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June 30, 2010 |
Featured Investors: Jerry Senser, Institutional Capital LLC; Steve Leonard, Pacifica Capital Investments; Ronen Israel, AQR Capital Management; Joel Greenblatt, Blake Darcy, Formula Investing
Featured Investments: ConocoPhillips, Credit Suisse, Energizer Holdings, Fairfax Financial, R.G. Barry, Sanofi-Aventis, Starbucks, Textron |
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| INVESTOR INSIGHT |
| Jerry Senser |
| Big-money value hunter describes five inefficiencies in large-cap stocks, his key selling triggers, where he's investing in his own business, and why he thinks Credit Suisse, ConocoPhillips, Textron and Sanofi are mispriced. |
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| INVESTOR INSIGHT |
| Steve Leonard |
| Eclectic market beater explains why focus mitigates risk, why new regulation can help industry leaders, his unique cash substitute, and why he holds big stakes in Energizer, Starbucks, Fairfax Financial and R.G. Barry. |
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| STRATEGY: Momentum |
| Can understanding how and why share-price momentum occurs be of help to value investors? |
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| UNCOVERING VALUE |
| As Joel Greenblatt's "magic formula" goes global, in what stocks is it finding the most opportunity today? |
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| EDITORS' LETTER |
| When you're better off ignoring your gut instincts; Mark Twain on when it's OK to speculate. |
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| OTHER COMPANIES IN THIS ISSUE |
| American Express, AstraZeneca, Berkshire Hathaway, Capital One, CGI Group, Goldman Sachs, Hewlett-Packard, InterDigital, Jamba Juice, Kroger, Markel, Medicis, Nintendo, Office Depot, OPAP, PepsiCo, Pfizer, Redecard, Sembcorp Marine, Sohu.com, Takeda, TomTom, United Internet, Wells Fargo |
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