The Financial Post reports in its Thursday edition it has been a turbulent fall season for mining equities and commodity prices. The Post's Peter Koven writes analysts at RBC Capital Markets are now advising clients to go overweight on fertilizer equities and underweight on uranium and precious metals equities in the fourth quarter. The fertilizer call is a bit of a contrarian one, but the analysts think prices should hold up due to strong nutrient uptake, solid farmer balance sheets and relatively tight supply-demand. "Although lower crop prices are a potential headwind for at least the next 6-12 months, we think this has been priced into fertilizer equities, while U.S. nitrogen applications should remain relatively robust and crop protection and seed spending should be resilient," they said in a note. As for uranium, the analysts expect weak uranium demand and soft pricing will continue. For precious metals, they think prices will remain under pressure due to a strong U.S. dollar, relatively soft physical demand and strength in the broader markets. The analysts at RBC are "market weight" on the bulk commodities and base metals sectors, both of which have been beaten up in recent weeks.