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Cramer's Commodity Collapse Stocks Portfolio - 2007 Stock Picks and Performance - Stockpickr!

Cramer's Commodity Collapse Stocks

Description:

Are we again going to have that same commodity collapse that we experienced last May, when the Fed tightened when it shouldn't have?

The source of trouble then was an expected slowdown because the Fed tightened. The source this year would be the actual slowdown because the Fed tightened.

However, Cramer likes the following names because the demand is not in the U.S. An intransigent, recalcitrant Fed doesn't mean as much to these companies as it used to. There will still be a nickel shortage and a stainless steel shortage. There will still be an airline cycle. There will still be gigantic infrastructure buildup that will need materials and machines.

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