Rising interest rates have taken their toll, but as the Fed delays dialing back on stimulus, investors are poised to recapture some of their losses.
Improved demand should underpin stronger potash and PRB coal markets in 2014.
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The near term will surely be bumpy, but valuations look prettier today than they have in years.
Shareholders should take note when activist investors make headlines as they have very high success rates in achieving their goals, according to 13D Activist Fund's Ken Squire.