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April 30, 2009 |
Featured Investors: William Frels, Mairs and Power, Inc.; Jim Roumell, Roumell Asset Management; David Chu, Soma Asset Management; Whitney Tilson and Glenn Tongue, T2 Partners
Featured Investments: C.H. Robinson, Credit Suisse AM Income Fund, Ecolab, Graco, KVH Industries, Macerich, Medtronic, QAD, Tecumseh Products, Tejon Ranch |
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| INVESTOR INSIGHT |
| William Frels |
| Venerable manager describes where he's finding "value in growth," how he's expanded his non-U.S. exposure, what's behind most investing mistakes, and why he sees upside in Graco, Ecolab, C. H. Robinson and Medtronic. |
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| INVESTOR INSIGHT |
| Jim Roumell |
| Eclectic value hunter explains why he resists "blue-chips-are-cheap" arguments, the return he leaves to others, the key insight he got from Marty Whitman, and why QAD, Tecumseh, KVH and Tejon Ranch are mispriced. |
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| UNCOVERING RISK |
| Macerich shares have tripled in four weeks. An omen of great things to come, or is the market getting ahead of itself? |
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| EDITORS' LETTER |
| Is the increased interest by investors in "macro" analysis a passing fad, or an ongoing necessity? |
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| STRATEGY |
| Excerpts from Whitney Tilson's new book on the origins of the credit crisis and how to successfully manage through its aftermath. |
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| OTHER COMPANIES IN THIS ISSUE |
| 3M, Autodesk, Belo Corp., Comstock Resources, Exxon, Fluor, General Mills, Intel, Microsoft, SL Green, Stratasys, Target, Wells Fargo |
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