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| BUY | 40.540 | Andrew Cook | Around the current price level would be a reasonable time to get in. He noticed that a lot of commodity stocks were underperforming the commodity but this one started to outperform copper in mid-October. | 2011-12-06 | |
| DON'T BUY | 34.380 | Stan Wong | Great management, long-term, large cap name. Copper prices have been falling. | 2011-11-24 | |
| TOP PICK | 40.110 | Rick Stuchberry | Copper/gold. Stock is down and this is the time to buy. Have a big strike that will have to be settled. Aopper prices have dropped a lot. China and Asia are going to be fine and copper is going to be okay. Their production costs for copper is less than $1 a pound. | 2011-11-03 | |
| DON'T BUY | 35.380 | Colin Stewart | Doesn’t love copper at this time. A little cautious with the cyclicality of it. A high beta stock that is going to trade up and down with the Chinese market. | 2011-10-18 | |
| SELL | 32.370 | Norman Levine | You want to own commodity stocks when the commodity is going up. This is a pure copper company and the price is going down. The reason to own it disappears. It’s dead money at best. | 2011-09-23 | |
| Comment | 45.820 | Charles Lannon | Gold is a good diversifier and plays a role in any good equity portfolio but be cautious and don't have too much exposure. He prizes geopolitical stability and certainty so prefers something like Barrick (ABX-T) instead of this company. | 2011-08-11 | |
| TOP PICK | 41.890 | Rick Stuchberry | Huge copper and gold producer and basically supply the Chinese market. Has had big pullback. Good trading stock. Had blowout earnings. | 2011-08-08 | |
| HOLD | 55.460 | John Zechner | Likes the copper market. This is his top holding in copper. Great growth company and the valuation is good. Undervalued. | 2011-07-25 | |
| TOP PICK | 55.050 | John Stephenson | Largest pure play copper name around. Almost like an ETF for copper. Diversified in terms of its assets and mines. It’s cheap compared to ABX. There is considerable upside for pure play copper names. | 2011-07-18 | |
| BUY | 48.860 | Stan Wong | Likes the copper space. Copper has come down in response to some of the fears of the softness, but longer-term this is a great name to own. Over summer, it will be a bit wobbly because cyclicals do not do well in the summer. | 2011-06-22 | |
| TOP PICK | 49.790 | John Stephenson | Largest copper producer on the planet. Copper production remains in deficit in the future. Tremendous upside. A very good way to play copper. | 2011-06-06 | |
| PAST TOP PICK | 49.380 | Terry Shaunessy | (A Top Pick Dec 2/10. Down 5.14%.) The marquee stock on copper. Still a hold. | 2011-06-01 | |
| Comment | 55.550 | David Driscoll | Prefers BHP Billiton (BHP-N), which has no debt and more integrated assets. (See Top Picks.) | 2011-03-31 | |
| SELL | 55.620 | Rick Stuchberry | Wonderful company but he is now almost out of it. Will make a lot of money in the next little while but he wonders if copper is going to roll over a little. If you own don’t be afraid to take profits. | 2011-02-07 | |
| BUY | 109.900 | David Taylor, MBA, CFA | Copper. Gone from $1 to roughly $4 a pound. If you think copper is going significantly higher, you want a company with highest costs and worst balance sheets where earnings will be most sensitive to higher prices. But if you believe copper will stay where it is (or fall), you want lowest costs and cleanest balance sheets such as this, which is dirt-cheap. | 2010-12-06 | |
| TOP PICK | 107.640 | Terry Shaunessy | “The” copper company globally. (Copper/gold.) Low cost producer. Wouldn’t be surprised if someone doesn’t take a run at them as an acquisition. | 2010-12-02 | |
| PAST TOP PICK | 70.490 | Derek Webb, CFA | (Top Pick Sep 3/09, Up 6% one month) Covered Calls. | 2010-05-04 | |
| DON'T BUY | 71.990 | Charles Lannon | (Market Call Minute) Too highly valued | 2010-01-26 | |
