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June 29, 2007 |
Featured Investors: Ric Dillon, Diamond Hill Investments; Oliver Kratz, Deutsche Asset Management; Thomas Russo, Gardner Russo & Gardner; Mohnish Pabrai, Pabrai Investments
Featured Investments: Air Berlin, AirTran, Apache Corp., Gateway, Gazprom, McClatchy, MoneyGram, Santos-Brasil, United Technologies |
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| INVESTOR INSIGHT |
| Ric Dillon |
| Value expert explains how he avoids irrational behavior, why the golden era for consumer-products companies is over, why he'll short good companies and why he sees upside in United Technologies, AirTran, MoneyGram and Apache. |
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| INVESTOR INSIGHT |
| Oliver Kratz |
| Globetrotting investor describes two market distortions that must correct, why "ill-fit" companies are attractive, a profitable bottleneck in global trade and why he sees value in Air Berlin, Gazprom, Gateway and Santos-Brasil. |
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| A FRESH LOOK |
| When "everyone" knows an industry is in trouble, says Tom Russo, it may be a very good place to search for bargains. |
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| STRATEGY: MOHNISH PABRAI |
| When the market fails to distinguish between high-risk bets and those that are merely uncertain, astute investors should take advantage. |
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| EDITORS' LETTER |
| Why they call him the "Oracle of Omaha"; Quantifying the value of Wall Street neglect. |
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| OTHER COMPANIES IN THIS ISSUE |
| ABN Amro, Akamai Technologies, Biotech HOLDRS Trust, Bowater, Colgate-Palmolive, General Motors, iShares Nasdaq Biotechnology Index, James River Coal, Microsoft, Monsanto, Procter & Gamble, Steppe Cement, Stewart Enterprises, Tui AG |
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