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  1. Insights from Oakmark

    Saks SKS announced plans to unload its last regional department store, Parisian, to Belk for $285 million in cash. The deal is scheduled to close in the third quarter of 2006, at which time we expect to hear more from management regarding their plans for the proceeds from the sale. While the price ...

  2. Morningstar Credit Ratings Assigns Preliminary Ratings for SFAVE Commercial Mortgage Securities Trust 2015-5AVE, Commercial Mortgage Pass-Through Certificates, Series 2015-5AVE (SFAVE 2015-5AVE)

    Morningstar Credit Ratings Assigns Preliminary Ratings for SFAVE Commercial Mortgage Securities Trust 2015-5AVE, Commercial Mortgage Pass-Through Certificates, Series 2015-5AVE (SFAVE 2015-5AVE)

  3. Cala Corporation Letter to Shareholders

    Cala Corporation Letter to Shareholders

  4. Macy's Weighs Off-Price Version of Namesake Stores---Update

    Macy's Weighs Off-Price Version of Namesake Stores---Update

  5. Nordstrom Rack Expands Growth In Upstate New York

    Nordstrom Rack Expands Growth In Upstate New York

  6. What's in Your Wallet? Maybe It Should Be Capital One

    It looks more like a high-quality regional bank than a credit card company.

  7. Heightened Deal Activity Puts Merger-Arbitrage ETFs in Spotlight

    Favorable conditions are in place for merger-arbitrage ETFs, including increasing M&A activity and the likelihood of higher interest rates.

  8. Outlook for the Economy

    Political, regulatory, and economic uncertainty conspire to keep growth stuck in neutral.

  9. Our Outlook for Consumer Cyclical Stocks

    As macro headwinds mount, we would look for a larger valuation discount among consumer cyclical names.

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