Value Investing

Topics: Mutual fund, Stock market, Hedge fund Pages: 13 (3274 words) Published: February 7, 2013
Value-oriented Equity Investment Ideas for Sophisticated Investors A Monthly Publication of BeyondProxy LLC  Subscribe at “If our efforts can further the goals of our members by giving them a discernible edge over other market participants, we have succeeded.”

Investing In The Tradition of
Graham, Buffett, Klarman
Year IV, Volume V
June 1, 2011
When asked how he became so
successful, Buffett answered:
“We read hundreds and hundreds
of annual reports every year.”

Top Ideas In This Report
Big Lots
(NYSE: BIG) ……………………. 108

ChinaCast Education
(Nasdaq: CAST) ……………….. 112

Net 1 UEPS

► Screening for bargains owned by superinvestors
► Latest holdings of 50+ top investors
► 20 companies profiled by MOI research team
► Proprietary selection of Top 3 candidates for investment ► Plus: Exclusive interview with Amitabh Singhi
► Plus: Favorite stock screens for value investors

(Nasdaq: UEPS) ……………….. 136

Also Inside
Editor’s Commentary ……………….. 5
Interview with Amitabh Singhi …….. 7
Portfolios with Signal Value™ …… 11
Screening for Superinvestor Stocks.. 66
New or Increased Holdings ……….. 76
Reduced or Offsetting Holdings …. 144
Favorite Value Screens ……………156
This Month’s Top Web Links …….. 165

About The Manual of Ideas
Our goal is to bring you investment
ideas that are compelling on the
basis of value versus price. In our
quest for value, we analyze the top
holdings of top fund managers. We
also use a proprietary methodology
to identify stocks that are not widely
followed by institutional investors.
Our research team has extensive
experience in industry and security
analysis, equity valuation, and
investment management. We bring a
“buy side” mindset to the idea
generation process, cutting across
industries and market capitalization
ranges in our search for compelling
equity investment opportunities.

Superinvestor companies mentioned in this issue include
Activision Blizzard, Adventrx Pharma, Aeropostale, AIG, Alcoa, Alexander & Baldwin, Allied Nevada Gold, Amdocs, American Tower, Ascent Media, Autodesk, AVEO Pharmaceuticals, Avnet,
Bank of NY Mellon, Barclays, Beazer Homes, Best Buy, Big Lots, BP, Bucyrus, CF Industries, ChinaCast Education, CIT Group,
Commercial Metals, Con-way, Cooper Tire & Rubber, Costco Wholesale, Cresud, Crexus Investment, Crown Holdings, CVS Caremark, DaVita, Diamond Offshore, Dillard’s, Duoyuan Global Water, EchoStar, El Paso, Eli Lilly, EMC, Expedia, First Horizon, Flowserve, Furiex Pharma, Gannett, General Motors, GenOn Energy, Halliburton, Hologic, Howard Hughes, IAC/InterActiveCorp, Intel, Interval Leisure, Ivanhoe Energy, Journal Comms, Kimberly-Clark, Kronos Worldwide, Lam Research, Lubrizol, MannKind, Markel, Market Leader, Masco, Inside:

McDonald’s, McGraw-Hill, Media General, Medicis Pharma, Meritor, Mylan, Nalco Holding, Net 1 UEPS Technologies, Noble Corp., NVR, Office Depot, Exclusive Interview with
Oritani Financial, Packaging Corp., Pennsylvania REIT, Petroleo Brasileiro, Amitabh Singhi,
Pool, Qualcomm, Raytheon Financial, RLI Corp., Royal Caribbean, Sauer-Danfoss, Sealed Air Corp., Sealy, Snap-on, Spectrumof
Managing Director Brands,
Sunoco, SunTrust Banks, Symetra Financial, T.FinancialTake-Two, Surefin Rowe Price,
Taylor Capital, Telefonica, Teradyne, TJX Companies, U.S. Bancorp, Vail Resorts, Valero Energy, Walter Energy, White Mountains, With compliments of
Xerium Technologies, XL Group, Yahoo!, and more.

The Manual of Ideas

(analyzed companies are underlined)

Copyright Warning: It is a violation of federal copyright law to reproduce all or part of this publication for any purpose without the prior written consent of BeyondProxy LLC. Email if you wish to have multiple copies sent to you. © 2008-2011 by BeyondProxy LLC. All rights reserved.

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