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February 28, 2010 |
Featured Investors: Preston Athey, T. Rowe Price; Scott Hood, First Wilshire Securities; Bill Ackman, Pershing Square Capital; Tim Hartch and Michael Keller, Brown Brothers Harriman; Seth Klarman, Baupost Group
Featured Investments: American Water Works, Brunswick, Chubb, CSS Industries, Glacier Bancorp, GTSI, Imax, Jinpan International, Kraft, Motorcar Parts of America, Rent-A-Center |
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| INVESTOR INSIGHT |
| Preston Athey |
| T. Rowe Price small-cap expert describes why patience is underrated, why diversification helps him be contrary, why small banks are interesting, and why he sees value in Brunswick, Glacier Bancorp, CSS Industries and GTSI. |
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| INVESTOR INSIGHT |
| Scott Hood |
| Market-trouncing investor explains where he finds growth at a discount, why non-U.S. due diligence needn't be daunting, the key "last 20%" of research, and why he thinks American Water Works, Rent-A-Center, Imax, Jinpan and Motorcar Parts are undervalued. |
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| UNCOVERING VALUE: Kraft |
| Market skeptics of it and its acquisition of Cadbury are likely to be dead wrong, says Pershing Square Capital's Bill Ackman. |
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| A FRESH LOOK: Chubb |
| Why Tim Hartch believes the market has yet to fully recognize how well the insurer has weathered the storm. |
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| STRATEGY: Seth Klarman |
| Investing great describes 20 lessons that should have been learned from the crisis, as well as 10 lessons investors appear to have learned instead.
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| OTHER COMPANIES IN THIS ISSUE |
| ATMI, Fred’s, Raven Industries, Chindex, Harbin, Companhia de Saneamento Basico, Atlantic Tele-Network |
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