Stocks ETF- Rare Earth Stocks ETF

A new ETF with a focus on earth rare materials have been recently launched. The symbol is NYSE:REMX. Some holdings are below. Time will tell if these stocks are really top stocks, or whether it is just hype. We understand that these stocks are not the typical basic materials stocks. A list of basic materials stocks was given in previous post. A copy if included below.

In relation to basic material stocks, the dollar is currently trading lower with comparison to last Friday's close. It is however getting closer to the area of recent support, and sellers of the dollar would be tested not too far from current prices (within 1% to 1.5%). The dollar price is negatively correlated to basic material stocks.

Number Holding Ticker
1 Iluka Resources Ltd ILU AU
2 Lynas Corp Ltd LYC AU
3 Thompson Creek Metals Co Inc TCM CN
4 Titanium Metals Corp TIE US
5 China Molybdenum Co Ltd 3993 HK
6 RTI International Metals Inc RTI US
7 China Rare Earth Holdings Ltd 769 HK
8 OSAKA Titanium Technologies Co 5726 JP
9 Molycorp Inc MCP US
10 Neo Material Technologies Inc NEM CN
11 Hunan Non-Ferrous Metals - H 2626 HK
12 Cia Minera Autlan SAB de CV AUTLANB MM
13 Kenmare Resources PLC KMR LN
14 Toho Titanium Co Ltd 5727 JP
15 Avalon Rare Metals Inc AVL CN
16 Rare Element Resources Ltd REE US
17 General Moly Inc GMO US
18 Ferbasa-Ferro Ligas da Bahia FESA4 BZ
19 Arafura Resources Ltd. ARU AU
20 International Ferro Metals Ltd IFL LN
21 Quest Rare Minerals Ltd QRM CN
22 5N Plus Inc VNP CN
23 Galaxy Resources Ltd GXY AU
24 Daiichi Kigenso Kagaku-Kogyo 4082 JP


Stocks from the basic material sector which trade at reasonable volume (>500K) are included below. The stock list will help us determine the extent of a potential effect of the US dollar on the basic material stock sector, assuming the current weakening of the US dollar holds until the stock trading session starts.

