5 Money Managers
examine this vital industry in this 34 page report from The Wall Street Transcript.
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A Global Value Investment Strategy Paul Tryon - Emerson Investment Management, Inc.
Canadian Stocks with Growth & Value Potential Neil Wickham - Wickham Investment Counsel Inc.
Multiple Value-Added Strategies David Goerz - HighMark Capital Management
Opportunistic Large Cap Value Investing David Katz - Matrix Asset Advisors, Steven Pisarkiewicz - Matrix Asset Advisors
Small Cap Value Investing Carl Gardiner - Schafer Cullen Capital Management, Inc.
Topics covered: Top-down and Bottom-up Opportunities-Active Management-Multiple Asset Allocation-Tactical Asset Allocation-Canadian Stocks-Debt/Equity Ratios-Qualitative and Quantitative Approach-Large Cap Opportunistic Value-Low Valuation-Sustainability of Return-Price-to-Earnings-Price-to-Book Value Basis-Uncovering Compelling Values-High Returns on Investment
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Companies covered: Agrium (AGU); Airgas (ARG); American Express (AXP); Anadarko Petroleum (APC); Analog Devices (ADI); Avnet (AVT); BCE Inc. (BCE); Bank of America (BAC); Bank of Montreal (BMO); Broadcom (BRCM); CVS Caremark (CVS); Canadian National Railway (CNI); Chevron (CVX); Cisco (CSCO); Conoco (COP); Devon Energy (DVN); Disney (DIS); Enbridge (ENB); Garmin (GRMN); Genzyme (GENZ); Johnson Controls (JCI); McKesson (MCK); Medtronic (MDT); Mettler-Toledo (MTD); Microsoft (MSFT); Monster Worldwide (MWW); Morgan Stanley (MS); Mosaic Corp (MOS); Novellus (NVLS); Omnicare (OCR); Potash Corp of Saskatchewan (POT); Shoppers Drug Mart (SC); Tim Hortons (THI); Time Warner (TWX); TransAlta (TAC); TransCanada (TRP); Tyco International (TYC); Valero (VLO); Wal-Mart (WMT); Walgreen's (WAG); Wendy's (WEN); Western Union (WU); Yahoo! (YHOO); Zimmer (ZMH); asterCard (MA); eBay (EBAY).


