Second-quarter results sent Cablevision's share price down, but we're holding on to our fair value estimate and moat rating.
Ariel's John Rogers discusses recent opportunity in Madison Square Garden and International Speedway, as well as the firm's analytical adjustments in the wake of the financial crisis.
Ariel's David Maley surveys the wreckage for keepers.
Morningstar's article, blog, and video coverage of the 2012 Investment Conference.
Morningstar.com's article, blog, and video coverage of the 2012 Investment Conference.
Palisades Hudson Newsletter: http://palisadeshudson.com/sentinel/ Larry Elkin's Blog: http://palisadeshudson.com/current-commentary/
Ariel's David Maley discusses how he finds names for his deep-value strategy and the benefits of investing in a certain sports-related firm.