iUnits S&P/TSX Capped Materials Index (XMA.TO)

This is one of the strongest groups in the market right now. Had a high in July followed by a correction and it is now at new highs. The TSX average is still below the July highs. Materials is going up faster than the TSX.

Bullish on base metals. In spite of the 12% correction in Canada and 14% in the US, the story is still pretty good. Until he hears otherwise, they are going to continue holding up. Thanks pricing is still good on the fundamental sign for aluminum, nickel and copper.

This has been one of the strongest, dominant sectors in the last number of years. Since good pricing for nickel and uranium. Likes it on a long-term, 5-10 year basis.

Has come off significantly with the sell-off of commodities. If you are a building a portfolio these are interesting ETFs because the dividend one can provide some of the cash flow that you might normally get from bonds and the materials section almost becomes a negative correlator to the portfolio.