What's in the Latest Issue?
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.
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.
Uncovering Value: Golar
Making the case for why a multi-year value trap may now be a multi-year value opportunity.
Uncovering Value: Suncor
If you think the energy cycle has legs, why this stock may offer an attractive way to play it.
On the value investor’s plaint that “I often sell too soon.”
Golar LNG, Suncor, American Express, Big Lots, Fiserv, KLA Corp., NCR Corp., PG&E Corp., Pitney Bowes, Wells Fargo, Westamerica Bancorp
Other Companies in this Issue:
Carvana, AbbVie, Anthem, CDK Global, Cummins, GameStop, General Electric, International Flavors & Fragrances, Qualcomm, RenaissanceRe, Select Medical, Southern Co., Volkswagen, WW International