NYSE:BHP
BHP Billiton (BHP)
87.15
-0.20 (0.23%)
as of Sep 11, 2026, 8:00:00 pm Market Open.
128 watching
Financials 
Technical Analysis 0
TOP PICK
DON'T BUY
The problem that is being faced by any of these metal companies is that they have performed well over a number of years but over the last 18 months there have been lower lows and lower highs generally along with decelerating earnings and revenue lines. There are deteriorating fundamentals in Asia.
other mines
DON'T BUY
Largely a mining company. You want to own a mining company when the price of their underlying commodities is going up or staying at a high level. This is not the case and this is why this company is scaling back on a lot of their capital expenditures. Went on to commodity prices start to reverse and go up.
other mines
BUY
If you are investing in commodities, this is the first stock you should own. Best resource base, best run mining company at operational level. Outlook in commodities because of China is all over the place. They have good exposure to iron ore, copper, thermal coal, met coal. Transportation costs from Australia are minimal. Was mulling over making it a top pick tonight. Rock solid balance sheet and good dividend they expect to increase.
Charles LannonOwned
other mines
HOLD
Probably best of breed of large-cap companies. Good balance sheet, great dividend and good growth profile. In the next little while they're going to have to spend a ton of money upgrading facilities and ports. There is slowing Chinese demand. On the positive side they are getting into the energy business, which is currently about 30% of earnings. You might want to wait for an Australian dollar pullback and perhaps slightly lower commodity prices. If you get it a good entry point it could be a good long-term hold. 3% dividend.
other mines
PAST TOP PICK
(A Top Pick March 31/11. Down 25.41%.). Very high dividend yield in the 5%-6% range. Very clean balance sheet.
David DriscollOwned
other mines
PAST TOP PICK
(A Top Pick Feb 16/11. Down 19.13%.) Had some stumbles, but nothing really specific. Still likes. Trades at 10-11 times earnings.
Bruce Campbell (1)Owned
other mines
PAST TOP PICK
(A Top Pick Feb 16/11. Down 10.49%.) Pays a dividend and has a great balance sheet. Nice mix of assets and is tied to the global growth story. A cheap defensive way to have China exposure.
Bruce Campbell (1)Owned
other mines
PAST TOP PICK
(A Top Pick Nov 19/10. Down 17.27%.) Very well positioned for when global growth returns and commodity prices return.
Karl BergerOwned
other mines
PAST TOP PICK
(Top Pick Nov 10/10, Down 5.94%) Performed exceedingly well until 6 weeks ago. Doing brilliantly. August was not particularly kind to them. Fantastic way to get commodity exposure going forward. Increased dividend recently and will not be a problem.
Karl BergerOwned
other mines
'%20fill='%23ffffff'%3e%3cg%20id='Pager'%20transform='translate(423.000000,%201755.000000)'%3e%3cpath%20d='M243.295367,17.286474%20C243.68919,16.9045087%20244.327703,16.9045087%20244.721525,17.286474%20L249,21.4361302%20L253.278475,17.286474%20C253.672297,16.9045087%20254.31081,16.9045087%20254.704633,17.286474%20C255.098456,17.6684393%20255.098456,18.2877274%20254.704633,18.6696927%20L249.35654,23.856763%20C249.159628,24.0477457%20248.840372,24.0477457%20248.64346,23.856763%20L243.295367,18.6696927%20C242.901544,18.2877274%20242.901544,17.6684393%20243.295367,17.286474%20Z'%20id='Path'%20transform='translate(249.000000,%2020.500000)%20scale(-1,%201)%20rotate(-90.000000)%20translate(-249.000000,%20-20.500000)%20'%3e%3c/path%3e%3c/g%3e%3c/g%3e%3c/g%3e%3c/svg%3e)
'%20fill='%23ffffff'%3e%3cg%20id='Pager'%20transform='translate(423.000000,%201755.000000)'%3e%3cpath%20d='M243.295367,17.286474%20C243.68919,16.9045087%20244.327703,16.9045087%20244.721525,17.286474%20L249,21.4361302%20L253.278475,17.286474%20C253.672297,16.9045087%20254.31081,16.9045087%20254.704633,17.286474%20C255.098456,17.6684393%20255.098456,18.2877274%20254.704633,18.6696927%20L249.35654,23.856763%20C249.159628,24.0477457%20248.840372,24.0477457%20248.64346,23.856763%20L243.295367,18.6696927%20C242.901544,18.2877274%20242.901544,17.6684393%20243.295367,17.286474%20Z'%20id='Path'%20transform='translate(249.000000,%2020.500000)%20rotate(-90.000000)%20translate(-249.000000,%20-20.500000)%20'%3e%3c/path%3e%3c/g%3e%3c/g%3e%3c/g%3e%3c/svg%3e)
Good yield, good balance sheet and best of breed operator. Thinks there will be benefit from stimulus in China now that elections are over. Have energy assets. Long-term he likes it.