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.”