|
|
 |
 |
|
September 29, 2006 |
Featured Investors: Tweedy, Browne Company; Stephen Roseman, Thesis Capital; James Chanos, Kynikos Associates
Featured Investments: Ambassadors International, Collectors Universe, Delia's, Deutsche Post, Embotelladoras Arca, Hanil Cement, Lloyds TSB, Mediaset, Pacific Sunwear, PartyGaming |
|
 |
|
| INVESTOR INSIGHT |
| Tweedy, Browne |
| Global value hunters describe where the absolute best bargains are, why they do well in lousy markets, why they're big on dividends and why they like Deutsche Post, Hanil Cement, Embotelladoras Arca, Mediaset and Lloyds TSB. |
|
|
|
 |
|
| INVESTOR INSIGHT |
| Stephen Roseman |
| Small-cap expert explains how money managers are provincial, why he shuns restaurant stocks, why his companies often get bought and why Pacific Sunwear, Delia's, Ambassadors Int'l and Collectors Universe are mispriced. |
|
|
|
| A FRESH LOOK |
| Savvy short-seller James Chanos doesn't typically bet against vice. In this case, he's making an exception. |
|
|
| EDITORS' LETTER |
| On the many virtues of a healthy skepticism; Why chasing performance is such a bad idea. |
|
|
|
|
|
|
| BEHIND THE NUMBERS |
| Financial reporting remains as much art as science, requiring an ever more critical eye on the part of investors. |
|
|
| OTHER COMPANIES IN ISSUE |
| Abercrombie & Fitch, American Eagle, Bausch & Lomb, Celebrate Express, Deckers, Eastman Kodak, Fairfax Financial, Gottschalks, Grupo Continental, H.J. Heinz, Hot Topic, Martha Stewart Living, Microsoft, Pier 1 Imports, Samsung SDI, Schering-Plough, TiVo, 21st Century Insurance |
|
|
|
|
|
|
|
|
|
|
