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May 30, 2008 |
Featured Investors: Jean-Marie Eveillard, First Eagle Funds; Jeffrey Schwarz, Karen Finerman, Metropolitan Capital Advisors; Atticus Lowe, West Coast Asset Management
Featured Investments: Angiotech Pharmaceuticals, Bodycote, Brown Shoe, Devro, Domtar, Gaumont, Golar LNG, Misumi Group, Noven Pharmaceuticals, Pargesa Holding, SMC Corp. |
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| INVESTOR INSIGHT |
| Jean-Marie Eveillard |
| Dean of global value investing describes where in the world Ben Graham would be having a field day, where he's treading lightly in the U.S., the role gold plays in his portfolio, and what the market is missing in SMC, Misumi, Pargesa, Italmobiliare and Gaumont. |
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| INVESTOR INSIGHT |
| Metropolitan Capital |
| Jeffrey Schwarz and Karen Finerman describe the appeal of "dead money" situations, why M&A news can provide good ideas, their favorite advice from Joel Greenblatt, and why they see value in Domtar, Golar, Brown Shoe, Bodycote and Devro. |
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| A FRESH LOOK |
| Big share-price moves – up and down – challenge investors to update their calls. Here's how Atticus Lowe is responding. |
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| STRATEGY: COMPETITIVE MOATS |
| Timely and welcome guidance on how to tell the real and lasting competitive moats from the imposters. |
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| EDITORS' LETTER |
| Important lessons from David Einhorn’s book, Fooling Some of the People All of the Time. |
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| OTHER COMPANIES IN THIS ISSUE |
| Allied Capital, American Express, Berkshire Hathaway, Contango, Costco, Cyberonics, Graco, Home Depot, Italmobiliare, Legg Mason, Microsoft, Mohawk Industries, Nalco, Sealed Air, Steel Dynamics, Tiffany, Tui, Vulcan Materials |
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