Rio Tinto (RIO)

If you believe that the iron price doesn't fall further, then a pretty decent buy here. For those who believe in his natural resource thesis over 5 years, you have to own it. Need to pay attention to the global economy, but especially the Chinese economy. 

He's less concerned about 20% fluctuations in the stock price over time, and more concerned about long-term value and the sustainability of the dividend.

It's a play on the Chinese economy, which is not doing well.

Highly volatile in the past 3 years and has been sideways, long term. She sees 25% upside and the street ranks this a buy. Energy could do well, depending on the US election.

Is struggling given perceived weakness of China's economy. He's owned this a long time and won't sell it. RIO generates a lot of free cash, has a reasonable development pipeline, a great iron business and a good copper business. But traders may see near-term weakness given China's outlook.

Low-cost leader in the iron ore space, with copper assets and a nice distribution. 

It's trading as if iron ore were at $60, so the stock is overly discounted. Pays a huge 7.2% dividend, which pays you a lot alone. Upside is ahead.

Mainly iron ore, but also copper. Good assets in a lower cost jurisdiction. World-class. Variable dividend based on earnings. Tons of free cashflow. Looking to expand copper, a big growth driver for the next decade. Still cheap. Lots of years left for good returns in the sector.

A UK company, leveraged to the China reopening and shares are cheap.

It has pulled back recently so you could buy it here. He likes the dividend and its participation in commodity prices. We are in a commodity cycle.