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August 27, 2010 |
Featured Investors: Mason Hawkins and Staley Cates, Southeastern Asset Management; Francois Rochon, Giverny Capital; Paul Johnson, Nicusa Capital
Featured Investments: Accelrys, Carrefour, Disney, Genting Berhad, Hochtief, Lumber Liquidators, Medtronic, MTY Food Group, Shanda Interactive |
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| INVESTOR INSIGHT |
| Mason Hawkins, Staley Cates |
| Investing superstars describe the unique aspect of the latest bear market, a selling rule learned from John Templeton, why they're focusing outside the U.S., and what their team sees in Carrefour, Dell, Hochtief, Genting and Shanda. |
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| INVESTOR INSIGHT |
| Francois Rochon |
| Intrepid value hunter explains why buy-and-hold is far from dead, why quality never goes out of fashion, why he's almost always fully invested, and why he sees big upside in Disney, Medtronic, Lumber Liquidators and MTY Food. |
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| UNCOVERING VALUE |
| Intrinsic value can be hidden for many reasons, a few of which appear at play in life-sciences software provider Accelrys. |
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| OF SOUND MIND |
| Humans are hard-wired to filter out "noise" in making decisions, a trait that can get investors into trouble. |
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| EDITORS' LETTER |
| Forgive the hyperbole, but this is the strangest market we've ever seen. |
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| OTHER COMPANIES IN THIS ISSUE |
| Aaron's, Bank of the Ozarks, Campbell Soup, Chesapeake Energy, Daiwa Securities, Dell, DirecTV, Hennes & Mauritz, Leighton Group, Olympus, Omnicom, Rent-A-Center, Ruddick, Shanda Games, Visa, Wells Fargo, Worthington Industries, Yum Brands |
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