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Welcome to Value Investor Insight |
| A wise investor once said: "If you don't keep learning, other people will pass you by." Value Investor Insight is for investors who want both actionable investment ideas and continuously thoughtful insight on how to become more successful investors. Read As A Free Trial » |
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| Issue Highlights: January 31, 2012 |
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| INVESTOR INSIGHT |
| Whitney George |
| Small-cap expert describes why value trumps growth even in small companies, a technology trend investors are missing, why he's "slow to fall in love," and why he's high on Schnitzer, Myriad, Trican, Westlake Chemical and Allied Nevada. |
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| INVESTOR INSIGHT |
| Brian Krawez |
| No-surprises investor explains the metrics that help him limit downside, the key reason he'll walk from a cheap stock, when he overrides his screens to buy, and why he thinks Advance Auto, Novartis, Life Technologies and Lockheed are mispriced. |
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| STRATEGY: PIMCO |
| The leaders of the bond titan's foray into equities describe their strategy and where it's uncovering value today. |
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| UNCOVERING VALUE: Eaton |
| Following dividend-yield signals to find value in a diversified "power management" leader. |
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| EDITORS' LETTER |
| On listening, what GE's Jeffrey Immelt calls the "most undervalued and undeveloped business skill." |
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| OTHER COMPANIES IN THIS ISSUE |
| Alleghany, Ashmore Group, Barclays, Barrick Gold, British American Tobacco, Copart, CVS Caremark, Danone, Fairchild Semiconductor, Lloyds, Microsoft, Semperit, Sprott, Strayer, Vodafone |
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