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Commodity winners for 2014

Posted on 30 December 2013

We have been preparing our 2014 picks in recent weeks, which includes individual securities we like as well as general market trends. Sometimes the two are correlated, and sometimes they are not. We are entering 2014 overweight energy, with a significant portion of our portfolio invested in the small to medium sized companies developing vast shale acreage.
Although we will cover that much more in depth in the coming days, we think that for our more conservative readers that there is ample opportunity to gain exposure to energy and commodities via the large cap names over the next 12 months………………………………………..Full Article: Source


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