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Investing Strategies Newsletter |
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The latest headlines and interview extracts:

Money Manager Interview Excerpt: Investing IN Managed Futures - Ken Steben - Steben & Company, Inc. (6/29/09)
- Investing IN Managed Futures, Ken Steben - Steben & Company, Inc.
- General Investing

Money Manager Interview Excerpt: Small & Mid-cap Growth Stock Investing - NITIN N. Khumbani & Sunil M. Reddy - Apex Capital Manag (6/29/09)
- Small & Mid-cap Growth Stock Investing, NITIN N. Khumbani & Sunil M. Reddy - Apex Capital Managemen
- General Investing

Money Manager Interview Excerpt: Economic Outlook & Investing Strategies - Dr. A.GARY Shilling - A Gary Shilling & Co. (6/29/09)
- Economic Outlook & Investing Strategies, Dr. A.GARY Shilling - A Gary Shilling & Co.
- General Investing

Money Manager Interview Excerpt: The Magnet Method OF Investing - Jordan Kimmel - The Magnet Investment Group Llc (6/29/09)
- The Magnet Method OF Investing, Jordan Kimmel - The Magnet Investment Group Llc
- General Investing

Money Manager Interview Excerpt: Investing IN Opportunistic Special Situations - Richard E. Lane, Richard J. Whiting, Aaron J. Gar (6/29/09)
- Investing IN Opportunistic Special Situations, Richard E. Lane, Richard J. Whiting, Aaron J. Garcia & James
- General Investing

Money Manager Interview Excerpt: Investment Opportunities IN Technology - Jeff Donlon - Manning & Napier Advisors, Inc.. (6/29/09)
- Investment Opportunities IN Technology, Jeff Donlon - Manning & Napier Advisors, Inc..
- General Investing

Money Manager Interview Excerpt: Identifying Multi-year Tailwinds - Gary M. Flam - Bel Air Investment Advisors Llc (6/29/09)
- Identifying Multi-year Tailwinds, Gary M. Flam - Bel Air Investment Advisors Llc
- General Investing

Money Manager Interview Excerpt: T.DAYTON / K.HERRICK - Denver Investment Advisors (8/23/04)
- T.DAYTON / K.HERRICK, Denver Investment Advisors
- General Investing

Money Manager Interview Excerpt: David Kahn - Roxbury Capital Management Llc (7/5/04)
- David Kahn, Roxbury Capital Management Llc
- General Investing

Money Manager says Intuit has a pristine balance sheet with almost no debt (9/26/03)
- KYLE PRECHTL LEGG, Legg Mason Capital Management, Inc.
- General Investing

Money Manager says Taro is an interesting generic company (8/29/03)
- H. GILES KNIGHT, MTB Investment Advisors
- General Investing

Money Manager thinks there’s going to be a real jump in revenue of SanDisk (8/29/03)
- H. GILES KNIGHT, MTB Investment Advisors
- General Investing

Money Manager Interview Excerpt: Steven Purvis - Luther King Capital Management Inc (8/4/03)
- Steven Purvis, Luther King Capital Management Inc
- General Investing

Money Manager recommends Royal Bank of Scotland's stock (10/15/02)
- RAJIV JAIN, Vontobel Asset Management, Inc.
- General Investing

Money Manager claims Cardinal Health will continue to gain market share (10/11/02)
- LARRY JONES, NCM Capital Management Group, Inc.
- General Investing

Money Manager states that BUD has consistent and superior growth profile (8/30/02)
- ARNO O. MAYER, Steinberg Global Asset Management
- General Investing

Money Manager forecasts increase in Nike profit margins (8/28/02)
- ARNO O. MAYER, Steinberg Global Asset Management, Ltd.
- General Investing

Money Manager comments that Public Storage is an good growth REIT (8/16/02)
- K. WILLIAM NOLIN, Principal Capital Management
- General Investing

Money Manager states why Wal-Mart continues to be an attractive stock (7/29/02)
- ROBERT S. VENABLE, First American Capital Management, Inc.
- General Investing

Money Manager anticipates considerable upside potential for Coinstar (7/29/02)
- JULIET S. ELLIS, JPMorgan Fleming Asset Management Group
- General Investing

Money Manager explains why Expeditors unique model makes them number 1 (7/29/02)
- JOSEPH MARINI, Cabot Money Management
- General Investing

