BHP Billiton plc (ADR) (NYSE:BBL)

doubling up on BHP

12/14

Current Quarter vs. Prior Year: Current earnings estimate data is unavailable for BBL.
+17.3%Annualized 5 Year growth rate
Growth Rates
1 Yr 3 Yr 5 Yr
+82.3% -0.2% +17.3%

Commodities, Commodities, Commodities. The rapidly expanding third world appetitte and the US is on the rebound.

This company that mines and supplies these commodities will do well.

top gainer

In picking this stock it had to meet five conditions:
1. A clear leader in an industry with high barriers to competition.
2. Well managed and efficient: with a high ROIC and profit margin.
3. Strong balance sheet, free cash flow adequate to fund its dividend, and well managed debt.
4. A history of substantial dividends and dividend growth.
5. Has performed well in the current macroeconomic environment (i.e. inflation, loose monetary policy, rapid BRIC growth, dollar/euro weakness) by equaling or beating the return on gold (20%+ annually) over the last few years.

Not many companies can make that last claim! This one does.

Direct play on China since BBL is China's grocery store!

I feel a little silly giving this one a red thumb, but it is purely a play on market valuation. For the company and its industry, I am all green, baby. However, everybody and their brother feels the same way I do (commodities! China! money!), and this is dangerous, mostly because BBL is a big name in this area.

Currently, it is trading at 32.57 times earnings, compared to a sector average of 17 times.

Investors have overvalued this stock, thanks to its strong cash and management positions. Unfortunately, earnings cannot keep pace with expectations; China is going to put the brakes on its economy, and the rest of the world is still FLAT growth-wise.

Expect this stock to come back to earth soon.

Very diversified in an industry that will only become more in demand.

one of the world's largest mining and natural resources companies, with major divisions in the mining or manufacture of aluminum, base metals (lead, zinc, copper, etc), iron ore, gold, diamonds, coal, manganese, oil, steel, potash and more.

this well-run company conducts a large part of its business in china, and is expected to grow that customer. with a direct natural resources pipeline into arguably the greatest natural resources maw of the next 20-50 years, BHP Billiton is positioned for significant growth.

dividend yield of over 4%, 2009 dividend increased 41% over last year's payment. company is not exploding right now, but is still doing strong business in a weak market. this weakness is temporary (the world will need BHP's products for generations) and fortunately reflected in share price.

looks like a very good time to buy, but you never know, so keep your stops close and don't ride down with the market. you can always buy back in. but at under $40 per share, i'm in.

"Liqudation in the downturn."

Oil and Minerals are not going away. We can hide our heads in the sand but it won't make us a single dime.

10.000

Today, BBL inched its way up a bit. Hopefully, the demand for precious minerals as well as oil, gas, & diamonds will increase over time & cause this stock to skyrocket!

This commodities is kind of a "soup de jour" in today's market. It seems BHP Billiton has a little or a lot of something for everybody. Metals, Energy, Diamonds, and minerals. A good solid company, I think we're looking for steady growth here with few bumps. Yes, the Soup sounds real good right now!

Diversity in differenty types of energy, including natural gas, silver and diamonds, and energy coal,

With financial markets in disarray, raw commodities are always an attractive option for investors.

DRiP Play, needs a while to run

this is 2nd best for me when next to rtp. but rtp is to expensive at this price and this one is at a good discount right now. diversified and good for the next 2 years.

Commodity demand grows globally and uranium is the key asset as nuclear energy rushes to the forefront of energy production.