Investment Insight with Warren Buffett Next Door Randy McDuff -- The Oracle of Manitoba

Ken Kam interviews Randy McDuff for an mInfo Session. Listen to the audio here to learn from the man Forbes deemed "The Oracle of Manitoba" about his perspective on the four primary economic disconnects prevalent in U.S. investor thinking today.

Topics Include:

• What does Warren Buffett Next Door Randy McDuff see as occurring in the global markets that opposes the media-driven sentiments expressed on financial news networks?  
• Listen as Randy McDuff outlines and refutes what he terms the “Four Disconnects”—those emotionally-based sentiments influencing and driving investor perception of market stability and health.
  • Global Economic Fragility – How can we be experiencing a fragile economic climate when global GDP saw a growth rate of 19.2% over the past four years—at about 4.5% per annum, that’s a traditional global expansionary period result?
  • Corporate Weakness – The American media discusses the weak banking sector and then extrapolates that to other sectors; however, corporations are more profitable now than they were in 2007.
  • Balance Sheet Stress – A current, key indicator of balance sheet health is insider buying of corporations with actual cash, which is happening at record-breaking high right now.
  • The Infamous Double Dip Recession - We never had a double dip recession, because, for the most part, we didn’t have an economic collapse. The world economy is still growing though the United States is actually shrinking on a per person/per capita basis.
• Just how much of the recent selloff does Randy McDuff attribute to these disconnects?
• Learn about Randy McDuff’s top two holdings and why he stands behind them: Mastercard (NYSE: MA) and Novo Nordisk (NYSE:NVO).
• Just what under-assessed Chinese stock does Randy have on his radar for a 2011/2012 key buy?

Investment Insight with Warren Buffett Next Door Jack Weyland

Ken Kam interviews Jack Weyland for an mInfo Session. Listen to the audio here to glean some investment insights from our leading healthcare investor.

Topics Include:

• What is Warren Buffett Next Door Jack Weyland’s incredible VALUE Strategy, which has earned him almost 36% a year since inception?
• How does Warren Buffett Next Door Jack Weyland calculate his decision-making when macroeconomic factors are overwhelming the market?
• When to get out and hedge—according to Warren Buffett Next Door Jack Weyland!
• How do you analyze risk vs. reward opportunities in two completely unrelated sectors—healthcare and materials?
• What kind of preparation should an investor undertake to implement Jack Weyland’s VALUE strategy?
• What does it look like to analyze and identify intrinsically undervalued companies?
• Is there a strategic difference between investing in a clinical stage company versus a company on the cusp of launching their new drug?
• What does it take to assess clinical trials successfully, and do you need a medical degree to do so?