For the record I am long a basket of commodities abt 40% of which is oil, however it may be that the bubble is in oil vs ZBRA. I am selling neither at this time but am more comfortable with ZBRA than oil at this momment.
I actually have a substantial holding in an integrated small major oil. The fact that it has not moved as much as the price of oil signals to me that the market believes the current price of oil is not sustainable. And that we may at some time see $30-$35 oil again. That all being said, such a drop in oil should benefit the likes of ZBRA as it should help spur economic growth, especially in the areas where ZBRA hopes to grow the most. But I guess we'll see.