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| BUY | 12.480 | Don Reed | They have Iron Ore and Nickel, which go into stainless steel. Very good situation. No concerns on demand in the case of China where they are still building up their infrastructure. Look out for major slow down in China. | 2008-10-07 | |
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| BUY | 20.890 | Drummond Brodeur | Probably starting to get pretty cheap valuations. He is cautious on resource prices in the short term but it is reaching a point where supply is going to be shut down. This is positive for longer-term fundamentals. If growth starts coming out of China as well as India and the emerging market, there will be substantial demand for commodities. Good for a long-term hold. | 2008-09-26 | |
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| BUY | 24.990 | Patricia Perez-Coutts | One of her top 10 holdings. Commodity cycle will have to play itself out. However, outlook is still very strong because their main customers, the Chinese, have not dramatically reduced the consumption of steel. On a long-term view, you will be rewarded handsomely. | 2008-09-03 | |
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| Comment | 27.650 | Drummond Brodeur | A lot of resource companies have been getting sold off and is basically just a trade off from the out performers to the under performers. A short-term trend and we should continue to see the longer-term out performance by the materials and energy companies. | 2008-07-24 | |
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| HOLD | 29.900 | Norman Levine | Great company in the right product, iron ore, at the right time. Unfortunately, company recently announced a dilutive equity issue. Has been oversold. | 2008-07-21 | |
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| BUY | 35.670 | Norman Levine | Largest iron ore producer in the world. Iron core prices are through the roof and continuing to stay strong. The price increases they have got on their commodity is so high it's that operating costs do not matter. | 2008-06-24 | |
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| PAST TOP PICK | 36.180 | Patricia Perez-Coutts | (A Top Pick June 5/07. Up 59%.) Timing of the iron ore market is the leading catalyst for this one. The consumption trend for iron ore in emerging markets is very strong. Still a BUY. | 2008-06-17 | |
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| BUY | 34.570 | Norman Levine | World’s largest iron ore producer as well as the biggest nickel company. Iron ore prices and demand continues to be strong. Doesn’t see this changing for some time. Nickel prices have lagged and hopefully they will start to pick up. Growth company. Stock came off because of a new share issue. | 2008-06-13 | |
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| BUY | 41.440 | David Burrows | Brazilian Iron Ore Producer. Mega cap stock. Low cost producer. Good way to participate in increasing iron ore prices. Will continue to be an acquirer. | 2008-05-22 | |
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| TOP PICK | 40.580 | Norman Levine | Brazilian iron ore Company that also owns Inco. Global demand for steel continues to rise. There is a shortage of iron ore. Not expensive. | 2008-05-12 | |
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| TOP PICK | 34.290 | Norman Levine | They bought Inco. Their second biggest product is nickel, biggest is iron ore, which is doing well. Great products at the right time. Lots of cash to buy opportunistically down the road. Target increase of 20% | 2008-03-27 | |
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| BUY | 31.670 | Norman Levine | (Market Call Minute.) In the mining area, it is one of the best names to own. | 2008-03-10 | |
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| BUY | 35.000 | David Burrows | There are a lot of mergers and acquisitions taking place in this space. Extremely interesting the way this is trading relative to the fact that it is in the middle of a possible takeout. Earnings estimates on these companies have been steadily ramping higher. | 2008-03-03 | |
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| BUY | 34.900 | Norman Levine | A mining company based in Brazil that bought Inco. Its 2 main minerals are iron ore and nickel. Iron ore is a phenomenal place to be with the demand coming out of China and India for steel. Prices are only going up. Volatile because it is a metal stock and it is based in Brazil. | 2007-12-03 | |
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| TOP PICK | 35.700 | Norman Levine | Brazilian mining company that had bought Inco. 2 biggest products are iron ore and nickel. Iron ore is in huge demand and can see pricing going up by 30% in the next year. Nickel demand is also going through the roof. They are in the right places at the right time. | 2007-11-09 | |
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| HOLD | 35.500 | Michael Sprung | One of primary base metal producer in the world. Long term its an attractive holding | 2007-10-26 | |
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| HOLD | 35.450 | Norman Levine | If you are a long-term investor, this is a world-class, premiere mining company with great assets and a great future. It is due for a correction, so wait before buying. | 2007-10-02 | |
