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January 31, 2008 |
Featured Investors: Jeffrey Bronchick, Reed, Conner & Birdwell, LLC; Aaron Edelheit, Sabre Value Management; Susan Byrne, Westwood Holdings
Featured Investments: CAM Commerce Solutions, Central Garden & Pet, CVR Energy, General Electric, Hemisphere GPS, LodgeNet, PhotoChannel, White Mountains Insurance |
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| INVESTOR INSIGHT |
| Jeffrey Bronchick |
| Eclectic bargain hunter describes the current appeal of financial "vultures," which former winners he's rebuying, his top investing regret of the past six months, and why he sees strong upside in White Mountains, LodgeNet, General Electric and Central Garden & Pet. |
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| INVESTOR INSIGHT |
| Aaron Edelheit |
| Small-cap sleuth explains how he reads insider buys and sells, why his returns don't track the market, how he tries to avoid selling too soon, and why he's high on CAM Commerce, Hemisphere GPS, CVR Energy and PhotoChannel. |
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| UNCOVERING RISK |
| Amid the wreckage of commercial-bank stocks undoubtedly lie great bargains – and hefty risks. |
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| STRATEGY: SUSAN BYRNE |
| Looking to profit from an overly U.S.-centric (read: negative) view being built into share prices.
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| EDITORS' LETTER |
| Hard-earned advice for investors on "walking that always fine line between being early and wrong."
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| OTHER COMPANIES IN THIS ISSUE |
| 3M, 99 Cents Only Stores, American International Group, Alleghany Corp., Bank of America, Cintas, Comcast, Destiny Media Technologies, Eagle Bulk Shipping, Freeport-McMoRan, IHOP, JPMorgan Chase, Lazard, MasterCard, Ralcorp Holdings, Sprint Nextel, Triarc |
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