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Contrafund Cautious On Commodities, More Optimistic About Internet Companies

FYI: Fidelity Contrafund manager Will Danoff, who oversees $113 billion in assets, says he has grown more cautious about the commodities sector while becoming more optimistic about Internet and financial companies.
Regards,
Ted
http://wealthmanagement.com/print/mutual-funds/contrafund-cautious-commodities-more-optimistic-about-internet-companies
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