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NYSE:BHP
BHP Billiton (BHP)
87.89
+0.02 (0.02%)
as of Jun 18, 2026, 7:59:59 pm Market Open.
65 watching
Financials 
Technical Analysis 0
BUY
If you are investing in commodities, this is the first stock you should own. Best resource base, best run mining company at operational level. Outlook in commodities because of China is all over the place. They have good exposure to iron ore, copper, thermal coal, met coal. Transportation costs from Australia are minimal. Was mulling over making it a top pick tonight. Rock solid balance sheet and good dividend they expect to increase.
Charles LannonOwned
other mines
HOLD
Probably best of breed of large-cap companies. Good balance sheet, great dividend and good growth profile. In the next little while they're going to have to spend a ton of money upgrading facilities and ports. There is slowing Chinese demand. On the positive side they are getting into the energy business, which is currently about 30% of earnings. You might want to wait for an Australian dollar pullback and perhaps slightly lower commodity prices. If you get it a good entry point it could be a good long-term hold. 3% dividend.
other mines
PAST TOP PICK
(A Top Pick March 31/11. Down 25.41%.). Very high dividend yield in the 5%-6% range. Very clean balance sheet.
David DriscollOwned
other mines
PAST TOP PICK
(A Top Pick Feb 16/11. Down 19.13%.) Had some stumbles, but nothing really specific. Still likes. Trades at 10-11 times earnings.
Bruce Campbell (1)Owned
other mines
PAST TOP PICK
(A Top Pick Feb 16/11. Down 10.49%.) Pays a dividend and has a great balance sheet. Nice mix of assets and is tied to the global growth story. A cheap defensive way to have China exposure.
Bruce Campbell (1)Owned
other mines
PAST TOP PICK
(A Top Pick Nov 19/10. Down 17.27%.) Very well positioned for when global growth returns and commodity prices return.
Karl BergerOwned
other mines
PAST TOP PICK
(Top Pick Nov 10/10, Down 5.94%) Performed exceedingly well until 6 weeks ago. Doing brilliantly. August was not particularly kind to them. Fantastic way to get commodity exposure going forward. Increased dividend recently and will not be a problem.
Karl BergerOwned
other mines
BUY
Generates billions of free cash flow was a great organic growth opportunity in green field operations. A dodgy M&A track record but the core metals it is involved in all have positive supply/demand dynamics.
Charles LannonOwned
other mines
BUY ON WEAKNESS
Commodities, especially some of the large cap ones, are good quality to hold for the long-term. Believes in the China story and they are short in iron ore, coal and copper and will be for decades. This is one of the best ways to play it. (His favourites are Teck (TCK.B-T) and Inmet (IMN-T).)
other mines
BUY
Chart looks good. He would say buy but with the caveat that there might be a more defensive theme which would give it a slower growth. Consensus in the large investment houses is that the soft patch is going to end in the fall and we will reaccelerate to the end of the year. In this case, this is a fantastic place to be.
other mines
BUY ON WEAKNESS
Large conglomerate with many different aspects. Iron ore is a big part. With this one you are playing a global scale mining business as opposed to playing one pure commodity. Very well run. Hard for them to grow substantially but will benefit from a reasonable commodity boom that he expects. Try to buy on a pullback.
Paul Harris, CFAOwned
other mines
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