Adding BHP to my Dividend Portfolio
You have to do a fair amount of work in rearranging the dividend numbers for BHP (BHP) to understand why this diversified commodities producer made my list of safe dividend stocks paying 6% or more. (Subscribers to my paid JubakAM .com site got the whole list of 5.)...
Time to clear away the brush in my long-term 50 Stocks portfolio–selling four stocks out of this portfolio ahead of January rebalancing
In the first week of January I’m going to rebalance, per the strategy I pursue with this portfolio, my long-term 50 Stocks Portfolio. That means I’ll be taking profits in the big winners of 2017 and adding to positions in the laggards for the year ahead....Update BHP Billiton (BHP)
As tea leaves go, those presented to investors in BHP Billiton’s (BHP) February 16 post-earnings-report conference call could have been a bit clearer. I think the way to decide buy/sell/hold on BHP and on the mining sector as a whole is to look past the very confusing...Is a new, Chinese bid for Potash of Saskatchewan about to arrive?
This week or next will see a bid from China for Potash Corp. of Saskatchewan (POT), Canada’s Globe and Mail is reporting. The newspaper’s sources say Beijing is now deciding which of the proposed bids from China’s state-owned companies it should back. Pending Chinese...Iron ore prices retreat by 12% and iron ore mining stocks say, So what?, and move higher
It’s hard to imagine this happening with any other “product.” The price of the product drops 12% for the next quarter. And the stock market essentially shrugs it off. On a bad day for the market, August 30, when the Standard & Poor’s 500 stock index drops by...Update BHP Billiton
On January 20 BHP Billiton (BHP) announced that second-quarter iron ore output rose 11% to a new record on heavy demand from China. The company also reported increased production of petroleum, zinc, diamonds, and nickel. Production of coking coal, uranium, and copper...Update BHP Billiton (BHP)
When I added BHP Billiton (BHP) to my Jubak Picks 50 portfolio in my book The Jubak Picks I said that the company was a one-buy way to get exposure to a wide spectrum of commodities. In the first half of 2009 that diversification paid off big, the company reported on...Trading halted in Fortescue Metals: more cash from China on the way?
Trading in Australian iron ore miner (and Jubak’s Pick) Fortescue Metal (FSUMF.PK) has been halted in anticipation of the release of news on Monday that the company has completed a ”commercial negotiation”. Speculation in Australia is that the news...China plays hardball on iron ore but the iron ore miners are the winners so far
China has so far refused to sign a long term contract with the world’s big iron ore exporters, Vale (VALE), BHP Billiton (BHP), and Rio Tinto (RTP). The goal was to get a big price break on iron ore prices. But it now looks like China’s tough stance has...The key to commodities investing now is idle capacity. And how quickly it gets back into production
In its regular report on June iron ore production, delivered on July 22, BHP Billiton (BHP) gave investors the key to investing in commodities over the next year. Ignore this at your portfolio’s peril. BHP just told us all what to buy, what to avoid, and when....Two winning stocks in the war over iron ore
The body count is five and rising. First, the Beijing government arrested four Rio Tinto (RTP) staffers in China to negotiate the price of iron ore with Baosteel and other Chinese steel makers. Then, the Chinese detained an executive at steelmaker Shougang Group and...Jim’s Daily Email Alerts:
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