Despite decent demand from key sectors, steelmaker stocks look cheap as they confront imports, a strengthening dollar, and the specter of Chinese overcapacity.
Sluggishness in the country's real estate sector doesn't bode well for the broader commodities market.
High customer switching costs give specialized cellulose producer Rayonier a competitive advantage, and the shares look cheap, too.
The continuing U.S. stock market rally has diminished the number and similarity of purchases across these top managers.
Fund managers give mixed reviews on China's short-term prospects but say problems are surmountable.
Several commodities may lose a long-standing structural demand driver in China's economic shift.
Investors looking to avoid the pain of China's slowdown should keep a close watch on consumer-oriented stocks, says Morningstar's Dan Rohr.
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