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January 30, 2009 |
Featured Investors: Gary Claar, JANA Partners; Bruce Berkowitz, Fairholme Capital; Zeke Ashton, Centaur Capital; David Herro, Oakmark Funds; Timothy Mullen, VNBTrust; Jeremy Grantham, GMO; Robert Moses, RGM Capital
Featured Investments: Credit Suisse, DirecTV, First American, Health Net, Kinder Morgan, Lab Corp. of America, Pfizer, Teekay Offshore |
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| INVESTOR INSIGHT |
| Investing in Crisis |
| Four accomplished managers describe how their portfolios are positioned to weather the market storm, where they're finding fertile opportunity, and why they consider Health Net, Pfizer, Credit Suisse and Lab Corp. to be mispriced. |
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| INVESTOR INSIGHT |
| Timothy Mullen |
| Market-beating value hunter explains why the absence of catalysts makes him nervous, why energy MLPs and distressed debt are attractive, and what he thinks the market is missing in First American, DirecTV, Kinder Morgan and Teekay. |
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| STRATEGY: Jeremy Grantham |
| Now that we're in the middle of the crisis he saw coming, what the sage market seer is preparing for next. |
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| UNCOVERING VALUE |
| Value investors pine for high-quality stocks at bargain prices. Do software firms currently fit that bill? |
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| EDITORS' LETTER |
| Why a superstar investor altered a key aspect of his strategy; What we've hopefully learned about CEOs. |
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| OTHER COMPANIES IN THIS ISSUE |
| Actuate, Aetna, Bank of Ireland, Boeing, Chesapeake Energy, EnCana, First Advantage, Momentive Performance, Northrop Grumman, Opnet, Penn National Gaming, Rohm, SPSS, Teekay Corp., Tyler Technologies, UnitedHealth, Wal-Mart, WellPoint, White Mountains Insurance |
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