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DeVaulx: Cautiously Buying in JapanThe IVA Worldwide manager says the fund has been adding to existing holdings amid the sell-off to maintain its pre-crisis weighting to Japanese names, but has been exercising restraint in the region.
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Nervous Markets Apt to Oversell on Japan NewsCauseway International Value manager Sarah Ketterer comments on the Japan disaster's economic impact, the reconstruction to come, and the market's reaction so far.
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Energy Sector Likely to See Biggest Impact From EarthquakeMorningstar StockInvestor editor Paul Larson says the events in Japan will shape the fortunes of energy stocks, from incumbent nuclear players to coal producers.
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McLennan: Intrinsic Value Still Intact in JapanIt's uncertainty--as opposed to readily identifiable losses in existing intrinsic value--that's weighing on Japan stock prices at the moment, says First Eagle's Matthew McLennan.
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