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July 30, 2009 |
Featured Investors: Curtis Macnguyen, Ivory Capital; James Shircliff, River Road Asset Management; Tucker Golden, Solas Capital
Featured Investments: American Dairy, Brink’s Home Security, Goodyear, Hilltop Holdings, Loews, Money-Center/Regional Banks, PetMed Express, Village Super Market, Vodafone, Voyager Learning |
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| INVESTOR INSIGHT |
| Curtis Macnguyen |
| Market-trouncing manager describes the key risks he's avoiding, why patience is vital today, why he's a stickler about process, and why he believes Vodafone, Goodyear, Loews and regional banks are mispriced. |
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| INVESTOR INSIGHT |
| James Shircliff |
| Value hunter explains why he favors prosaic businesses, why he won't double down, why high turnover can make sense, and why he sees value in Village Super Market, PetMed, American Dairy, Hilltop and Brink's Home Security. |
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| STRATEGY: Robert Shiller |
| Prophetic economist describes how "animal spirits" impact the economy and offers his latest views on housing and stock prices. |
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| UNCOVERING VALUE |
| An example of how "complexity and obscurity" can present a potentially compelling investment opportunity. |
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| EDITORS' LETTER |
| How not to simplify a complex world; The inordinate risk involved in believing there's no risk. |
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| OTHER COMPANIES IN THIS ISSUE |
| AptarGroup, Bank of America, Boardwalk Pipeline, CNA Financial, Diamond Offshore Drilling, JPMorgan, MacroShares Major Metro Housing Up, McKesson, Mednax, SunTrust, UMB Financial, Yahoo |
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