Added Al and X to my commodity short list

I have added X (US Steel) and Al (Alcan) to my short list. So far, I have ATI, N, PD, Al, and X on my commodity list. I am only shorting small number of shares on these names as an initial position. With N, I made have made the mistake as the company could be taken over with higher premium. So if you are interested in shorting commodity names, wait on N before I can look into the company fundamentals. If I can get some time, I will outline how the oil and commodity boom and bust cycle occurs and why this may be a good time to become negative on these issues. Also, as I have promised, I will go over the state of the semiconductor equipment industry and outline why these stocks may be very close to bottom and are getting ready for the next upcycle. My two best pick in the semi-equipment is LRCX and NVLS with NVLS being the top pick.