Anglo American

• This 6.5% Yielder has 40% Total Return Potential!

  By Peter Epstein - August 22, 2012 | Tickers: AAL, BHP, VALE, RIO, XTA

  Vale (NYSE: VALE) screens cheap, has a 6.5% dividend yield, is the largest iron ore producer in the world, has a forecast 2013 EBITDA margin of 45% and has deployed the most growth capital of its peers. I wrote an article 2 weeks ago, in which I stated that there are multiple ways to win with an investment in Vale.

  "Reduced CAPEX in 2013-14 will free up significant cash more »

• This Global Miner is Down 51%, BUY or Pass it By?

  By Peter Epstein - August 20, 2012 | Tickers: AAL, BHP, VALE, ENRC, RIO, XTA

  Over the past few weeks I've written some positive articles on global diversified miners -- namely BHP (NYSE: BHP), Vale (NYSE: VALE), Rio Tinto (NYSE: RIO) and Anglo American (LSE: AAL). A smaller but still global diversified miner of iron ore and ferrochrome is ENRC (LSE: ENRC).

  ENRC reported largely in-line 1h 2012 earnings last week. However there were some red flags. Net debt was up more than expected to more »