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| TOP PICK | 46.300 | Patricia Perez-Coutts | Has good iron ore assets, strong growth ahead of itself. | 2007-06-05 | |
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| TOP PICK | 33.930 | Norman Levine | (A Top Pick Jan 25/06. Up 42.6%.) Majority of its sales came from iron ore and copper last year, but with their purchase of Inco (N-T) it is now iron ore and nickel. Nickel and iron ore have very good outlooks. Just announced dramatic increases in capital spending and will increase capacity. | 2007-01-31 | |
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| PAST TOP PICK | 29.060 | Norman Levine | (A Top Pick Jan 25/06. Up 22.2%.) Well run company. The best player to own in the iron ore business. Would still buy. | 2006-12-20 | |
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| BUY | 26.770 | Ian Nakamoto | Acquired Inco at the right time and inexpensively. If commodity prices stay at these levels, and debt they took on will be paid off pretty quickly. | 2006-11-07 | |
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| TOP PICK | 47.580 | Norman Levine | A Brazilian mining company. As the largest and richest reserves of iron ore in the world. He is expecting iron ore to be up about 20% this year. As also got major positions in alumina and have recently gone into copper. The valuation is lower than most major mining companies. Excellent management. Has a nice yield. Thinks there is still a lot of upside. | 2006-01-25 | |
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| BUY | 35.280 | Norman Levine | One of the major iron ore producers in the world. Also has big holdings in aluminum and steel. Prospects continue to do well. | 2005-08-15 | |
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| PAST TOP PICK | 27.030 | Norman Levine | (A Top Pick Feb 23/05. Down 23%.) Iron ore and commodity stocks have come off recently. Starting to stabilize and once it starts heading back up, would buy. | 2005-05-17 | |
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| BUY | 28.170 | Mark Grammer | Had a spike in Feb/05. Was selling into the spike. Just bought some last week at around $27. 3% dividend. | 2005-04-27 | |
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| BUY | 33.680 | Ray Steele | Just renewed their contracts and prices are up a lot. Believes this is a secular trend that will be up for a few years. Demand for iron ore will be strong and this company is the biggest supplier. | 2005-03-17 | |
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| TOP PICK | 34.900 | Norman Levine | Just announced a 71.5% price increase. Feels there's more upside. He's taken some partial profits due to its increase. | 2005-02-23 | |
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| TOP PICK | 29.350 | Norman Levine | Have the largest and highest quality iron ore in the world. Most of it gets sold to China and Europe. Also in steel and aluminum. Iron ore is in huge demand because of global increase in steel prduction. Stockholders have been getting share appreciation and good dividends. Rio is talking about a 90% increase on iron ore when the annualized price is set. | 2005-02-09 | |
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| VAGUE | 56.780 | Norman Levine | This is the largest iron producer in the world. The price of iron has been very strong. Steel demand in China has been very strong which helps the market. | 2004-08-27 | |
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| PAST TOP PICK | 52.750 | Norman Levine | (Past top pick June 18/04. Up 17%.) A major player in the Chinese market, supplying iron ore. Would still buy at this price. | 2004-07-19 | |
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| BUY | 46.770 | Norman Levine | A past top pick. Still likes. 80% of its earnings is from iron ore with the rest from aluminum. Price has dropped on rumors of them making and acquisition. Good time to buy. | 2004-06-29 | |
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| TOP PICK | 45.950 | Norman Levine | Has the largest and lowest cost reserves of iron ore. | 2004-06-18 | |
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| TOP PICK | 50.700 | Norman Levine | Have the largest and lowest cost iron ore reserves in the world. Also involved in copper and aluminum in Brazil. They sell to China. Sold out of iron ore pellets to 2006. | 2004-05-28 | |
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| PAST TOP PICK | 59.440 | Norman Levine | (Past top pick December 4, up 24%) Largest reserve producer of iron ore. Exporting to China. Buying more. | 2004-02-11 | |
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| BUY | 58.500 | Norman Levine | The lowest-cost producer of iron ore in the world and has the biggest supplier of reserves. Stock has done quite well. Still has higher to go. | 2004-01-21 | |
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| TOP PICK | 47.610 | Norman Levine | Lowest cost producer of iron ore in the world. Also has the richest and probably largest deposit. Demand for Iron ore is going through the roof. Trades at a low multiple of 6/7X earnings and has a 4% + yield. | 2003-12-04 | |
Experts that have talked about Companhia Vale Do Rio Doce
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