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March 31, 2010 |
Featured Investors: Michael Karsch, Karsch Capital Management; Richard Vogel and Patrick McNeill, Alatus Capital; Douglas Grey, Saddle Peak Asset Management; Andrew Wellington, Lyrical Asset Management
Featured Investments: AerCap, Carlsberg, Douglas, Gategroup, ITT Educational Services, Regal Entertainment, Shire, Stanley Works, Valora |
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| INVESTOR INSIGHT |
| Michael Karsch |
| Hedge fund ace describes how to tell values from value traps, why healthcare stocks are interesting, where he's finding attractive shorts, and what he thinks the market is missing in Stanley, Regal, Shire, ITT Educational and VeriSign. |
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| INVESTOR INSIGHT |
| Alatus Capital |
| European value experts explain their "Anglo Saxon approach," why tepid European growth doesn't limit them, how macro fears can be beneficial, and why they see upside in Carlsberg, Gategroup, Inditex, Valora and Douglas. |
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| UNCOVERING VALUE: Options |
| Douglas Grey makes the argument for buying the call options of blue-chip companies today rather than their stocks. |
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| UNCOVERING VALUE: AerCap |
| Just because the company's shares have taken flight doesn't mean they're not still a bargain. |
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| EDITORS' LETTER |
| Giving process its due; Lehman vindication; Why to worry when others stop worrying. |
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| OTHER COMPANIES IN THIS ISSUE |
| American Express, Apple, Bank of America, Bristol-Myers Squibb, Capital One, Caterpillar, Cephalon, Cigna, Daimler, Hewlett-Packard, IBM, Inditex, Intel, Marriott, Merck, PepsiCo, Pfizer, SES, Starwood, Suez Environnement, UnitedHealth, United Technologies, VeriSign, Wal-Mart, WellPoint |
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