It Pays to be Skeptical

03/30/2007

Cobalt Capital's Wayne Cooperman (with colleague Sam Martini) explains the key themes driving many of his current investments, why he likes cellular-tower and oil-service companies, how his father influenced his career choice and what he thinks the market is missing in Atlas America, Peabody Energy, Vallourec and Companhia Vale do Rio Doce. 


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