BHP : Analysis & Opinions

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  1. Industrial Metals on the Mend - Industry Outlook

    August 28, 2014
    Industrial Metals on the Mend - Industry Outlook
  2. Harvard Has Loaded Up On High-Yield Brazilian Stocks -- Should ...

    August 5, 2014
    It's probably no surprise that Harvard University has cranked out more billionaires than any other university in the ...
  3. Steel Industry Showing Resilience - Industry Outlook

    June 23, 2014
    Steel Industry Showing Resilience - Industry Outlook
  4. Industrial Metals Stock Outlook - May 2014 - Industry Outlook

    May 6, 2014
    Industrial Metals Stock Outlook - May 2014 - Industry Outlook
  5. Could Iron Ore Miners Finally Be A Buy?

    Could Iron Ore Miners Finally Be A Buy?

    April 25, 2014
    Things haven’t been so great in the iron ore sector over the last few years. Prices are way off their highs. But rising global ...
  6. Steel Industry Stock Outlook - March 2014 - Industry Outlook

    February 28, 2014
    Steel Industry Stock Outlook - March 2014 - Industry Outlook
  7. The future of shale gas could be located in the “land down under.” Featuring vast unconventional reserves, a stable government and already in place midstream infrastructure, analyst’s peg Australia as the next big thing in shale gas.

    The Next Hottest Shale Play Is Down Under

    January 21, 2014
    The future of shale gas could be located in the “land down under.” Featuring vast unconventional reserves, a stable government ...
  8. Despite having the most to gain in the year ahead, British equities are still trading for cheap metrics when compared to the rest of Europe.

    The United Kingdom Is Ripe For Stock Pickers

    December 6, 2013
    With the situation in Europe finally moving ahead, investors may want to focus on the United Kingdom. Stocks within the nation ...
  9. Australia is often overlooked by investors, but now could be the time to invest.

    Make A Play For The Land Down Under

    October 7, 2013
    Australia is often overlooked by investors. However, the nation’s commodity sector is the envy of the world. That key contributor ...
  10. Is the commodity super-cycle coming to an end?

    The Commodities “Super-Cycle” Is Still Well At Hand

    September 30, 2013
    After a decade of torrid growth, the natural resources sector has taken a bit of a break during the last year. This has given ...
  11. A Huge Opportunity In Fertilizer Stocks

    August 7, 2013
    While the Belarusian Potash Company (BPC) cartel’s break-up shook the entire fertilizer industry, the long term picture is ...
  12. Alcoa Running Hard To Go Nowhere

    July 9, 2013
    Alcoa can't get ahead of eroding aluminum prices.
  13. Down In The Vale

    June 25, 2013
    Vale has gotten hammered on lower iron ore pricing, but the company's cost structure is the best in the world
  14. Teck Profitable, Liquid, And Maybe Too Cheap

    June 25, 2013
    These are tough times for Teck, but even in hard times the company is profitable and liquid
  15. Alcoa and OJC RUSNANO Sign MOU - Analyst Blog

    June 25, 2013
    Aluminum giant, Alcoa Inc. and Open Joint Stock Company RUSNANO signed a Memorandum of Understanding to produce technologically ...
  16. With Freeport McMoRan, It's Time To Get Over It And Move On

    June 14, 2013
    With the oil and gas deals done, Freeport McMoRan looks undervalued even on conservative copper assumptions
  17. The Eagle Ford Continues To Pay Benefits

    June 4, 2013
    The Eagle Ford shale in South Texas continues to be “where it’s at” in terms of energy production in the United States. Recent ...
  18. Is It Time to Invest in Australia?

    May 15, 2013
    Australia a country rich in natural resources and one increasingly gaining attention from investors. Is it time to put some ...
  19. Dominion Diamond Goes Shopping - Should You?

    April 12, 2013
    These are exciting times in diamond mining, is it time to buy?
  20. For Alcoa, It Can Still Get Worse Before It Gets Better

    April 9, 2013
    Alcoa's productivity is impressive, but industry oversupply is a huge problem.
  21. So Who’s Right On Cliffs Natural Resources?