Money Manager asserts that it's the right time to invest in Meridian Gold (7/12/02)
- THOMAS DIBELLA, Turner Investment Partners, Inc.
- General Investing

Money Manager highlights why Capita have been winning all the major contracts (7/10/02)
- SABRINA YIH, Wells Capital Management
- General Investing

Money Manager cites why Big Lots should make it big (7/2/02)
- MARK F. DEGENHART, Oppenheimer Capital
- General Investing

Money Manager claims Resources Connection are a stock to watch (7/2/02)
- MARK GORODINSKY, Retirement System Investors Inc.
- General Investing

Money Manager recommends MDU based on solid track record (7/2/02)
- MARK F. DEGENHART, Oppenheimer Capital
- General Investing

Money Manager believes Urban Outfitters are a stock to watch as they adopt new strategy (7/2/02)
- MARK GORODINSKY, Retirement System Investors Inc.
- General Investing

Analyst Interview Excerpt: The Technology OF Renewables: Ann Partlow - Rockefeller & CO (6/18/02)
- Ann Partlow, Rockefeller & CO
- General Investing

Money Manager discusses important economic indicators (6/17/02)
- CHANDLER SPEARS, Davis Advisors
- General Investing

Money Manager discusses global opportunities (6/17/02)
- ANDREW A. DAVIS, Davis Advisors
- General Investing

Caremark was also a good turnaround story for Money Manager (6/4/02)
- ERIC J. GREEN, Penn Capital Management
- General Investing

Kroger has the number one market share in 36 of the 48 markets that it’s in, states Money Manager (6/4/02)
- JAMES P. O’MEALIA, Fox Asset Management
- General Investing

Money Manager highlights adidas-Salomon (6/4/02)
- THOMAS HANCOCK, Grantham, Mayo, Van Otterloo & Co.
- General Investing

Money Manager favors Phillips Petroleum's assets and valuation (5/31/02)
- ARNOLD R. SCHMEIDLER, A. R. Schmeidler & Co.
- General Investing

Money Manager favors Texas Instruments on the semiconductor side (5/31/02)
- SARAT SETHI, Douglas C. Lane & Associates, Inc.
- General Investing

Money Manager highlights Meredith Corporation (5/31/02)
- PAUL C. HOGAN, Fenimore Asset Management, Inc.
- General Investing

Money Manager explains why he is attracted to Microsoft (5/31/02)
- FREDERIC G. BURKE, Johnston Lemon Asset Management, Inc.
- General Investing

Analyst expects Pharmacia to gain market share in the Cox-2 inhibitor market (5/31/02)
- DR. DAVID GRUBER, WPG Farber
- General Investing

There is a lot of opportunity for Citigroup to leverage the advantages worldwide, reports Money Manager (5/31/02)
- DONEVAN E. KUKUL, Cohen, Klingenstein & Marks, Inc.
- General Investing

Analyst would focus on Starwood (5/30/02)
- JAKE FULLER, Thomas Weisel Partners
- General Investing

Money Manager favors Concord EFS (5/30/02)
- DONEVAN E. KUKUL, Cohen, Klingenstein & Marks, Inc.
- General Investing

PepsiCo is extremely well run and hitting on all cylinders, notes Money Manager (5/30/02)
- JEROME H. WALTHER, Church Capital Management
- General Investing

Money Manager cites Dow Chemical as the world leader in the production of plastics, and chemicals (5/29/02)
- FREDERIC G. BURKE, Johnston Lemon Asset Management, Inc.
- General Investing

Money Manager reports on Northrop Grumman (5/29/02)
- ARNOLD R. SCHMEIDLER, A. R. Schmeidler & Co.
- General Investing

Analyst reports on Extended Stay America (5/29/02)
- JAKE FULLER, Thomas Weisel Partners
- General Investing

Money Manager favors Cisco (5/29/02)
- SARAT SETHI, Douglas C. Lane & Associates, Inc.
- General Investing

Money Manager continues to favor Nokia on a longer-term basis (5/24/02)
- JOHN P. THAYER, Associated Investment Management, LLC
- General Investing

Money Manager's largest holding in the international funds is AMVESCAP (5/23/02)
- NEIL MURDOCH, AIC Limited
- General Investing

