Jim Rogers : buy commodities rather than commodity stocks

Jim Rogers :.....Many studies have shown you are better off buying commodities themselves rather than commodity stocks unless you are a very good stock picker. If you are great with finding companies that are going to discover natural gas in Mumbai, you should buy all the shares you can. But there are 100 natural gas companies in the world and we have got to get the right one. We have a big company in America called Enron , which was a natural gas company. It went to zero, it just went bankrupt. Natural gas, yes, it can go down, but it cannot go to zero. But be careful, if you get the right stock, you will make a lot more money, but otherwise just stick with the commodities.....
in an interview with the economictimes.indiatimes.com dated 21 Sep, 2010