    March 28, 2013
    Iron ore and coal producer Cliffs Natural Resources has faced downgrade after downgrade in the face of fallen commodity prices ...
  22. Cliffs Natural Resources Needs Another Iron Ore Boom

    February 15, 2013
    Cliffs' high costs are a major issue if iron ore prices stagnate.
  23. Rio Tinto Looks To Make A Fresh Start

    January 24, 2013
    Rio Tinto looks to move on from a serious of bad deals.
  24. Swatch Buys Harry Winston Watch Brand For $1 Billion

    January 18, 2013
    Harry Winston sells its watch brand to Swatch so it can focus on diamonds. This is a good deal for both companies.
  25. Revealed: StreetAuthority's Best Stock Picks of 2012

    January 7, 2013
    Last Monday, I asked each of the StreetAuthority stock market strategists to put into writing their assessments of the year ...
  26. Itochu - It's Not Easy, But It Might Be A Good Value

    January 3, 2013
    Itochu is a hugely complicated company, but the value equation is easier to understand.
  27. Basic Materials Stocks, Including BHP Billiton, Making Big Moves ...

    October 17, 2012
    After the morning's trading, the Nasdaq remains relatively unchanged, the S&P 500 is up 0.3% and the Dow has remained ...
  28. Petrobras Starts Up More Production At Deepwater Gulf Of Mexico ...

    September 24, 2012
    Petrobras has initiated production from the Chinook oil and gas field in the Deepwater Gulf of Mexico. This field and another ...
  29. Basic Materials Stocks, Including BHP Billiton, Making Big Moves ...

    September 20, 2012
    The market is having a bad day so far: the Nasdaq is down 0.3%; the S&P 500 has declined 0.3%; and the Dow has decreased ...
  30. BHP Billiton Hoping For A Better 2013

    August 24, 2012
    BHP's numbers were in line, but performance revolves around better commodity prices.
  31. The Haynesville Shale Soldiers On

    August 23, 2012
    The Haynesville Shale is still seeing limited development by the exploration and production industry despite the collapse ...
  32. RIO Downgraded to Neutral - Analyst Blog

    August 20, 2012
    We recently downgraded our recommendation on Rio Tinto plc (RIO) from Neutral to Underperform. The bearish view on Rio Tinto ...
  33. CNOOC Paying Up For An Undervalued Canadian Oil Asset

    July 23, 2012
    CNOOC pays up for production growth by buying Nexen.
  34. Basic Materials Sector's Biggest Movers for July 23, 2012: SYT ...

    July 23, 2012
    On a bad day for the market, the Nasdaq is trading down 1.9%, the S&P 500 has declined 1.3% and the Dow has fallen 1.1%. ...
  35. Fighting Inflation Beyond TIPS

    June 28, 2012
    In light of TIPS continued negative yields, investors may want to explore other options for inflation fighting. Here are ...
  36. China Could Ignite The Steel Industry

    June 12, 2012
    With its economy beginning to slow, China has begun to unveil some new stimulus measures to boost sagging growth.
  37. Brookfield Infastructure An Interesting Play On Long-Term Assets

    May 31, 2012
    BIP's collection of assets are relatively uncommon on North American equity markets, and at nearly 5%, BIP's valuation is ...
  38. Natural Gas Impairment Charges On The Rise

    May 23, 2012
    The exploration and production industry is now faced with the hangover associated with the reckless acquisition spending ...
  39. BP In The Gulf Of Mexico

    May 9, 2012
    With many BP wells still being operated, and more additions planned, BP is showing no signs of slowing down after the 201 ...
  40. Alcoa Still A Victim Of Circumstance

    April 12, 2012
    Alcoa is doing relatively well in a very tough market.
  41. It's Time To Invest In Diamonds

    March 30, 2012
    For investors looking for additional safe havens to place their money, diamonds could be an interesting bet.
  42. Apache Corp. In Australia

    March 30, 2012
    Apache Corp. has an ongoing investment program in Australia, and has a large inventory of projects in both the exploration ...
  43. Say Hello To Halcon Resources

    March 8, 2012
    Halcon Resources is focused on a number of onshore oil and gas plays in the United States.
  44. It's Time To Invest In Diamonds

    February 28, 2012
    For investors looking for additional safe havens to place their money, diamonds could be an interesting bet.
  45. Molycorp Setting Up A Second Chance

    February 28, 2012
    Plunging REO prices have hurt, but not crippled, Molycorp.
  46. Rio Tinto Iron-Heavy, But Undervalued

    February 27, 2012
    Rio relies on iron more than ever, but the valuation is intriguing.
  47. Dry Gas Drilling Cuts And Production Shut Ins Continue

