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December 21, 2007 |
Featured Investors: Thomas Gayner, Markel Gayner Asset Management; Andrew Pilara and MacKenzie Davis, RS Investments; Larry Robbins, Glenview Capital; Thomas Shrager and Bob Wyckoff, Tweedy, Browne Co.; Wally Weitz, Wallace R. Weitz & Co., Lloyd Khaner, Khaner Capital; Vitaliy Katsenelson, Investment Management Associates
Featured Investments: Allen-Vanguard, American Eagle Outfitters, Bank of America, Century Aluminum, Corridor Resources, Fidelity National Information, Jackson Hewitt, Korea Exchange Bank, Office Depot, Petrolifera Petroleum, Redwood Trust |
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| INVESTOR INSIGHT |
| What Now? |
| Larry Robbins, Tom Gayner, Wally Weitz and other leading investors offer insight and ideas for navigating today's turbulent market. Among their top current picks: Bank of America, Century Aluminum, Fidelity National Information, Korea Exchange Bank and Redwood Trust. |
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| INVESTOR INSIGHT |
| Randall and Herbert Abramson |
| Market-trouncing father and son describe the natural-resources plays they find most attractive, why they shun concept stocks, how they're coping with a knee-jerk market and why they think Corridor Resources, Office Depot, Allen-Vanguard and Petrolifera are mispriced. |
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| UNCOVERING VALUE |
| High-quality companies in out-of-favor sectors often make attractive investments. Is American Eagle one? |
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| STRATEGY |
| How to respond if the persistent upward bias in equity markets turns into a thing of the past.
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| EDITORS' LETTER |
| Capital-raising time; Watching the mortgage mess unfold; A cause for celebration? |
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| OTHER COMPANIES IN THIS ISSUE |
| Abercrombie & Fitch, Aetna, Barclays, CarMax, Citigroup, Comcast, CompuCredit, Etruscan, First Marblehead, First Solar, Home Depot, Liberty Media Interactive, Pacific Energy, UnitedHealth, WellPoint |
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