Nothing that most of the resource stocks are trading at a larger percentage down than their underlying commodities, so it’s clear that there is some sort of supply dump going on. The question is – how much and how far will this rotation go?
Although my portfolio is substantially all cash and this is pleasant for me to see, I think this brief downturn is just that – brief. Still being patient.
Any thoughts on reentering cos? We both bought just before the corp conversion in late dec 2011.
There are worse stocks to purchase.