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August 31, 2009 |
Featured Investors: Candace Weir, Paradigm Capital; Andrew Jones, North Star Partners; Thomas Eidelman, Eidelman Capital; Joel Greenblatt, Gotham Capital
Featured Investments: AFC Enterprises, Alphatec Holdings, Bowne, Cash America, Corrections Corp. of America, GameStop, Heartland Payment Systems, Insight Enterprises, Insteel Industries |
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| INVESTOR INSIGHT |
| Candace Weir |
| Investing trail blazer describes the virtues of an extensive "business grapevine," why small-caps are more interesting today, where risks are in retail, and why she believes Bowne, Insteel, Insight Enterprises and Alphatec are mispriced. |
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| INVESTOR INSIGHT |
| Andrew Jones |
| Market-beating value hunter explains the twist he puts on valuing cyclicals, why he's begging off healthcare, why he outperforms when markets are lousy, and why he sees upside in Corrections Corp., Heartland, Cash America and AFC. |
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| UNCOVERING RISK |
| Is GameStop's dominant position as a bricks-and-mortar videogame retailer ultimately such a good thing? |
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| UNCOVERING VALUE |
| Turning to Joel Greenblatt's “magic formula” to find compelling bargains in a bargain-priced sector. |
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| EDITORS' LETTER |
| Is management candor making a comeback?; Benjamin Graham hails the "plodder." |
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| OTHER COMPANIES IN THIS ISSUE |
| Automatic Data Processing, Ciber, Cornell Companies, Dell, Eli Lilly, Ethan Allen, Exide, General Dynamics, Global Cash Access, Haverty, Hewitt, J. Crew, Lockheed Martin, Matrixx, Microsoft, National Oilwell Varco, Pfizer, Raytheon, Syneron Medical, Time Warner, Williams-Sonoma |
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