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September 30, 2009 |
Featured Investors: Ralph Whitworth, Relational Investors; Eric Sprott, Sprott Asset Management; Damien Conover, Morningstar; David Collon, Seizert Capital
Featured Investments: Baxter International, Corridor Resources, Genzyme, Liberty Media Capital, Medusa Mining, MetLife, National Semiconductor, Norseman Gold, Sensio Technologies |
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| INVESTOR INSIGHT |
| Ralph Whitworth |
| Renowned activist describes why poor capital allocation is rampant, why technology is fertile ground for new ideas, the SEC reform he'd love to see, and why he sees big upside in National Semiconductor, Baxter, Genzyme and MetLife. |
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| INVESTOR INSIGHT |
| Eric Sprott |
| Market-trouncing manager explains why he's in "survivalist" mode, why his U.S. holdings are mostly shorts, why he's betting on silver, and why he thinks Medusa Mining, Norseman Gold, Sensio and Corridor Resources are mispriced. |
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| UNCOVERING VALUE |
| Healthcare consolidation is likely to continue – what are the characteristics of attractive acquisition targets and what firms currently fit that bill? |
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| UNCOVERING VALUE |
| Why this complicated and disparate set of assets may also happen to be trading at a bargain price.
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| EDITORS' LETTER |
| Insight from a surprising source on how to put up barriers to "What was I thinking?" mistakes. |
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| OTHER COMPANIES IN THIS ISSUE |
| American Dairy, AstraZeneca, Biogen Idec, BioMarin, Bristol-Myers Squibb, Burlington Northern, Carnival, Elan, Eli Lilly, Genzyme, Home Depot, Microsoft, Precision Castparts, Royal Caribbean, Sirius XM, SPDR Gold Shares, Sprint Nextel, Time Warner, Unum, Yahoo |
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