A diversified resources company that operates in several commodity businesses, including aluminum, energy coal and metallurgical coal, manganese, uranium, silver and titanium minerals, and has interests in oil, gas, liquefied natural gas and diamonds.
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Not that I think the commodities rally of the past couple of weeks is necessarily a long-term thing, but if any big natural resources company is going to outperform, it's Billiton. They have their hands in all kinds of different things, smoking returns, and a valuation that just can't stay this low.