China Watch: What to Do in a Commodities Selloff: We're seeing huge selling in commodities producers' shares. Should we be concerned about a global recession, or are there opportunities in this down market?



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China Watch: What to Do in a Commodities Selloff: We're seeing huge selling in commodities producers' shares. Should we be concerned about a global recession, or are there opportunities in this down market?

Click here to watch the video.

merge

Nice stable commodity play.

provides china with natural resources

PE of 19 , a PEG of 2.36 , and a yield of 1.30% .

Cramer: Think Infrastructure After China Quake
The rebuilding effort in China will lead to huge demand for materials and equipment, says Jim Cramer.

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P/E is 19, the PEG is 2.02, and the yield is 1.3%.

trend

China Watch: Copper's on Fire
Copper closed at a record high of $4 per pound this week, which Patrick Schultz says is due to supply and demand, not speculative buying. He says take advantage of FCX and RIO.

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materials too high

minerals

expected growth in mining