Money managers discuss strategy with Wall Street Transcript.
Here is what is on one man's whish list.
Robert McElwain is the founder of 12-year old North American Capital Management a conservative large cap fund. ''We're not buying yet,'' he insists, ''...it is a little bit early to say where the bottom is, but for when we get there, we are already working on the list of things we want to own.'' His core holdings and future buy list include CBS (NYSE: CBS - news), Chevron (NYSE: CHV - news), Dell Computer (Nasdaq: DELL - news), Dow Chemical (NYSE: DOW - news), Home Depot (NYSE: HD - news), Kaufman & Broad (NYSE: KBH - news), Kodak (NYSE: EK - news), Lehman Brothers (NYSE: LEH - news), Sprint (NYSE: FON - news), Travelers (NYSE: TRV - news).
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