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NYSE:RIO

Rio Tinto (RIO)

100.26
+0.18 (0.18%)
as of Jun 18, 2026, 11:44:09 pm Market Open.
65 watching
0
COMMENT

New CEO. From a commodity point of view, you should think about how much more losses are going to come through, what is the earnings outlook for the mining category in general and how long the stock is going to take before it starts to run. Longer-term he likes the category. Because of losses you might see some downside in pricing, giving you an opportunity to enter at better levels. Prefers BHP Billiton (BHP-N) which has a better balance sheet and its exposure to iron ore and copper is a little better

COMMENT

Bought this because he thought the market was reflecting the iron ore/China situation much more reasonably. Very good assets. Can make money even at $70 a ton.

COMMENT

Good, global mining business over the long-term. Great assets. Diversified assets over many different countries. The challenge for any mining company today is the sentiment around China and slowing global growth.

WATCH
Going to be somewhat cyclical. Not sure if this is the time to be buying a cyclical stock.
DON'T BUY
If you have to be in the mining sector, you are better to be in the bigger cap mining stocks. They pay dividends and they really think about return on invested capital and they have large long life assets. Would prefer BHP Billiton (BHP-N) which is a much more diversified company.
COMMENT
His preference is BHP Billiton (BHP-N) but there isn't a whole lot to choose between the 2. Commodities will still probably struggle over the next little while. If the portfolio is not over weighted with this type of holding, he would have no problems in owning.
HOLD
Thinks there will be an uptick this year. This is based on the premise that Asia is going to be okay. Emerging markets took a real beating this year.
BUY
One of the large conglomerate mining companies globally. One of the great things is that when they are thinking of major investments, they're looking for return of capital. Over the long-term, he feels a commodity cycle will hold in. Have some really great assets.
BUY
Solid blue-chip company. He would prefer BHP Billiton (BHP-N) because of the mix of products. This company is a major player in aluminum and iron ore where BHP has oil and copper, which he would prefer.
HOLD
A lot of the large cap resource stocks are not doing anything. Based on his view of the market, if you are investing for the longer term these larger cap companies are safe places to be because they have bullet proof balance sheets and reasonable multiple of earnings.
DON'T BUY
Likes its exposure to iron ore, which has been softening recently. Very tied in to the Chinese market place. Chinese and Indians are huge drivers of consumption and there has been a moderation of growth in China. Money supply and M2 growth is almost zero. Authorities are tapping on the brakes.
DON'T BUY
Took on a lot of debt making their acquisition. Their debt is now twice their market capitalization.
BUY
(Market Call Minute.) Looking at little bit better after it has backed off as they will not beginning together with BHP.
COMMENT
Big takeover battle by BHP Billiton (BHP-N). Has no idea if the bid is going to succeed or not. The Chinese are also getting involved.
BUY
One of the big three in the iron ore area. Iron ore, like most commodities, has been on a tremendous run. Not sure where it is going to go this year, but it will certainly be in the 10/20% range. With the urbanisation of China, there will be a big demand for steel. Not cheap.
Showing 61 to 75 of 77 entries