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April 30, 2010 |
Featured Investors: Andrew Foster, Matthews International; Zeke Ashton, Centaur Capital; Jim Roumell, Roumell Asset Management
Featured Investments: Capital Southwest, EMC, Great Lakes Dredge & Dock, Hisamitsu Pharmaceutical, JZ Capital, Lab Corp. of America, Singapore Technologies, Television Broadcasts, Trend Micro |
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| INVESTOR INSIGHT |
| Andrew Foster |
| Asian investing star describes the region's dominant theme, the benefit of ill-conceived indexes, why he conducts site visits, and why he sees upside in Singapore Tech, Hisamitsu, Trend Micro and Television Broadcasts. |
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| INVESTOR INSIGHT |
| Zeke Ashton |
| Market-trouncing investor explains his recipe for avoiding losers, the dangers of pattern recognition, the sectors he no longer shuns, and why he sees value in Lab Corp., EMC, Capital Southwest and JZ Capital. |
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| UNCOVERING VALUE |
| Why timing isn't everything in assessing a deep-value proposition like Great Lakes Dredge & Dock. |
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| UNCOVERING RISK |
| Insight and advice on how to glean useful information from even the most unhelpful and unresponsive sources. |
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| EDITORS' LETTER |
| Reading between the lines at a high level; Tracking Northwest's errant Flight #188. |
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| OTHER COMPANIES IN THIS ISSUE |
| Alamo, Alleghany, Annaly Capital, Encore Wire, Fairfax Financial, Financial Technologies India, Palm, Palm Harbor Homes, Safety Insurance, TAL International, VMware, Vodafone |
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