Convertibles issued by many airlines, auto makers, big banks, energy outfits and REITs are trading at deep discounts, and have promising upside.

In May I wrote about K-Tron, a boring niche company that deals with material handling machines and crushing equipment. 3 months later, to my surprise and pleasure, the company has kept chugging along to new highs.

Link to Consuelo Mack's most recent edition of WealthTrack - with author of the Warren Buffet Way, and Fund Manager, Robert Hagstrom.
Also includes some personal thoughts

Asif Suria publishes a monthly investment newsletter on his blog that never fails to provide some very insightful analysis.

In his November letters, Asif puts together a great write-up on SanDisk (SNDK)