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December 31, 2015

Featured Investors: Kevin Dreyer, Jeff Jonas, Christopher Marangi, GAMCO Investors; David Barr, PenderFund Capital Management; Eric Brugel, Jeff Erber, Grey Owl Capital Management; Cale Smith, Islamorada Investment Management; Chris DeMuth, Rangeley Capital

Featured Investments: Allergan, Avigilon, CVS Health, EchoStar, Edgewell Personal Care, Energy XXI, Madison Square Garden, New Senior Investment, RDM Corp., Sandvine, United Natural Foods, Wi-Lan
INVESTOR INSIGHT
Gabelli Funds
Next generation at storied firm describes secular trends of keen interest, why M&A should stay hot, and why they see mispriced value in Allergan, EchoStar, CVS, United Natural Foods, Edgewell and Madison Square Garden.
INVESTOR INSIGHT
David Barr
Small-cap expert explains where he seeks an analytical edge, why he favors technology companies, the unique reason he holds extra cash, and why he sees neglected upside in Avigilon, Sandvine, Wi-Lan and RDM Corp.
UNCOVERING VALUE
Has the trading of New Senior Investment Group's stock become disconnected from its business fundamentals?
UNCOVERING VALUE
For those so inclined, a cigar-butt idea in a quality-obsessed market.
EDITORS' LETTER
Assembling a "Not To Do" List for the coming year.
OTHER COMPANIES IN THIS ISSUE
BSM Technologies, Chemed, CRH Medical, Discovery Communications, Dish Network, Espial Group, General Mills, Kraft Heinz, Maxim Power, Pfizer, TIO Networks, Valeant Pharmaceuticals, Vivendi, Whole Foods
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