Blackrock’s Bob Doll says he doesn’t think the cyclical bull market is over. “We’ve been so macro-focused I think we’ve lost sight of the fact that despite a weakish economic recovery, corporate America’s done a pretty good job,” he told CNBC. “Revenue growth is improving, earnings growth started improving before that … companies are raising dividends, buying back stocks, engaging in M&A and some are actually … investing in their businesses.” Doll says free cash flow is a current theme of his investing, and he cites global cyclicals, industrials, energy stocks, tech stocks, retailers and media stocks among areas in which he’s finding opportunities.