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April 30, 2008 |
Featured Investors: Clyde McGregor, Edward Studzinski, Harris Associates; James Vanasek, Donnell Noone, VN Capital Management; Charles Norton, GNI Capital
Featured Investments: Big Rock Brewery, Escalade, Foot Locker, Industrias Bachoco, Newfield Exploration, Schweitzer-Maudit, Thor Industries, UST Inc., Wabash National |
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| INVESTOR INSIGHT |
| Clyde McGregor, Edward Studzinski |
| Long-time value experts describe the energy sector they fancy, why they still buy small-cap companies, whether financials are worth buying, and why they see value in Foot Locker, UST, Newfield Exploration and Thor Industries. |
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| INVESTOR INSIGHT |
| James Vanasek, Donnell Noone |
| "Guerrilla" investors describe the cyclical bets they prefer, why research persistence pays, sage advice from their famous backer, and why they think Industrias Bachoco, Schweitzer-Maudit, Big Rock Brewery, Wabash and Escalade are cheap. |
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| UNCOVERING VALUE |
| Where the Vice Fund's Charles Norton is finding investment opportunity in perfectly legal but less-than-virtuous businesses. |
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| STRATEGY: JUDGING MANAGEMENT |
| Insight into applying analytical rigor to the subjective but all-important task of assessing management quality. |
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| EDITORS' LETTER |
| Attributing poor results to the fact that "this is a difficult time" strikes us as a bit less than candid. |
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| OTHER COMPANIES IN THIS ISSUE |
| Advanced Medical Optics, Altria, Apache, Boeing, British American Tobacco, Carolina Group, Diageo, EnCana, Fair Isaac, InBev, International Game Technology, Lockheed Martin, MBIA, McAfee, Mentor Graphics, Methanex, MGM Mirage, Philip Morris International, Raytheon, Red Hat, XTO Energy |
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