Basic Materials for Basic Investing

Sarat Sethi of Douglas C. Lane & Associates likes paper, chemicals, steel, and such, partly because of the declining dollar

Despite worries over a weakening dollar, it does make U.S. exports cheaper, and that's one reason to like basic materials stocks. That's the opinion of Sarat Sethi, analyst and portfolio manager for investment firm Douglas C. Lane & Associates, who points to companies in paper, steel, chemicals, and gold, among others.

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