Weakness in commodities is not a sign of a global slowdown, it's actually good for stocks, says...


Weakness in commodities is not a sign of a global slowdown, it's actually good for stocks, says Douglas C. Lane & Associates' Sarat Sethi. A lot of “hot money” is moving out of the sector as the dollar rallies and “stuff” gets more expensive, and its likely to flow into growth opportunities as opposed to traditionally defensive sectors like utilities and consumer staples. His recommendations: global manufacturing companies such as Danaher (DHR) and Emerson (EMR), which his firm owns, as well as transports, notably airlines.
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Comments (6)
  • SoldHigh
    , contributor
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    I think a historical chart of commodity price to stock prices would show whether there's a correlation between the two.
    5 Apr 2013, 06:49 PM Reply Like
  • Joe2922
    , contributor
    Comments (460) | Send Message
     
    Most stocks move with the market, and oil has moved with the indexes. Will that change suddenly?
    Rally over - what comes next. Charts and discussion here:
    http://bit.ly/WpVqYk
    6 Apr 2013, 10:14 PM Reply Like
  • sheeple2012
    , contributor
    Comments (203) | Send Message
     
    Dr. Copper has retired, currently enjoying Kadima on the beach in Boca
    5 Apr 2013, 08:37 PM Reply Like
  • PeakOiler
    , contributor
    Comments (299) | Send Message
     
    Gold (and other commodities) withered in the 1980's while the Dow Industrials rose from 680 to 2400.
    5 Apr 2013, 10:40 PM Reply Like
  • bjamesh
    , contributor
    Comments (275) | Send Message
     
    To paraphrase Warren Buffett "my favorite holding period for airline stocks is never".
    6 Apr 2013, 01:21 PM Reply Like
  • Hendershott
    , contributor
    Comments (1741) | Send Message
     
    From the CEO of Glencore to his peers....Stop building mines!....
    6 Apr 2013, 02:40 PM Reply Like
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