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 Value Investor Insight     Graphic_subscribe   

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    This is a Tracking Account  |  Tracked since 04/28/2008  [?]     SocialPicks is not affiliated with Value Investor Insight
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All-time Return
+172.39%
(in 1 year) 		Risk (SD)
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Value Investor Insight's Blog Posts


Graphic_rating_buy LYBI   Libbey Inc.: The Glass is Half Full 08/29/08   —  In a recent edition of Value Investor Insight, Defiance Capital's Francois Parenteau explained what he thinks the market is missing in Libbey Inc. (LBY). Do you follow any particular guidelines on selling?...
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Graphic_rating_sell PFG   Principal Financial Group Vulnerable to Commercial Real Estate Softening? 07/22/08   —  In a recent edition of Value Investor Insight, GoldenTree Asset Management's Steven Tananbaum and Kevin Feder described an opportunity to profit from Principal Financial Group's (PFG) exposure to a weakening commercial real estate market. Excerpts follow:You invest at all levels of the capital struct...
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PFG   Principal Financial Group: The Next to Go? 07/22/08   —  In a recent edition of Value Investor Insight, GoldenTree Asset Management's Steven Tananbaum and Kevin Feder described an opportunity to profit from Principal Financial Group's (PFG) continued share price declines.You invest at all levels of the capital structure – are you limiting equity dow...
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Graphic_rating_sell URBN   Urban Outfitters: Stretching Itself Thin 07/15/08   —  In a recent edition of Value Investor Insight, Jenny Hubbard explained her short case on Urban Outfitters (URBN). Describe one of your consumer-focused shorts, retailer Urban Outfitters (URBN)....
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Graphic_rating_buy UFS   The Long Case for Domtar 06/15/08   —  In a recent edition of Value Investor Insight, Jeffrey Schwarz of Metropolitan Capital Advisors described why he sees mispriced value in Domtar (UFS).Let’s walk through your thesis on Domtar.
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Graphic_rating_buy THO   Thor Industries: What the Market is Missing 05/15/08   —  In a recent edition of Value Investor Insight, Clyde McGregor of Chicago's Harris Associates L.P. described why he sees unrecognized value in Thor Industries (THO). ...
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Graphic_rating_buy FFH   Fairfax Financial: Playing Defense 04/28/08   —  In a recent edition of Value Investor Insight, Whitney Tilson and Glenn Tongue reiterated their thesis from last August that Fairfax Financial (FFH) is one of the best ways to play the subprime train wreck.<!--more--> Few firms were as well-positioned to benefit from the credit crisis as Canadian...
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