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March 30, 2012 |
Featured Investors: Pat English, Andy Ramer, Fiduciary Management; Shawn Kravetz, Esplanade Capital; Tucker Golden, Solas Capital; Terry Fitzgerald, Longbow Capital; Zeke Ashton, Centaur Capital
Featured Investments: Arrow Electronics, Compass Group, Diamond Foods, Henkel, Lakes Entertainment, MEMC Electronic Materials, Ministop, Poseidon Concepts, Skechers, Sysco, Wacker Chemie |
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| INVESTOR INSIGHT |
| Pat English |
| Long-time value expert describes how he judges company quality, the rare gems he's finding in difficult industries, how golf is like investing, and why he's high on Henkel, Arrow Electronics, Sysco and Compass Group. |
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| INVESTOR INSIGHT |
| Shawn Kravetz |
| Eclectic bargain hunter describes the virtues of specialization, why solar energy is now a focus, what types of "messy" situations attract him, and why he thinks Skechers, MEMC, Ministop, Wacker and Lakes Entertainment are mispriced. |
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| UNCOVERING VALUE |
| How low-profile Poseidon Concepts is offering a "disruptive" solution to a high-profile corner of today's energy market. |
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| STRATEGY: Zeke Ashton |
| Centaur Capital's founder describes how he guards against the recurring causes of "catastrophic" investor failure. |
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| UNCOVERING RISK |
| Is beleaguered Diamond Foods a compelling contrarian bet ... or an ongoing train wreck? |
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| OTHER COMPANIES IN THIS ISSUE |
| Alliant Techsystems, Archon, Comerica, Dentsply, Devon Energy, FamilyMart, First Republic Bank, GlaxoSmithKline, Las Vegas Sands, McGraw-Hill, Patterson Companies, Sanderson Farms, Staples, Tokuyama |
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