Replies to post #5138 on The Rising Influence of Rising Affluence

[DewDiligence]

Barron’s concurs that CLF and HES have a lot of upside:

http://online.barrons.com/article/SB50001424053111903964304577422302044692954.html

…a lot of the "de-risking" process has already unfolded, and that the merest of upbeat stimuli—with ECB policy makers meeting this week, and the Fed convening and Greece voting soon thereafter—would touch off a quicksilver rally, with the tape so oversold and the investor mood dour.

Investors already lucky or smart enough to be in a defensive crouch who are looking to take on some "upside risk" protection in the event of such a rally should consider trounced, high-volatility cyclical names, in small doses. These might include Cliffs Natural Resources (ticker: CLF), the Market Vectors Coal ETF (KOL), Halliburton (HAL), SanDisk (SNDK) and Hess (HES).

It doesn’t hurt that CLF and HES have had recent insider buying at prices above the current market (#msg-75995329, #msg-75705739, #msg-75235512).