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| Featured Book |
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The Art of Value Investing
By John Heins & Whitney Tilson
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| Based on interviews with the world's most-successful value investors, The Art of Value Investing offers a comprehensive set of answers to the questions every equity money manager should have thought through clearly before holding himself or herself out as a worthy steward of other people's money. What market inefficiencies will I try to exploit? How will I generate ideas? What will be my geographic focus? What analytical edge will I hope to have? What valuation methodologies will I use? What time horizon will I typically employ? How many stocks will I own? How specifically will I decide to buy or sell? Will I hedge, and how? How will I keep my emotions from getting the best of me? |
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FEATURED ARTICLES |
| Click here to read this issue. |
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Daniel McMurtrie on Gilead Sciences
By Daniel McMurtrie, Value Investing Congress Benjamin Graham Fellow
With its strong product pipeline and dominant market position, Gilead Sciences is a global leader in biopharma. Daniel McMurtrie sees a huge upside and rates it a "Buy."
**Daniel McMurtrie is a Value Investing Congress Benjamin Graham Fellow, one of 7 winners chosen from nearly 180 entries to Upgrade Capital's most recent intercollegiate investment competition.
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Peter Hage on Owens Corning
By Peter Hage, Value Investing Congress Benjamin Graham Fellow
With housing starts jumping and eco-friendly construction on the rise, things are looking up for Owens Corning. Peter Hage goes long on the building materials leader.
**Peter Hage is a Value Investing Congress Benjamin Graham Fellow, one of 7 winners chosen from nearly 180 entries to Upgrade Capital's most recent intercollegiate investment competition. |
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Robert Genkin on Prosafe
By Robert Genkin, Value Investing Congress Benjamin Graham Fellow
With deep-water oil exploration increasing, "floating hotel" maker Prosafe is poised to benefit. Robert Genkin makes the case for this dominant player in “flotel” accommodations for offshore oil rig workers.
**Robert Genkin is a Value Investing Congress Benjamin Graham Fellow, one of 7 winners chosen from nearly 180 entries to Upgrade Capital's most recent intercollegiate investment competition. |
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Time to Bank on Jos. A. Bank?
By Anonymous
Last year's headwinds have turned into tailwinds for men's retailer Jos. A. Bank. And with its price still depressed, the upside looks compelling.
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Follow the Smart Money - Riding the Coattails of Activist Investors
By Frank Zhao, David Pope, Kirk Wang, S&P Capital IQ
On October 31, 2012, Netflix’s stock rose 13.9% when Carl Icahn, a renowned activist investor, disclosed a substantial stake in Netflix, intending to influence the future direction of the company. In the subsequent month, the stock tacked on an additional 3.1% compared with 0.6% for the S&P 500. This prompts the question: Can profits be made by following the actions of activists? |
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Book Excerpt: The Art of Value Investing
By John Heins and Whitney Tilson
John Heins and Whitney Tilson created Value Investor Insight as "a repository of timeless wisdom." Their new book contains VII’s "greatest-hits," featuring numerous quotes from the best money managers on the planet. |
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A Green Light for Green Dot?
By Robert Reid, Briefing.com
The competition's getting tougher for prepaid debit card provider Green Dot. But brand loyal customers and a cheap valuation give this industry leader a favorable risk/reward. |
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Non-Streak ETFs Impress
By Todd Shriber, The ETF Professor
Yield-weighted ETFs have done well in recent years, with a number outperforming the S&P. Todd Shriber takes a look at these popular dividend plays. |
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FEATURED VIDEO |
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