| TOP PICK | 75.960 | Stan Wong | Largest pure play mining company globally. Also have assets in gold and molybdenum. Outlook for copper is the best for near and long-term with the growth and demand from China. Forward PE is 11X, which is pretty cheap. | 2009-12-17 | |
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| TOP PICK | 64.480 | Derek Webb, CFA | Copper. A short-term great way to make income. He bought at $63.20 and sold September call options at $65 strike giving him $1.74 for 15 days, about a 3% yield. | 2009-09-03 | |
| TOP PICK | 43.740 | Dennis Gartman | (Top Pick was paired) Long on copper stocks and short on broad market. | 2009-04-16 | |
| BUY | 42.670 | Rick Stuchberry | On the chart, copper has turned and it looks like it wants to go to $2.20. Prefers bigger companies such as this. Thinks it is an easy walk to around $50. | 2009-04-03 | |
| BUY on WEAKNESS | 72.060 | Matthew McCall | Pretty much a copper play. Probably a little too early for this one. If it pulled back 5% or 10% from this level it would be a nice place to pick up some shares for a long-term investor. | 2008-09-08 | |
| TOP PICK | 118.070 | Brian Acker, CA | This has made it into his Top 10 of his US 50 fund it has to be in the top 100 of the S&P 500 by market cap. He is surprised that it made it. It is a materials (copper) company. His model price is $146.68, which is a 29% positive differential. | 2008-05-08 | |
| DON'T BUY | 102.440 | Bruce Campbell | Gold and copper producer. The US version of Goldcorp (G-T). A bit bigger and more international. More gold than copper, but a bit too much copper for him. | 2007-12-31 | |
| BUY | 96.850 | Norman Levine | Was mostly a gold stock and then bought Phelps Dodge, almost a pure play copper stock. Copper prices peaked earlier in the year but have come off. Because of demand from the developing world, he doesn't see copper prices dropping off. | 2007-12-03 | |
| BUY | 103.300 | David Burrows | Extremely large cap. Enormous from copper standpoint. Have become geographically diversified. Very high quality company. Would be very comfortable owning it. | 2007-09-19 | |
| BUY | 91.700 | Robert Cohen B.A.Sc., MBA, CFA | One of the largest copper stocks in the US. Cash flow because of the high copper prices should expand over the next few years. | 2007-09-06 | |
| BUY | 82.860 | John O'Connell, CFA | Just made a major acquisition of Phelps-Dodge. Because of the strong copper/gold prices, it has allowed them to pay back their debt. Good management. | 2007-06-19 | |
| PAST TOP PICK | 69.360 | David Burrows | (A Top Pick Apr 28/06. Up 15%.) Geographically diversified. Metals are on another leg higher. Still likes. | 2007-04-24 | |
| Comment | 71.110 | Norman Levine | Recently made a significant bet on copper by buying Phelps-Dodge near the top of the copper market. If you believe in copper and its long-term outlook, this is probably a great play. He thinks it's late in the cycle. | 2007-04-16 | |
| DON'T BUY | 56.770 | Bill Carrigan | The chart shows a lot of congestion. If you own, watch for a breakout. Don't let a drop below its January low. Not excited about this one. | 2007-02-01 | |
| PAST TOP PICK | 58.120 | David Burrows | (A Top Pick Sept 22/05. Up 28%.) Got stopped out in the spring when commodity stocks corrected. Large cap metals are a little less attractive right now. | 2006-10-19 | |
| BUY | 53.390 | David Taylor, MBA, CFA | Never gets the proper valuation in the market because its Grasberg properties are in Indonesia. Stable environment and they are one of the lowest cost miners in the world. Volatile. | 2006-09-12 | |
| PAST TOP PICK | 56.670 | David Burrows | (A Top Pick Sept 22/05. Up 25.2%.) Still likes commodities even though it is later in the game. | 2006-08-23 | |
| SELL | 49.040 | David Burrows | If you own this, you want to look at how well they've held up against their peers. This one has not held up well. Have had some additional operating problems. Would look to let some of it go on any strength. | 2006-06-15 | |
