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These companies profit from the commodities run-up indirectly but handsomely.
But fund manager Jeff Auxier warns that some commodity-related stocks are too hot to handle now.
One avenue into the commodity boom is through companies that sell machinery to farmers.
Hoping the tax relief package will lure shoppers into stores.
The large fund is now open to new investors.
"Fear colors my sense of risk-taking."
Citigroup has become the corporate face of America's subprime debacle.
His big bets on a few growth stocks generate huge returns.
It can pay to play defense in a market often buffeted by fast and furious one-day drops.