In the current low growth, cheap money economy, Jim Jubak thinks it's worth adding an M&A...
In the current low growth, cheap money economy, Jim Jubak thinks it's worth adding an M&A component to your investment portfolio. But how to find winners? He suggests focusing on sectors such as coal and iron mining, where supply (and growth) are hard to find, or chemicals and software games, where there are lots of players with small market shares. Acquisition candidates include ATVI, HK and PXD.
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