Money Manager reports on Goldman Sachs (5/17/02)
- RICHARD H. EARNEST, HighMark Capital Management
- General Investing

Money Manager believes there is a very good value in Cendant (5/17/02)
- RICHARD H. EARNEST, HighMark Capital Management
- General Investing

Money Manager favors Colgate's new products and believes they execute their business plan very well (5/17/02)
- WILLIAM J. DEROSA JR., Badgley, Phelps and Bell, Inc.
- General Investing

Money Manager believes QUALCOMM is benefiting, again, from their dominance of brand (5/17/02)
- WILLIAM J. DEROSA JR., Badgley, Phelps and Bell, Inc.
- General Investing

Money Manager highlights Merck (5/17/02)
- PETER F. GANUCHEAU IV, GSB Investment Management, Inc.
- General Investing

Money Manager believes Baxter International has gone through an interesting transition (5/16/02)
- WILLIAM J. DEROSA JR., Badgley, Phelps and Bell, Inc.
- General Investing

Money Manager cites Flextronics as one of the leaders in the EMS industry (5/16/02)
- JANE W. KORHONEN, Brown Investment Advisory & Trust Company
- General Investing

Money Manager finds PerkinElmer attractive (5/16/02)
- PETER F. GANUCHEAU IV, GSB Investment Management, Inc.
- General Investing

Money Manager has been pretty steady buyers of Fannie Mae (5/16/02)
- RICHARD H. EARNEST, HighMark Capital Management
- General Investing

Money Manager favors Smith International because of it's unique combination of proprietary technology (5/15/02)
- GEOFFREY R.B. CAREY, Brown Investment Advisory & Trust Company
- General Investing

Analyst believes Tyco is an unique opportunity (5/15/02)
- PETER F. GANUCHEAU IV, GSB Investment Management, Inc.
- General Investing

Engelhard is a company that has been improving for some time, notes Money Manager (5/15/02)
- RICHARD H. EARNEST, HighMark Capital Management
- General Investing

AFLAC has demonstrated an extremely strong brand through effective marketing, reports Money Manager (5/15/02)
- WILLIAM J. DEROSA JR., Badgley, Phelps and Bell, Inc.
- General Investing

Money Manager explains reasons why he favors Silicon Valley Bancshares (5/15/02)
- JONATHAN W. WHITE, Banknorth Investment Management Group
- General Investing

Computer Associates' long-term bond is risk-free, notes Money Manager (5/14/02)
- PETER F. GANUCHEAU IV, GSB Investment Management, Inc.
- General Investing

Analyst is very, very positive on Johnson & Johnson (5/14/02)
- WILLIAM J. DEROSA JR., Badgley, Phelps and Bell, Inc.
- General Investing

Money Manager highlights Banta (5/14/02)
- JONATHAN W. WHITE, Banknorth Investment Management Group
- General Investing

Money Manager feels that Comcast has a very bright future (5/14/02)
- GEOFFREY R.B. CAREY, Brown Investment Advisory & Trust Company
- General Investing

Money Manager Interview Excerpt: G.CAREY / J.KORHONEN - Brown Investment Advisory & Trust Company (5/13/02)
- G.CAREY / J.KORHONEN, Brown Investment Advisory & Trust Company
- General Investing

Money Manager comments on Affiliated Computer (5/9/02)
- LAWRENCE AURIANA, Federated Kaufmann Fund
- General Investing

LifePoint has been able to do very well in a tough operating environment for most hospitals, reports Money Manager (5/9/02)
- ROBERT L. LEE, Sentinel Advisors Company
- General Investing

PETsMART has been Money Manager's best performing stock last year (5/8/02)
- LAWRENCE AURIANA, Federated Kaufmann Fund
- General Investing

Novellus has consistently been one of Money Manager's larger holdings (5/8/02)
- ROBERT L. LEE, Sentinel Advisors Company
- General Investing

Best Buy has done very well for Money Manager over the last six months (5/7/02)
- ROBERT L. LEE, Sentinel Advisors Company
- General Investing

Money Manager reports on Fresh Del Monte (5/7/02)
- PAUL A. MAGNUSON, NFJ Investment Group
- General Investing

Money Manager comments on Huaneng Power (5/7/02)
- ALEXANDER L. MUROMCEW, Loomis, Sayles & Company, L.P.
- General Investing

