JSEDirect 156: Why commodity and construction stocks are never bottom draw stocks

Why commodity and construction stocks are never bottom draw stocks We get sucked in due to their cheapness, we hold them through the cycles. But do they deliver. And what of BHP Billiton? Is it the exception, Simon has for years said it is, but is it? Should he sell it? Bookends with Keith McHalchlan One Up on Wall Street by Peter Lynch ======================= Subscriber to our feed here or sign up for email alerts as a new show goes live or subscribe in iTunes. JSE – The JSE is a registered trademark of the JSE Limited. JSEDirect is an independent broadcast and is not endorsed or affiliated with, nor has it been authorised, or otherwise approved by JSE Limited. The views expressed in this programme are solely those of the presenter, and do not necessarily reflect the views of JSE Limited.