BHP Billiton Limited (ADR) (BHP)

Along with just about every other large-scale international conglomerate producer of industrial metals, petroleum, etc... BHP had been hammered down to ridiculous valuations lately on the irrational fear of a global slowdown being deflationary on base metal demand and thus prices. While there may well be a slowdown... some economies will slow more than others, and the US will clearly top the list. Therefore, the big international conglomerates like BHP (Australian), Teck Cominco (Canadian), Aluminum Corporation of China (China, ACH), Companhia Vale do Rio Doce (Brazil), and even 2 American companies FCX and CLF... these companies will be amazing investments in the long run, and I was buyer throughout the recent wave of selling. BHP had been one of my best performers for the last couple of years, and at today's prices it's back to where it has plenty of room to run again (I had sold most of my BHP above $80. Just like Freeport McMoran in the low $70s, BHP in the mid-$50s was one of those memorable entry points tht felt right in every way... and I believe time will bear this out. It's still not too late, BHP is still very cheap here with a P/E of 13.5! Of all the companies lited above, however, I believe ACH is one of the best values available anywhere at present. After topping out over $90, it currently trades well below $40 (a temporary interruption in power supply at 2 Aluminum plants has halted production). I plan to ride each one of the above-listed companies through to new 52-week highs when the world realizes that there still aren't enough resources to fuel even a diminished level of global demand. It was scarcity that began driving the bull maret in metals in the first place... and scarcity will revalue the related equities once the market realizes how cheap these companies are!

Good management, increasing net income over a three year period. If they buy out Alcoa, it could add a huge boost to their bottom line. Now's the time to take a gamble, especially with China, Brazil and other emerging markets making a huge demand on natural resources

It is the largest raw materials/commodity play in the world. Not only is it at the top in aluminum, copper, ferro-alloys, iron ore, titanium minerals, it also has my favorite mineral uranium. Also the company has a P/E around 10. Plus BHP is going to benifit heavily from the growning economy in China.

BHP is the world's largest diversified mining company in the world and are well poised to take advantage of the large demand for resources from China and India. BHP is the industry leader (or close to the top dog) in aluminum, coal, copper, iron ore, and titanium minerals.

Trying to get in at the bottom of good stocks.
Energy has to go back up at some point, right?

This company is one of 62 listed on the BetterInvesting Growth Screen in January 2008. It met 4 criteria: it is projected by Value Line to double earnings in the next five years, has actually doubled earnings in the past 5 years, is selling at price-earnings multiples (P/E’s) that are 110 percent or less of Value Line’s projected earnings growth rate and has a safety rating of average or better. It was listed in the March 2008 BetterInvesting magazine.

BHP, Billiton Ltd is the worlds largest resource/mining company. It is an infrastructure company in ongoing globalization. The need for its basic mining products will persist over decades desptite China's predicted slow-down, despite MidEast instability, despite recessions. Countries will still need metals. BHP has a lion's share of uranium deposits in this world--vital for countries that are intelligent enough [unlike the USA] to convert to nuclear power for their energy needs as oil begins to run out on this planet. They are well-run, profitable and experienced. Their holdings are vast. They will do well.

They have what the power and materials hungry world needs and are conveniently close to where the most rapid growth is occuring. Barring a global economic collapse, this will be a multibagger over the years.

Weather it's bid for Rio Tinto is successful or through its sheer size and market dominance BHP will continue to be a huge presence in the mining sector, this well run company should continue to return impressive figures over the next few years, this should be a staple stock in any of our portfolio's.

BHP Billiton's $125 billion effort to acquire rival Rio Tinto isn't just about locking up more copper, coal or iron ore.

That proposed deal, as well as others sweeping the mining industry, will help determine access to some of the congested ports and rail lines needed to get raw materials to the world.

Five years into the biggest commodity boom in a generation, port and rail bottlenecks are hindering the mining industry's ability to bring enough resources to market.

BHP's bid for Rio Tinto

BHP, has reported a hefty cashflow from operating activities of $10.5 billion for the year to June 30, 2006, and even promised shareholders it would add a massive $10 billion to its share buyback program in February,making it realistically the only miner able to support a bid which may be accepted by Rio share holders.

One aspect in BHP's favour is that most of Rio's major share holders are also major holders of BHP which would ease the way some what if and when real negotiations begin.

A bid from BHP Billiton also looks compelling because of the synergies that could be achieved between it and Rio through their existing joint ventures. BHP's dual listing on the Australian and London stock exchanges, along with its being partly based in Australia, would also stand it in good stead with the Australian government since a takeover of Rio would see it gain control of the company's huge iron ore operations in Pilbara, Western Australia. Rio derives about 40% of its earnings from its mines there.

BHP is primed to climb higher. The China demand for nickel and copper will fuel BHP's profits. They are in one of the very few bull sectors around. The next year to two should be interesting.

Mining company with exposure to various metals. I am betting on higher metal prices in the future, so with the recent pullback, if I were wealthy and had an unspecified long-term horizon, I might consider storing some money into BHP. (Disc: I don't own BHP, and most likely never will due to its $40 price, which is beyond my financial grasp for reasonable share purchases, and is in the exact middle of its 52week range, which I view as unfavorable, considering that it arrived from the top.)

Big is the adjective in most of its product resources. It's locations in Australia make it a prime and close provider to the Asian markets which use massive amounts of coal and other minerals

A bad but profitable joke: Reversal of old opium trade - Ship coke from Autralia to China. BHP Billiton is a major producer of coke (metallurgical coal) among many other things. And China's steel mills are not that far away.

will they prepetuate the m/a frenzy? I say, yes!!

I've owned this for 2 years. While sometimes the volatility is hard to stomach, the dividend is good, consistent and they continue to move the needle forward as materials remain in demand for years to come...

Company is into Metal...and in this economy, metal is the place to be.

Talk about a company that has natural resources covered. BHP is it. We are talking copper, nickel, aluminum, iron, coal, oil, natural gas, uranium, diamonds, silver and titanium. They ARE the world's largest diversified resource company. This is the company that the little resources companies want to be when they grow up. Forget all this subprime credit stuff, natural resources are still on a multi-year bull market. The supply-demand balance on resources is still very tight. BHP is still set to make lots of money. It's not too late to climb on the natural resource train! All Aboard!!

I'm looking at BHP to cover the commodities my other pick AAUK doesn't. Another good bear market buy here in the midst of this oil market firestorm. Good fundamentals coupled with a solid and diversified business.

Go Long,

Fool On!!!

BHP...excellent management, great dividend, diversified resources...what's not to like??? The share price has more than doubled in the last four years, and I think it will double again within the next three years.