August 31, 2017

Inside This Issue


The High Road

Jerome Dodson, Todd Ahlsten, Parnassus Investments

Jerome Dodson and Todd Ahlsten of Parnassus Investments describe the business case for investing in socially responsible companies, what they mean by an emphasis on relevance, why they’re sticking with Wells Fargo, how they're handicapping news from Washington, and why they see mispriced value in Intel, Qualcomm, Sempra Energy, Praxair and IBM.

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Financial Discipline

Derek Pilecki, Gator Capital

Gator Capital’s Derek Pilecki explains what tends to make financial-services stocks mispriced, which asset managers he believes actually have secular tailwinds, what themes he’s pursuing on the short side, what helps him control emotions, and why he sees significant upside in Ally Financial, OneMain Holdings, OM Asset Management and OFG Bancorp.

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Uncovering Value: Cal-Maine

Is this out-of-favor cyclical an idea worth crowing about?
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Uncovering Value: Terex

Why one expert calls it his favorite turnaround idea today.
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Stock Spotlight: Antero

Downside protection in an area with nowhere to go but up?
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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.