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July 31, 2008 |
Featured Investors: Steven Romick, First Pacific Advisors; Francois Parenteau, Defiance Capital; Jason Stock, Will Waller, M3 Funds
Featured Investments: Amgen, ConocoPhillips, Group 1 Automotive, Knoll, Le Chateau, Libbey, Rochester Medical, WellPoint |
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| INVESTOR INSIGHT |
| Steven Romick |
| Tough-market expert describes how his research process is like a compost pile, why financial stocks will revert to a changed mean, what he’s learned from leading scientists and why he sees value in Group 1 Automotive, WellPoint, ConocoPhillips and Amgen. |
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| INVESTOR INSIGHT |
| Francois Parenteau |
| Small-cap value hunter explains how he overcame an investor's worst character trait, a key reason energy stocks are undervalued, how mountain climbing informs his market view and why Libbey, Le Chateau, Timminco, Knoll and Rochester Medical are mispriced. |
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| UNCOVERING VALUE |
| Bottom-fishing among financial stocks has been a loser’s game. One potential strategy for taking the plunge today: Think small. |
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| OF SOUND MIND |
| Chasing the big score is another trait of human nature that smart investors should make every effort to keep firmly in check. |
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| EDITORS' LETTER |
| Seeing light at the end of today’s value-investing tunnel; Lessons on bringing magic to life from Harry Potter’s creator. |
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| OTHER COMPANIES IN THIS ISSUE |
| American Express, Bancorp Rhode Island, BCSB Bancorp, Boeing, Countrywide Assured, Ensco, First of Long Island, First Regional Bancorp, Harley Davidson, Lukoil, Meridian Interstate Bancorp, Patterson-UTI, Rowan, Sally Beauty Holdings, Timminco, Whirlpool |
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