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Comcast buying Time Warner Cable for $45.2 billion
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This is a strong contender, but we'll be keeping a close watch on firmwide developments.
Greed trumps fear in several pockets of the tech sector, but buying opportunities can still be found.
Portfolio manager Wally Weitz's bets on Warren Buffett and telecoms mogul John Malone have helped his fund produce the best risk-adjusted performance among U.S. value funds in the past five years.
Ophthalmology will be more challenging for Valeant than dermatology, but the deal is highly accretive.