We don't see the recent share price declines for metals and mining producers as a buying opportunity on average.
Martin Marietta continues to raise prices despite the weak residential construction market.
Improved demand should underpin stronger potash and PRB coal markets in 2014.
High shipping costs prevent low-priced imports from entering these companies' markets.
Lower commodity prices and a break-up of the European potash cartel have weighed on basic materials stocks year-to-date.
This venerable fund has made some changes to its portfolio, but it's still fabulous.