BHP Billiton Ltd. (BHP)
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BHP Forum Topics
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- Trying to Catch a Falling Dollar [view article]
- Recent World Events Are Bullish for Metals [view article]
- The Burst Commodities Bubble [view article]
- The Real Reasons Fertilizer Stocks Are In the Dirt [view article]
- Investing in Molybdenum [view article]
- Thrown Overboard - Fast Money Recap (10/3/08) [view article]
- Nickel in a Pickle [view article]
- Vale Wants More for Its Iron Ore; China Won't Budge [view article]
- Vale Pushes China for Higher Steel Prices [view article]
- Largest Companies in the World [view article]
- Attractively Valued International Dividend Stocks [view article]
- Commodity Roundup: What To Be Bullish On Now [view article]
Recent BHP Articles
- Trying to Catch a Falling Dollar
- The Burst Commodities Bubble
- Thrown Overboard - Fast Money Recap (10/3/08)
- The Real Reasons Fertilizer Stocks Are In the Dirt
- Vale Wants More for Its Iron Ore; China Won't Budge
- Commodity Roundup: What To Be Bullish On Now
- Nickel in a Pickle
- Vale Pushes China for Higher Steel Prices
- Attractively Valued International Dividend Stocks
- Again With the Financials - Fast Money Recap (8/29/08)
- Full List of Articles »
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Trying to Catch a Falling Dollar [view article]
WELL PLAYED, SIR! WELL PLAYEDI bought a little BP on your recommendation today. I know oil is going down but they still are a refiner which means they make money Reply
Recent World Events Are Bullish for Metals [view article]
Mark Anthony - do you own NILSY? what are your thoughts on this stock...opinions seem hard to come by.Reply
Trying to Catch a Falling Dollar [view article]
Don't buy unless you are willing to be a long term holder. In these times that motivation is best served by hefty and safe dividends. They're plenty of those right now. Unfortunately, even though fear can now be somewhat allayed by gross undervaluation, liquidity is constrained. I'm resisting, so far, going long on leverage. But I'm a greedy B-. ReplyTrying to Catch a Falling Dollar [view article]
very well written analysis without hype. Sensible advice.For those of us not versed in options, a further explanation of the puts and their cost/benefit by an example would be helpful.But I agree that at this point some dollar cost averaging into dividend stocks makes sense. I would also add NOV as a company which has seen its share price savaged by hedge selling, despite great fundamentals. Also FWLT.Fine, let them drift down more, they won't go to zero, and with dollar cost averaging of existing positions it can pay to go against the crowd.
Reply
engels
The Burst Commodities Bubble [view article]
i'm short mos and look forward to some decent returns, tomorrow most likely. i'm thinking - always dangerous - that tomorrow, 10/10, will be a day of hard selling. who wants to be long going into a weekend? ReplyTrying to Catch a Falling Dollar [view article]
I made mad money in gas and oil stocks in the last 4 years. Since July I have lost 30% of my total portfolio. Last friday and this monday I completed liquidated all my stock. By Tuesday I was fully invested in ultra short ETFs. As of today (thursday, 10/09/08) I have made back almost half my losses. This has clearly been the best strategy possible when ALL the pundents kept saying, "hold if you don't need the money in 5 years."If I had persisted in this strategy I would be down another 15%. I have been in the market since 1981 and this is the first time I have ever been short anything. I have gone over to the dark side. "If you can't beat them, join them." Reply
Trying to Catch a Falling Dollar [view article]
you called "sub-9000" and stated you wouldn't be surprised if "they" drove the markets down a 1,000 points or more.I would congratulate on your call but I'm scared watching my own stocks decline Reply
st
Trying to Catch a Falling Dollar [view article]
Nice analogy I don't really like the metals sector as much as I like oilBritish Petroleum is very attractive because even if we are in a recession people still need some type of gas to fill cars Are people just going to stop drivin cars or stop living normal lives?
This sell off is way over done and I do feel you are right. I think the American public is being scammed right out their retirement savings and everything.
Putting these short sellers back in the market doesn't make sense because now financial companies are being traded out of business again Maybe short sellers aren't the ones to blame for bad company pracitic but if they serve no purpose why are they allowed to even be there in the first place?
Dividend stocks are the only thing that makes any sense because market value is only temporar
Can American investors get a bailout too? I want my refund! Reply
Trying to Catch a Falling Dollar [view article]
Yes, Mr. Jefferson! I bet you are so right that we are being scammed! If this market runs up tomorrow or next week people will be outraged. Nice article ReplyThe Burst Commodities Bubble [view article]
The two most salient points being "nothing has changed fundementally" and it's "stupid to buy stocks based on percentage-off-their highs". MOS is a compelling long term buy, as are stocks like FLR in the E&C sector for the same fundemental reasons. But with the cuffs coming off the shorts tommorrow and Hedge Fund rendemptions looming at the end of the month, I'll sit on the cash a little while longer.Reply
guy
The Burst Commodities Bubble [view article]
I have no worries about these stocks whatsoever, regardless of their monstrous precipitous fall from grace. It figures that they were held in great numbers of Mutual Funds, Derivitives, Hedges Funds, etc, etc. and had to be sold to meet other obligational losses. When you are going down and heavily leveraged at the same time you MUST start selling off the good stuff because generally people wait too long to dump losers.....triggers or no triggers.When stocks like Monsanto can fall and other blue chips when they are perfectly healthy companies by ANY standards, the btm. line is PANIC, PANIC, PANIC being the main reason for everything going down. Reply
The Burst Commodities Bubble [view article]
This emphasizes the importance of ALWAYS having an exit strategy in place for your positions at all times. Use one that's intelligent and will constantly adjust to the stock's behavior and overall market conditions. So that you can keep losses to a minimum yet ride the profits as the trend forms. ReplyThe Burst Commodities Bubble [view article]
Felix,I read you often enough to know you don't believe that commodities was a bubble. You're just baiting the hook.
Good comments Reply
The Burst Commodities Bubble [view article]
The whole commodities "bubble" theory was phony baloney. Companies with good earnings and solid fundamentals in markets of high demand are SUPPOSED to rise in price. That's what happens in a healthy market. There was no need for a "correction" because nothing was incorrect.This crash was brought on something else. I suspect market manipulation of a high order --hedge fund mischief, short selling sleaze, fake pronouncements by by fat cats looking to clean up at the top and the bottom.
This wasn't about worthless overpriced stocks reaching their true value (as in the Dot Com Bubble) -- it was about good stocks being driven into the ground by sleazy manipulative crooks. Reply
Huneycutt
The Burst Commodities Bubble [view article]
I definitely agree. I thought some of the financials looked attractive during the summer (CTBK, STI, MTB, UB) but now that there has been a price correction, I'd keep away from them again. The future won't be nearly as bright as the past.This whole commodities bubble and subsequent burst has to be one of the most insane things I've ever seen in the market. In a period of roughly 8-10 months, we've seen stocks with 3 to 6-fold increases in prices followed by an almost equally dramatic fall. Yet, there have not been very many dramatic changes in regards to fundamentals.
This market feels more like the market from the 19th Century where boom and bust cycles would hardly be a year apart. Reply