|
|
 |
 |
|
July 28, 2006 |
Featured Investors: William Nygren, Oakmark Funds; David Nierenberg, D3 Family Funds; Joel Greenblatt, Gotham Capital; Mark Sellers, Sellers Capital
Featured Investments: American Express, Brooks Automation, Discovery Holding, Electro Scientific Industries, Gander Mountain, H&R Block, Limited Brands, Natus Medical, Superior Energy, Washington Mutual, Yamana Gold |
|
 |
|
| INVESTOR INSIGHT |
| William Nygren |
| Venerable value expert describes why he's high on "fallen angels," why growth matters, why he's avoiding energy stocks and what he thinks the market is missing in Washington Mutual, H&R Block, Limited Brands and Discovery Holding. |
|
|
|
 |
|
| INVESTOR INSIGHT |
| David Nierenberg |
| Micro-cap superstar explains his novel approach to international investing, why cyclicality doesn't worry him, why he avoids "cigar butts," and why Natus Medical, Superior Energy, Brooks Automation, Electro Scientific and Yamana Gold are mispriced. |
|
|
|
| UNCOVERING VALUE |
| Why Joel Greenblatt considers the financial giant's moribund shares a bargain "hiding in plain sight." |
|
|
| A FRESH LOOK |
| The shares are off 53% since Mark Sellers recommended shorting them a year ago. Are they still headed down? |
|
|
| OTHER COMPANIES IN ISSUE |
| Applied Materials, Bombay, Cabela's, Citgroup, Dell, Harley-Davidson, Home Depot, Intel, Jackson Hewitt, KLA-Tencor, Korea Equity Fund, Korea Fund, Latin America Equity Fund, Liberty Media, Moody's, Tyco, Wal-Mart, Yum Brands |
|
|
|
|
|
|
| OF SOUND MIND |
| Whitney Tilson describes how he thinks about obligations that come along with winning the "ovarian lottery." |
|
|
| EDITORS' LETTER |
| Coming to terms with "the biggest risk public-equity owners face." Also: Who matters. |
|
|
|
|
|
|
|
|
|
|
