JetBlue, Boise Cascade Shares Ready For Take Off

April 21, 2014

Scorpio Tankers may be underperforming the market so far this year, however the tanker-owner is cheap and will soon see day rates rise as its business cycle progresses, says Will Nasgovitz, co-portfolio manager for the Heartland Select Value Fund. Nasgovitz says Jetblue will also see its stock improve because it is addressing its poor return on capital profile by selling non-core assets. Finally, Nasgovitz is bullish on plywood supplier Boise Cascade because he expects housing construction to pick up.