October 29, 2008
by Tom Jacobs

Get a free report on a stock that offers remarkable value and great potential--a dollar bill for 10 cents!

Do you see the market crash out there and freeze or stay on the sidelines? Do you fear "catching a falling knife"--paying more for a stock as it drops and losing all your money?

Or do you recognize that there are extraordinary values out there and lament, "if only I had the money?"

Both of these miss the point. You can wear a golden glove to catch that knife and profit, and you do have the money. Here's why and how we can help.

by Tom Jacobs

Warren Buffett puts it this way:

It is extraordinary to me that the idea of buying dollar bills for 40 cents takes immediately to people or it doesn't take at all. It's like an inoculation….If it doesn't grab a person right away, I find that you can talk to him for years and show him records, and it doesn't make any difference.

If buying dollars for pennies is what you want to do, then CVI is the best place to do it.

Update October 21, 2008

Should you invest in great international companies or concentrate in the U.S.?

Why choose?

At CVI, our market-beating Margin of Safety Value Portfolio is currently invested in five international companies--50% of this real-money portfolio's holdings. These companies comprise the very best value opportunities we can find in our broad world of investing:

• Hong Kong's little-known worldwide real estate and asset manager selling for an outstanding value
• a Canadian company with worldwide assets, including in Brazil, whose operating cash flow jumped 50%
• a tiny Canadian software gem whose revenues will burst at triple-digit rates due to its new contract with the U.S.'s most admired retailer
• an Indian infrastructure company buying three fast-growers at less than 50% of their value
• a Canadian microcap star whose product is in such demand its entire capacity is booked quarters ahead 

We think that a smart investing strategy today combines the world's largest economy--the U.S.--and the best businesses in those countries that will likely challenge or surpass the United States and Europe in the next decades.