6 money managers examine various sectors in this 43 page report from The Wall Street Transcript.
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Large Cap Growth Opportunities: Walter B. Todd III, Greenwood Capital Associates, LLC
Investing in Large Cap Growth Stocks: Jerry Jordan, Jordan Management Company
High Quality Growth Investing: Joseph T. Seminetta & Denise M. Seminetta, Premier Asset Management, LLC
Investing in Large Cap Canadian Growth Stocks: Aly Alladina, PCJ Investment Counsel, Ltd.
Growth-Oriented Investment Strategies: Degas A. Wright, Decatur Capital Management, Inc.
Growth Opportunities in the Current Market: Mark P. Hilgendorf & Mark D. Tumpach, Kellogg Asset Management, Inc.
Topics covered: Recovering Economy -- Domestic and Global Recovery -- Increasing Dividend -- Relative Opportunity & Opportunity Cost -- Downside Protection -- Bullish on Growth -- Valuations -- Effects of Healthcare Reform -- Development of New Products -- Innovation -- Growing Earnings -- Acquisitions -- Technologies -- Quality Control -- Equity Research Capabilities -- Sustainability and Predictability of Earnings Growth -- Source of Earnings -- Canadian Banking -- Divident Cuts -- Discretionary Stocks -- High Volatility -- Concentrated Portfolios -- Undervalued Stocks -- Demand for Steel -- Increasing Production -- Growth -- Coal Mining Operations -- Surge in Consumer Spending -- Increase in Viewership -- Unit Volume -- Foreign Income -- Tax Rate
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Companies covered: Schlumberger (SLB); ConocoPhillips (COP); Emerson Electric (EMR); Morgan Stanley (MS); Qualcomm (QCOM); Genzyme (GENZ); Colgate-Palmolive (CL); National Oilwell Varco (NOV); Myriad Genetics (MYGN); Nuance Communications (NUAN); Apple (AAPL); BHP Billiton (BHP); Changyou (CYOU); EMC (EMC); Intel (INTC); Dell (DELL); Wal-Mart (WMT); Gilead Sciences (GILD); Express Scripts (ESRX); Visa (V); Ross Stores (ROST); Amazon (AMZN); Monsanto (MON); Google (GOOG); Priceline (PCLN); United States Steel (X); Las Vegas Sands (LVS); INVESCO (IVZ); Noble (NBL); Cameron International (CAM); Peabody Energy (BTU); Medtronic (MDT); AutoZone (AZO); Sysco (SYY); The Gap (GPS); Lowe’s (LOW); CVS Caremark (CVS); Amgen (AMGN); Baxter International (BAX); Discovery Communications (DISCA); Time Warner (TWX); JCPenney (JCP); Kohl’s (KSS); Guess? (GES)


