05.03.2009 - Low cost commodity producers offer value
From Reuters: Commodity producing companies with low-cost operations are undervalued and offer potential for high returns even if commodity prices stay low, a U.S.-based fund manager said on Wednesday. Mackenzie Davis, a co-portfolio manager of the RS Global Natural Resources Fund, said investors don't need a view on the direction of prices to find good investment opportunities among companies in the natural resources sector..... Full Article: Source