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  1. 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.

  2. 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.

  3. Risk-On Mode Continues Into New Year

    Asset flows were strong across the board in January, with investors giving extra attention to their retirement plans as well as nontraditional bonds and foreign stocks.

  4. The Friday Five

    This week: Best Buy tumbles hard, B of A soars (too high), and 4-star GM restarts dividends.

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