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May 31, 2016

Featured Investors: Glenn Welling, Engaged Capital; Bill Martin, Raging Capital Management; Jason Wolf, Ryan Dobratz, Third Avenue Management; Eric Marshall, Hodges Capital; Evan Vanderveer, David Shapiro, Vanshap Capital

Featured Investments: Armstrong Flooring, Benchmark Electronics, Crestwood Equity Partners, Forest City, Fourlis, Jamba, Lannett, Medifast, Orbcomm, Outerwall, Rovi, Trinity Industries
INVESTOR INSIGHT
Glenn Welling
Rising activist star describes what distinguishes his strategy, the company "disease" he looks to cure, a key goal beyond returns, and why he's high on Medifast, Benchmark, Rovi, Outerwall and Jamba.
INVESTOR INSIGHT
Bill Martin
Market-trouncing investor explains what he's learned from setbacks, the disparate situations that attract him, why he's long Orbcomm and Armstrong Flooring, and why he's short Lannett and Canadian real estate.
UNCOVERING VALUE
After an uncharacteristic stumble, has the time come for investors in Forest City to forgive and forget?
A FRESH LOOK
How Fourlis Holdings, an idea that still requires considerable intestinal fortitude, is working out so far.
A FRESH LOOK
Trinity Industries offers an example of a common value-investor conundrum: Too early ... or just plain wrong?
OTHER COMPANIES IN THIS ISSUE
Big 5 Sporting Goods, Boardwalk REIT, Builders FirstSource, Home Capital, MagnaChip, Ply Gem, Rentech
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