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September 30, 2008 |
Featured Investors: William Nasgovitz, Heartland Advisors; Brian Bares, Bares Capital; Alexander Roepers, Atlantic Investment Management; Seth Klarman, Baupost Group
Featured Investments: Accuray, Corporate Executive Board, Encore Capital, Goodrich, Greenlight Capital Re, Iamgold, International Assets Holding, Joy Global, Swift Energy, Winmark |
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| INVESTOR INSIGHT |
| William Nasgovitz |
| Venerable bargain hunter describes what he sees next for energy, how he's making his portfolios defensive, why inefficient pricing in small caps is likely to increase, and why he sees value in Swift Energy, Encore Capital, Iamgold and Accuray. |
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| INVESTOR INSIGHT |
| Brian Bares |
| Small-cap expert explains why valuation is the last thing he looks at, how he diversifies with only 12 stocks, and what he thinks the market is missing in Corporate Executive Board, Greenlight Capital Re, International Assets and Winmark. |
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| A FRESH LOOK |
| How Atlantic Investment's Alexander Roepers has handled the wild share-price volatility in two of his favorite holdings. |
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| STRATEGY: SETH KLARMAN |
| The lead editor of the new edition of Graham and Dodd's classic Security Analysis takes stock of today's troubled market. |
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| EDITORS' LETTER |
| On the importance of bargaining power when the stakes get high; The short answer on shorting. |
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| OTHER COMPANIES IN THIS ISSUE |
| Align Technology, American Dental Partners, CoStar Group, Datatrack, Diamond Hill Investment, Ensign Group, General Electric, InterDigital, LoopNet, Morningstar, Penn National Gaming, Skyworks Solutions, Varian Medical Systems |
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