Maintaining Perspective

01/31/2017

Robotti & Co.’s Robert Robotti explains when he’s most comfortable making forecasts, when he’s willing to accept a not-immaterial chance of a zero, what concerns him as an investor about the new U.S. administration, and what he thinks the market is missing in Builders FirstSource, Atwood Oceanics, Westlake Chemical and Panhandle Oil & Gas.


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