BHP Billiton Ltd. (BHP)

All Comments on BHP

  • commenter
    KSu
    Aug 26 11:26 PM
    Olympics Ending Should Boost Commodity Driven Stocks [view article]
    The commodity story is starting to unravel. The markets are starting to price in weaker global GDP growth for the next 3 to 6 months which is manifested by the stronger dollar/weaker euro and weaker gold. Europe is starting to show cracks in their growth rates which may weaken the U.S. export market. The U.S. export market has helped ease some of the pain from the weaker retail and housing markets. With a stronger dollar and a poorer Europe, this engine of growth for the U.S. may be in jeopardy. STeel demand in China is also slowing;BaoSteel recently reported that they will be decreasing prices for steel in the near term due to declining demand. Reply
  • commenter
    Randy Kirk
    Aug 26 08:22 PM
    Largest Companies in the World [view article]
    It's interesting to not see Citigroup and Bank of America listed among the top firms by market capitalization - when they are listed in the top 10 of the 2007 Forbes Global 2000 -- goes to show the effects of the current financial crisis. Interesting to see HSBC and the Chinese Banks not affected to nearly the degree as BofA and Citi.

    Also interesting to see that almost all the firms are down year to date except Wal-Mart and J&J. (would expect to see a higher percentage of larger firms, which are expected to be more "safe" than smaller firms, holding their own in a down market).     Reply
  • commenter
    Jake2
    Aug 26 07:37 PM
    My Website
    Potash Corp. Earnings Shouldn't Peak Until at Least 2011 [view article]
    Filoon must be a Russian novelist manque. Or maybe just manque. Talk is cheap, they say . . . Reply
  • commenter
    Thought-Abou
    t-It
    Aug 26 04:10 PM
    My Website
    Potash Corp. Earnings Shouldn't Peak Until at Least 2011 [view article]
    Think-About-It wrote:
    ______________________...
    I own a little POT.
    _______
    Thanks for the article. I own PCP.
    _______
    I own FEED.
    _______
    I own CYB.
    _______
    I own TAN.
    _______
    Michael, You could have saved a lot of time and got your message through more effectively if you just put all that data in a table or graph.
    _______
    Carl Martin should be banned from writing "articles." He has no conception of the value of time or respect for others. His 4-part series is an attempt to fill in the empty hours and feed his ego.
    Carl, waste your own time not ours. Get off Seeking Alpha.
    ______________________...

    Interesting how some people do the very thing they accuse others of.
    Reply
  • commenter
    secmaven
    Aug 26 12:43 PM
    Wall Street Breakfast: Must-Know News [view article]
    Home prices in July were down 7.1% over the previous year? In Orange County CA the prices are down 25%. I don't Case Shiller would back up the 7.1% decline. Something is wrong here. Bring back Eli. Reply
  • commenter
    wsigler
    Aug 26 12:06 PM
    Wall Street Breakfast: Must-Know News [view article]
    Eli fan club???!!! I've got news for you....SA isn't aimed at groupies fawning over any particular writer. We're just looking for solid, well-rsearched info. Why don't you spill your love affair over to someone else...Jessica Simpson sounds about like your speed....

    Wayne     Reply
  • commenter
    wallyjm
    Aug 26 11:59 AM
    Wall Street Breakfast: Must-Know News [view article]
    beauty rules! Reply
  • commenter
    RightinSanFr
    ancisco
    Aug 26 11:39 AM
    My Website
    Wall Street Breakfast: Must-Know News [view article]
    No offense intended to Ms Granby, but this is the Eli fan club. For many of us, he is the best reporter of financial information that we have found in years of reading.
    On the housing front, the "months' supply" declined in July, and Freddie Mac is able to borrow money. Plus, the number and magnitude of bank failures is modest by the standard of past recessions. We may not have reached the bottom yet in terms of home prices or credit availability (spreads are still very high), but it would seem that the risk of another big step down is fast receding. Plus, the dollar is up; oil seems to have found its range.
    Reply
  • commenter
    wsigler
    Aug 26 11:33 AM
    Wall Street Breakfast: Must-Know News [view article]
    Quit your crying, babies...Rachael writes just as well and is much more attractive!

    Wayne     Reply
  • commenter
    petyaczar
    Aug 26 09:23 AM
    My Website
    Wall Street Breakfast: Must-Know News [view article]
    What happener to Eli?
    When will he be back?     Reply
  • commenter
    Michael
    Filloon
    (legmaker)
    Aug 26 09:19 AM
    My Website
    Potash Corp. Earnings Shouldn't Peak Until at Least 2011 [view article]
    Maluman, do some research with respect to RTP and BHP, they are mining potash and are looking to buy in. Although their positions are small with respect to this commodity, they none the less are trying to start producing. Reply
  • commenter
    User 26737
    Aug 26 09:08 AM
    Wall Street Breakfast: Must-Know News [view article]
    why is eli only contributing?? Reply
  • commenter
    CC Sherrill
    in NC null
    Aug 25 11:56 PM
    Mining Giants: The Plot Thickens [view article]
    Without "BIG OIL", we'd all be dead by the year 2010.
    Ready to go?
    CC Sherrill 8-25-08 11:57 PM
    ccsherrill@charter.net     Reply
  • commenter
    Think-About-
    It
    Aug 25 09:52 PM
    Potash Corp. Earnings Shouldn't Peak Until at Least 2011 [view article]
    Michael,

    You could have saved a lot of time and got your message through more effectively if you just put all that data in a table or graph.

    I hope your multi-year forecast is more or less correct as I own a little POT. 4% increase in demand is below recent history but don't forget that the past demand growth rates were when the price of Potash was much lower. At today's prices of about $1,000 per tonne I think the future growth rate in demand will be less than your forecast but I still own POT because of the limited supply as compared to other commodities.

    BTW, do you have any charts you can share with us?     Reply
  • commenter
    John Galt
    Aug 25 08:17 PM
    Potash Corp. Earnings Shouldn't Peak Until at Least 2011 [view article]
    Yep the world has to eat. Prices dont rise forever, but just renewing existing low price contracts can drive POT earnings up substantially over the next few years. Yet be aware that US farmers are already switching to less fert-intensive crops as crop price swings make farming a precarious business again. Just like with oil, demand does NOT have to expand linearly or perpetually. Reply
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