cl001 - Where do you think the hot money coming out of oil will go? I am holding POE, PXX, AOS, PBG, and a small amount of a few others.
I am looking at copper after thinking about all of the problems with current production, country risk of new projects (Congo, Kazakstan, even Chile having issues). FMA.TO is a good Canadian bet. What about MOL.TO, a ways off but lots of Moly/Copper. Canadian listed silver miners working in Mexico are some of the most hated stocks in the market. FR.TO, GPR.TO, SST.V, And most hated of all AUN.V are stocks I own and have added more of in the past 2 weeks.
Fertilizer stocks are consolidating monster gains. I think they will run again in the Fall.
Just thinking out loud.
Kipp
