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June 30, 2008 |
Featured Investors: Carlo Cannell, Cannell Capital; Ricky Sandler, Eminence Capital; Ric Dillon, Diamond Hill Investments; Randall Abramson, Trapeze Asset Management; Steven Tananbaum, GoldenTree Asset Management; Spencer Davidson, General American Investors; Shaumo Sadhukhan, Lotus Partners; Leon Cooperman, Steven Einhorn, Omega Advisors
Featured Investments: American Oriental Bioengineering, Cemex, Diageo, Leggett & Platt, MetroPCS, Potash, Principal Financial Group, Textron, Urban Outfitters, Zoltek Companies |
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| INVESTOR INSIGHT |
| Managing Risk |
| Star investors including Ricky Sandler, Steven Tananbaum and Carlo Cannell describe generally how they mitigate downside risk and specifically why they're betting on share-price declines in Zoltek, Leggett & Platt, Principal Financial, Urban Outfitters and Potash. |
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| INVESTOR INSIGHT |
| Spencer Davidson |
| Venerable value hunter explains which financial and retail stocks are attracting his attention, the virtues of permanent capital, why defense stocks are appealing and why he sees mispriced value in Textron, Cemex, Diageo and MetroPCS. |
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| UNCOVERING VALUE |
| The compelling argument against putting this purveyor of traditional Chinese medicine on the too-hard pile. |
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| A FRESH LOOK |
| Returning to Wall Street legend Leon Cooperman for up-to-date guidance on where the market may be headed. |
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| EDITORS' LETTER |
| The never-ending search for signs of intelligent life in the executive suite. |
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| OTHER COMPANIES IN THIS ISSUE |
| Assured Guaranty, Arch Capital, Atlas Pipeline Partners, Boeing, Corning, Discover, Epoch Holding, Everest Re, Fiserv, M&T Bank, Nelnet, Oracle, PartnerRe, Ryanair, Sprint Nextel, Transocean, United Technologies, Wachovia, Walgreen |
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