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Taking Stock
11/30/2012Harris Associates’ portfolio manager Clyde McGregor and U.S. research director Win Murray describe the measure of intrinsic value they find most instructive, why small caps make it into even big funds, the reason other than valuation they’ll dump a blue-chip holding, and why they see mispriced value in FedEx, Omnicare, Bruker, Lear and Dover Corp.
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