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August 31, 2008 |
Featured Investors: John Burbank, Passport Capital; Edward McAree and Robert Williamson, Williamson McAree Investment Partners; Whitney Tilson and Glenn Tongue, T2 Partners
Featured Investments: EFG-Hermes, Fidelity National Information, Nexen, Petrobank, Raffles Education, Riversdale Mining, SAIC, St. Joe Company, Western Union |
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| INVESTOR INSIGHT |
| John Burbank |
| Global-investing expert describes the macro trends supporting his stock selections, why he thinks U.S.-focused value investors are in for trouble, and where he sees unrecognized value in Riversdale Mining, Petrobank, EFG-Hermes and Raffles Education. |
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| INVESTOR INSIGHT |
| Williamson McAree Investment Partners |
| Long-time value hunters explain the most important question they ask of management, what they learned from their only bad year, and what they think the market is missing in SAIC, Western Union, Fidelity National Information, Nexen and (on the short side) St. Joe. |
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| STRATEGY: THE HOUSING MARKET |
| Why you shouldn’t expect a stabilizing housing market to ameliorate the financial and economic mess in the U.S. any time soon. |
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| OTHER COMPANIES IN THIS ISSUE |
| America Movil, Comcast, CVR Energy, Fannie Mae, Financial Technologies, Ford, Freddie Mac, Furniture Brands, General Motors, Net 1 UEPS Technologies, Patriot Coal, Reliance Capital, Stillwater Mining, UnitedHealth |
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| EDITORS' LETTER |
| Inviting business (and investing) failure; Following the lead of corporate insiders; Dealing with intermittent periods of distress. |
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