RIO : Analysis & Opinions

  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. As we increasingly turn towards technology, demand for rare earth metals will continue to surge.

    Rare Earths Offer A Volatile, Yet Profitable Long Term Play

    October 9, 2013
    The commodities space is full of opportunities for investors willing to go off the beaten path. One such long term opportunity ...
  8. Is It Finally Time To Buy Silver?

    August 14, 2013
    As the precious metal space has given up many gains in the wake of a strengthening global economy, silver remains a value. ...
  9. Alcoa Running Hard To Go Nowhere

    July 9, 2013
    Alcoa can't get ahead of eroding aluminum prices.
  10. 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
  11. 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
  12. Is Caterpillar Facing A New Normal In Mining?

    April 22, 2013
    Caterpillar has gotten cheaper, but willing the mining industry recover?
  13. Dominion Diamond Goes Shopping - Should You?

    April 12, 2013
    These are exciting times in diamond mining, is it time to buy?
  14. 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.
  15. 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 ...
  16. Cliffs Natural Resources Needs Another Iron Ore Boom

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

    January 24, 2013
    Rio Tinto looks to move on from a serious of bad deals.
  18. 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.
  19. Molycorp Facing Even More Uncertainty, And At The Wrong Time

    December 13, 2012
    The departure of Molycorp's CEO adds even more uncertainty to a volatile story.
  20. 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 ...
  21. Alcoa Is A Potential Value Call

    October 10, 2012
    Alcoa is doing the best it can in a tough market. The company probably needs aluminum prices above $1 or $1.10/lb for the ...
  22. 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 ...
  23. BHP Billiton plc and More Big Movers in Basic Materials on September ...

    September 7, 2012
    So far today, the Nasdaq is down 0.2%, the S&P 500 has climbed 0.3% and the Dow has been relatively flat. The basic materials ...
  24. BHP Billiton Hoping For A Better 2013

    August 24, 2012
    BHP's numbers were in line, but performance revolves around better commodity prices.
  25. 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 ...
  26. Familiar Problems Stalk Alcoa

    July 11, 2012
    Alcoa is struggling to cope with an unhealthy primary aluminum market.
  27. Back To The Future With ArcelorMittal

    June 28, 2012
    Prices in the steel market are 20% lower than a year ago, but they're roughly 65% higher than the lows of the past five years. ...
  28. UK's Global Footprint Stocks

    June 27, 2012
    Looking across the pond at the UK, one can't help but be attracted to some of the opportunities.
  29. Invest In Rare Earth Metals

    June 14, 2012
    While most investors focus on the precious and base metals, the real long-term action could be in the critical elements. ...
  30. 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.
  31. 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 ...
  32. Nuclear Energy Is In The Bargain Bin

    May 30, 2012
    While the Fukushima disaster changed the nuclear energy landscape in the short term, demand and power plant construction ...
  33. Near Tangible Book, Teck Is Worth A Look

    May 24, 2012
    Teck's exposure to industrial metals is worth more than just tangible book
  34. Alcoa Still A Victim Of Circumstance

    April 12, 2012
    Alcoa is doing relatively well in a very tough market.
  35. 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.
  36. Use Aluminum To Play Rising Industrial Growth

    March 21, 2012
    As both industrial production and economic growth returns, aluminum could be the best way to play that surge.
  37. Dividend Stocks Highly Undervalued By Target Price

    March 9, 2012
    Dividend stocks can offer consistent payouts.
  38. Molycorp Setting Up A Second Chance

    February 28, 2012
    Plunging REO prices have hurt, but not crippled, Molycorp.
  39. 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.
  40. Rio Tinto Iron-Heavy, But Undervalued

    February 27, 2012
    Rio relies on iron more than ever, but the valuation is intriguing.
  41. Vale Still All About China

    February 21, 2012
    Operating performance isn't bad, but non-operating challenges are growing.
  42. 6 Uranium Stocks Poised for a Rebound

    February 17, 2012
    In the aftermath of Japan’s tsunami-induced meltdown at the Fukushima nuke plants, investors have shied away from nuclear-related ...
  43. Play The Growth In Mining M&A

    February 15, 2012
    Merger activity in the mining sector is anticipated to grow.
  44. Is Copper Set For A Comeback?

