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January 31, 2007 |
Featured Investors: John Osterweis, Osterweis Capital; Alan Schram, WellCap Partners; David Hay, Evergreen Capital
Featured Investments: Career Education, Crown Holdings, Diageo, EarthLink, First American, iPass, LeapFrog Enterprises, R.H. Donnelley, Teva Pharmaceutical |
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| INVESTOR INSIGHT |
| John Osterweis |
| Long-time value expert describes when cyclical bets make sense, the key occupational hazard of investing, why bankruptcies attract his attention and the mispriced value he sees in First American, R.H. Donnelley, Crown Holdings and Diageo. |
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| INVESTOR INSIGHT |
| Alan Schram |
| Market-beating manager explains why he likes broken growth stocks, how he avoids "falling knives," his response to a subpar 2006 and what he thinks the market is missing in Career Education, EarthLink, LeapFrog and iPass. |
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| UNCOVERING VALUE |
| Why erratic performance of this generic-drug titan may be sowing the seeds of an attractive buying opportunity. |
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| BEHIND THE NUMBERS |
| A case study of what Omega Advisors' Lee Cooperman calls "one of the greatest managerial success stories in modern business history." |
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| EDITORS' LETTER |
| On one of the many inherent advantages of value investing ... and how it can produce "investment nirvana." |
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| OTHER COMPANIES IN ISSUE |
| Anheuser-Busch, Annaly Capital, Ares Capital, Barr Pharmaceuticals, Bausch & Lomb, Citadel Broadcasting, Hasbro, Lamar Advertising, Manor Care, Mylan Laboratories, Polycom, Regal Entertainment, SK Telecom, Watson Pharmaceuticals |
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