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  1. What to Seek in a REIT

    REITs look overvalued in general, but certain business models and individual names still look especially attractive.

  2. Feinberg: Quality Franchises Will Be Key for Stock Investors

    Owning high-quality companies will be integral to achieving growth in a low-growth environment, says the Davis/Selected American manager.

  3. Why Would Anyone Own a Bank?

    Regulatory capital requirements, more government oversight, and fee reform will work against banks, says Davis/Selected American manager Ken Feinberg, but there are selective values.

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