some flavorettes:
COP PBR--(most likely leaper 2008)
AAPL GOOG NTDOY
FRO TNP
some other interesting/good ones to have & to hold:
CPL ATPWF EXC
APC XTO DVN
RDSA XOM CVX/TOT
ABB AMSC FCEL
SGR MDR CFX/PH
One could expect Huge Demand for Ore, Steel, & specialty metal products...
RIO --> tranes thangs and OttaMoeBeals...
PKX --> mmmm steel ... ironically - stay light here...
BOOM - many new refineries are already being planned - BOOM could have a blast...
{this should be considered a long term basket and will surely experience extreme volatility - if you get in on the dips and hold ... up times will arise..if only momentarily...they will arise...eventually..yet most likely sooner than later and not unlikely early or late}
golden oldies which deserve a look back...
FRO --> ... historically it's always a good day to get more FRO...spread out the buys
start looking for dips here if feeling aggressive or disconnected from the pump...
SFL --> FROffspring
TNP --> there is a trend toward remote refining and TNP may have a lot of clean product capacity
NAT --> Lowest operating cost in the Suezmax class transport vessels via outsourcing services to Frontline Tanker, regular surprising dividends, periodic stock channeling ... all the Hallmarks of a great supertanker company
VLCCF --> another worth mentioning although it's my least favorite of the fab five...