Cendant is Money Manager's second largest holding (5/7/02)
- LAWRENCE AURIANA, Federated Kaufmann Fund
- General Investing

Taiwan Semiconductor is definitely one of Money Manager's lead semiconductor investments (5/3/02)
- KEITH A. MCLEAN, I.G. Investment Management, Ltd.
- General Investing

Lucent has the best balance sheet to survive the tough times ahead, reports Money Manager (5/3/02)
- KENT G. CROFT, Croft-Leominster, Inc.
- General Investing

Money Manager is particularly happy with Landry’s Restaurants (5/3/02)
- BRUCE H. GELLER, Dalton, Greiner, Hartman, Maher & Co.
- General Investing

Money Manager praises Research in Motion's management team (5/2/02)
- DANIEL D. MCCLURE, I.G. Investment Management, Ltd.
- General Investing

Money Manager favors Citigroup (5/2/02)
- KENT G. CROFT, Croft-Leominster, Inc.
- General Investing

Nucor should result in strong earnings growth potential, states Money Manager (5/2/02)
- BRUCE H. GELLER, Dalton, Greiner, Hartman, Maher & Co.
- General Investing

Cato Corp. has been doing a very good job, notes Money Manager (5/1/02)
- BRUCE H. GELLER, Dalton, Greiner, Hartman, Maher & Co.
- General Investing

Analyst highlights Able Energy (5/1/02)
- STEWART KALTER, Andrew Alexander Wise & Company, Inc.
- General Investing

Socket Communications is expected to turn profitable within the next several quarters, notes Analyst (5/1/02)
- PETER G. MINTZ, Barrow Street Research
- General Investing

Money Manager favors STMicroelectronics (5/1/02)
- DANIEL D. MCCLURE, I.G. Investment Management, Ltd.
- General Investing

FMC's multiple will improve as the earnings come through, reports Money Manager (5/1/02)
- KENT G. CROFT, Croft-Leominster, Inc.
- General Investing

Money Manager highlights Direct Focus (5/1/02)
- CAROLIE BURROUGHS, Aeltus Investment Management, Inc.
- General Investing

Money Manager favors Payless ShoeSource (4/30/02)
- BRUCE H. GELLER, Dalton, Greiner, Hartman, Maher & Co.
- General Investing

StarTek has an extremely good management, notes Analyst (4/30/02)
- STEWART KALTER, Andrew Alexander Wise & Company, Inc.
- General Investing

Innovo is well positioned to capture a growing market share, states Analyst (4/30/02)
- PETER G. MINTZ, Barrow Street Research
- General Investing

Money Manager has a holding on Cognos (4/30/02)
- DANIEL D. MCCLURE, I.G. Investment Management, Ltd.
- General Investing

Money Manager highlights Honeywell as a controversial type story (4/30/02)
- KENT G. CROFT, Croft-Leominster, Inc.
- General Investing

Coventry Health Care has a good mix of growth opportunities, notes Money Manager (4/30/02)
- CAROLIE BURROUGHS, Aeltus Investment Management, Inc.
- General Investing

Money Manager favors Nucor (4/25/02)
- DAVID C. JORDAN, First National Bank
- General Investing

Money Manager expects an acceleration in Microsoft's revenue growth starting in 2003 (4/23/02)
- DANIEL P. BECKER, Waddell & Reed Investment Management Company
- General Investing

Constellation Brands has continued to deliver very good growth through the downturn, reports Money Manager (4/23/02)
- DAVID C. JORDAN, First National Bank
- General Investing

Abitibi should be well-positioned, reports Money Manager (4/16/02)
- KEVIN J. SHAVER, Mercator Asset Management, LP.
- General Investing

Money Manager reports on KeySpan (4/12/02)
- MICHAEL E. JONES, Clover Capital Management, Inc.
- General Investing

During 2002, Brunswick's stock has rebounded nicely, notes Money Manager (4/11/02)
- MICHAEL E. JONES, Clover Capital Management, Inc.
- General Investing

Money Manager comments on Huntington Bancshares' story (4/10/02)
- MICHAEL E. JONES, Clover Capital Management, Inc.
- General Investing
For more information call (212) 952 7400. The Wall Street Transcript does
not endorse any of the comments made by interviewees, and does not make stock
recommendations.
Copyright 1999, Wall Street Transcript Corp.
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