All Needles, No Haystack

08/31/2015

Mark Thomson and Rui Cardoso of Beutel, Goodman & Company describe why they’re attracted to unexciting companies, why they consider the U.S. fertile ground for finding high-quality but out-of-favor stocks, how they try to control their baser investing instincts, and why they see upside in American Express, Verizon, Symantec and Parker-Hannifin.


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