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Tag Archives: Oakmark Select Fund

February 2005 Issue

Already in the first few weeks of the New Year, several of the large caps in our model portfolio are acting as if they had popped steroids. (Did Mark McGwire slip something into the cereal at General Mills?) There’s more to come, though. In this month’s visit, I’ll introduce you to another “undiscovered” giant with a superior growth outlook—and a stock that could soar 50% (or more) in the next two or three years.