For contrarian investors who think the worst of the correction in commodity stocks is over,...


For contrarian investors who think the worst of the correction in commodity stocks is over, Oppenheimer thinks it's time for selective buying in the downtrodden sector that would enjoy a big benefit from any upside surprises to emerging markets growth prospects. The firm's top picks: CMP, CLF, WOR, KALU, RTI. It also likes paper and forest product stocks UFS, KS and SWM.

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