Considers the recent performance and relative valuations of the S&P 500 Index and the Russell 2000 Index and the cash flows into and out of the investment products that track them and discusses land companies as a hedge against inflation. Featured companies: World Fuel Services Corp. (INT), Tredegar Corp. (TG), American Homes 4 Rent (AMH), and Lexington Realty Trust (LXP), as well as an update on Cal-Maine Foods, Inc. (CALM).

Download: Contrarian Research Report Compendium June 2014