I'm expecting cost increases, revised supply/demand and lower earnings on all three, BTU, CAT, FCX; guidance will also be conservative. All three are buys, but for me, at lower prices.
Buy BTU now! After Nomura downgrade last week it is a screaming buy. Never fails. These brokerage firms routinely downgrade after a stock is at its lows, but it is nothing more than a ruse to knock the stock so they can get their clients loaded up on the cheap!!!!!!
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