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September 28, 2007 |
Featured Investors: Steven Tananbaum, GoldenTree Asset Management; Philip Tasho, TAMRO Capital Partners; Stephen Roseman, Thesis Capital
Featured Investments:ACCO Brands, Corinthian Colleges, Delia's, Donnelley (R.H.), Goodyear Tire & Rubber, Hain Celestial, Liberty Global, McGraw-Hill, Pacific Sunwear, Willbros Group |
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| INVESTOR INSIGHT |
| Steven Tananbaum |
| Equity and debt expert describes where share prices vary most from private-market values, where the market is overreacting to sub-prime concerns and why he sees big upside in Liberty Global, McGraw-Hill, Goodyear and R.H. Donnelley. |
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| INVESTOR INSIGHT |
| Philip Tasho |
| Small-cap value hunter explains what he always – and never – wants to see in turnarounds, how he judges if a market leader will stay that way and why he thinks Hain Celestial, Corinthian Colleges, Willbros and ACCO Brands are mispriced. |
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| A FRESH LOOK |
| How Thesis Capital's Stephen Roseman handled share-price moves in Pacific Sunwear and Delia's over the past year. |
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| OF SOUND MIND |
| For wisdom on preparing for – and responding to – volatile markets, there's still no better source than Ben Graham.
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| EDITORS' LETTER |
| Rating the value of honesty as a company policy; Inciting the wrath of the investment gods. |
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| OTHER COMPANIES IN THIS ISSUE |
| AmeriCredit, Belo, Bowater, Cabot Microelectronics, Calamos Asset Management, Children's Place, Citadel Broadcasting, Delta Air Lines, EchoStar, FalconStor Software, General Cable, Google, NBTY, Netflix, Watson Wyatt |
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