Viewing Company Rio Tinto | StockChase
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Compiling comments that experts make about stocks while on public TV.

Rio Tinto Stock Symbol: RIO-N

Notes:global

Last Price Recorded: $48.3700 on 2017-10-20

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Date Signal Expert Opinion Price
2017-10-03 WATCH Ryan Bushell

As a bulk commodities miner, this is looking more interesting. The space has really perked up over the last 6 months. He is starting to see some signs of inflation and the things that are related to inflation. 2018 will be a key year as to whether we get the kind of recovery and move that we saw in the late 2007-2008 and 2010. He would be watching these types of companies.


Price:
$48.390
Subject:
CANADIAN LARGE (DIVIDENDS)
Bias:
UNKNOWN
Owned:
No
2017-09-29 TOP PICK Jon Vialoux

What better way to play the manufacturing uptick or the strength of the manufacturing economy than to play one of the world’s largest metal and mining companies. Between Oct 4 and Jan 6, the average gain is 10.76%, and has been positive in 15 of the past 20 periods. There is a trend of higher highs and higher lows. It’s bumping up against long-term resistance at about $50. Has really gone sideways at that level since the recession. If we do see a break out, we should see tremendous highs ahead. He wants to be seeing the play in copper even if there is an uptick in gold. (Analysts’ price target is $55.)


Price:
$47.190
Subject:
SEASONAL & TECHNICAL
Bias:
BULLISH
Owned:
No
2017-08-16 TOP PICK David Burrows

Recently, over the last few weeks, the US Economic Surprise data has started to improve. There have been lots of great economic reports from around the world over the last few weeks. Japan is growing at over 4% for the 1st time in 20 years. He wants to have exposure to that. Basic materials area is an area that has been in favour since 2011. This company is one of the biggest producers of copper, iron ore, met coal and other commodities around the world. They do not hedge their production, so if prices go up, they benefit. Really prudently managed. Almost no debt. Dividend yield of 6.3%. (Analysts’ price target is $52.66.)


Price:
$45.240
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
2017-05-30 TOP PICK Fabrice Taylor

He has been doing a lot of reading and there is some good research coming out of the big firms arguing that they have their balance sheets fixed up. They are not counting on China, but are counting on other countries. If China is stable and the other economies keep growing, companies are arguing that we are going to have another big cycle. You don’t need to bet on a smaller company, if you bet on a big company you are going to get a very nice return. Yield of 1.2%. (Analysts’ price target is $46.)


Price:
$41.300
Subject:
NORTH AMERICAN
Bias:
UNKNOWN
Owned:
Yes
2017-04-03 PAST TOP PICK Keith Richards

(Top Pick Feb 6/17, Down 3%) He is holding it as a sector play.  It weakened a little bit.  It is back on trend line.  This sector should move until May or June.


Price:
$40.470
Subject:
TECHNICAL ANALYSIS
Bias:
BULLISH on ENERGY
Owned:
Yes
2017-02-21 DON'T BUY Alex Ruus

One of the globes biggest mining companies. Before investing in any of these things, you have to figure out what resource prices are going to do over the course of the coming year. The mining sector tends to be a real momentum play. The stocks right now are running in a positive direction. Feels that they have surged up too far now.


Price:
$46.150
Subject:
NORTH AMERICAN
Bias:
OPTIMISTIC
Owned:
No
2017-02-06 PAST TOP PICK Keith Richards

(A Top Pick Dec 30/16. Up 11 point to 3%.) He is looking at this as a trade to go out in the spring with. Copper, one of its products, tends to do well from early January to about April or May. It has a great chart with a break out, and is now starting to move. This could still be a Buy on a pullback.


Price:
$42.780
Subject:
TECHNICAL ANALYSIS
Bias:
UNKNOWN
Owned:
Yes
2016-12-30 TOP PICK Keith Richards

He likes the metals. This company has a pretty big chunk of copper, which is seasonally positive. The trend has been up and this is currently forming a base at around $38, and should do okay into the spring. (Analysts’ price target is $42.74.)


Price:
$38.460
Subject:
TECHNICAL ANALYSIS
Bias:
BULLISH
Owned:
Yes
2016-12-13 COMMENT David Burrows

This gives you a big, diversified metals company. Their biggest exposure is to iron ore with global exposure. China is about 40% of their revenue. China seems to be improving. Materials should be a piece of every portfolio now. This is a great position, and you want to see it play out. Use a Stop on the position.


Price:
$40.830
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Unknown
2016-07-27 TOP PICK Bill Harris, CFA

Bulk commodities, base metals and over a 6% yield. Thinks we are actually in the bottoming stage now. It will be slightly better a year from now. The news in China for the time being is better.


Price:
$32.820
Subject:
RESOURCE & INFRASTRUCTURE
Bias:
UNKNOWN
Owned:
Yes
2015-06-10 HOLD Dennis da Silva

This and BHP Billiton (BHP-N) are on his radar screen, in part potentially for some of his dividend oriented funds. Draws a lot of 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. 5.2% dividend yield.


Price:
$43.900
Subject:
CANADIAN RESOURCES
Bias:
BEAR
Owned:
No
2015-05-26 COMMENT Norman Levine

Doesn’t think this is a good time to have a lot of money in commodities. Part of the problem with this company is that it is in the iron ore business and the companies are all fighting for market share regardless of profits. He doesn’t like that type of business.


Price:
$44.300
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2015-04-23 DON'T BUY John Zechner

International mining companies are still in a phase of asset disposition.  It is going to be a while before they get earnings growth.  Prefers Canadian mid-sized companies in copper, but even then only a small position.


Price:
$44.870
Subject:
NORTH AMERICAN - LARGE
Bias:
DEFENSIVE
Owned:
No
2015-02-04 PARTIAL SELL David Baskin

If you own, he would suggest you consider lightening up. It is going to be a long time before stocks like this recover. There are too many headwinds in this space. Take advantage of the fact that you gained money on the currency and redeploy it into something that has more upside potential such as a technology company.


Price:
$46.270
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2013-10-07 COMMENT Lorne Steinberg

Most of the large mining sector made a bunch of acquisitions over the last few years at the absolute top of the market. This one was right up there. They are all suffering from write-downs. They are going to rein in their capital expenditures. When the cycle starts to do well, they will respond as well but he is not overly attracted to it.


Price:
$48.250
Subject:
GLOBAL & VALUE
Bias:
BEARISH on NORTH AMERICAN STOCKS
Owned:
No
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