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October 31, 2006 |
Featured Investors: Joel Greenblatt and John Petry, Gotham Capital; James Clarke, Clarke Bennitt, LLC; Mario Cibelli, Marathon Partners; Kian Ghazi, Hawkshaw Capital
Featured Investments: Ameriprise Financial, Austrian Post, Cavalier Homes, Home Depot, Imperial Sugar, Learning Tree, Netflix, Rentcash, Toyota Motor, UAL Corp. |
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| INVESTOR INSIGHT |
| Value Investors Club |
| Joel Greenblatt and John Petry offer insight into their investing process and provide a peek inside their exclusive Value Investors Club, including member ideas on Ameriprise, UAL Corp., Austrian Post and Imperial Sugar. |
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| INVESTOR INSIGHT |
| James Clarke |
| Intrepid bargain hunter explains his debt aversion, the best advice he got from Bill Miller, why tech stocks are interesting and what the market is missing in Toyota, Rentcash, Home Depot and Cavalier Homes. |
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| UNCOVERING VALUE |
| Mario Cibelli weighs in on whether the window of opportunity is closing or still wide-open for movie-rental pioneer Netflix. |
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| OF SOUND MIND |
| It's natural to create "stories" to facilitate investment decisions. The problem comes when story-telling gets in the way of relevant facts. |
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| OTHER COMPANIES IN ISSUE |
| AMR Corp., Berkshire Hathaway, Blockbuster, Continental Airlines, Dell, Eastman Kodak, Ford Motor, Foundry Networks, General Motors, Kona Grill, Microsoft, Southwest Airlines |
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| A FRESH LOOK |
| Little about Kian Ghazi's thesis on Learning Tree has changed ... except now the stock is 30% less expensive. |
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| EDITORS' LETTER |
| On making examples of bad guys; The virtues of investor patience. |
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