Earnings Call Transcripts by Morningstar Inc.
Tue, 5 Mar 2013
Read the rest of this article on Earnings Call Transcripts by Morningstar Inc.
Fresh from a trip to Asia, Third Avenue Value manager Ian Lapey discusses the fund's Hong Kong commecial real estate holdings, plus potential opportunities in oil and gas exploration and insurance.
Analyst Pick Third Avenue Real Estate Value manager Mike Winer says well-financed Hong Kong real estate companies are positioned for growth in a strengthening local market.
Even after working through the impact of impending regulations, valuations for the for - profit educators are far higher than where they are trading today, says RS Investments manager Joe Wolf.
©2012 Morningstar Advisor. All right reserved.