David Herro, Eric Liu, Harris Associates
David Herro and Eric Liu of Harris Associates describe the “huge, exploitable market imperfection” they regularly try to take advantage of, how they find upside in even in-favor sectors, why they think today's opportunity set is particularly attractive, and why they see unrecognized value in BNP Paribas, BlackBerry, Naspers, Glencore and Daimler.
Mark Oelschlager, Oelschlager Investments
Oelschlager Investments’ Mark Oelschlager explains how he adjusts portfolio risk depending on his assessment of market optimism or pessimism, the theme behind many current holdings, why the market feels to him like 1999, and why he sees significant upside in Herman Miller, Atlantic Union Bankshares, Steven Madden and Designer Brands.
Why an information-technology stalwart hasn't exactly sailed through the Covid crisis.
Warren Buffett appears to like Japanese trading companies. Here's another one to consider.
On "overcoming hard" in today's less-than-easy market.
Atlantic Union Bankshares, BlackBerry, BNP Paribas, Daimler, Designer Brands, Gartner, Glencore, Herman Miller, Naspers, Steven Madden, Toyota Tsusho
Other Companies in this Issue:
Alibaba, Amadeus IT, Bank of New York Mellon, Charles Schwab, Danone, Fresenius, NAVER, Prestige Consumer Healthcare, Prosus, Rolls-Royce, Tencent, Toyota Motor, Valero Energy