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October 31, 2008 |
Featured Investors: William Fries, Thornburg Investment Management; John Dorfman, Thunderstorm Capital; James Montier, Societe Generale; Kian Ghazi, Hawkshaw Capital
Featured Investments: Allstate, Apache, Ceradyne, Commercial Metals, Cullen/Frost Bankers, Gilead Sciences, Marathon Oil, Universal Technical Institute, Varian Medical Systems |
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| INVESTOR INSIGHT |
| Thornburg Investment Mangement |
| Global value experts describe how they keep perspective amid turmoil, why they think it's safe to buy certain financials, which non-U.S. bargains are attracting their attention, and why they see mispriced value in Allstate, Varian Medical, Marathon and Gilead. |
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| INVESTOR INSIGHT |
| John Dorfman |
| Deep-value hunter explains his best tactics for avoiding value traps, why he's leery of potential turnarounds, how John Templeton inspired him to become an investor, and why he sees big upside in Ceradyne, Commercial Metals, Apache and Cullen/Frost Bankers. |
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| STRATEGY: James Montier |
| Sunny of disposition if not outlook, a long-time bear reflects on key lessons from today’s market crisis – and what to look out for next. |
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| UNCOVERING VALUE |
| Why Kian Ghazi sees Universal Technical Institute as a classic turnaround story, with an added and particularly welcome positive twist. |
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| EDITORS' LETTER |
| Reconciling the belief that "I know what I'm doing as an investor" with evidence to the contrary. |
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| OTHER COMPANIES IN THIS ISSUE |
| Ace, Ashland, AstraZeneca, Cincinnati Financial, Devon Energy, ExxonMobil, Gazprom, Goldman Sachs, Hong Kong Exchanges, Ingersoll-Rand, JPMorgan Chase, Life Time Fitness, Nokia, Philips, Richemont, Tesoro, Valero, Western Digital |
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