| TOP PICK | 64.580 | David Burrows | 3rd largest copper mine in the world as well as one of the largest gold mines. In Indonesia which is the biggest risk. Not sure how long the bull market can run, but prefers being in large caps for less risk. | 2006-04-28 | |
| SELL | 50.220 | Peter Grandich | Significant hi-cup in Indonesia. Also production problems. | 2006-03-07 | |
| BUY | 62.600 | David Burrows | A great way, in a large cap stock, to participate both in copper and in gold. As long as these metals act well, this company should participate because they have great reserves in the ground. | 2006-02-06 | |
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| BUY | 48.620 | David Burrows | Has broken out of a multi year consolidation. Had some operational problems a couple of years ago that are getting resolved, so the earnings are getting much better. A pure play on copper and gold. | 2005-10-26 | |
| TOP PICK | 45.020 | David Burrows | A great play on copper and gold. Have an enormous resource. Pays 2.2%. There's often a tie between energy and the metal stocks. Metals have lagged the energy to date, but have really started to put on some strength in the last little while. | 2005-09-22 | |
| TOP PICK | 40.970 | David Burrows | Had some difficulties last year with a major mine and have now come through that. Has traded sideways and looks like it is launching into another move. Has had a pickup in earnings/revenues. Will be paying a special dividend at the end of March. Has a nice yield. | 2005-03-14 | |
| HOLD | 38.780 | Ross Healy | FMV is $69 which is probably due as much to the copper as to gold. | 2004-12-01 | |
| BUY | 37.990 | Brad Willock | Feels gold will go higher. Also a copper play and the demand for copper is greater than the supply. | 2004-11-10 | |
| BUY | 36.790 | David Burrows | The US$ is the single most important linch pin in the market. Likes the precious metals. | 2004-10-25 | |
| WEAK BUY | 31.650 | Brad Willock | Produced copper and gold. Has political risk attached. Shortage of copper. Hording of copper in certain regions. Come off recently. Like the sector. Pay attention to Chinese economy. | 2004-06-11 | |
| BUY | 33.590 | David Burrows | Had been stopped out but have gotten back in. The company looks quite strong. Their strength is in copper and gold. The second leg of the base metals bull market may be getting underway. | 2004-05-27 | |
| TOP PICK | 32.080 | Robert Stovall | During the summer, there will be a reason for gold to rise again. The stock is very volatile and moves with gold. | 2004-05-21 | |
| HOLD | 39.190 | Ian Nakamoto | As investors get more and more confident in the global recovery, this should do well. | 2004-04-06 | |
| PAST TOP PICK | 41.050 | David Burrows | (A top pick Dec 3/03. Down 10%.) Got stopped out. Would consider buying back. Huge reserves in copper and gold. | 2004-02-24 | |
| PAST TOP PICK | 36.690 | David Taylor, MBA, CFA | (A past top pick Nov 17/03. Up 4%.) Have pared back. The Company had a rock slide. Will buy on dips. | 2004-01-14 | |
| BUY | 42.870 | Gavin Graham | Gold and copper look pretty good. Have the biggest mine in the world in Papua, New Guinea. A good way to play Gold and copper. | 2003-12-10 | |
| TOP PICK | 44.950 | David Burrows | (A past top pick Nov 3/03. Up 16%.) Benefits from a weak US dollar. They have virtually the richest deposit of copper and gold in the world. | 2003-12-03 | |
| WATCH | 42.640 | Fred Pynn | Feels that gold shares have run well ahead of the gold commodity. As long as gold continues to rise, it will create pressure on the price of gold stocks. Easy money has already been made in this sector. | 2003-11-27 | |
| TOP PICK | 38.570 | David Taylor, MBA, CFA | A cash flow machine. Trading at 4 X cash flow. Should be 30/40% higher. | 2003-11-17 | |
| TOP PICK | 38.730 | David Burrows | Have large in place deposits of copper in the ground in Indonesia as well as substantial ounces of gold. | 2003-11-03 | |
| TOP PICK | 37.960 | David Burrows | Can see the trend in basic materials being supported for a long time. Have 50 billion lbs. of copper in the ground and 62 million oz. of gold. | 2003-10-21 |
