Fortune

RAW MATERIALS FOR A REBOUND

Whether or not an economic boom occurs, some oil and mining companies are poised to grow.

WHEN JOHN ROTH thinks back on the oil market of two years ago, a certain calamitous image comes to mind: “I liken it to pushing a freight train off the top of a hill,” says Roth, manager of the $3 billion Fidelity New Millennium Fund. “After a while it starts to really gain momentum, and it takes a lot

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