Considers predictive variables in the context of Real Estate Companies, discusses real estate owners with investment management businesses, and reviews the contraction of mortgage debt levels as well as the premium at which municipal bonds trade as compared to Treasuries. Featured companies: Smith & Wesson Holding Corp. (SWHC), Biglari Holdings, Inc. (BH), Denny’s Corp. (DENN), Teletech Holdings Inc. (TTEC), Updates on Oaktree Capital Group, LLC (OAK), The Wendy’s Company (WEN).

Download: Contrarian Research Report Compendium October 2013