1. Editorial

   • Stefan Reichelstein

   OriginalPaper Pages: 163 - 163

2. Contextual Fundamental Analysis Through the Prediction of Extreme Returns

   • Messod D. Beneish
   • Charles M. C. Lee
   • Robin L. Tarpley

   OriginalPaper Pages: 165 - 189

3. Discussion of: “Contextual Fundamental Analysis Through the Prediction of Extreme Returns”

   • Richard G. Sloan

   OriginalPaper Pages: 191 - 195

4. Do Stock Prices of Property Casualty Insurers Fully Reflect Information about Earnings, Accruals, Cash Flows, and Development?

   • William H. Beaver
   • Maureen F. McNichols

   OriginalPaper Pages: 197 - 220

5. Discussion of: “Do Stock Prices of Property Casualty Insurers Fully Reflect Information About Earnings, Accruals, Cash Flow and Development?”

   • James M. Wahlen

   Discussion Pages: 221 - 228

6. When Capital Follows Profitability: Non-linear Residual Income Dynamics

   • Gary C. Biddle
   • Peter Chen
   • Guochang Zhang

   OriginalPaper Pages: 229 - 265

7. Discussion of: “When Capital Follows Profitability: Non-linear Residual Income Dynamics”

   • Peter Easton

   Discussion Pages: 267 - 274

8. The Aggregation and Valuation of Deferred Taxes

   • Eli Amir
   • Michael Kirschenheiter
   • Kristen Willard

   OriginalPaper Pages: 275 - 297

9. Discussion of: “On the Aggregation and Valuation of Deferred Taxes”

   • Russell J. Lundholm

   Discussion Pages: 299 - 304

10. Back to Basics: Forecasting the Revenues of Internet Firms

    • Brett Trueman
    • M. H. Franco Wong
    • Xiao-Jun Zhang

    OriginalPaper Pages: 305 - 329

11. A Rude Awakening: Internet Shakeout in 2000

    • Elizabeth Demers
    • Baruch Lev

    OriginalPaper Pages: 331 - 359

12. Discussion of “Back to Basics: Forecasting the Revenues of Internet Firms” and “A Rude Awakening: Internet Shakeout in 2000”

    • Stephen H. Penman

    Discussion Pages: 361 - 364