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William von Mueffling's Cantillon Capital Management invests in Bank Rakyat, reflecting a strategy focused on companies with high sustainable financial productivity, which is expected to yield favorab

William Strong also discussed his investment in Bunas Finance, indicating a strategy focused on high-quality assets at distressed valuations, which has historically led to strong returns for his firm.

Michael Karsch's firm, Karsch Capital Management, has a strong investment thesis in Viacom, focusing on its potential for growth and value creation in the media sector. The firm emphasizes thorough di

BR Malls is the largest shopping center company in Brazil, with same store sales growth of 12-14%, significantly outperforming top US shopping center companies that see only 1-2% growth. This position

The sum of the parts analysis suggests that MSG is undervalued, with a total SOTP value of $3,793 per share compared to the current price of $48.49. The potential for significant annual returns is bol

Madison Square Garden is undervalued at 4.8x projected 2013 EBITDA compared to regional sports networks that typically sell for 15x-25x EBITDA. The ongoing renovation of the Garden is expected to sign

I recommend purchasing shares of Great Lakes Dredge and Dock Corporation (GLDD) with a price target of $6.55. GLDD has an 80% margin of safety on an asset reproduction basis at current price levels, a

Abbott is a diversified healthcare company with significant revenue from its pharmaceutical products, including Humira, which is currently facing market concerns. Despite this, Abbott has leading busi

Mohawk is the second largest manufacturer of carpet in the U.S. and has a dominant franchise in carpet, ceramic tiles, and laminate flooring. The stock is currently trading at a cyclically depressed v

Twin Disc is producing a transmission dedicated to fracking, which is a critical component in the shale industry. The stock was at $11, and with approximately 12 million shares, it presents a potentia

Sara Lee is a company with many products and has been trimming down and selling various businesses. The introduction of single serve coffee has been successful, and the company is expected to split in

American Express has a strong position in the card industry and is adapting to the digital wallet trend. The company has been a long-term holding and is expected to continue to perform well as it navi

National Fuel Gas is a stable utility company with a long history of paying dividends and a significant amount of land for gas extraction. It is currently trading around $55, and its business model is

Madison Square Garden is trading in the low $20s with no debt and $300 million in cash, making it an attractive investment. The company is refurbishing its arena and has valuable assets in the form of

The distilled business of Fortune Brands is expected to be valued between $80-$85 due to its strong cash flows and potential for growth, particularly in the bourbon category, which is a $6 billion mar

Boston Scientific generates substantial free cash flow and has recently achieved an investment grade credit rating, positioning it well for stock buybacks and acquisitions. The market undervalues the

Transocean is trading at low multiples and has significant upside potential as the offshore drilling market improves. The company offers a sustainable dividend and is expected to recover revenue effic

Apple is not just a growth company but also presents a good value proposition, trading at a reasonable multiple compared to its earnings. The analyst projects Apple can earn $40 per share next year, w

Sallie Mae has a strong asset quality with 81% of loans guaranteed by the U.S. government. The stock is trading at $13, which is half of its market multiple, and the company is expected to earn $1.80

KKR Financial has a dividend yield of 9.75% which is covered twice by earnings, making it an attractive investment. The stock is currently trading at $7.75, which is 20% below its real book value of a

Lee Cooperman notes that his technology analyst is studying Citrix Systems, indicating interest in the company's potential based on its financial metrics and market position.

AVX has a strong financial position with cash well in excess of book liabilities, indicating a solid investment opportunity.

Intel is a profitable business generating substantial cash, with a large cash balance that supports its asset value, making it a solid investment.

Microsoft has a strong cash position well in excess of its book liabilities, making it a safe investment with significant asset value.