - Consumer retrenchment - Genetic research - The aging infrastructure in the US - EPS growth consistency - Consistency of earnings and growth - Valuation - The balance sheet - Systematic trading models - Price trends - Excess inventories - Wage cuts - The excess of supply over demand
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Companies covered: Fiserv (FISV); Associated Banc-Corp (ASBC); Sapient (SAPE); PartnerRe (PRE); Reinsurance Group of America (RGA); HealthSouth (HLS); Borg-Warner (BWA); EMC (EMC); Cerner (CERN); Nordstrom (JWN); Dick’s Sporting Goods (DKS); Autodesk (ADSK); FedEx (FDX); UPS (UPS); Southwest Airlines (LUV); Aeropostale (ARO); priceline.com (PCLN); Cree (CREE); ARM Holdings (ARMH); Intuitive Surgical (ISRG).


