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October 31, 2007 |
Featured Investors: Kevin McCreesh and Ronald Mushock, Systematic Financial Management; Christopher Grisanti and Vance Brown, Grisanti Brown & Partners; Shawn Kravetz, Esplanade Capital
Featured Investments:American Standard, Archer Daniels Midland, Archon, Celanese, Dynegy, Freeport-McMoRan, KBR, Molson Coors, nTelos, Realty Income |
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| INVESTOR INSIGHT |
| Kevin McCreesh and Ronald Mushock |
| On why the market is slow to react to change, how to avoid value traps, where they see value in financial stocks and what they think the market is missing in Freeport-McMoRan, nTelos, Realty Income, Molson Coors and Celanese. |
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| INVESTOR INSIGHT |
| Chris Grisanti and Vance Brown |
| On the top question they ask management, how they avoid holding positions too long, why they think railroads are overvalued and where they see unrecognized value in Archer Daniels Midland, KBR, American Standard and Dynegy. |
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| UNCOVERING VALUE |
| Calling Archon Corp. low-profile would be hyperbole – which is a key reason it may be attractively priced. |
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| OF SOUND MIND |
| How to weather the "emotional tornado" that our brains generate when we think about gaining and losing money. |
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| EDITORS' LETTER |
| On whether money buys happiness ... and vice versa; Helpful career advice from Warren Buffett. |
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| OTHER COMPANIES IN THIS ISSUE |
| Ambac, America Movil, AIG, Ball Corp., BluePhoenix Solutions, CNH Global, Dime Community Bancshares, Hewlett-Packard, Legg Mason, McDonald's, New York Community Bancorp, Rogers Communications, Spirit AeroSystems, Sprint Nextel |
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