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We initiated coverage of Macy's in early...
Homebuilder Lennar reported fourth-quarter results that...
We've lowered our fair value estimate on...
Though we hold peer Hasbro in the portfolio of our...
Magna has rallied significantly since we...
The March edition of our Best Ideas...
Yahoo is reported to be expected to announce a...
Image Source: emmolos. The latest memo...
Brilliant CNBC anchor, Mark Haines, who...
We outline our thoughts on the "earnings game" and the...
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