Ticker Company
PBR Petroleo Brasileiro
AA Alcoa, Inc.
XOM Exxon Mobil Corp.
VALE Vale S.A.
NOV National Oilwell Varco, Inc.
AKS AK Steel Holding Corporation
PBR-A Petroleo Brasileiro
HAL Halliburton Company
WFT Weatherford International Ltd.
CHK Chesapeake Energy Corporation
WMB Williams Companies, Inc.
DD EI DuPont de Nemours & Co.
COP ConocoPhillips
FCX Freeport-McMoRan Copper & Gold Inc.
VLO Valero Energy Corp.
DOW The Dow Chemical Company
SLB Schlumberger Limited
MT Arcelor Mittal
HK Petrohawk Energy Corporation
NGBF New Generation Biofuels Holdings, Inc.
GGB Gerdau S.A.
BP BP plc
MOS Mosaic Co.
HL Hecla Mining Co.
CAM Cameron International Corporation
AUY Yamana Gold, Inc.
OXY Occidental Petroleum Corporation
POT Potash Corp. of Saskatchewan, Inc.
KGC Kinross Gold Corporation
CVX Chevron Corp.
MRO Marathon Oil Corporation
HUN Huntsman Corporation
ABX Barrick Gold Corporation
SLW Silver Wheaton Corp.
NBR Nabors Industries Ltd.
NEM Newmont Mining Corp.
SID Companhia Siderurgica Nacional
REE Rare Element Resources Ltd.
TCK Teck Resources Limited
SU Suncor Energy Inc.
PTEN Patterson-UTI Energy Inc.
GG Goldcorp Inc.
SD SandRidge Energy, Inc.
TSO Tesoro Corporation
APC Anadarko Petroleum Corporation
MEE Massey Energy Co.
COG Cabot Oil & Gas Corporation
PCX Patriot Coal Corporation
SWN Southwestern Energy Co.
CLF Cliffs Natural Resources Inc.
ACI Arch Coal Inc.
EP El Paso Corp.
RIG Transocean Ltd.
BTU Peabody Energy Corp.
EGO Eldorado Gold Corp.
FOE Ferro Corp.
GFI Gold Fields Ltd.
ATI Allegheny Technologies Inc.
MON Monsanto Co.
SHZ China Shen Zhou Mining & Resources, Inc.
MCP Molycorp, Inc.
APA Apache Corp.
HES Hess Corporation
STLD Steel Dynamics Inc.
ECA EnCana Corp.
NGD New Gold, Inc.
STR Questar Corporation
TIE Titanium Metals Corporation
COIN Converted Organics Inc.
NE Noble Corp.
DVN Devon Energy Corporation
KOG Kodiak Oil & Gas Corp.
URRE Uranium Resources, Inc.
BHI Baker Hughes Incorporated
NUE Nucor Corporation
BHP BHP Billiton Ltd.
OLN Olin Corp.
CE Celanese Corp.
RRC Range Resources Corporation
DNR Denbury Resources Inc.
HMY Harmony Gold Mining Co. Ltd.
TOT Total SA
PDE Pride International Inc.
GSS Golden Star Resources, Ltd.
LNG Cheniere Energy, Inc.
MTL Mechel OAO
KWK Quicksilver Resources Inc.
CNQ Canadian Natural Resources Limited
NG NovaGold Resources Inc.
SE Spectra Energy Corp.
IAG IAMGOLD Corp.
CNX CONSOL Energy Inc.
TGB Taseko Mines Ltd.
ASH Ashland Inc.
SOA Solutia Inc.
TLM Talisman Energy Inc.
BEXP Brigham Exploration Co.
TS Tenaris SA
RDC Rowan Companies Inc.
SWC Stillwater Mining Co.
FTO Frontier Oil Corp.
DO Diamond Offshore Drilling Inc.
HP Helmerich & Payne Inc.
EOG EOG Resources, Inc.
ME Mariner Energy, Inc.
CDE Coeur d`Alene Mines Corporation
HERO Hercules Offshore, Inc.
NXY Nexen Inc.
AGU Agrium Inc.
HDY Hyperdynamics Corporation
IPI Intrepid Potash, Inc.
CPX Complete Production Services, Inc.
CF CF Industries Holdings, Inc.
CENX Century Aluminum Co.
RIO Rio Tinto Plc
NXG Northgate Minerals Corp.
MUR Murphy Oil Corporation
SUN Sunoco Inc.
XING Qiao Xing Universal Resources, Inc.
CYT Cytec Industries Inc.
CMC Commercial Metals Company
AU AngloGold Ashanti Ltd.
DPTR Delta Petroleum Corp.
FRG Fronteer Gold Inc
QEP QEP Resources, Inc.
PX Praxair Inc.
AEM Agnico-Eagle Mines Ltd.
ICO International Coal Group, Inc.
PWE Penn West Energy Trust
FST Forest Oil Corp.
CGA China Green Agriculture, Inc.
ANR Alpha Natural Resources, Inc.
PAL North American Palladium Ltd.
NLC Nalco Holding Co.
ATLS Atlas Energy, Inc.
WLT Walter Energy, Inc.
OII Oceaneering International, Inc.
XCO EXCO Resources Inc.
ROC Rockwood Holdings Inc.
UPL Ultra Petroleum Corp.
PXP Plains Exploration & Production Company
ANV Allied Nevada Gold Corp.
SCCO Southern Copper Corp.
WNR Western Refining Inc.
ESV Ensco plc
EPD Enterprise Products Partners LP
URZ Uranerz Energy Corp.
MMR McMoRan Exploration Co.
EMN Eastman Chemical Co.
PXD Pioneer Natural Resources Co.
CCJ Cameco Corp.
KEG Key Energy Services Inc.
BBL BHP Billiton plc
BQI Oilsands Quest, Inc.
HLX Helix Energy Solutions Group, Inc.
PVX Provident Energy Trust
TAT TransAtlantic Petroleum Ltd.
ATW Atwood Oceanics, Inc.
NGAS NGAS Resources Inc.
TC Thompson Creek Metals Company Inc.
BAS Basic Energy Services, Inc.
USU USEC Inc.
XEC Cimarex Energy Co.
PEIX Pacific Ethanol, Inc.
CRK Comstock Resources Inc.
JAG Jaguar Mining Inc.
NFX Newfield Exploration Co.
GDP Goodrich Petroleum Corp.
SDRL SeaDrill Limited
SVM Silvercorp Metals Inc.
GTE Gran Tierra Energy, Inc.
PAAS Pan American Silver Corp.
ATPG ATP Oil & Gas Corp.
LINE Linn Energy, LLC
SM SM Energy Company
IOC InterOil Corporation
DNN Denison Mines Corp.
IVN Ivanhoe Mines Ltd.
NSU Nevsun Resources Ltd.
PGH Pengrowth Energy Trust
STO Statoil ASA
CHGS China GengSheng Minerals, Inc
FTI FMC Technologies, Inc.
GBG Great Basin Gold Ltd.
UXG US Gold Corporation
E Eni SpA
ACH Aluminum Corporation Of China Limited
SSRI Silver Standard Resources Inc.
NBL Noble Energy, Inc.
SGY Stone Energy Corp.
POL PolyOne Corporation
ERF Enerplus Resources Fund
CVE Cenovus Energy Inc.
VTG Vantage Drilling Company
CXO Concho Resources, Inc.
BWP Boardwalk Pipeline Partners, LP
HSC Harsco Corporation
SYT Syngenta AG
RDS-B Royal Dutch Shell plc
URG UR-Energy Inc.
APD Air Products & Chemicals Inc.
GOLD Randgold Resources Ltd.
SLT Sterlite Industries (India) Ltd.
WLL Whiting Petroleum Corp.
EXXI Energy XXI (Bermuda) Limited
KMP Kinder Morgan Energy Partners LP
ALTI Altair Nanotechnologies, Inc.
ZINC Horsehead Holding Corp.
OIS Oil States International Inc.
BVN Compania de Minas Buenaventura SA
SUF Sulphco Inc.
ALY Allis-Chalmers Energy, Inc.
AXAS Abraxas Petroleum Corp.
RGNC Regency Energy Partners LP
GMXR GMX Resources Inc.
CRS Carpenter Technology Corp.
VGZ Vista Gold Corp.
PQ PetroQuest Energy Inc.
UEC Uranium Energy Corp.
GRA W.R. Grace & Co.
GRS Gammon Gold, Inc.
GMO General Moly, Inc.
END Endeavour International Corporation
ALB Albemarle Corp.
EPB El Paso Pipeline Partners, L.P.
PDS Precision Drilling Corporation
BBG Bill Barrett Corp.
RBY Rubicon Minerals Corporation
FMC FMC Corp.
PKD Parker Drilling Co.
CLB Core Laboratories NV
GU Gushan Environmental Energy Limited
PURE Pure Bioscience
BRY Berry Petroleum Co.
SIAL Sigma-Aldrich Corporation
VRNM Verenium Corporation
SPN Superior Energy Services Inc.
RTK Rentech, Inc.
TORM TOR Minerals International Inc.
MEOH Methanex Corp.
HUSA Houston American Energy Corp.
ETP Energy Transfer Partners L.P.

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