Deceuninck makes PVC windows and doors, and the case here is that a construction slowdown is masking a business that could bounce back as demand improves. The twist is that its Turkish arm is both a growth engine and a major source of uncertainty, thanks to currency swings and a sudden recent drop in performance.Read more

This little Austrian investment company looks unusually sturdy, with plenty of cash on hand and a big jump in profits after a softer year. The catch is that results can swing with the markets and the holdings aren’t well described, so the real story is what’s inside the portfolio and how it’s managed.Read more