I would suggest you to buy some puts for FWLT when the stock is up about 10
percent or so. It offers you volatility. Its better if you buy some next month
puts. I think FCX has found a temp bottom, But construction and infra stocks
haven't.

FWLT has dropped more than 60% since May. It's tough to call it too expensive.

DE is very good in the 30s
FCX is in a major support zone but has even better support $10 less
FWLT is a little too expensive, it needs to come down

FWLT is influenced by oil and global growth.
FCX is influenced by commodities and global growth.
DE is effected by global growth.

Your getting overweight in the commodities sector. Find something else. Maybe
a biotech or Tech even. They have been killed enough. Or maybe not. But you
get the point. Owning DE is just owning more FCX and FWLT.

In this market its the same.

Then don't chase it.