Global equities roundtable: Value picks from the pros

The "unloved" grocery giant, the biggest producer of wind power, the Indonesian micro-lender, and more

Sonita Horvitch 22 January, 2010 | 7:00PM

Editor's note: In the third and final installment of this week's Morningstar global equities roundtable, our three value managers talk about specific stocks they've been adding and discarding from their portfolios.

The panelists are Norman Boersma, executive vice-president and director of research at Templeton Investment Management, part of Franklin Templeton Investments Corp.; Gavin Ivory, vice-president, global equities, at Toronto-based Beutel, Goodman & Co. Ltd.; and Chuk Wong, vice-president at Toronto-based Goodman & Co., Investment Counsel Ltd., which manages the Dynamic family of funds. They spoke with columnist Sonita Horvitch.

Q: Gavin, time to discuss individual names in the portfolio. You have been adding more U.S. stocks?

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Sonita Horvitch

Sonita Horvitch