Fundamental Truths


Ricky Sandler of Eminence Capital describes why the market's seeming indifference to company quality won't last, why he's putting more emphasis on potential catalysts, the pariah industry that’s attracting his attention, where he's finding the best non-U.S. opportunities, and why he's long CME Group, Aon, Oracle and Wolseley and short Verizon.

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