Dan Davidowitz, Polen Capital; Glenn Welling, Engaged Capital; Christopher Kiper, Legion Partners; Adam Schwartz, Sean Huang, FM First China Fund
Dan Davidowitz, Glenn Welling, Christopher Kiper, Adam Schwartz and Sean Huang describe how they're navigating today's "interesting" investment environment and why they consider Gartner, Hain Celestial, Rent-A-Center, Primo Water, SurveyMonkey, Anhui Gujing Distillery and Central China Real Estate to be appropriate all-weather opportunities.
Allen Steinkopf, Andrew Adams, Mairs & Power
Allen Steinkopf and Andrew Adams of Mairs & Power explain why they narrow their geographic focus as much as they do, the typical catalysts to growth they look for, why they believe U.S. small caps are particularly interesting today, and what they think the market is missing in CoreSite Realty, Tennant, Cabot Microelectronics and Wintrust Financial.
After a significant run, how have Daniel Malan’s views on this gold miner’s stock evolved?
Mining the world of obscure stocks for investment gems.
The virtues of being willing and able to change your mind.
Anhui Gujing Distillery, Bank of Utica, Barrick Gold, Cabot Microelectronics, Central China Real Estate, CoreSite Realty, Gainsco, Gartner, Hain Celestial, Pardee Resources, Primo Water, Rent-A-Center, Scope Industries, SVMK, Tennant, Trinity Petroleum, Wintrust Financial
Other Companies in this Issue:
Aaron’s, Align Technology, Alphabet, BAIC Motors, Bio-Techne, Calyxt, Catalent, Digi International, Facebook, MGP Ingredients, Snap-On, Tile Shop, Workiva