Dodge & Cox Finds Interesting Opportunities in Financials

Jun 09, 2012

Well known value investing firm Dodge and Cox portfolio managers were on Morningstar to share their views on where the opportunities in the market. They believe there are interesting opportunities in Financials.

Dodge & Cox portfolio manager said "Better credit metrics, low valuations, improved capital and liquidity, and consolidation in the industry should yield better profitability for banks"

Here is the video:

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