Weitz Funds' Wally Weitz discusses balancing the bear market's lessons learned with being too cautious and details opportunities arising from the firm's Liberty Media stake.
With Kraft's business separation appealing to both growth and income investors, the firm's two new entities could fetch a higher valuation in the marketplace, says Morningstar's Erin Lash.
Recent spin-off ADT has broad market share and solid competitive advantages, but several big-name telecom players also have their eyes set on the security space.