SkyWest may be underperforming the rest of the airline sector, but its cheap stock is poised to take off, says David Iben, portfolio manager for the Kopernik Global All-Cap Fund. Iben is also bullish on uranium producer Cameco despite persistent worries about nuclear energy in the wake of the Fukushima meltdown. Finally, he is positive on China Mobile's stock and future even though the Fed's tapering is taking its toll on emerging markets.
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