The recent correction in the resource markets has caused investment strategists to consider commodity prices as overvalued. Paul van Eden made a pretty bold statement this Friday on BNN suggesting there will be a major pullback in commodity prices, particularly in silver and gold.

Amidst the selloff in commodities, the tech and biotech sectors seem to be gaining investors. On Friday, the top three volume leaders on TSX-V were technology stocks. The biotech sector is looking like it is finally entering the early stages of a bull run, as evidenced by the recent 10% jump in price of Nasdaq traded iShares Biotech ETF (IBB) .

So what does this all mean? The most important thing is never to overreact on constantly changing opinions about markets. Commodities may experience a down-turn, but this would simply be a buying opportunity for some of your favorite stocks.

TB has positioned its portfolio to take advantage of the growth in the biotech sector, and will look to add more technology companies to the portfolio soon. Any weakness in the markets will be a good opportunity to load up on some of our favorite stocks. Below is an update on some of TB's favorite companies.