Is It the Cyclicality or Something Else That Makes This Sector a Secondary Priority?

Tim Snuck asks the pair about their feelings towards the industry as a whole. Is it the cyclicality or something else that makes this sector a secondary priority? It's not just resources, I think you'd extend it to anything that's commodity based. Any business that sells commodities has no pricing power by definition. QWANIS will tell you all day long that they're better than Virgin and the Emirates will tell you that they'rebetter. But your margins are going to swing around all over the place, depending on what commodity prices are doing.