August 31, 2015

Inside This Issue


All Needles, No Haystack

Mark Thomson, Rui Cardoso, Beutel, Goodman & Company

Mark Thomson and Rui Cardoso of Beutel, Goodman & Company describe why they’re attracted to unexciting companies, why they consider the U.S. fertile ground for finding high-quality but out-of-favor stocks, how they try to control their baser investing instincts, and why they see upside in American Express, Verizon, Symantec and Parker-Hannifin.

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Open Mind

Eric Marshall, Hodges Capital Management

Hodges Capital’s Eric Marshall explains his firm’s serendipitous approach to idea generation, why his strategy seems best suited to smaller-cap stocks, why both value and growth ideas can sit side by side in his portfolio, and why he sees mispriced value in Trinity Industries, Eagle Materials, KapStone Paper and Packaging, Faro Technologies and Shoe Carnival.

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Uncovering Value: Marathon

Its industry is not a value-investor favorite, but does this oil refiner deserve an unbiased look?
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A Fresh Look

How Whitney Tilson has managed this successful – if typically difficult – short position.
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Of Sound Mind

A refresher course on lessons that investors forget or ignore with maddening frequency
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Who's Behind VII?

John Heins, Co-Founder, Editor-in-Chief
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John Heins co-founded Value Investor Media, Inc. in 2004 and since then has served as its President and as the Editor-in-Chief of Value Investor Insight. In 2016 he took on an additional role as a Professor of Value Investing at the University of Alabama and is now the Director of the university's C.T. and Kelley Fitzpatrick Center for Value Investing.