The correct answer is      (A.)  Commodities

October was the single worst month for commodity prices since 1956. That's right: It has been 52 years since commodities dropped as sharply as they did in October. And as investors, we can't ignore such a screaming sign of an overreaction.

For the month of October, the Reuters/Jefferies CRB Index -- which tracks 19 commodities -- dropped -22%. Copper fell -36%, the most in history. Crude oil fell -32%, and gasoline dropped -39%.

Granted, investors dumped commodities -- such as oil, natural gas, industrial metals, precious metals, timber and agriculture products -- for good reason. The snowballing credit crisis almost certainly pushed economies around the world into deeper recessions, and weaker economic growth leads to lower demand for commodities of all kinds. And although commodity prices have dropped significantly since July, most had enjoyed a tremendous bull market up to that point. Without question, a correction was in order given the weaker-than-expected demand in the offing over the next two or three quarters.

And even though we may be in for a nasty recession, it may not be as terrible as many assume -- governments are taking action by lowering interest rates and preparing stimulus packages. Beyond that, trillions of dollars in reserves and highly liquid, low-yielding securities are ready to re-enter markets at any sign of stability or recovery.

That's why StreetAuthority editor Nick Lanyi thinks it's time to take another look at a high-quality, high-yielding commodity stocks. Many are in good position to make it through the weakness and end up rising on the other end -- paying handsome dividend yields along the way. Nick has been keeping an eye on commodity stocks since September, but in his most recent issue of the High-Yield International newsletter, he's made one pick in particular that he wants to add to his own model portfolio. To learn the name of this stock, and to learn more about the High-Yield International newsletter, please visit this link.