Commodity Picks for the Brave

For brave investors getting back into stocks, Juerg Zingg, managing partner at Q Investments, says that Xstrata, Rio Tinto and BHP Billiton are smart bets in the basic resource sector; while oil services companies like Fugro, Seadrill and Noble Corp. are attractive; and refiners such as Valero and Petroplus look good.

"The companies as such are very attractively priced," he said Thursday.

Rio Tinto's balance sheet looks "okay" to Zingg, and the company hasn't had any problem with refinancing.

"We think they have a very good portfolio of what they own," Zingg told CNBC.

  • Click here to watch the full interview with Juerg Zingg