BHP Billiton Ltd.

BHP-N

Analysis and Opinions about BHP-N

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
June 19, 2017

It is exposed to Met Coal. There is a shortage so it seems attractive, but iron ore has a lot of supply coming on line. At some point it will be a compelling buy, but we are not there yet.

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It is exposed to Met Coal. There is a shortage so it seems attractive, but iron ore has a lot of supply coming on line. At some point it will be a compelling buy, but we are not there yet.

COMMENT
COMMENT
January 27, 2017

He looks at this as a mutual fund of large cap commodities. You could draw many analogies of the iron ore segment relative to the oversupply in the oil market. As it starts to normalize, you will see some upside. The ultimate upside for this company is that we are going to see highly reserved production trying to come back on line. Longer-term, if you are going to take a view and are prepared to have the cyclicality, this is something you might want to put in your portfolio and just put it away. Balance sheet is not bad. He likes it. As a 4-5 year hold, it is a Buy here.

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BHP Billiton Ltd. (BHP-N)
January 27, 2017

He looks at this as a mutual fund of large cap commodities. You could draw many analogies of the iron ore segment relative to the oversupply in the oil market. As it starts to normalize, you will see some upside. The ultimate upside for this company is that we are going to see highly reserved production trying to come back on line. Longer-term, if you are going to take a view and are prepared to have the cyclicality, this is something you might want to put in your portfolio and just put it away. Balance sheet is not bad. He likes it. As a 4-5 year hold, it is a Buy here.

COMMENT
COMMENT
October 19, 2016

Teck Resources (TCK.B-T) or BHP Billiton (BHP-N)? Both are a little overvalued and most analysts would rate them as a Hold. This is a global diversified mining company, where Teck is much more of a strong regional player in Canada. If you believe there is going to be a global upswing in mining and commodity prices, you would probably want Teck.

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BHP Billiton Ltd. (BHP-N)
October 19, 2016

Teck Resources (TCK.B-T) or BHP Billiton (BHP-N)? Both are a little overvalued and most analysts would rate them as a Hold. This is a global diversified mining company, where Teck is much more of a strong regional player in Canada. If you believe there is going to be a global upswing in mining and commodity prices, you would probably want Teck.

DON'T BUY
DON'T BUY
October 18, 2016

It is US listed. The commodity complex has been a tough one. It is driven by tepid world growth and inflation which we have not seen. There has been a bit of a rebound play over the last few months. Bottom fishers picked these things up for a trade. BHP-N does reasonably well, without a debt burden, but for now he would pass.

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BHP Billiton Ltd. (BHP-N)
October 18, 2016

It is US listed. The commodity complex has been a tough one. It is driven by tepid world growth and inflation which we have not seen. There has been a bit of a rebound play over the last few months. Bottom fishers picked these things up for a trade. BHP-N does reasonably well, without a debt burden, but for now he would pass.

COMMENT
COMMENT
July 14, 2016

This was recently upgraded by Morgan Stanley as an outperform. A really well run company. It got bid up a lot in Europe until a couple of weeks before BREXIT. A lot of the mining companies were flying very high with a sentiment that Europe was a value play. Overall it is a fine company, and thinks it goes higher. Expects 10% upside in the next 6 months or so. With its oil exposure, diversified exposure and its global following, those are all positive.

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This was recently upgraded by Morgan Stanley as an outperform. A really well run company. It got bid up a lot in Europe until a couple of weeks before BREXIT. A lot of the mining companies were flying very high with a sentiment that Europe was a value play. Overall it is a fine company, and thinks it goes higher. Expects 10% upside in the next 6 months or so. With its oil exposure, diversified exposure and its global following, those are all positive.

COMMENT
COMMENT
June 16, 2016

A very large mining company. It bounced off the low and there was a huge run on these commodity products. Not sure that you want to buy it at these levels. If you feel strongly about commodities, he would wait for a pullback. Feels very uncomfortable owning iron ore, when looking at the dynamics of China.

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A very large mining company. It bounced off the low and there was a huge run on these commodity products. Not sure that you want to buy it at these levels. If you feel strongly about commodities, he would wait for a pullback. Feels very uncomfortable owning iron ore, when looking at the dynamics of China.

PAST TOP PICK
PAST TOP PICK
March 11, 2016

(A Top Pick March 4/15. Down 40.42%.) Got stopped out. This is so big, that it is hard to analyse.

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(A Top Pick March 4/15. Down 40.42%.) Got stopped out. This is so big, that it is hard to analyse.

HOLD
HOLD
February 18, 2016

For a 2-3 year hold? Was one of the best mega mining companies globally, however made some missteps, particularly going into oil. Global miners have been under tremendous pressure for some time. Doesn’t think that is going to change. With a dividend of 10% plus, you are almost assured of a dividend cut. However, if you are willing to live with half of that, which is reasonable, you will be okay. In the short run it will go lower rather than higher.

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BHP Billiton Ltd. (BHP-N)
February 18, 2016

For a 2-3 year hold? Was one of the best mega mining companies globally, however made some missteps, particularly going into oil. Global miners have been under tremendous pressure for some time. Doesn’t think that is going to change. With a dividend of 10% plus, you are almost assured of a dividend cut. However, if you are willing to live with half of that, which is reasonable, you will be okay. In the short run it will go lower rather than higher.

