Joel Tillinghast, Samuel Chamovitz, Morgen Peck, Fidelity Investments
Joel Tillinghast, Samuel Chamovitz and Morgen Peck of Fidelity Investments describe how they see neglect translating into opportunity, why difficult market environments can work to their advantage, why they hold as many positions as they do, and why they see mispriced value in Concentrix, JD Sports Fashion, DCC Plc, GrafTech and Daiwa Industries.
Whitney George, Sprott
Sprott Inc.’s Whitney George, John Ciampaglia, John Hathaway, Matthew Haynes and Per Jander explain the key global macroeconomic shifts that have prompted them to broaden and deepen their focus on real-asset investing and describe why they're finding upside today in Sprott Uranium Miners ETF, Equinox Gold, Schnitzer Steel and Marcus & Millichap.
Seeing upside in a great business on the expectation that it's getting incrementally better.
Is the optimism built into this energy company's stock well ahead of its actual prospects?
Frustration is not a reason to give up if value is still there.
Concentrix, Daiwa Industries, DCC Plc, Equinox Gold, FactSet, GrafTech, Hess, JD Sports Fashion, Marcus & Millichap, Schnitzer Steel, Scotts Miracle-Gro, Sprott Uranium Miners ETF
Other Companies in this Issue:
Cameco, Chord Energy, First Quantum Minerals, I-80 Gold, Kazatomprom, Seagate, Sprott Physical Gold & Silver Trust, Sprott Physical Uranium Trust, Sprouts Farmers Market, Valaris