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March 31, 2009 |
Featured Investors: Steven Tananbaum, GoldenTree Asset Management; Charles de Lardemelle, International Value Advisers; Jason Brady, Thornburg Investment Management; Michael Lewitt, Harch Capital Management; Ralph Shive, Wasatch Advisors; Robert Robotti, Robotti & Co.
Featured Investments: Acergy, Archer Daniels Midland, Newmont Mining, Sysco, Wal-Mart |
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| INVESTOR INSIGHT |
| Investing in Credit |
| Top investors describe the fixed-income areas they favor, how their analysis differs between bonds and stocks, and why they see opportunity in the debt of companies such as Tribune, Frontier Oil, Affinion, NII Holdings and Freeport-McMoran. |
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| INVESTOR INSIGHT |
| Ralph Shive |
| Consistent market beater explains why analysis and psychology are both important, why process is overrated, why he favors dividends, and what upside he sees in Archer Daniels Midland, Sysco, Wal-Mart and Newmont Mining. |
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| UNCOVERING VALUE |
| Having been well rewarded the last time this stock was out of favor, Robert Robotti thinks the time is ripe for an encore. |
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| EDITORS' LETTER |
| Adding substance to the search for the market bottom; Making sense of the mess; Balance sheet humor. |
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| OF SOUND MIND |
| Have the rules of investing changed so much that a long-term perspective has become passé? |
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| OTHER COMPANIES IN THIS ISSUE |
| Affinion Group, Building Materials Corp., CommScope, Freeport-McMoran, Frontier Oil, General Electric, Intel, McKesson, National Rural Utilities, NII Holdings, Republic Services, Subsea 7, Tribune, Waste Management |
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