Beaten Down: Mattel And Philip Morris

Andrew Bischel's approach is the opposite of Gillam's. Bischel, president of Spare, Kaplan, Bischel & Associates in San Francisco, is a value investor: He keeps an eye out for companies he thinks have been unfairly penalized by the Street, some of which he calls "bottom of the barrel"--excessively beaten-down outfits that are set to rebound.

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