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Via Long Investment Ideas from Seeking Alpha:
Current commodity movements and fluctuations in both equity and commodity markets certainly make it difficult to get your mind together and play the best trade. As a trader and investor, we must remember that these stocks are nothing than mere representations of the underlying collateral we are trying to value. At any given day, the price you see on the ticker is the full value of the company that day, that minute, that moment. Whether or not it is really the true value is irrelevant to the situation and demands of being a market participant. Moreover, such an environment is where we must center our focus and place our trades with the best representations of collateral there are. Do not try and feel an affection for these electronic symbols. They are merely the product and means to your end.
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