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  1. Third Avenue: Seeing on-the-Ground Strength in Hong Kong

    Fresh from a trip to Asia, Third Avenue Value manager Ian Lapey discusses the fund's Hong Kong commecial real estate holdings, plus potential opportunities in oil and gas exploration and insurance.

  2. Are Equity Fair Values Teetering on the 'Cliff'?

    A lot of companies are very well positioned regardless of how the fiscal cliff gets resolved, as long as it gets resolved, says Morningstar's Heather Brilliant.

  3. A Sanity Check for Fiscal Cliff Watchers

    We outline some big takeaways, likely outcomes, improbable outliers, and prudent strategies for investors anxiously following the fiscal cliff drama.

  4. Will 'Cliff' Woes Completely Derail the Economy?

    Morningstar's Bob Johnson sizes up how a stronger-than-expected economy may fare in different 'fiscal cliff' scenarios.

  1. A Deep Look at Pimco Global Stocks Plus (PGP)

    Dan Plettner invests and receives income for securities research, including “buy-side” research. Dan licenses his own real time trading data to Covestor Ltd. (“Covestor”), frequently including positions discussed in his Morningstar Contributions. Covestor is a Registered Investment Advisor that ...

  2. The Commodity Conundrum

     

  3. Clipper Fund Semi-Annual Review 2012

    This report includes candid statements and observations regarding investment strategies, individual securities, and economic and market conditions; however, there is no guarantee that these statements, opinions or forecasts will prove to be correct. Equity markets are volatile and an investor may ...

  4. Year-End Capital Markets Forecast

     

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