Capital Ideas

04/30/2007

RS Investments' Andrew Pilara, MacKenzie Davis, David Kelley and Joe Wolf explain how they “deconstruct” a business, what they always do when a stock goes 15% against them, the “trifecta” they see in natural-resource companies and why they're particularly high on Key Energy Services, Coinstar, W. W. Grainger and MI Developments. 


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