    February 22, 2012
    More energy companies have announced reductions in dry gas drilling for 2012.
  48. Vale Still All About China

    February 21, 2012
    Operating performance isn't bad, but non-operating challenges are growing.
  49. Play The Growth In Mining M&A

    February 15, 2012
    Merger activity in the mining sector is anticipated to grow.
  50. More Companies Cut Dry Gas Drilling

    February 14, 2012
    The scope of planned cuts in dry gas drilling for 2012 is growing, but it may be some time before this affects the natural ...
  51. Genesee & Wyoming An Uncommon Growth Story

    February 13, 2012
    Genesee & Wyoming has both above-average growth potential and an above-average valuation.
  52. Look Across The Pond For Big Dividends

    February 7, 2012
    Improving earnings for U.K.-based companies resulted in tremendous dividend growth for British stocks in 2011. Analysts expect ...
  53. The Curse Of Foreign Investment?

    January 16, 2012
    Many pundits assume that foreign investors have terrible timing when purchasing assets in the United States, often buying ...
  54. Hess Corporation To Focus On Execution In 2012

    January 16, 2012
    Hess Corporation plans to spend $2.5 billion in 2012 on the company's portfolio of unconventional assets.
  55. Quicksilver Resources To Invest In Two Oil Plays

    January 10, 2012
    Quicksilver Resources has established large lease positions in two oil plays.
  56. Can Investors Grow Wealth With Mosaic?

    January 6, 2012
    Mosaic is looking for crop prices to feed stronger fertilizer demand.
  57. Cabot Oil & Gas Conquers The Energy Patch In 2011

    January 4, 2012
    Cabot Oil & Gas was the best-performing stock in the S&P 500 energy sector in 2011. Find out how it got there.
  58. Energy Sector - 2011 In Review

    December 30, 2011
    The energy sector was full of deals and reorganizations in 2011, but that did not translate into great investment returns ...
  59. 2011's Biggest Mergers and Acquisitions

    December 30, 2011
    M&A activity rebounded in a big way in 2011. Here's a look back at the biggest mergers and acquisitions during the year. ...
  60. A Big Bet On Hard Asset Producers

    December 29, 2011
    The recent rout in the commodity markets can provide investors just the opportunity they are looking for.
  61. Exxon Mobil Is Bullish On Shale Gas

    December 12, 2011
    Exxon Mobil is bullish on natural gas in the long term.
  62. BHP Billiton Loves The Eagle Ford Shale

    November 22, 2011
    BHP Billiton believes that the Eagle Ford Shale is the best area for increased production.
  63. BHP Billiton Shale Asset Review

    November 18, 2011
    BHP Billiton is now a major player in the onshore oil and gas market in the U.S., and hopes to quadruple production by 2 ...
  64. BHP Billiton Loves The Fayetteville Shale

    November 18, 2011
    BHP Billiton plans to increase the development in the Fayetteville Shale over the next few years.
  65. Say Hello To Platinum Energy Solutions

    October 21, 2011
    Platinum Energy Solutions has filed for an initial public offering as it seeks to take advantage of strong demand for fracturing ...
  66. Statoil Buys Into Bakken

    October 19, 2011
    Statoil makes a smart move in buying an emerging Bakken player.
  67. It's Time To Invest In Diamonds

    October 17, 2011
    For investors looking for additional safe havens to place their money, diamonds could be an interesting bet.
  68. Fertilizer Wars Heat Up

    October 5, 2011
    As our population continues to grow, increasing food production will be paramount. Hence, the historically boring fertilizer ...
  69. Metals And Mining Meltdown

    October 5, 2011
    Metals and mining stocks have been hit hard, with most beaten down near their 52-week lows on fears of a global slowdown ...
  70. Odyssey Leads Investors On Treasure Hunt

    September 29, 2011
    Can investors find buried treasure with Odyssey Marine Exploration's shipwreck-exploration business?
  71. Diamonds Are A Portfolio's Best Friend

    September 27, 2011
    For investors looking for additional safe havens to place their money, diamonds could be an interesting bet.
  72. Southern Copper Digs Up Doubled Earnings

    August 8, 2011
    Southern Copper continues to put up impressive earnings numbers as Dr. Copper is doing very well despite global economic ...
  73. Petrohawk Flies Into The Sunset

    July 19, 2011
    BHP's deal for Petrohawk shows that large buyers care about asset value more than stock market prices.
  74. A Look At Ensco International

