iShares S&P Global Timber & Forestry ETF (WOOD)

(Top Pick Sep 21/12, Up 16.39%) Thinks it is a long term story – still likes it. We had our first up leg advance and now we have a correction within the context of a bull market and it moves higher from here.

(A Top Pick Sept 21/12. Up 18.6%.) Thinks this one works higher. If you own, continue to Hold.

There is no sign of a top. Just own the basket. It is a little safer.

Has some Canadian companies in it. You are safer to buy the basket if you are excited about the commodity so you don’t pick the one stock that doesn’t participate. It is just getting started. We should break above the recent peaks.

Japanese tsunami caused a wood spike, which diminished, and is now moving up again. He is also interested in this because no one talks about it. There have been recent 52-week highs. There is a turnaround in the housing market.