Mentioning coal and iron ore to investors over the past year or so has typically been a surefire way to raise some eyebrows. Unfortunately for producers of these two commodities, this sour attitude has been reflected in many of their share prices. Cliffs Natural Resources (NYSE:CLF) happens to be one of those companies.

Motley Fool analyst Taylor Muckerman believes that Cliffs Natural Resources has paid its dues and is adding it to his Real Money Portfolio. Management has made several wise moves in terms of its use of capital yet the stock has continued to sell off. To find out some of the specifics as to why he chose Cliffs Natural Resources, check out the short video clip below.