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October 30, 2009 |
Featured Investors: David Herro, Harris Associates; Paul Tanico and Ellen Adams, CastleRock Management; Michael Kao, Akanthos Capital
Featured Investments: Adecco, Ansell, Carpetright, Equinix, Gap, GM/Ford, Rohm, Syniverse, Warner Chilcott, Yahoo |
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| INVESTOR INSIGHT |
| David Herro |
| Value expert describes the main reason quality companies go on sale, why his emerging-market exposure is low, the best advice he'd give a budding global investor, and why he sees big upside in Rohm, Adecco, Ansell and Carpetright. |
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| INVESTOR INSIGHT |
| Paul Tanico, Ellen Adams |
| Long-time market beaters explain the discipline they put in place after a bad year, what they look for in an excess-capacity world, three short themes they like, and why they're high on Warner Chilcott, Equinix, Yahoo, Gap and Syniverse. |
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| OF SOUND MIND |
| Behavioral economist Dan Ariely takes aim at those persistent and stealthy forces that inappropriately influence our decisions. |
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| UNCOVERING VALUE |
| A bullish case for a North American automaker – with a built-in airbag in case of high-speed collision. |
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| EDITORS' LETTER |
| Paving the route to high performance, without high drama; How "junky" has this rally been?
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| OTHER COMPANIES IN THIS ISSUE |
| Allianz, Bank of America, Best Buy, Cisco, Credit Suisse, Domtar, Goodrich, International Paper, Lloyds, Petrohawk, Precision Castparts, Richemont |
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