Given the recent market action it is worthwhile to note that commodity stocks generally are getting hit more so than most broad market equity indexes. They simply react in real time more than traditional stocks. This is true today of IGE(Natural resources) down 1.67% and MXI(Global Materials down 1.47%. The S&P500 is down about .86%. Broad market commodity futures index ETFs are down somewhere in-between.
Zenith highly recommends that firms take a look at their hard asset exposure and commodity indexes to ensure that your macro view and your positions are in line with your firm view.