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March 30, 2007 |
Featured Investors: Barry Rosenstein and Gary Claar, JANA Partners; Wayne Cooperman, Cobalt Capital; Jeffrey Ubben, ValueAct Capital
Featured Investments: Atlas America, Companhia Vale do Rio Doce, Ingersoll-Rand, Maximus, Mirant, Peabody Energy, Tullett Prebon, Valero Energy, Vallourec, Warner Chilcott |
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| INVESTOR INSIGHT |
| Barry Rosenstein |
| Star hedge-fund manager describes why he never runs out of ideas, the virtues of a medium-term horizon, why his brand of activism isn't trendy and why he thinks Valero, Ingersoll-Rand, Tullett Prebon, Mirant and Maximus are mispriced. |
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| INVESTOR INSIGHT |
| Wayne Cooperman |
| Expert value hunter explains the key themes driving his investments, why skepticism pays, how his dad influenced his career and what he thinks the market is missing in Atlas America, Peabody, Vallourec and Companhia Vale do Rio Doce. |
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| UNCOVERING VALUE |
| After a dud IPO, this company caught the eye of ValueAct's Jeff Ubben. That's usually a good sign for shareholders. |
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| EDITORS' LETTER |
| Beware management's misplaced loyalty to shareholders; Timeless words of wisdom. |
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| OF SOUND MIND |
| Is specialized industry, product or other knowledge overrated as an input to investing success? |
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| OTHER COMPANIES IN THIS ISSUE |
| Ahold, American Tower, Arecelor Mittal, EMI, GlobalSanteFe, Houston Exploration, ICAP, Noble, OSI Restaurant Partners, SBA Communications, Six Flags, Transocean, Wacker Chemie, Yahoo |
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