Yea, it seems like a toss-up. In terms of my portfolio, about 10% is in an Oil Refinery. Another 7% is in metals. While concerned about these stocks, I still believe Oil and Gold will rebound before the end of the year. Oil is so touchy; one blip from the PLO, Syria, Iran, Iraq, Nigeria, things can definitely turn it around. I would be surprised to see Oil go down below 60 a barrel today. It should be interesting to see what happens.