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BHP Billiton Limited (ADR)

  • Construction and Mining: The China Connection

    By Nauman Aly - May 19, 2013 | Tickers: BHP, CAT, JOY, RIO

    When it comes to deciding which construction and mining equipment companies to invest in, they key is to keep an eye on economic conditions in China. Like it or not, China is going to become the hotspot of economic activity in the future as it continues on its path of rapid development. The industry leaders are Caterpillar (NYSE: CAT) and Joy Global (NYSE: JOY). Based on economic data coming out more »

  • Cliffs Still Has a Long Way to Climb

    By Marshall Hargrave - May 17, 2013 | Tickers: BHP, CLF, VALE

    Cliffs Natural Resources (NYSE: CLF) is up nearly 20% over the last week on hopes that various cost cutting plans and hopes that China's importing more iron ore will help the company finally turnaround. Last quarter (1Q), the company managed to beat EPS by over 75%, this after having missed EPS by at least 5% for the prior three quarters.

    Also, helping push the company higher was the upgrade more »

  • Iron Ore: The Market & Main Players

    By Federico Zaldua - May 15, 2013 | Tickers: BHP, VALE, RIO

    With global growth slowing further in April, and the market increasingly coming to the recognition that the Chinese slowdown is structural, many commodity prices will most probably remain under pressure as we enter the traditionally volatile month of May. Year To Date (YTD), Iron ore prices are down by 8%. What should you do if you hold any of the following popular producers in your portfolio?

    Vale, the Brazilian bet more »

  • Poor Decisions Are Sending This Company Downhill

    By Mike Thiessen - May 8, 2013 | Tickers: BHP, CLF, RIO

    Once a darling of fund managers and retail investors alike, Cleveland-based Cliffs Natural Resources (NYSE: CLF) has suffered an epic share-price collapse as well as a number of strategic setbacks. Buffeted by low market prices for its core iron ore and coal products and slackening demand from emerging-market customers in China and elsewhere, the company has had to implement several painful cost-control measures to shore up its finances. 

    Even worse more »

  • The Best Way to Play the Coal Rebound

    By Piyush Arora - May 7, 2013 | Tickers: ACI, BHP, BTU

    Those who thought that coal was a fuel of the past are gravely mistaken. Natural gas may have replaced coal in the U.S, but rising energy demand in Asia is forcing countries like India, Japan and China to shift toward coal gasification technology. As a result, global coal demand is expected to grow at a rate of 17% over the next four years, which has revived hope for coal-mining more »

  • Why You Cannot Go Wrong With This Stock

    By Shas Dey - May 2, 2013 | Tickers: BHP, VALE, RIO

    Things seem to be moving pretty fast at Rio Tinto (NYSE: RIO), more so after the new CEO, Sam Walsh, took over in January this year. The fact that the commodities market is down doesn’t seem to deter Mr. Walsh from going ahead with his divestment plans. The latest in a string of investments being put on sale is Ivanhoe Australia, which the company controls through its majority-owned Turquoise more »

  • A Better Bet Than the Saskatchewan Potash Juniors

    By Peter Epstein - May 2, 2013 | Tickers: BHP, ENCTF, KRLTF, POT, WPSHF

    Europe's largest potash producer, K+S AG, recently announced it will delay its green field potash project in Saskatchewan due to increasing costs. The Legacy Project cap-ex estimate increased to $4 billion from an original estimate of $3.25 billion. It forecasts the new mine will produce 2 million tonnes by of 2017, growing to 2.86 million tonnes 2023.

    What Does This Say About the Prospects for Saskatchewan more »

  • Teck Resources -- The Good and the Not So Good

    By Peter Epstein - May 1, 2013 | Tickers: BHP, RIO, TCK

    Teck Resources (NYSE: TCK) has very attractive assets, but not without moderate risk. It will be a prime beneficiary of the rebound in demand for coking coal and copper, timing unknown. However, in the short term, Teck faces many of the same headwinds as peers like BHP Billiton (NYSE: BHP) and Rio Tinto, (NYSE: RIO). Teck has a solid balance sheet to get through the current challenging markets. Over time more »

  • Exxon Dives Into Australian Waters to Produce LNG

    By Peter Pham - April 29, 2013 | Tickers: BHP, LNG, FXA, XOM, RDS-A

    Exxon Mobil (NYSE: XOM), the largest U.S. oil company, along with mining giant BHP Billiton Ltd.(NYSE: BHP), are in the planning phase for building the world’s largest floating liquefied natural gas (LNG) plant off the coast of Australia. It will be half a kilometer long and 75 meters wide. The new project also shows that despite some setbacks, Australia still continues to attract investments in its LNG more »

  • Caterpillar’s 2013 Doesn’t Look Great

    By RJ Towner - April 26, 2013 | Tickers: BHP, CAT, JOY, RIO

    Global equipment manufacturer Caterpillar (NYSE: CAT) posted weak first quarter results on the back of a decline in global mining capital expenditures. Revenue dropped 17% year-over-year to $13.2 billion, which was slightly below consensus expectations. Earnings tumbled 45% year-over-year to $1.31 per share, which was also worse than consensus estimates.

