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  1. Not the Time to Turn Off Tech Stocks

    Although the tech sector hasn't had the best earnings season, Apple, Microsoft, and others still have solid long-term fundamentals and are trading at attractive discounts.

  2. Contrarian Approach to Growth Pays Off

    Morningstar 2012 International-Stock Fund Manager of the Year Rajiv Jain expects continued earnings growth for the less popular growth stories of tobacco and Indian consumer stocks.

  3. McGregor Staying Cautious With Banks

    Although he notes the potential problems of investing in financial-services names, Oakmark's Clyde McGregor sees some mispricing in European banks.

  4. The Friday Five

    Five stats from the market and the stories behind them. This week: Berkshire's stake in a $28 billion deal, Avon's not-so-pretty 1% sales growth, and more.

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