New Zealand Telecom CFO Russ Houlden comments on the firm's new management, dividend sustainability, broadband plans, and quest for wireless market share.
On the currency front, the Loomis Sayles Bond manager likes New Zealand, Canada, and Norway, but is more cautious about some emerging markets, including Brazil and Mexico.
Third Avenue International Value manager Amit Wadhwaney describes the investment case behind its second-biggest holding, a Canadian agricultural transportation firm.