If the world's not ending...
Symbols to watch:
TRA - Low historical P/E, Rising despite indices
MON - Reasonable P/E, Rising despite indices
USO / USL - Falling dollar play? Watch global demand.
NE / DO - Probably correlated to oil. Low historical P/E. Holding despite indices. NE handles cash better.
SLB - Low historical P/E. Could be a good value if they keep up the profit margin.
BHP - Will be dependent on the world economy. Rising despite indices.
MXI - Will be dependent on the world economy. Holding despite indices.
TRA - Low historical P/E, Rising despite indices
MON - Reasonable P/E, Rising despite indices
USO / USL - Falling dollar play? Watch global demand.
NE / DO - Probably correlated to oil. Low historical P/E. Holding despite indices. NE handles cash better.
SLB - Low historical P/E. Could be a good value if they keep up the profit margin.
BHP - Will be dependent on the world economy. Rising despite indices.
MXI - Will be dependent on the world economy. Holding despite indices.