    The decline during the first quarter wasn’t much of a surprised as the outlook for mining capital more »

  • A Mining Stock Set to Rebound

    By Shas Dey - April 26, 2013 | Tickers: BHP, VALE, RIO

    Vale SA (NYSE: VALE) is getting some relief at the tax regulation front in Brazil as President Rousseff agreed not to include a proposed Special Participation tax. This step has saved the company from paying a substantial profit of its operations to the government. The company was also able to perform well on its earnings per share against the head-winds of lowering iron-ore prices in China, due to its cost-cutting more »

  • Alcoa Looks to Increase Margins Amid Lower Prices

    By Peter Pham - April 25, 2013 | Tickers: AA, BHP, BNO, USO

    Alcoa (NYSE: AA) easily beat analysts’ estimates to kick off earnings season. This is because most of them don’t understand the relationship between metal producer gross margins and the price of energy. So, they look at Aluminum prices and make projections. Alcoa is looking to increase its margins during this oversupply period in the aluminum industry by catering to the specialty market for high-performance aluminum alloys. Alcoa is still more »

  • Woodside’s Acquisition Hands Shell a Difficult Decision

    By Peter Pham - April 23, 2013 | Tickers: BHP, RDS-A

    On Dec 3, Australia’s biggest  independent energy firm Woodside Petroleum revealed that it has decided to acquire a 30% stake in Israel’s largest gas field, called Leviathan, which holds around 17 trillion cubic feet of recoverable natural gas. The business is going to play a crucial role in developing the LNG industry in that country. However, it would have been naive to assume that Woodside’s decision would more »

  • More Earnings Weakness from Caterpillar

    By Daniel James - April 23, 2013 | Tickers: BHP, CAT, VALE

    For a long time, Caterpillar (NYSE: CAT) was synonymous with stability, growth and durability. One of the hallmarks of American heavy industry, the company has been around for decades, and most of the time, it has managed to perform admirably. However, the numbers the company has been putting out recently are far from encouraging. After a sizable miss in the last quarter of 2012, the company has again failed to more »

  • Alcoa's Return To Profitability

    By Shas Dey - April 19, 2013 | Tickers: AA, ACH, BHP

    Alcoa (NYSE: AA) is generally seen as a barometer for global manufacturing as airlines, automakers, construction firms and home appliances use its products. Alcoa has seen difficult years, but with the recent better than expected first-quarter results, the company seems to be better positioned for growth.

    Alcoa focused purely on aluminum rather than diversifying into other materials like copper or iron ore, which other global mining companies did. This continued more »

  • Beware! This Stock Is Falling Off a Cliff

    By Marshall Hargrave - April 17, 2013 | Tickers: BHP, CLF, VALE, RIO

    Cliffs Natural Resources (NYSE: CLF) has been literally falling off a cliff over the past twelve months, and there appears to be no bottom in sight. Of the major iron ore companies, Cliffs has declined the most, down almost 70% over the last twelve months. 

    Cliffs still holds a 45% market share for iron pellets in North America, and is a major supplier of metallurgical coal in the continent with more »

  • Is Now the Time to Buy This Iron Ore Miner That’s 75% Off Its High?

    By Ray Urci - April 17, 2013 | Tickers: BHP, CLF, VALE, RIO

    Cliffs Natural Resources (NYSE: CLF) recently closed around its 52-week low of about $18, its 12-month high is $71. So what’s the deal, why has Cliffs … fallen off the cliff?

    The company, formerly known as Cleveland-Cliffs, was founded in 1847 and is headquartered in Cleveland, Ohio. Cliffs is a mining and natural resources company engaged in the production of iron ore pellets, and metallurgical coal. Their business is geographically more »

  • Is Now the Time to Buy This Iron Ore Miner That’s 75% Off Its High?

    By Ray Urci - April 17, 2013 | Tickers: BHP, CLF, VALE, RIO

    Cliffs Natural Resources (NYSE: CLF) recently closed around its 52-week low of about $18, its 12-month high is $71. So what’s the deal, why has Cliffs … fallen off the cliff?

    The company, formerly known as Cleveland-Cliffs, was founded in 1847 and is headquartered in Cleveland, Ohio. Cliffs is a mining and natural resources company engaged in the production of iron ore pellets, and metallurgical coal. Their business is geographically more »

  • How to Play the Iron Ore Shortage

    By Piyush Arora - April 16, 2013 | Tickers: MT, BHP, RIO, SLT

    India is the third largest exporter of iron ore in the world, and any disruption in its supply affects international iron ore prices. But due to the political mess in the country, the Supreme Court of India imposed a ban on the operations of over 200 mines in Goa last year. This was followed by bans in Indian states of Karnataka and Orissa, which altogether account for more than 90 more »

  • Alcoa's Return To Profitability

    By Shas Dey - April 16, 2013 | Tickers: AA, ACH, BHP

    Alcoa (NYSE: AA) is generally seen as a barometer for global manufacturing as airlines, automakers, construction firms and home appliances use its products. Alcoa has seen difficult years, but with the recent better than expected first-quarter results, the company seems to be better positioned for growth.

    Alcoa focused purely on aluminum rather than diversifying into other materials like copper or iron ore, which other global mining companies did. This continued more »

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