The Wall Street Transcript
The Wall Street Transcript - In-Depth Interviews for Investors

Long/Short Equities & Deep Value/Contrarian Investing Report

May 02, 2011

Buy ($175)

Topics covered: Undercovered Small-cap Stocks, Deep-value Philosophy, Conservative Long/Short Investing

Companies covered: International Business Machines Corporation (NYSE:IBM), General Motors Company (NYSE:GM), Verizon Communications Inc. (NYSE:VZ), PowerSecure International, Inc (NYSE:POWR), OGE Energy Corporation (NYSE:OGE), Frontier Communications Corporation (NASDAQ:FTR), Caterpillar, Inc. (NYSE:CAT)

The Endowment Model Of Investing - Mark W. Yusko - Morgan Creek Capital Management Llc
Mark W. Yusko
A Deep-value Approach To Fixed Income Investing - Tom Siderewicz - Century Management
Small-cap Contrarian Investing Strategies - Michael C. Heaberg - Axiom Asset Management
Michael C. Heaberg
Conservative Long/short Investing - Michael Shinnick - Wasatch Funds
Michael Shinnick
Top Company Interviews

Microsoft Corporation
Intel Corporation
Pfizer, Inc.
General Electric Company
Walmart Inc.
International Business Machines Corporation
Citigroup Inc.
Exxon Mobil Corporation
Bank of America Corporation
Dell Inc.
Verizon Communications Inc.
Alphabet Inc

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CEO INTERVIEWS
Interview with the President and CEO: Destination XL Group Inc. (NASDAQ:DXLG)
Interview with the CEO: Sterling Infrastructure, Inc. (NASDAQ:STRL)
Interview with the CEO: Accsys Technologies PLC (OTCMKTS:ACSYF)
SECTOR ROUNDTABLES
Natural Gas Weighs Heavy On E&P Near-Term Prospects
Roundtable Forum:optimism Despite Uncertainty In For-profit Education
Roundtable Forum:a Shift In Focus To Natural Gas From Oil
MONEY MANAGER INTERVIEWS
Value Manager Sees Opportunity When the Market Gets It Wrong
Renewables Space Hitting Positive Inflection Points
Responsible Bond Strategy Has Overweight in Renewables Sector
ANALYST INTERVIEWS
Deckers, Skechers, Boot Barn Are Top Footwear Stock Picks
Consumer Internet Analyst Talks Tech, Retail and Politics
Buy Troubled Apparel Companies While Valuations Are Low
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