6 Money Managers
examine this vital industry in this 30 page report from The Wall Street Transcript.
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Investing in Small-Cap Asian Stocks John Wong - Oberweis Asset Management (Asia) Ltd.
Investing in Thai Equity Sornchai Suneta - SCB Asset Management Co., Ltd., Suchai Sutapak - SCB Asset Management Co., Ltd.
Long-Only Investing in U.S. Large Caps William Smead - Smead Capital Management
Long-Term Value Investing Bobby Edgerton - Capital Investment Companies
Value Investing in Micro & Mega Caps Whitney Tilson - T2 Partners LLC
Value-Oriented Investing Ryan Sailer - Union Investment Management Group
Topics covered: Finding Values Where Others Miss It - Obvious Competitive Advantages - Attractive Emerging Opportunities
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Companies covered: Bank of America (BAC); Express Scripts (ESRX); Franklin Resources (BEN); General Motors (GM); Lincoln National (LNC); Luk Fook (0590.HK); Wal-Mart (WMT); ADP (ADP); Abbott Labs (ABT); Adobe (ADBE); Aflac (AFL); Amazon (AMZN); American Express (AXP); Amgen (AMGN); Anheuser-Busch InBev (BUD); Apple (AAPL); BP (BP); Baidu (BIDU); Barrick (ABX); Berkshire Hathaway (BRK-A); Bristol-Myers (BMY); C.R. Bard (BCR); CPALL (CPALL.BAK); Cabela's (CAB); Charoen Pokphand Foods (CPF.BAK); Cisco (CSCO); Citigroup (C); Coca-Cola (KO); Costco (COST); Cracker Barrel (CBRL); Dangdang (DANG); Dell (DELL); Disney (DIS); Eldorado (EGO); Expeditors (EXPD); Exxon (XOM); Fairfax Financial (FFH.TO); FedExes (FDX); Gap (GPS); Goldman Sachs (GS); Google (GOOG); Green Mountain Coffee Roasters (GMCR); Grupo Prisa (PRIS); H&R Block (HRB); Hewlett-Packard (HPQ); Howard Hughes Corporation (HHC); Iridium (IRDM); J.C. Penney (JCP); JPMorgan (JPM); Johnson & Johnson (JNJ); Juniper Networks (JNPR); Krung Thai Bank (KTB.BAK); Lowe's (LOW); Medco (MHS); Medtronic (MDT); Merck (MRK); Microsoft (MSFT); Mitra Adiperkasa (MAPI_JK); New Oriental (EDU); Newmont (NEM); Nordstrom (JWN); Paychex (PAYX); Pepsi (PEP); Pfizer (PFE); Royal Dutch (RDS-A); Sanrio (8136.TYO); Sears (SHLD); Sina (SINA); Sino-Forest (TRE.TO); TOP (TOP.TB); Target (TGT); U.S. Bank (USB); UPSes (UPS); Vornado (VNO); Walgreens (WAG); Wells Fargo (WFC); Whole Foods (WFM); Youku (YOKU); ZhengTong (1728.HK); dELiA*s (DLIA); eBay (EBAY).