    February 15, 2012
    The Copper markets tighten amid production declines, but we could see renewed interest for the metal in the near future. ...
  45. Genesee & Wyoming An Uncommon Growth Story

    February 13, 2012
    Genesee & Wyoming has both above-average growth potential and an above-average valuation.
  46. 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 ...
  47. OM Group - Just Another Cheap Commodity Play, Or Something More?

    January 17, 2012
    OM Group is seeing multiple cyclical downturns, but looks cheap.
  48. Can Investors Grow Wealth With Mosaic?

    January 6, 2012
    Mosaic is looking for crop prices to feed stronger fertilizer demand.
  49. Rock Bottom Uranium Miners Are Priced To Buy

    December 21, 2011
    It's official - uranium mining is the last business anybody wants to invest in. So why is now the time to buy?
  50. Layne Christensen Could Be Better

    December 13, 2011
    Layne is leaking in the water business.
  51. Alcoa Sees Positive Long Term Future For Aluminum

    November 17, 2011
    Alcoa is confident of long term growth rates for Aluminum demand.
  52. Uranium Stocks Rebounding

    November 2, 2011
    More than six months have gone by since the Japan earthquake. Uranium stocks are ready to regenerate.
  53. 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.
  54. Fertilizer Wars Heat Up

    October 5, 2011
    As our population continues to grow, increasing food production will be paramount. Hence, the historically boring fertilizer ...
  55. 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 ...
  56. 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.
  57. 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 ...
  58. Small Gold Miners Could Produce Big Returns

    April 29, 2011
    Smaller miners can be big winners for aggresive investors.
  59. Will Brazil's Government Ruin A Good Thing?

    April 5, 2011
    By exercising its golden share in Vale, Brazil's government risks ruining a company that has been a leader in its industry. ...
  60. 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 ...
  61. Cargill To Dispose Of Mosaic

    January 20, 2011
    Cargill's divestiture of Mosaic has absolutely no effect on the economic value of Mosaic.
  62. Will Aussie Flooding Rain On China's Parade?

    January 7, 2011
    Flooding in Queensland has shaken up the market for a critical steel component.
  63. 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.
  64. Vale Still Looks Iron-Clad

    October 29, 2010
    Is Vale poised for another long run on the strength of iron ore prices?
  65. Is Now The Time To Invest In Steel?

    October 25, 2010
    Recent price drops present long-term opportunities, while many stable ETFs remain attractive. Learn your best options for ...
  66. 5 Book Value Bargains

    December 18, 2008
    Low price to book ratios can shine light on potential value investments.
  67. Infrastructure Substitutes For Bechtel

    November 13, 2008
    It's too bad you can't buy stock in privately held Bechtel, but we've come up with a few solid alternatives that should also ...
  68. When Will Vale Shake Off The Rust?

    October 30, 2008
    The global slowdown has hammered this leading producer of iron ore ... perhaps too far.
  69. Brazil’s Revolving Rags-To-Riches Story

    October 30, 2008
    In a rough year globally, Brazil looks like a compelling growth story ... again.
  70. No Butterfly In Sight For Caterpillar

    October 29, 2008
    Falling commodity prices and a moribund housing market will make it hard for Caterpillar to grow until the recession lifts. ...
  71. BRIC Options Against A Falling S&P 500

    September 30, 2008
    Know your BRIC before you invest.
  72. Lessons In Portfolio Diversification - NBA Style

    August 13, 2008
    The NBA has shown fans that the future of the game lies outside the U.S. Learn how a similar world view can boost your portfolio. ...
  73. Portfolio Protection With ETFs

    June 30, 2008
    Adding non-correlated assets shields a portfolio from volatility. We examine several exchange-traded funds that can be your ...
  74. China Ups The Ante (RTP, BBL)

    December 7, 2007
    BHP Billiton may be forced to finally put a firm offer on the table for Rio Tinto - now that China's Baosteel looks interested, ...
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