Seeing the Forest

02/29/2012

Bowen, Hanes & Co.’s Jay Bowen explains why he’s particularly enamored with stocks in Canada, what companies he expects to benefit from an industrial renaissance in the U.S., the development that would dampen much of his long-term optimism, and why he believes Canadian Pacific Railway, Teck Resources, Xylem and DuPont are mispriced.


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