|State Street Research Global Resources|
|Top Five Holdings*|
|Consol Energy (CNX)|
|Western Gas Resources (WGR)|
|Arch Coal (ACI)|
|Penn Virginia (PVA)|
|Massey Energy (MEE)|
|*As of 3/23/04. Source: State Street|
The infrastructure play is not limited to the U.S. and investors should check out shares of Quebec-based Stella Jones and the Sydney Airport, said Preserver fund manager Floyd Tyler.
Add one more item to the growing list of things Millennials are changing as they inherit the U.S. economy: Beef consumption.
Investors should use last week's selloff in PVH shares as a buying opportunity and should stick with Thor Industries even after its run-up, said Hennessy portfolio manager Brian Peery.
Shares of American Airlines have nearly doubled since June, and a slight tick up oil prices won't keep them from moving higher in 2017.