The Sum of Their Parts

Every investor would love to have nothing but equities like Apple (AAPL) in their portfolio, a one-decision company and stock that keeps delivering and rarely hits even a bump in the road. Unfortunately, the world doesn't work that way. I am by nature a very contrarian investor and I have found that investing in cyclical sectors that are temporarily out of favor is a very lucrative strategy, even if it is one the demands patience and discipline. One of the hardest-hit areas of the market is manufacturers that derive a good deal of their revenue from Europe.

Here are two parts makers whose stocks have been cut in half over the past year but who should bounce back given their cheap valuations, rewarding intrepid investors who pick up the shares now....328 more words left in this article. To read them, just click below and try Real Money FREE for 14 days.

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