    July 14, 2011
    Ensco International owns the second largest offshore drilling fleet and is adding to this fleet with an aggressive newbuild ...
  75. Southwestern Energy Still Loves The Fayetteville

    May 13, 2011
    Southwestern Energy is still milking the Fayetteville Shale for all it can. It rode the play to achieve 28% production growth ...
  76. A Look At The Mega-Miners

    March 15, 2011
    By choosing a mega-miner, investors not only gain exposure to a wide variety of metals, but also the whole mining supply ...
  77. Exxon's International Portfolio

    March 15, 2011
    Exxon Mobil has an extensive and diversified international portfolio of oil and gas assets.
  78. U.K. A Value Bet Amid Euro Debt Crisis

    January 20, 2011
    The ongoing financial crisis in the European Union has made the United Kingdom a promising prospect for value investors. ...
  79. Cargill To Dispose Of Mosaic

    January 20, 2011
    Cargill's divestiture of Mosaic has absolutely no effect on the economic value of Mosaic.
  80. Alcoa: It's All About China Now

    January 12, 2011
    Alcoa is facing high inventories and stagnant major users, but could still prosper from a strong recovery.
  81. Will Aussie Flooding Rain On China's Parade?

    January 7, 2011
    Flooding in Queensland has shaken up the market for a critical steel component.
  82. Oceaneering: A Bet On The Deepwater

    December 16, 2010
    Oceaneering is leveraged to the exploration and development of deepwater oil and gas fields across the globe. This area will ...
  83. More M&A In Met Mining?

    December 7, 2010
    Met coal is a hot area now; maybe too hot for most investors to start new positions.
  84. Genesis Energy Gains Power

    December 1, 2010
    Genesis Energy is a player in the transport, storage and refining of oil and natural gas, and it's producing a high yield. ...
  85. KKR Feasts On Del Monte Foods

    November 29, 2010
    The KKR-led buyout of Del Monte Foods is likely a function of cheap credit and a decent valuation.
  86. CF Industries Looks Ahead

    November 8, 2010
    Despite the rally in fertilizer company share prices thus far in 2010, fertilizer prices remain well below 2007-2008 levels. ...
  87. Vale Still Looks Iron-Clad

    October 29, 2010
    Is Vale poised for another long run on the strength of iron ore prices?
  88. Invest In Potash

    October 28, 2010
    Despite all the news about Potash Corp, there are other opportunities to get into this market.
  89. Copper - It's Back

    October 11, 2010
    Copper has rallied to its highs and taken many miners' stock prices along with it.
  90. A Strong And Noble Driller

    September 13, 2010
    Relative to its future growth potential, Noble shares look incredibly attractive.
  91. Exploit Market Inefficiencies With Pair Trades

    August 6, 2010
    Although in the long run the market is efficient, in the short term there are market inefficiencies that can be exploited. ...
  92. Is The Copper Supercycle Intact?

    July 13, 2010
    Copper has been on a strong bull cycle since 2001. Is the cycle intact or has it ended with the global recession?
  93. Iron-Clad Swaps

    July 9, 2010
    The iron ore market is becoming increasingly open, but at the cost of more volatility.
  94. Lithium Ion Battery Stocks

    July 6, 2010
    Instead of trying to pick the best cellular phone company, electric car or green energy business to invest in, look at what ...
  95. A Rare Opportunity In Rare Earth Metals

    July 6, 2010
    The biggest bull market may be in rare earth minerals. Find out why you should be investing in elements you may never have ...
  96. Noble Energy Still Hot For The Deepwater Gulf

    June 7, 2010
    Despite the moratorium on deepwater drilling in the Gulf of Mexico, Noble Energy is still counting on this area to drive ...
  97. Iron Ore Miners Flex Their New Pricing Muscles

    April 1, 2010
    A new pricing regime in the iron ore market should benefit producers.
  98. Hess Corporation Continues Expansion

    January 28, 2010
    Hess Corporation has a diversified portfolio of upstream assets, and is expanding into unconventional onshore plays in North ...
  99. Spanning The Globe In Search Of Intriguing ETF Choices

    November 26, 2009
    These three international ETFs are worth checking out.
  100. BP Ramps Up Oil Production

    November 25, 2009
    BP has made a major push into the Gulf of Mexico, which will help keep it as the largest producer in the area.
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