Scorpio Tankers may be underperforming the market so far this year, however the tanker-owner is cheap and will soon see day rates rise as its business cycle progresses, says Will Nasgovitz, co-portfolio manager for the Heartland Select Value Fund. Nasgovitz says Jetblue will also see its stock improve because it is addressing its poor return on capital profile by selling non-core assets. Finally, Nasgovitz is bullish on plywood supplier Boise Cascade because he expects housing construction to pick up.
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