Potash Corporation has been a favourite of mine for the past year, and I mentioned it on here a while back. Above is their performance chart for the past 12 months.
The recent fallback is probably due to speculative profit taking.
I wouldn't want to be holding any stock in financial institutions, and in particular insurance companies. Not only will there be a deluge of legitimate claims but the number of people torching warehouses, sinking ships and setting light to the hearthrug for an few extra bucks is going to soar as the world lurches deeper into recession. Additional loss adjusting costs and increased claims will cripple the insurance industry.