Value Without Borders

05/30/2008

Jean-Marie Eveillard of First Eagle Funds describes why he's treading lightly in distressed U.S. sectors like retail, where in the world Ben Graham would be having a field day, the role gold plays in his portfolio, and what he thinks the market is missing in SMC Corp., Misumi Group, Pargesa Holding, Italmobiliare and Gaumont.


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