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September 30, 2015 |
Featured Investors: Michael Cook, SouthernSun Asset Management; Andrew Brenton, Turtle Creek Asset Management; Nicholas Tompras, Alpine Capital Research; Mark Meulenberg, VNB Wealth Management
Featured Investments: ATS Automation Tooling, Chicago Bridge & Iron, Discovery Communications, Hanesbrands, Home Capital, Knowles, Open Text, Premium Brands, Sysco, Tenneco, Thor Industries, TransForce |
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| INVESTOR INSIGHT |
| Michael Cook |
| Small-cap expert describes the filters through which he views ideas, his process "gut check," the good and bad he sees in volatility, and why he sees upside in Knowles, Tenneco, Chicago Bridge, Hanesbrands and Thor. |
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| INVESTOR INSIGHT |
| Andrew Brenton |
| Canadian star explains how he identifies "intelligent" companies, to what he attributes his outsized returns, and why he sees value in Premium Brands, ATS Automation, Home Capital, TransForce and Open Text. |
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| A Fresh Look |
| Assessing anew whether food-distributor Sysco can "pull out of its slump and perform better." |
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| UNCOVERING VALUE |
| Prospecting for ideas among the biggest markdowns in star-investor portfolios. |
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| UNCOVERING VALUE |
| Should Discovery Communications be painted with the same negative brush as its content-media peers? |
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| OTHER COMPANIES IN THIS ISSUE |
| ADT, AGCO, Allergan, Ascent Capital, Badger Daylighting, Centene, Cheniere Energy, Darling International, Evertz Technologies, Fairfax Financial, Murphy USA, SunEdison, TJX Companies, Valeant Pharmaceuticals |
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