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May 31, 2007 |
Featured Investors: Christopher Davis, Kenneth Charles Feinberg, Davis Advisors; Alex Troy, Troy Capital; Jeff Auxier, Auxier Asset Management
Featured Investments: American Express, American International Group, Boston Scientific, Costco, Friedman, Billings, Ramsey Group, Health Management Associates, IndyMac Bancorp, JPMorgan Chase, Loews, Tyco |
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| INVESTOR INSIGHT |
| Davis Advisors |
| Christopher Davis and Kenneth Charles Feinberg explain their single best idea source, what attracts them to financials, why their turnover is so low and why they're betting big on JPMorgan Chase, Costco, American Express, Loews and AIG. |
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| INVESTOR INSIGHT |
| Alex Troy |
| True contrarian describes what merger arbitrage taught him, why he gave up shorting, what he thinks of Murdoch's Dow Jones bid and why he believes Boston Scientific, Tyco, IndyMac Bancorp and Friedman, Billings, Ramsey are mispriced. |
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| UNCOVERING VALUE |
| Why a leader in the less-than-healthy business of operating hospitals might deserve a closer look. |
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| SPECIAL: WORDS OF WISDOM |
| This collection of investing wisdom highlights the similarities – and differences – in how great investors ply their trade. |
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| EDITORS' LETTER |
| Is the private-equity buyout craze a fundamental long-term trend ... or an inflating bubble about to burst? |
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| OTHER COMPANIES IN THIS ISSUE |
| Allegheny Energy, Altria, Boardwalk Pipeline Partners, Carolina Group, CNA Financial, Dell, Diamond Offshore Drilling, Dow Jones, Iron Mountain, Microsoft, Novelis, Procter & Gamble, Sprint Nextel, SPX Corp., Sun-Times Media, Vulcan Materials |
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