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- The Long Case for Encore Capital
- In the September 30 edition of Value Investor Insight, William Nasgovitz of Heartland Advisors explained why he sees unrecognized value in Encore Capital ECPG. Key excerpts follow: Describe in more detail your interest in debt-recovery firm Encore Capital. by Value Investor Insight
- External links 2008-10-15
- Ecolab: Expecting Long-Term Earnings Growth
- In a recent edition of Value Investor Insight, Mark Henneman of Mairs and Power, Inc. described what he thinks the market is missing in Ecolab ECL. Key excerpts follow: Explain your interest in fellow Twin Cities’ denizen Ecolab. by Value Investor Insight
- External links 2009-05-14
- Why QAD Is Mispriced
- In a recent edition of Value Investor Insight, Jim Roumell of Roumell Asset Management described why he believes QAD QADI is misrpriced. Key excerpts follow: Walk us through some examples, starting with enterprise software company QAD, Inc. [QADI]. by Value Investor Insight
- External links 2009-05-15
- Why Bank of New York Mellon Is Mispriced
- In a recent edition of Value Investor Insight, Artisan Partners' Dan O'Keefe explained why he thinks Bank of New York Mellon BK is mispriced. Key excerpts follow: After shunning financials for some time, what attracts you to Bank of New York Mellon [BK]? by Value Investor Insight
- External links 2009-06-15
- Why We're Short Haverty Furniture
- In a recent edition of Value Investor Insight, Wil Harkey of Nantahala Capital explained why his firm is short Haverty Furniture HVT. Key excerpts follow: Turning to a short idea, what’s the bear case for Haverty Furniture [HVT]? by Value Investor Insight
- External links 2009-06-16
- Cintas: What the Market Is Missing
- In a recent edition of Value Investor Insight, First Eagle Funds' Matthew McLennan and Abhay Deshpande described why they think Cintas Corp. CTAS is mispriced. Key excerpts follow. You described Cintas [CTAS] recently as a quintessential First Eagle idea. Why? by Value Investor Insight
- External links 2009-07-16
- Why Vodafone Is Mispriced
- In a recent edition of Value Investor Insight, Ivory Capital's Curtis Macnguyen pictured right - with colleague Neil Chudgar - described why he believes Vodafone VOD is mispriced. Key excerpts follow: Walk through your specific equity investment case for Vodafone. by Value Investor Insight
- External links 2009-08-16
- American Dairy: Seeing Unrecognizable Value
- In a recent edition of Value Investor Insight, Jim Shircliff of River Road Asset Management explained why he sees unrecognizable value in American Dairy ADY. Key excerpts follow: Turning to some specific ideas, describe the investment case for the misleadingly named American Dairy [ADY]. by Value Investor Insight
- External links 2009-08-17
- Why Insteel Industries Is a Steal
- In a recent edition of Value Investor Insight, Paradigm Capital's Candace Weir described why she believes Insteel Industries IIIN is mispriced. Key excerpts follow: Is your bet on rebar manufacturer Insteel [IIIN] an even more cyclical bet? by Value Investor Insight
- External links 2009-09-14
- Uncovering Value in Heartland Payment Systems
- In a recent edition of Value Investor Insight, Andrew Jones of North Star Partners explained why he sees unrecognized value in Heartland Payment Systems HPY. Key excerpts follow: Does transaction-processor Heartland Payment Systems [HPY] fall into the “busted growth stock” category? by Value Investor Insight
- External links 2009-09-15
- National Semiconductor: Significant Upside Potential
- In a recent edition of Value Investor Insight, Relational Investors' Ralph Whitworth described why he sees sees significant upside potential in National Semiconductor NSM. Key excerpts follow: National Semiconductor [NSM] is in the type of cyclical business you wouldn’t really expect an activist to pursue. How do you...
- External links 2009-10-15
- Why Wal-Mart Is Still an Attractive Investment
- In a recent edition of Value Investor Insight, Ralph Shive and Mike Shinnick of Wasatch Advisors explained what they think the market is missing in Wal-Mart WMT. Wal-Mart [WMT] has been a relative market winner over the past year. Why do you think it’s still attractive? by Value Investor Insight
- External links 2009-04-17
- Seeing Value in NII Holdings' Debt
- In a recent edition of Value Investor Insight, Jason Brady described why he's finding opportunity in NII Holdings' NIHD debt. How about an idea that might get our equity-focused readers a bit more worked up? by Value Investor Insight
- External links 2009-04-16
- The Long Case for Winmark Corporation
- In the September 30 edition of Value Investor Insight, Brian Bares of Bares Capital explained what he thinks the market is missing in Winmark Corporation WINA. Key excerpts follow: Is your next idea, Winmark, another bet on a CEO’s encore performance? by Value Investor Insight
- External links 2008-10-22
- Universal Technical Institute: Under the Hood
- The following is excerpted from the October 31 edition of Value Investor Insight: When describing what he considers a compelling investment idea, Hawkshaw Capital's Kian Ghazi [VII, July 29, 2005] usually starts with a detailed description of the negative case for the company in question. In order to ensure...
- External links 2008-11-14
- The Long Case for Allstate
- In the October 31 edition of Value Investor Insight, Ed Maran of Thornburg Investment Management described why he sees unrecognized value in Allstate ALL. Key excerpts follow: Turning to some specific ideas, describe the investment case for Allstate. by Value Investor Insight
- External links 2008-11-21
- The Long Case for Commercial Metals
- In the October 31 edition of Value Investor Insight, Thunderstorm Capital's John Dorfman explained why he sees mispriced value in Commercial Metals CMC. Key excerpts follow: What is the thesis behind one of your beaten-up cyclical holdings, Commercial Metals [CMC]? by Value Investor Insight
- External links 2008-11-28
- Catching Up with International Speedway
- In the November edition of Value Investor Insight, International Value Advisers' Charles de Vaulx, Charles de Lardemelle and Michael Malafronte explained why they believe International Speedway ISPA is mispriced. Key excerpts follow: Apart from cyclicality, what tends to make the stocks you buy attractively priced? by Value Investor...
- External links 2008-12-11
- What Caused Berkshire's Freefall - And How Investors Can Benefit
- The following is excerpted from a recent edition of edition of Value Investor Insight: We’ve seen a lot of crazy things in our investment careers, but we struggle to think of anything that tops Berkshire Hathaway’s (BRK.A) stock falling nearly 40% in two weeks and its credit-default swap...
- External links 2008-12-12
- Bristow Group: Abounding Energy
- In the December edition of Value Investor Insight, Third Avenue Management's Curtis Jensen described what he thinks the market is missing in Bristow Group BRS: Describe the investment thesis for another of your favorite energy-related holdings, Bristow Group [BRS]. by Value Investor Insight
- External links 2009-01-15
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