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  1. What Cisco Must Do to Preserve Its Moat

    We'll be watching Cisco very closely to see how management reacts to the firm's clear inability to compete in the consumer market.

  2. 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.

  3. Why Cisco Is Still a Buy

    Strengthening economic pressures and competitive threats will take their toll on Cisco, but the firm’s prodigious cash-flow generation and inexpensive valuation make it attractive today, says Morningstar’s Grady Burkett.

  4. 5 Tales of Luck, or Lack Thereof

    Morningstar markets editor Jeremy Glaser takes a look at who might--and might not be--seeing green after recent events.

  1. Oakmark Global Fund Letter to Shareholders

     

  2. Cisco Announces Acquisition of NDS

     

  3. Oakmark Equity and Income Fund Letter to Shareholders

     

  4. Our Ultimate Stock-Pickers' Top 10 Buys and Sells

    We saw a higher level of trading by our top managers in the most recent period.

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