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January 29, 2010 |
Featured Investors: Sam Isaly, OrbiMed Advisors; Anand Atre and Tucker Golden, Solas Capital; Terry Fitzgerald, Longbow Capital
Featured Investments: BioMarin, Diamond Foods, Great Northern Iron Ore, Hawkins, Illumina, Liberty Starz, Mylan, Prysmian, Roche, Sara Lee, UGI |
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| INVESTOR INSIGHT |
| Sam Isaly |
| Healthcare expert describes why he doesn't shy from binary events, why half his positions are takeover candidates, how he'd simplify healthcare reform, and why he sees upside in Roche, Mylan, BioMarin and Illumina. |
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| INVESTOR INSIGHT |
| Solas Capital |
| Market-beating upstarts explain how their strategy is built for rocky markets, the many risks they won't take, why catalysts are overrated, and why they think Sara Lee, Liberty Starz, Diamond Foods and Hawkins are mispriced. |
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| STRATEGY: Power |
| Longbow Capital's Terry Fitzgerald explains why investing in the utility and power sectors is anything but a low-energy affair. |
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| STRATEGY: Selling |
| A framework for making the decision to sell a stock as rigorous and analytical as the decision to buy. |
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| EDITORS' LETTER |
| Lessons to remember for the new decade when betting on "sweeping" trends. |
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| OTHER COMPANIES IN THIS ISSUE |
| Alexander's, American Electric Power, AmeriGas, Atlas Pipeline, Cambium Learning, Fifth Street Finance, Given Imaging, Hospira, Interactive Brokers Group, Johnson & Johnson, Momenta, Nichi-Iko, Teva, Vertex, Volcano |
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