Profit taking...Run to safety. ADM, CAG...Boring and some inflation protection. Also RING (gold miners) and SLV (silver options) could be safer harbors...
Dependent on Commodity prices, all TSX listed : BIR/ATH ( Nat Gas ), GTE/ATH/BTE ( Oil ), ERO/CMMC ( Copper ), CXB/NGD/AR ( Gold ) I adjust my weightings in these subsectors most mornings but try to keep my sales to stocks not on this list unless I'm making 10-20% on the day on a stock. I'm currently underweight gold/silver miners but if the energy train ends I may shift some serious money. I'm overweight copper miners based on the idea that moderately bullish broader markets and Evergrande being contained may lead to a short term rally in Copper miners. I mostly missed the nice move in Silver miners don't want to chase.