"...if you pick your spots, there are some really exciting opportunities."

Paul Moore's interview with CommSec's Tom Piotrowski: “What it means is that if you pick your spots, there are some really exciting opportunities. So whether it's a copper company, a trucking company, a bank - there are numerous others. What you've seen over the last two months is the money starting to rotate into those stocks because of the extreme valuations."

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This article reflects opinions as at the time of writing and may change. PM Capital may now or in the future deal in any security mentioned. It is not investment advice.