COMMENT
COMMENT
January 22, 2016

One of the super majors in mining. They have a number of different commodities such as iron ore, coal and gold in certain cases. Over time they may have to cut their dividends. If you have a longer-term horizon, he thinks you will do very well with it.

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BHP Billiton Ltd. (BHP-N)
January 22, 2016

One of the super majors in mining. They have a number of different commodities such as iron ore, coal and gold in certain cases. Over time they may have to cut their dividends. If you have a longer-term horizon, he thinks you will do very well with it.

DON'T BUY
DON'T BUY
December 16, 2015

53 million tons closed year-to-date and will be over 60 by the end of the year. 80 million closed in China expected next year. None of that can be good for steel and that can’t be good for this company. They will survive, but this is not something he would invest in right now.

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BHP Billiton Ltd. (BHP-N)
December 16, 2015

53 million tons closed year-to-date and will be over 60 by the end of the year. 80 million closed in China expected next year. None of that can be good for steel and that can’t be good for this company. They will survive, but this is not something he would invest in right now.

WAIT
WAIT
November 27, 2015

Besides other problems, this has the additional problem of just being sued today for $5 billion by the Brazilian government over the dam that broke. Wait until commodity prices start going up.

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BHP Billiton Ltd. (BHP-N)
November 27, 2015

Besides other problems, this has the additional problem of just being sued today for $5 billion by the Brazilian government over the dam that broke. Wait until commodity prices start going up.

PAST TOP PICK
PAST TOP PICK
October 1, 2015

(Top Pick Sep 5/14, Down 47.57%) He sold a while back. It has big exposure to oil and iron ore, so his clients don’t own it any more.

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(Top Pick Sep 5/14, Down 47.57%) He sold a while back. It has big exposure to oil and iron ore, so his clients don’t own it any more.

DON'T BUY
DON'T BUY
June 25, 2015

One of the world’s largest commodity related companies. The commodity markets are suffering from excess capacity. He does not know what is going to be able to move the needle. When China is growing above 10% the growth in metals is much higher than 10%, but when it slows then metals are less than 1% growth. He would be cautious in this sector today.

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One of the world’s largest commodity related companies. The commodity markets are suffering from excess capacity. He does not know what is going to be able to move the needle. When China is growing above 10% the growth in metals is much higher than 10%, but when it slows then metals are less than 1% growth. He would be cautious in this sector today.

HOLD
HOLD
June 10, 2015

This and Rio Tinto (RIO-N) are on his radar screen, in part potentially for some of his dividend oriented funds. Draws a lot of its revenue and EBITDA from iron ore. Many question the philosophy of the company, i.e. building more capacity in an oversupplied market, in an attempt to bring on more low cost supply, and driving out higher cost producers. This has been a huge overhang on iron ore. They are the dominant producers. Thinks the dividend is pretty safe and they can finance it for the next couple of years at current spot prices.

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This and Rio Tinto (RIO-N) are on his radar screen, in part potentially for some of his dividend oriented funds. Draws a lot of its revenue and EBITDA from iron ore. Many question the philosophy of the company, i.e. building more capacity in an oversupplied market, in an attempt to bring on more low cost supply, and driving out higher cost producers. This has been a huge overhang on iron ore. They are the dominant producers. Thinks the dividend is pretty safe and they can finance it for the next couple of years at current spot prices.

COMMENT
COMMENT
April 16, 2015

Has a great dividend. One of the lowest cost producers in iron ore. Their cost of production is about $20, so they can bear some of the costs. This is also a large oil company. If you can see a recovery in China and iron ore gets up to a better level, this stock will benefit a great deal. You are getting a great dividend, 5.3%, to be at these levels.

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Has a great dividend. One of the lowest cost producers in iron ore. Their cost of production is about $20, so they can bear some of the costs. This is also a large oil company. If you can see a recovery in China and iron ore gets up to a better level, this stock will benefit a great deal. You are getting a great dividend, 5.3%, to be at these levels.

Showing 1 to 15 of 113 entries

BHP Billiton Ltd.(BHP-N) Rating

Ranking : 1 out of 5

Bullish - Buy Signals / Votes : 0

Neutral - Hold Signals / Votes : 0

Bearish - Sell Signals / Votes : 0

Total Signals / Votes : 0

Stockchase rating for BHP Billiton Ltd. is calculated according to the stock experts' signals. A high score means experts mostly recommend to buy the stock while a low score means experts mostly recommend to sell the stock.

BHP Billiton Ltd.(BHP-N) Frequently Asked Questions

What is BHP Billiton Ltd. stock symbol?

BHP Billiton Ltd. is a American stock, trading under the symbol BHP-N on the New York Stock Exchange (BHP). It is usually referred to as NYSE:BHP or BHP-N

Is BHP Billiton Ltd. a buy or a sell?

In the last year, there was no coverage of BHP Billiton Ltd. published on Stockchase.

Is BHP Billiton Ltd. a good investment or a top pick?

BHP Billiton Ltd. was recommended as a Top Pick by Veeral Khatri on 2017-06-19. Read the latest stock experts ratings for BHP Billiton Ltd..

Why is BHP Billiton Ltd. stock dropping?

Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.

Is BHP Billiton Ltd. worth watching?

0 stock analyst on Stockchase covered BHP Billiton Ltd. In the last year. It is a trending stock that is worth watching.

What is BHP Billiton Ltd. stock price?

On 2020-06-05, BHP Billiton Ltd. (BHP-N) stock closed at a price of $51.45.