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April 30, 2007 |
Featured Investors: Andrew Pilara, MacKenzie Davis, David Kelley and Joe Wolf, RS Investments; Atticus Lowe, West Coast Asset Management; Avner Mandelman, Giraffe Capital; Gregory Shrock, Arklow Capital
Featured Investments: Angiotech Pharmaceuticals, Coinstar, Contango Oil & Gas, W.W. Grainger, Key Energy Services, Magma Design Automation, MI Developments, National Home Health Care, Noven Pharmaceuticals, Star Gas Partners |
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| INVESTOR INSIGHT |
| RS Investments |
| Market-trouncing value team describes how they "deconstruct" a business, what they do when a stock falls 15%, the "trifecta" they see in natural resources and why they're high on Key Energy, Coinstar, Grainger and MI Developments. |
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| INVESTOR INSIGHT |
| Atticus Lowe |
| Rising-star value hunter explains why company culture matters, why healthcare is a fertile area for ideas, the unique insights of his firm's co-founder and why he thinks Noven, Contango, Angiotech and National Home Health Care are mispriced. |
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| BEHIND THE NUMBERS |
| According to those who count, why technology trends may finally be moving in this chip-design firm's favor. |
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| UNCOVERING VALUE |
| Why potential shareholders afraid of this firm's traumatic history may want to reconsider their timidity. |
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| EDITORS' LETTER |
| Interpreting conspicuous CEO consumption; John McCain as GM; The high price of cheery consensus. |
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| OTHER COMPANIES IN THIS ISSUE |
| 4 Kids Entertainment, Allegheny Technologies, AP Alternative Assets, Brookfield Asset Management, Cadence Design, Corrections Corp., Johnson & Johnson, KKR Private Equity Investors, Microsoft, Synopsys, Wrigley |
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