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 StockInvestor editor Paul Larson says the potential downside is capped for this coastal Florida landowner, while the upside is big at current stock prices.
Morningstar's Paul Justice sees the issues facing BP as being industrywide and that investors should look at smaller oil explorers and natural gas plays instead of buying a basket of oil majors.