We continue to view near-term sector weakness as more opportunity than risk as we head toward winter.

There's a risk of weakness in the Australian dollar in the next couple of days. Any decline in commodity prices is bearish for the Australian dollar.

There's a risk of weakness in the Australian dollar in the next couple of days, ... Any decline in commodity prices is bearish for the Australian dollar.

Obviously, the risk (for a bust) is there. But if we had any major weakness, it'd probably be external ? a major act of terrorism, for example, or bird flu.

Without a shadow of a doubt, Exxon has the best management in the oil industry. They've been riding the momentum of higher prices for some time now, and they've got a pipeline of new opportunities that promises volume growth.

The dynamic shifted this year. There was a growing perception that supply was running out. The doomsday scenario that stated OPEC couldn't meet demand and the Saudis wouldn't be able to increase output gained traction.