| If you believe real global growth will improve, look for bargains in commodities and cyclical companies, NYU finance professor Aswath Damodaran said Wednesday.
"I think in a sense you've got to play the cycles, commodity-price cycles and economic cycles, so I would go to commodity companies and cyclical companies," he said. "Not all of them are cheap, but I think your best chance of finding bargains are in those segments." Damodaran said that he had bought stock in Petrobras as a play on Brazil and oil...............................................Full Article: Source
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