Nigel Waller, Andrew Goodwin, Oldfield Partners
Nigel Waller and Andrew Goodwin of London's Oldfield Partners describe why they still consider valuation the prime determinant of future returns, how they stress diversification in a portfolio with 25 stocks, lessons learned from a painful value trap, and why they see mispriced value in Siemens, Mitsubishi UFJ Financial, Kansai Electric Power and BT Group.
Thyra Zerhusen, Fairpointe Capital
Fairpointe Capital's Thyra Zerhusen, Marie Lorden, Jean Orr, Fran Tuite and Brian Washkowiak explain why they believe mid-caps outperform, what they look for in conversations with management, why they often don't rush to cut their losses, and what they think the market is missing in Wabtec, Copa Holdings, Meredith and Molson Coors.
Its 2018 IPO was a bust, but might this truckload shipper's stock now be ready for prime time?
All investments require some leaps of faith. Might those required for this stock be excessive?
Checking in on a Fund Manager of the Decade; Why fear is the "friend of the fundamentalist."
Axon Enterprise, BT Group, Copa Holdings, Kansai Electric Power, Meredith, Mitsubishi UFJ, Molson Coors, Siemens, U.S. Xpress, Wabtec
Other Companies in this Issue:
Akamai, Bunge, Citigroup, Cree, General Electric, Lloyds, Lukoil, Manpower, New York Times, Owens Corning, PG&E, Stericycle, Tegna, Teradata, Tesco, Transocean, Viacom