Wed, 20 Feb 2013
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Berkshire's bet on financial firms should pay out for him in the end according to a group of Buffett authors.
Despite a fully valued market, stocks are still the best place to be for long-run value creation, and interest rates should have little impact on company fundamentals, says Morningstar's Matt Coffina.
Weyerhaeuser, NVR, U.S . Bank , and Fifth Third are all well positioned for a housing-market upturn.
BlackRock's Rick Rieder says the Fed will still try to raise rates, and investors should diversify their fixed-income exposure and be thoughtful about where interest-rate risk is held.
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