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December 30, 2009 |
Featured Investors: James Kieffer, George Sertl, Scott Satterwhite, Artisan Partners; Mariko Gordon, Daruma Asset Management; Colin Moran, Geoff Gentile, Abdiel Capital
Featured Investments: 99 Cents Only Stores, Advantage Oil & Gas, Arch Capital, Emcor, Gardner Denver, Hewlett-Packard, Interval Leisure Group, Lockheed Martin, McDonald’s, Rovi Corp. |
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| INVESTOR INSIGHT |
| Scott Satterwhite, Jim Kieffer, George Sertl |
| Top value team describes the edge they exploit across cap sizes, the sector they're buying for the first time in years, what EBITDA really stands for, and why they see upside in Lockheed Martin, McDonald's, Arch Capital, H-P and Emcor. |
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| INVESTOR INSIGHT |
| Mariko Gordon |
| Small-cap expert explains what she looks for in turnarounds, how she battles inertia, how Zen Buddhism is relevant to investing, and why she thinks Rovi, 99 Cents Only Stores, Gardner Denver and Advantage Oil & Gas are cheap. |
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| STRATEGY: Inflation |
| Colin Moran and Geoff Gentile thought it prudent to study inflation's historical impact on stocks. It wasn't pretty. |
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| STRATEGY: Mistakes |
| A new book on mistakes dissects some whoppers made by several of today's best investors. |
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| EDITORS' LETTER |
| Insight on how companies make their way from iconic to irrelevant. |
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| OTHER COMPANIES IN THIS ISSUE |
| Air Methods, Alleghany, Allscripts-Misys, Cardinal Health, DeVry, ITT Educational Services, Kroger, LodgeNet, Nestle, Shutterfly, Stryker, Wal-Mart |
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