BHP Billiton (BHP)

Massive scale allows for very good asset acquisition. Attractive stock price right now. Very strong dividend. Commodity cycle presenting a good opportunity (trading at lows). Best time to buy is when nobody "likes" mining stocks. Sell this company once cycle turns around. 

Focused on large deposits. Best company in sector. Global brand. Predictable moves in market. Will benefit from China stimulus. If US dollar falls, commodities will rise (good for business). Excellent commodity mix. Would recommend buying on weakness/selling on strength. 

It has been oscillating up and down with big swings. The sector is interesting and is good to look at if rates go higher. A deflationary theme will cause it to reprice.

There is lots of trading going on around $50 to $60 and it is a lot less volatile. It is beginning to break out but wait to buy. Use the 50 day moving average.

With commodities, trim at the top, buy more at the bottom.

Likes the materials space, an early-cycle winner. Stock's been sideways, moving between $50-70. FCX screens better. Though the FCX chart appears similar, some of the metrics look better.

An Australian copper and coal miner that is very tied to China. Pays a 9.6% dividend.