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Performance Prospectuses and Forms
Deeper Look at Two Recent Buys
Investment rationale for Intel, and the new position Teck Resources – A copper producer benefitting from new economy reliance on that metal (buildings, electric vehicles) at a time of low industry investment
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Financials: Underappreciated and Undervalued
Financials are the cheapest sector in the market – despite the strongest balance sheets in their history and their capture of a growing share of the market’s total earnings over the decade
Watch NowOpportunity Among World-Class International Businesses at Discounted Prices
Chris Davis discusses bargains among superior international businesses: Twice the growth rates of the index, yet offered at a 35% discount (P/E of 9x).
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