Fast Money's Commodity Trades Portfolio - Stockpickr! Your Source for Stock Ideas

Fast Money's Commodity Trades

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Date updated:08-27-2008

"The speculative froth has been lifted from the oil market and it’s now back to being a fundamental story," says Joe Terranova

NOV
Natl Oilwell Varc
$45.60
+1.04%
$45.76

The way I recommend playing it is with National Oilwell Varco (NOV) in the oil space. - Joe Terranova

People owning NOV also tend to own: ACI AINV ANR APC BBD BTU CHK

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FCX
Freeport Mcmoran
$82.94
+0.45%
$84.35

Freeport McMoRan (FCX) in the copper space. - Joe Terranova

People owning FCX also tend to own: AAPL BLE.TO CHINA CTRP ELR.TO EMU FMCN

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KOL
Market Vectors Co
$34.48
0.00%
$N/A

Coal ETF (KOL) in the coal space. - Joe Terranova

People owning KOL also tend to own: AUY CHU DAR ECL GRMN NSTR PGH

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UNG
Us Nat Gas Fd Etf
$9.25
0.00%
$N/A

I’m also looking at the United States Natural Gas Fund (UNG) adds Jon Najarian. I’m seeing a lot of out of the money calls in this ETF which suggests it could go higher.

People owning UNG also tend to own: BHP EWM EWS FXA FXB FXC GLD

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