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How we pick stocks: The case of Johnson & Johnson (NYSE: JNJ)
The healthcare giant is one of our largest individual company positions, because it has the best combination of factors we can find for the future we envision.
Manager Commentary Paul Franke on 31 Oct 2011
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Looking to sell Amazon following its earnings report (AMZN)
While long-term I am bullish about the company's prospects, short-term I am less optimistic and shall be looking to exit my position.
Positions Robert Freedland on 27 Oct 2011
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Cheat Sheet: Occupy Wall Street and the big players in the financial crisis
A quick refresher on what’s happened to some of the main players, whose behavior, whether merely reckless or downright deliberate, helped cause or worsen the meltdown.
Best of the Web ProPublica on 27 Oct 2011
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How shorting stocks is like hunting wildebeest
Whitney Tilson ran out of ammo on his African safari.
Best of the Web Mick Weinstein on 26 Oct 2011
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Diageo: Into the African wilds
Why I'm using any weakness in this stock as an opportunity to accumulate new shares.
Manager Commentary Charles Sizemore on 25 Oct 2011
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BRIC-aid for Europe
China could play rescuer, but what's in it for them?
Manager Commentary Vivian Lewis on 24 Oct 2011
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60 Minutes on the Steve Jobs biography [Full video]
An interview with Walter Isaacson, author of the most highly anticipated book in recent memory.
Best of the Web Mick Weinstein on 24 Oct 2011
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2 Greek stocks I'll consider - after default
After the dust settles, these two stocks may look interesting.
Manager Commentary Charles Sizemore on 24 Oct 2011
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My investment thesis for Bank of America
My philosophy is not to follow Warren Buffett into BAC, but rather to invest with the principles that made value conscious investors like Buffett successful.
Manager Commentary Taj McCree on 21 Oct 2011
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On the value of relative strength indicators
Can buying stocks that have performed well and selling stocks that have performed poorly help generate significant returns?
Manager Commentary James Roberts on 21 Oct 2011
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