STOCKCHASE

(A Top Pick Nov 19/10. Down 17.27%.) Very well positioned for when global growth returns and commodity prices return.

2011-11-22

BUY

78.040

Bruce Campbell

Likes the balance sheet. Have been buying back stock and raised dividend. They have lots of cash. Likes that they are closer to China. It is very large and so it has to be pretty nimble at making acquisitions. Expects above average growth.

2011-10-26

PAST TOP PICK

84.080

(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.

2011-08-30

BUY

80.040

Hap (Robert) Sneddon FCSI

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.

2011-08-11

BUY on WEAKNESS

95.060

Barry Schwartz

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).)

2011-07-06

BUY

95.060

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.

2011-07-06

BUY on WEAKNESS

92.630

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.

2011-05-13

TOP PICK

95.880

David Driscoll

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.

2011-03-31

TOP PICK

93.300

Bruce Campbell

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.

2011-02-16

TOP PICK

86.490

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.

2010-11-19

Comment

67.130

Christine Poole

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.

2010-08-23

BUY

73.940

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.

2010-08-10

Comment

62.710

Greg A. Taylor, CFA, BBA

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.

2010-07-05

TOP PICK

67.980

David Driscoll

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.

2010-06-24

PAST TOP PICK

64.750

(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.

2010-05-06

HOLD

81.360

Stan Wong

World's largest mining company out of Australia. Fantastic looking chart. Leveraged to the global economy. You could also consider Vale (VALE-N), the 2nd largest mining company globally. (See Top Picks.)

2010-04-08

BUY

71.160

Greg A. Taylor, CFA, BBA

Good long-term holding across all cycles. Leader in materials and energy. With Athabascan Potash acquisition focused on being the leader in fertilizers. Potash mines take an incredible amount of time. Copper, metals and oil have sold off a great deal so this is not a bad time for this.

2010-02-09

HOLD

53.300

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.

2009-07-14

BUY

55.450

Jim Huang

Very diversified and biggest mining company globally. Main exposure is energy, copper, uranium and iron ore. Very well managed. If your horizon is 24 months or longer this is worth owning.

2009-06-18

TOP PICK

53.340

Australian mining company. Largest base metal mining globally. Incredibly strong balance sheet. Expanding existing resources so they have a good sense of what their resource base is. Nice dividend of 4.7%. An excellent way to play the global recovery.

2009-05-20

BUY

46.560

Hap (Robert) Sneddon FCSI

Building a position. Shares are attractive at these levels.

2009-04-23

DON'T BUY

44.380

Moving between 50 and 200 day moving averages. Need to see it break out. It’s a rising wedge but they usually resolve themselves with a downtrend.

2009-04-20

BUY on WEAKNESS

46.780

Matthew McCall

World's largest miner. If the global economy ever comes back again, this company will be in front of it. A great buy doubles back a couple of dollars.

2009-04-09

Comment

39.970

Laura Wallace

Looks very strong here. Didn't lever up in the last cycle. Looking at this one.

2008-12-11

BUY

54.600

Gavin Graham

Biggest natural resources company in the world. Feels demand for commodities from the emerging middle classes will continue to be quite strong.

2008-09-17

BUY

79.220

Alan Kral , CFA, CIC

Likes consolidation in the resource sector. Will be able to capitalize on the growth, especially in the emerging markets. Sees global growth and growing demand for commodities.

2008-06-12

BUY

79.800

Alan Kral , CFA, CIC

There is a lot of growth going on in the 3rd world so there is an opportunity for pricing strength with their commodities. The one hitch in the road for them is that they are involved in attempted takeover of Rio Tinto (RTP-N). This could cause some distractions.

2008-04-15

BUY

66.160

Norman Levine

Very good Australian mining company operating globally. Well diversified. If you want to be in the mining area, this is an excellent name.

2008-03-10

TOP PICK

73.120

John O'Connell, CFA

Down quite a bit from its highs. This is the big commodity play with all the hard commodities, oil, smelting, et cetera. Trades at about 8X earnings. Have increased the dividend 12 quarters in a row. Buying back stock.

2008-03-03

BUY

59.250

Very good company. Owns a large uranium deposit in Australia, but is not as rich as Saskatchewan. Is a large conglomerate, so they are not tied down to one particular metal. Cheap stock in his view.

2007-06-28

BUY

45.490

Kyle McKay

Believes we are in early stages of a long-term secular bull market within metals and mining.

2007-03-19

BUY

41.420

Bill Carrigan

You have lows around $35 and it is breaking out now. The sector is on the move. This is probably the final move of the sector for now. Enjoy it because he doesn't know how far it will go. The MACD is turning up.

