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By the Book
10/31/2011James Langer, Matthew Swaim and Bruce Zessar of Advisory Research, Inc. describe the adjustments they make when investing in large-caps, the high-profile financial on which they’ve given up, the value-investor favorite to watch today, and the unrecognized value they see in J.C. Penney, Deltic Timber, Spirit AeroSystems, Vail Resorts and Core-Mark.
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