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April 30, 2012 |
Featured Investors: Steve Morrow, NewSouth Capital Management; Robert Olstein, Olstein Capital Management; Mark Boyar, Boyar Asset Management; Simon Denison-Smith, Metropolis Capital
Featured Investments: Bank of New York Mellon, Brookdale Senior Living, Checkpoint Systems, Dr Pepper Snapple, Gardner Denver, Halfords Group, Harman International, ManTech International, Sealed Air, Thermo Fisher Scientific, Walter Investment Management |
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| INVESTOR INSIGHT |
| Steve Morrow |
| Long-time star describes when "cheap" isn't enough, what makes conviction in an idea go up, the risk-avoidance tools he prefers, and why he sees upside in Brookdale, Walter Investment, ManTech, Thermo Fisher and Gardner Denver. |
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| INVESTOR INSIGHT |
| Robert Olstein |
| Numbers-obsessed investor explains where he looks first for insight, why he started an activist fund, why he's happy fundamental investing isn't in vogue, and why he's bullish on Sealed Air, Harman, Dr Pepper, Intel and Checkpoint. |
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| UNCOVERING VALUE |
| Why the risk/reward balance for perpetually cheap Bank of New York Mellon shares might be more attractive than ever.
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| UNCOVERING VALUE |
| Shares of U.S. auto-supply retailers have gone from strength to strength; for the U.K.'s Halfords Group, not so much. |
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| EDITORS' LETTER |
| Food for thought on what to look for when pursuing the true "compounding machines" that value investors covet. |
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| OTHER COMPANIES IN THIS ISSUE |
| AllianceBernstein, Amazon.com, Amerisafe, Carnival, Cheesecake Factory, Gannett, Howard Hughes Corp., HSN, Intel, Macy’s, Pool Corp., Sears, Walter Energy |
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