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November 30, 2009 |
Featured Investors: Donald and Stephen Yacktman, Yacktman Asset Management; Paul Sonkin, Hummingbird Value Funds; Brian Bares, Bares Capital; James Tierney, W.P. Stewart
Featured Investments: Avantair, Comcast, Corporate Executive Board, Keweenaw Land, News Corp., PepsiCo, Rand Logistics, SouthPeak Interactive, Staples, Viacom |
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| INVESTOR INSIGHT |
| Donald and Stephen Yacktman |
| Market-beating value hunters describe why quality should be king, why media is interesting, how stocks can be like long-term bonds, and what the market is missing in PepsiCo, News Corp., Viacom and Comcast. |
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| INVESTOR INSIGHT |
| Paul Sonkin |
| Micro-cap expert explains his unique idea source, why he won't move up the market-cap food chain, how he tracks 100 positions, and why he thinks Rand Logistics, SouthPeak, Keweenaw and Avantair are buys. |
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| A FRESH LOOK |
| Investors have in the past year had much experience with beloved holdings plunging in value. How Brian Bares has handled just such a position. |
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| UNCOVERING VALUE |
| "Competitive destruction" can work to the benefit of incumbent market leaders. Is Staples a prospective case in point? |
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| EDITORS' LETTER |
| Exploring the common trait shared by top performers in every field. |
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| OTHER COMPANIES IN THIS ISSUE |
| AmeriCredit, Coca-Cola, Edgewater Technology, Greenlight Capital Re, International Assets Holding, Office Depot, OfficeMax, Scope Industries, The Bancorp, Winmark |
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