Topics covered: Small and Mid-cap Growth Stock Investing, Long-only Strategy, Growth at a Reasonable Price, Domestic and International Equities, Blue-chip Companies
Companies covered: China Unicom (Hong Kong) Ltd (NYSE:CHU), China Mobile (Hong Kong) Ltd. (NYSE:CHL), China Telecom Corp Ltd (NYSE:CHA), Ladish Co. Inc., Kaiser Aluminum Corporation (NASDAQ:KALU), Eagle Materials Inc (NYSE:EXP), CIT Group Inc (NYSE:CIT), Ventas, Inc. (NYSE:VTR), Vornado Realty Trust (NYSE:VNO), Simon Property Group, Inc. (NYSE:SPG), Morgan Stanley (NYSE:MS), J P Morgan Chase & Co (NYSE:JPM), Citigroup Inc. (NYSE:C), Boston Properties, Inc. (NYSE:BXP), Bank of America Corporation (NYSE:BAC), Alexandria Real Estate Equities, Inc. (NYSE:ARE), Public Storage (NYSE:PSA), ProLogis, Inc. (NYSE:PLD), Kilroy Realty Corporation (NYSE:KRC)
