Reference: Value Investor Insight: Spencer Davidson Venerable value hunter explains which financial and retail stocks are attracting his attention, the virtues of permanent capital, why defense stocks are appealing and why he sees mispriced value in Textron, Cemex, Diageo and MetroPCS. Star investors including Ricky Sandler, Steven Tananbaum and Carlo Cannell describe generally how they mitigate downside risk and specifically why they're betting on share-price declines in Zoltek, Leggett & Platt, Principal Financial, Urban Outfitters and Potash. Reason explained in Value Investor Insight link https://secure.valueinvestorinsight.com/freetrial/?ocode=S INVESTMENT SNAPSHOTS RE: American Oriental Bioengineering Cemex, Diageo, Leggett & Platt, MetroPCS, Potash, Principal Financial Group , Textron Urban Outfitters , Zoltek Companies. Other companies in the issue: Assured Guaranty, Arch Capital, Atlas Pipeline Partners, Boeing, Corning, Discover, Epoch Holding, Everest Re, Fiserv, M&T Bank, Nelnet, Oracle, PartnerRe, Ryanair, Sprint Nextel, Transocean, United Technologies, Wachovia, Walgreen
$71.55 (07/02/08)
