Uncommonly Good

08/31/2011

Robert Robotti and Isaac Schwartz of Robotti & Company describe the cyclically challenged industries that most interest them today, on what they focus when markets go haywire, what overturned their skepticism about investing outside the U.S., and why they think Enerflex, Panhandle Oil and Gas, Builders FirstSource and KazMunaiGas are mispriced.


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