Frank Holmes speaks with Pauline Chiou of CNBC Asia about his top sector picks during a rough patch for commodities. Frank mentions that he continues to pay attention to gold, but also believes that the drop in oil price makes airlines worth a look. He says the U.S. Global Jets ETF (JETS) is one way for investors to explore at a basket of airline stocks, noting that this industry saw record free cash flow globally last year, with forecasts looking even better for 2016.
Article summary written by U.S. Global Investors.