Financial Planning News
Fri, 22 Feb 2013
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Schwab's Tony Davidow says active factor-based investment strategies complement passive index strategies to help enhance portfolio durability over time.
StockInvestor editor Matt Coffina recently sold out of Charles Schwab and trimmed Visa and Lowe's as current prices offer little margin of safety for the wide-moat names.
After lowering our forecast for oil and gas prices, fair values across the energy sector have generally dropped, but some E&P and midstream names are reasonably valued, says Morningstar's Matt Coffina.
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