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  1. Cisco's Journey Between Growth and Value

    Analyst Grady Burkett on Cisco's current business challenges, capital allocation missteps, and the evolving change in investor sentiment surrounding the stock.

  2. Disappointing Earnings No Reason to Shun Tech

    Cyclical and economic concerns have hampered the tech sector but are also creating potential buying opportunities in large- and mid-cap names, according to Morningstar's Grady Burkett.

  3. Big Opportunity in Small-Cap Tech

    Legg Mason ClearBridge managers Jeffrey Russell and Aram Green on small-cap valuations today and opportunity in tech.

  4. Don't Overpay for Foreign Exposure

    Morningstar's Heather Brilliant says better revenue opportunities exist in the U.S. now than in foreign markets, and investors should demand discounts for firms with large non-U.S. sales footprints.

  1. A Tale of Two Tech Sectors

     

  2. Asset Allocation ‘Nirvana’ to Asset Allocation ‘Nightmare’

    The information contained in this missive represents SCM’s opinions, and should not be construed as personalized or individualized investment advice. Past performance is no guarantee of future results. Some of the securities identified and described in this missive are a sample of issuers being ...

  3. Oakmark and Oakmark Select Funds Commentary

     

  4. Y2QE: Rhymes are in the Air

    The information contained in this missive represents SCM’s opinions, and should not be construed as personalized or individualized investment advice. Past performance is no guarantee of future results. Some of the securities identified and described in this missive are a sample of issuers being ...

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