Bob Doll, formerly of Blackrock and now with Nuveen Asset Management, thinks cyclical stocks should fare well in 2013. Doll tells Bloomberg that he expects the economy will continue to “muddle through” this year, while earnings will be good (though not great) and valuations will rise a bit. He thinks a big bullish factor is the waning of fears of a Euro collapse, which dominated much of 2012. He’s high on cyclicals such as tech, energy, metals, and industrial stocks.
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