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March 31, 2008 |
Featured Investors: Boykin Curry, Eagle Capital Management; Phillip Goldstein, Bulldog Investors; David Nierenberg, D3 Family Funds; Whitney Tilson, Glenn Tongue, T2 Partners
Featured Investments: American Express, Cohen & Steers Select Utility, Comcast, E.W. Scripps, Fairfax Financial, Gyrodyne, MedCath, Millenium India Acquisition, Pioneer Muni and Equity Income Trust, SLM Corp. |
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| INVESTOR INSIGHT |
| Boykin Curry |
| Eagle-eyed investor describes how he prepared for market turmoil, what "free call options" attract him, how humans can trump computers, and where he sees unrecognized upside in Comcast, American Express, Sallie Mae and E.W. Scripps. |
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| INVESTOR INSIGHT |
| Steve Samuels, Phil Goldstein, Andrew Dakos |
| Tenacious value hunters explain why cheapness isn't a sufficient buy criterion, the merits of "going for the jugular" as activists, where to buy Berkshire Hathaway at a discount, and where to find undervalued hard assets in today's market. |
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| UNCOVERING VALUE |
| Hospital operator MedCath would seem to have a lot going for it. So why is the market treating it like an outcast? |
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| A FRESH LOOK |
| The thesis that this insurer is one of the best ways to play the sub-prime train wreck is even stronger today. |
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| EDITORS' LETTER |
| Given the market's recent behavior, count yourself lucky if you've avoided a stock meltdown like this one. |
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| OTHER COMPANIES IN THIS ISSUE |
| 4Kids Entertainment, Apache, ASA Limited, BlackRock Energy and Resources, Boulder Total Return, Coca-Cola, First Financial Fund, Genentech, Jackson Hewitt, L-3 Communications, Newfield Exploration, Syms, United Refining Energy |
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