Earnings Call Transcripts by Morningstar Inc.
Tue, 3 May 2011
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Five stats from the market and the stories behind them. This week: a critical 10 for BlackBerry, a promising 3.2% margin for Amazon, and more.
Sanibel Captiva's Pat Dorsey questions whether some boards of directors can remain truly independent and make the tough decisions for the sake of shareholders.
Wintergreen's David Winters sees market downturns as an opportunity to swap out lower quality companies for cheap high quality names.
Westwood's Susan Byrne says the shop's funds have balanced lower-volatility health-care stocks with inflation-resistant energy names, while banking on a good history of dividend increases in both sectors.
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