Boards
News
Market Data
Markets
Discover
Discover
AI Subscribe Login/Register account icon
S&P 500
7,408.50
(
-1.24%
)
US TECH 100
28,244.40
(
-1.90%
)
Dow Jones
49,526.17
(
-1.07%
)
Brent Oil
106.70
(
0.00%
)
Bitcoin
78,235.21
(
-1.04%
)
News Focus
News Focus
Post# of 30545
Next 10
Public Reply Private Reply New Post
Keep Last Read
Replies (2) Keep Next 10 Report Keyboard Shortcuts
Replies (2) Next 10 Prev Next

dewophile

Send PM Follow Ignore
Followers 51
Posts 5537
Boards Moderated 0
Alias Born 07/19/2006

dewophile

Re: DewDiligence post# 5160

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

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

Post# of 30545
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
Public Reply Private Reply New Post
Keep Last Read
Replies (2) Keep Last Read Next 10 Report Keyboard Shortcuts
Replies (2) Next 10 Prev Next

Discover What Traders Are Watching

Explore small cap ideas before they hit the headlines.

Join Today