December 31, 2015

Inside This Issue


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Kevin Dreyer, Jeff Jonas, Christopher Marangi, GAMCO Investors

Sector experts Kevin Dreyer, Jeff Jonas and Christopher Marangi of GAMCO Investors describe the secular trends underpinning many of their favorite investments, why they expect the M&A boom to continue, and why they see particular upside in Edgewell Personal Care, United Natural Foods, Madison Square Garden, EchoStar, CVS Health and Allergan.

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Between the Cracks

David Barr, PenderFund Capital Management

David Barr of Vancouver’s PenderFund Capital Management explains his contrarian approach to technology investing, where he seeks an analytical edge, which sector he’s always shunned is getting interesting, the unconventional reason he keeps portfolio cash on hand, and what he thinks the market is missing in Avigilon, Sandvine, Wi-Lan and RDM Corp.

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Uncovering Value

Why is this advantaged business getting so little respect?
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Uncovering Value: Energy XXI

Pursuing a cigar-butt idea in a quality-obsessed market.
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Editor’s Letter

Sharing some terrifically bad ideas for the coming year.
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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.