Dodge & Cox's chairman and CEO and portfolio managers discuss how their portfolios outperformed and macro events' effects on the markets in the first half of the year. Two stocks they mention specifically are Sanofi-Aventis (SNY, Financial), Facebook (FB, Financial), DirecTV (DTV, Financial), News Corp (NWS, Financial) and Time Warner (TWC, Financial).
https://www.dodgeandcox.com/video-chapters.asp?videoId=1764634857001&vidName=2012%20Equity%20Mid-year%20Review
https://www.dodgeandcox.com/video-chapters.asp?videoId=1764634857001&vidName=2012%20Equity%20Mid-year%20Review