| | |
| BUY | 77.020 | Brian Acker, CA | His model price is $107.50. Oils and basic materials in the US all have similar church patterns, lots of value, but they get volatile. Finding a lot more value elsewhere. | 2006-03-29 | |
| | |
| BUY | 150.270 | Bill Belovay | Preeminent copper company in the world. Generating good profits and paying a good dividend. They will be increasing production. Copper is at a record price in current money terms and could go higher. | 2006-01-05 | |
| | |
| PAST TOP PICK | 124.160 | Brad Willock | (A Top Pick Aug 31/05. Up 15.5%.) 2nd biggest copper producer in the world. Has a lot of cash. Declared a special $5 dividend. | 2005-11-14 | |
| | |
| BUY | 120.470 | Gavin Graham | A relatively low dividend at 1.3% but it is growing. A play, not just on copper, but on carbon black which is used for tires. PE is only 7 X. There are probably a few more good years left. | 2005-10-31 | |
| | |
| TOP PICK | 107.530 | Brad Willock | Predominately a copper play. Also have molybdenum. 2nd or 3rd largest copper producer in the world. Have almost $30 a share in cash on the balance sheet. Virtually no debt. Copper looks very strong. A cheap stock. | 2005-08-31 | |
| | |
| TOP PICK | 97.000 | Alison Deans | Focusing a lot on the industrial sector. Basically a play on infrastructure and global growth. | 2004-12-17 | |
| | |
| TOP PICK | 80.500 | Marty Zwieg | | 2004-07-16 | |
| | |
| PAST TOP PICK | 69.100 | David Burrows | (A top pick Feb 24/04. Down 18%.) All the basic materials have had a big pullback of 30/50% which is unusual. Got stopped out. | 2004-05-27 | |
| | |
| BUY | 85.470 | Gavin Graham | Copper should go a lot higher because of a much stronger economy. | 2004-03-04 | |
| | |
| TOP PICK | 83.260 | David Burrows | A global leader in the production of copper. Seeing consistently increasing earnings estimates. Underlying commodity price is growing. | 2004-02-24 | |
Experts that have talked about Phelps Dodge Corp