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
BUY
Generates billions of free cash flow was a great organic growth opportunity in green field operations. A dodgy M&A track record but the core metals it is involved in all have positive supply/demand dynamics.
Charles LannonOwned
other mines
BUY ON WEAKNESS
Commodities, especially some of the large cap ones, are good quality to hold for the long-term. Believes in the China story and they are short in iron ore, coal and copper and will be for decades. This is one of the best ways to play it. (His favourites are Teck (TCK.B-T) and Inmet (IMN-T).)
other mines
BUY
Chart looks good. He would say buy but with the caveat that there might be a more defensive theme which would give it a slower growth. Consensus in the large investment houses is that the soft patch is going to end in the fall and we will reaccelerate to the end of the year. In this case, this is a fantastic place to be.
other mines
BUY ON WEAKNESS
Large conglomerate with many different aspects. Iron ore is a big part. With this one you are playing a global scale mining business as opposed to playing one pure commodity. Very well run. Hard for them to grow substantially but will benefit from a reasonable commodity boom that he expects. Try to buy on a pullback.
Paul Harris, CFAOwned
other mines
TOP PICK
Very little outstanding debt. Can continue to make its acquisitions and raise its dividends. One stop-shop for all you mining needs. Could possibly be pumping out a lot of potash out of Saskatchewan in 5 years.
David DriscollOwned
other mines
TOP PICK
World’s largest miner by market cap. Nickel, copper, iron ore, uranium and some potash. Chicken way to get a back door into Asia and China. $24 billion in cash so either they make an acquisition or they‘ll give some of it back. Just reported a 6 months record in earnings and announced they will give back $10 billion to shareholders this year. 2% yield and trades at 10X earnings.
Bruce Campbell (1)Owned
other mines
TOP PICK
Strong management. Missed on a bid to acquire Potash (POT-T) but still have all kinds of opportunities to grow. Have a Buy-Back program. An unparalleled suite of assets in commodities. Expect they will increase their dividend at some point. Have a lot of cash.
Karl BergerOwned
other mines
COMMENT
When news came out on new tax, stock corrected. If tax comes into fruition, they have to shift their capital plans. They shifted their focus to potash and this is another leg into their whole portfolio. She respects the portfolio. She would not buy POT instead to get the exposure. It’s late in the game to step into potash.
other mines
BUY
Probably the best run mining company globally. Largest by market capitalization with a large diversity in mining products. Proposed Australian mining tax is not a slam-dunk and expects the industry will be successful in putting pressure on. Even if it were to go through, any price increases could be passed on.
Charles LannonOwned
other mines
COMMENT
Good play on global recovery with its iron ore, base metals, oil, etc. Has been under a lot of pressure lately with slowdown in China, global economy and Australian mining tax. Australia is talking about lowering the tax from 40% to 30% next year and the opposition parties are against it. Thinks this tax is priced into the stock. 2.68% dividend.
other mines
TOP PICK
The one resource stock that can cover everything such as iron ore, zinc, copper, lead, gold, diamonds etc. Good long-term hold. Have a lot of cash and can be aggressive if the economy turns sour. Dividend of 3.5%. Only Buy half position at this time.
David DriscollOwned
other mines
PAST TOP PICK
(A Top Pick May 20/09. Up 30.14%.) Not thrilled with the new Australian mining tax but not overly concerned as they are a global player.
Karl BergerOwned
other mines
BUY
HOLD
One of his favourites. Australian mining company. Excellent balance sheet and cash position. In a good position to be an acquirer. Not as much exposure to commodity prices as most of their exploration projects are the development of existing brown field exploration sites as opposed to new exploration. Commodity story will take 4 to 5 years to play out. If you don't own, consider picking it up in stages.
Karl BergerOwned
other mines
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