U.S. Equity Roundtable: Part 2

Our panel's value picks in financial services and technology

Sonita Horvitch 21 September, 2011 | 6:00PM

Editor's note: In today's second installment of our U.S. equity roundtable, the managers discuss their value disciplines, and how they apply under current market conditions to stock selection in financial services and information technology.

Our panelists: Peter Moeschter, executive vice-president, Franklin Templeton Investments, in Toronto; Gavin Ivory, vice-president, global equities and head of the global equity team at Toronto-based Beutel, Goodman & Co. Ltd.; and Janet Navon, managing director, director of research and a member of the U.S. investment team at New-York-based Epoch Investment Partners, Inc. They met with Morningstar columnist Sonita Horvitch, whose three-part series began on Monday and concludes on Friday.

Q: Corporate U.S. is in good shape. There continues to be a huge amount of cash on U.S. companies' balance sheets.

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Sonita Horvitch

Sonita Horvitch