“Institutions have been loading up on Goldcorp [GG] Gold Fields [GFI] and Silver Wheaton [SLW],” according to Jon Najarian. “I think the trend higher in commodities continues for a meaningful amount of time," he said.

“Institutions have been loading up on Goldcorp [GG] Gold Fields [GFI] and Silver Wheaton [SLW],” according to Jon Najarian. “I think the trend higher in commodities continues for a meaningful amount of time," he said.

“Institutions have been loading up on Goldcorp [GG] Gold Fields [GFI] and Silver Wheaton [SLW],” according to Jon Najarian. “I think the trend higher in commodities continues for a meaningful amount of time," he said.

Najarian also tells the traders he’s got Terra Industries [TRA] and Agrium [AGU] on his radar for the same reasons mentioned above.

Najarian also tells the traders he’s got Terra Industries [TRA] and Agrium [AGU] on his radar for the same reasons mentioned above.

Tim Seymour sees the trade a little differently. He thinks the commodities play is bullish crude. “I’m a buyer of oil, as well as emerging markets commodities companies Sasol [SSL] Petrobras [PBR] and PetroChina [PTR]”, he says.

Tim Seymour sees the trade a little differently. He thinks the commodities play is bullish crude. “I’m a buyer of oil, as well as emerging markets commodities companies Sasol [SSL] Petrobras [PBR] and PetroChina [PTR]”, he says.

Tim Seymour sees the trade a little differently. He thinks the commodities play is bullish crude. “I’m a buyer of oil, as well as emerging markets commodities companies Sasol [SSL] Petrobras [PBR] and PetroChina [PTR]”, he says.