SELL
Commodities are trades. Things are bouncing around right now. Cyclicality makes it hard to invest long term. Ask yourself if you want to own a resource stock in the next 6 months. Look at the high-yield royalty companies instead of pure oil & gas.
non-base metal mining
WAIT
One of the largest in Europe and worldwide. He owns ING. Europe is being bogged down by the Ukraine situation, and Europe might be slowly sliding into a recession, so banking is not where you want to be.
banks
WAIT
Very forward-thinking, very well run. Europe is being bogged down by the Ukraine situation, and Europe might be slowly sliding into a recession, so banking is not where you want to be.
investment companies / funds
BUY on WEAKNESS
Royalty on each shipment, not mining themselves. Good way to play the sector. Good yield. Entry point is important. If you own it, hold. They pay out to shareholders what they receive. High yield could be a warning, but this company trades solidly between $20 and $40. Yield is 13%.
Financial Services
HOLD
Dividend is sustainable. Well managed through the years. Good company.
pipelines
COMMENT
How do commodity prices affect the pipelines? Not so much, as they're paid a toll to transfer goods. Not the same type of exposure that the producers have.
Unknown
BUY
CP vs. CNR Rails look good here with the pullback. When the economy gets going again, they'll both do OK. Both have lots of room to go up.
Transportation