Janus Overseas manager Brent Lynn says investor risk aversion significantly weakened his fund's performance in the past two years, and he also details opportunities for his top holdings.
Morningstar markets editor Jeremy Glaser on Gap's no-go logo, banks' foreclosure fumbles, and more.
Sequoia's David Poppe and Bob Goldfarb make the case for portfolio holdings TJX, Wal-Mart, and Target.
Shares of this discount retailer look pricey compared with peers, and customers may trade up as the economy recovers.
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