fpm Cyclical stocks can be great additions to a portfolio for value when they are trading at attractive prices. This can especially be the case for patient retail investors who aren't 'on the clock' as in the case of professional hedge fund investors who have to report their results every 3 months. As such, retail investors don't face the same pressure to sell stocks that are trading down in price in order to make a quarterly statement look good, and may want to do exactly the opposite, which is to buy them ...