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dewophile

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dewophile

Re: DewDiligence post# 5160

Monday, 06/04/2012 4:21:12 PM

Monday, June 04, 2012 4:21:12 PM

Post# of 30493
there is clearly upside to all commodity stocks right now if there is stimulus and/or EU overhang decreases, but i would argue that of the risky commodity stocks both CLF and HES have some degree of downside protection because of the likely floor in iron ore prices due to marginal costs in china (110-120 per ton) and oil hedges, respectively
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