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European Shorting
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Dodge & Cox underperformed in 2011, they believe because of an aversion to risk due largely to the European situation, which drove down the prices of tech stocks and other economically sensitive cyclical names, and they were overweight in those areas. However, they think the economic situation has also created opportunities to buy attractive names that will do well in the longer term.
Specific stocks they mention are Hewlett-Packard (HPQ) and Pfizer (PFE).
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