commodity stock

The case for these commodity stocks rests on two fundamental beliefs.

But he suggests that large, aggressive investors short some commodity stocks and buy the commodities.

Commodity stocks were also hit as doubts grew about recent optimism that the global recession may have turned the corner.

Today's all-tech all-the-time stock market looks a lot like the 1970's when commodity stocks were the only gainers.

John van Eck believes commodity stocks will outperform industrial companies in the next stage of the business cycle.

Mr. Keefe says the fund profited in the fourth quarter from several commodities stocks.

Mr. Drake shuns commodity stocks.

"Inflation is coming back," predicted one trader, who noted that many inflation-sensitive stocks, such as mining issues and basic commodity stocks, moved sharply higher.

"If you pay attention to growth," Mr. Knight said, "you have to stick with energy stocks and probably some commodity stocks this year."

Aside from these cyclical stocks, rising prices for a range of industrial materials were a boon for mining and commodity stocks.

The bulls counter that it is difficult to time the market, and some of them also believe inflation will come and turn commodities stocks into even better investments.

Many stocks in Finland and Norway, especially cyclical and commodity stocks like paper companies, could still see enhanced earnings from the worldwide economic recovery.

If you look at commodity stocks (coal, fertilizer, oil), for instance, there are any number of companies that are up twenty-five to thirty per cent from yesterday's lows.

In United States agricultural policy, free stocks refer to commodity stocks owned by farmers or others in agriculture trade, rather than owned or controlled by the government.

I would own health care, which is not eclectic, but also industrial commodity stocks, like paper and chemicals, and a combination of retailers, some media companies and some auto suppliers.

Byron R. Wien, United States investment strategist at Morgan Stanley & Company, said he was not yet a buyer of commodities stocks, but was looking.

Commodity stocks were strengthened after US aluminium firm Alcoa posted forecast-busting fourth-quarter revenues, and with copper prices firmer on upbeat data from top metals consumer China.

The fund is mostly invested in gold and other commodities stocks because the gradually rising inflation that Mr. Stephens predicts over the 90's "will be commodity driven, not wage driven," he said.

While selling some cyclical commodity stocks, electric utilities and savings-and-loan issues, Mr. Payson said that he was holding onto such smaller technology stocks as Telxon, Ask Computer and Esterline.

He described his view of commodity stocks during this stable period as "persistent but moderated bullishness" and said valuations "are still very attractive, even if earnings don't continue to grow at the same supercharged pace" as in recent months.

The opportunities center on commodities stocks, from copper to paper products, which play a major role in the economy and are expected to benefit from both an expected rebound in the Canadian economy and the recent rise in commodities prices.

"As commodity prices have been moving higher, you've seen an outstanding performance not just in commodity stocks but also industrial stocks," said Mark Breeden, the portfolio manager for the Southern Africa Fund, a closed end fund managed by Alliance Capital Management.