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January 31, 2012 |
Featured Investors: Whitney George, Royce & Associates; Brian Krawez, Loren Kinczel, Scharf Investments; Neel Kashkari, Anne Gudefin, Charles Lahr, PIMCO; David Ruff, Forward Management
Featured Investments: Advance Auto Parts, Allied Nevada Gold, Eaton, Ensco, Lancashire Holdings, Life Technologies, Lockheed Martin, Myriad Genetics, Novartis, Schnitzer Steel, Trican Well Service, Westlake Chemical |
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| INVESTOR INSIGHT |
| Whitney George |
| Small-cap expert describes why value trumps growth even in small companies, a technology trend investors are missing, why he's "slow to fall in love," and why he's high on Schnitzer, Myriad, Trican, Westlake Chemical and Allied Nevada. |
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| INVESTOR INSIGHT |
| Brian Krawez |
| No-surprises investor explains the metrics that help him limit downside, the key reason he'll walk from a cheap stock, when he overrides his screens to buy, and why he thinks Advance Auto, Novartis, Life Technologies and Lockheed are mispriced. |
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| STRATEGY: PIMCO |
| The leaders of the bond titan's foray into equities describe their strategy and where it's uncovering value today. |
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| UNCOVERING VALUE: Eaton |
| Following dividend-yield signals to find value in a diversified "power management" leader. |
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| EDITORS' LETTER |
| On listening, what GE's Jeffrey Immelt calls the "most undervalued and undeveloped business skill." |
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| OTHER COMPANIES IN THIS ISSUE |
| Alleghany, Ashmore Group, Barclays, Barrick Gold, British American Tobacco, Copart, CVS Caremark, Danone, Fairchild Semiconductor, Lloyds, Microsoft, Semperit, Sprott, Strayer, Vodafone |
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