Shares of First Industrial Realty (NYSE: FR ) have been a poor performer over the past year, losing about 7% of their value. Its warehouse business has exposure to international trade flows, given its large West Coast presence, and shares have only recovered a portion ofOver fifteen years of experience making contrarian bets based on my macro view and stock-specific turnaround stories to garner outsized returns with a favorable risk/reward profile. If you want me to cover a specific stock or have a question ...