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  1. Unpleasant Surprises

    How bad was bad news this week from Apple, Boeing, Bank of America, and others?

  2. European Economy Set to Lag the U.S. in 2013

    But even foreign-domiciled stocks can offer U.S. exposure, says Morningstar's Heather Brilliant.

  3. Berkowitz on His Conviction in Financials and St. Joe

    In Part 2 of a Morningstar Conference interview with Don Phillips, the Fairholme manager makes his case for Bank of America, Goldman Sachs, as well as Sears Holding and the controversial Florida real estate company.

  4. Berkowitz on the Merits of Cisco, Bank Regs, and More

    In Part 3 of a Morningstar Conference interview with Don Phillips, the Fairholme manager discusses Cisco's 'essential' equipment, the MBIA-BofA litigation, his stake in China's insurance industry, the role of concentration in the fund, and more.

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