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To: Skeeter Bug who wrote (196511)4/16/2009 8:45:55 AM
From: Mike M2Respond to of 306849
 
Aluminum- AA ; Copper- FCX, PCU ; Zinc- TCK ; iron ore - CVRD ( RIO- NYSE) also bought Inco ( nickel) a few year ago; the largest diversified miner is BHP ; the only US based pure play in titanium is TIE. Timet was the best performing stock on the NYSE in 2005 it's fortunes are tied to the aerospace industry but it moves with the metals as well.



To: Skeeter Bug who wrote (196511)4/16/2009 9:11:46 AM
From: ajtj99Read Replies (1) | Respond to of 306849
 
You'd likely be buying a local top in industrial metals here, IMO.



To: Skeeter Bug who wrote (196511)4/16/2009 9:14:52 AM
From: Cal AmariRead Replies (1) | Respond to of 306849
 
I like GMO (General Molybdenum) despite the recent run. High strength / high temperature steels benefit from high moly content. Think gas turbines (power plants and aircraft engines), nuclear power plant parts, aerospace, etc.

I also have shares of several of gold miners: NGD (thanks, Patron), GFI, AUY, GSS... and silver miner CDE.



To: Skeeter Bug who wrote (196511)4/16/2009 9:39:48 AM
From: Les HRespond to of 306849
 
"Les and all, can anyone share any good commodity metal plays?"

UYM leveraged fund