Seeking Alpha

yank » Comments » CLF

  • Mining Companies - Perfect for an Inflationary Environment [View article]
    I hold both Vale and BHP in my portfolio. In my opinion both will be significantly higher in 5 years. BHP has a slight advantage in that it has closer proximity (shipping costs) to Asian markets than Vale.


    On Feb 11 01:01 PM yellowhoard wrote:

    > If you were able to buy only one mining company and have to hold
    > it for five years, which would you choose?
    Feb 12 12:30 pm |Rating: 0 0 |Link to Comment
  • Back to the Future - Commodities Rule Again [View article]
    Mark:
    Enjoyed reading your article. Horde trading and "Quants" have as you said taken over the commodity investing world once again. As a commodity trader since 2002 I share your sense of unease about this "casino". I liked it a lot better when no one ever heard of Rio Tinto or BHP. What is happening is like the boat where everybody is running to one side of the boat. You know that it will eventually capsize. This is indeed a scary time for investors. When you can't or (don't need) to fundamentaly evaluate stocks for purchase that is a very dangerous thing.

    Yank
    Jan 07 12:43 pm |Rating: 0 0 |Link to Comment
More on CLF by yank
Comments by Ticker
AA, AAPL, AAV, ABB, ABX, ACE, ADS, AEM, AGG, AGU, AHC, AIG, ALTH, ALU, AMAT, AMSC, ANW, APA, APC, APD, APL, ATW, AU, AUY, AXP, BA, BAC, BGC, BHI, BHP, BIREF.PK, BJS, BK, BMO, BMY, BND, BNPQY.PK, BNS, BP, BPO, BRE, BRK.A, BTE, BTU, BWX, C, CADX, CAF, CAT, CF,
yank's
Comments Stats
226 comments
Rating: 178 (306 - 128 )