May 31, 2022

Inside This Issue

Collective Effort

John Linehan, Ryan Hedrick, Vincent DeAugustino, Gabriel Solomon,
T. Rowe Price

T. Rowe Price portfolio managers John Linehan, Ryan Hedrick, Vincent DeAugustino and Gabriel Solomon describe what in their eyes sets their firm apart, the many ways in which the investment opportunity set has changed in recent months, and why they believe there's particular contrarian upside today in Wells Fargo, KLA Corp., PG&E and Fiserv.

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Bottoms Up

Ryan Batchelor, Clifford Capital Partners

Ryan Batchelor and David Passey of Clifford Capital explain where they see the most value along the business-quality continuum today, why they think the focus on a company’s “total addressable market” has been overdone, and what they think the market is missing in Big Lots, NCR Corp., American Express, Westamerica Bancorp and Pitney Bowes.

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Uncovering Value: Golar

Making the case for why a multi-year value trap may now be a multi-year value opportunity.
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Uncovering Value: Suncor

If you think the energy cycle has legs, why this stock may offer an attractive way to play it.
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Editor's Letter

On the value investor’s plaint that “I often sell too soon.”
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Who's Behind VII?

John Heins, Co-Founder, Editor-in-Chief
Project Image

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.