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July 30, 2010 |
Featured Investors: Prem Watsa, Fairfax Financial Holdings; Bernard Horn, Polaris Capital Management; Eric Cinnamond, Intrepid Capital Management; Phil Goldstein, Andrew Dakos, Bulldog Investors
Featured Investments: Aaron's, Core-Mark, Greencore Group, Gyrodyne, Hannover Re, Independent Bank Corp., Technip, Tidewater, Weis Markets |
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| INVESTOR INSIGHT |
| Bernard Horn |
| Global pioneer describes the "purist" aspect of his approach, the unexpected sector he finds most undervalued, why low-beta stocks can be mispriced, and why he sees upside in Hannover Re, Technip, Greencore and Independent Bank. |
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| INVESTOR INSIGHT |
| Eric Cinnamond |
| Small-cap whiz explains the most dangerous valuation error, why he's avoiding cyclicals, why he doesn't visit management, where he finds macro insight, and why he thinks Tidewater, Aaron's, Core-Mark and Weis Markets are mispriced. |
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| STRATEGY: Prem Watsa |
| Few navigated the financial crisis more successfully than the Fairfax Financial Chairman. What's he preparing for next? |
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| A FRESH LOOK: Gyrodyne |
| A case study from Bulldog Investors in how patience – combined with rattling some cages – can pay off quite handsomely. |
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| EDITORS' LETTER |
| Embracing no-excuses investing; On the "death" of value investing. |
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| OTHER COMPANIES IN THIS ISSUE |
| Autoliv, Bill Barrett, Cargotec, Dell, Federated Investors, Heinz, ICU Medical, Infosys, International Speedway, Johnson & Johnson, Maidenform, Quest Diagnostics, Rent-A-Center, Smucker (J.M.), UnitedHealth, U.S. Bancorp, Waters, Wells Fargo, WellPoint |
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