Commodities Correction

Even as the commodities trade unwinds, there are still plenty of stocks still holding their own. You just need to know where to look.

Speaking on CNBC’s Closing Bell, Fast Money’s Tim Seymour said he recognized that a “violent” pullback is taking place in gold, oil and wheat but remained bullish in other realms such as iron ore, fertilizer and some integrated oil stocks. Never underestimate this global growth story, he said. That’s why stocks like Potash , Agrium and Mosaic are still buys even if they have become a bit “frothy.”

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  • Bill Nygren, Oakmark Fund, explains why Apache, Bank of America and Google will be winners in 2015.

  • Nick Tiller, Sustainable America founder and chairman, tells CNBC's Kate Kelly oil prices are poised for a tradable rally. Tiller likes the Brent ETF and energy sector.

  • Discussing interesting trends contributing to the market's rally into year's end, with the FMHR trader Josh Brown and Dan Greenhaus, BTIG.