2007-02-01

DON'T BUY

40.990

Norman Levine

Copper is their major component but they do have uranium. This is such a large company, that uranium is only a small part. Copper is not his favourite commodity.

2007-01-31

DON'T BUY

40.110

Brendan Kyne

One of the largest mining conglomerates in the world. The stock is synonymous with the metal market. You really have to have a view on metal prices. He feels metals will stabilize but will not have much upside.

2007-01-29

SELL

39.660

John Zechner

Given the exposure they have to base metals and commodity prices, he would be inclined to take some money off the table.

2007-01-22

BUY

40.270

Have the whole spectrum of resources, petroleum both upstream and downstream, iron ore, copper, gold, diamonds, etc. Strong foothold in China. Acquired the Olympic Dam uranium operation in Australia.

2006-12-13

BUY

39.780

Very well run large mining conglomerate. One of the few companies that think of cost of capital in the mining industry. Broadly diversified. Very cheap on a multiple basis. Nice dividend.

2006-12-12

BUY

41.430

Likes the story. A good entry point. The metal cycle will continue to do well into 2007. A well diversified company. Very cheap. Good management.

2006-11-30

BUY

40.200

David Baskin

One of the biggest mining companies in the world. A giant in pretty much all of the metals.

2006-11-21

DON'T BUY

40.210

Austrian/British oil, mining and gas conglomerate. A fantastically run resource company. He has always preferred materials for which the price is always set by supply and demand versus speculation of the futures market. Very economically sensitive.

2006-11-17

BUY

36.570

A well-run conglomerate. A much safer play in the mineral sector. Not expensive.

2006-10-04

DON'T BUY

43.460

Incredibly well run company. Very diversified. Would prefer owning Canadian mid-cap companies in this sector.

2006-08-22

BUY

42.340

Ian Nakamoto

One of the giants in the mining industry. Have uranium holdings in Australia, which he likes.

2006-08-03

BUY

42.480

David Baskin

One of the giants of the mining industry. Has benefited from the huge run-up in base metal prices. If you believe in the growth story in Asia, this is an excellent way to play that.

2006-07-27

WEAK BUY

42.630

Norman Levine

Acquired an Australian uranium company. This should help their bottom line. This is a very diversified company into all kinds of other metals and we have seen the best in the metal markets. Don't be overweight on this one.

2006-07-25

BUY

40.220

The resources sector is going to do well. This one is a good company and not expensive at around 16 X earnings. There will be some volatility in resources.

2006-03-30

BUY

36.320

Gavin Graham

Has good assets in Australia which is closer to the Chinese/India markets than North American companies. Good management.

2006-03-20

HOLD

36.860

Brad Willock

The largest miner in the world. Diversified in just about all metals. Also producing some oil in the Gulf of Mexico. Mining companies are being incredibly disciplined with their allocation of capital. Likes this for the long-term.

2006-02-09

BUY

38.800

If you want to own energy and materials, you can buy a bunch of companies or you can just buy this one.

2006-01-26

BUY

31.590

Would be a bull on this stock. Well run. Have a really good network in China. Have a lot of relationships on the iron ore side in China. They are expanding capacity, but not overly aggressively.

2005-08-16

DON'T BUY

29.200

Don Reed

Well managed. A company that is very nicely diversified in metals. Have been benefiting recently from the increases in the price of metals. Starting to get a little bit rich here.

2005-07-25

BUY

27.820

Owns a Brazilian company which is cheaper, but there's nothing wrong with this company. The outlook for these companies are very strong. Has copper, nickel, zinc, etc.

2005-06-28

BUY

26.050

Gavin Graham

Diversified mining. Has taken over Integris Metals.

2005-06-08

PAST TOP PICK

25.650

Andrew McCreath

(A Top Pick Jan 17/05. Up 6%.) Sold the stock a few months ago. Continue to like the longer term fundamentals, but thought things got out of hand in the short term.

2005-05-04

BUY on WEAKNESS

25.520

Has gold, oil, diamonds, iron ore, coal, etc. If you're bullish on commodities, it's a great name to own. Sold his holdings after noting that the charts on resources looked very similar to charts on the internets 5 years ago. Would consider buying on a pullback.

2005-04-27

TOP PICK

23.900

Andrew McCreath

An Australian company. One of the world's largest producers of natural resources. Its key commodities are iron ore, metalurgical coal and oil. Trades at about 8/9 X earnings. Nice dividend yield. Throws off gobs of free cash. A very good vehicle to play the Chinese secular boom.

2005-01-17

BUY

20.520