Fast Money's Commodity Trades Off BHP Billiton Portfolio - Stockpickr! Your Source for Stock Ideas

Fast Money's Commodity Trades Off BHP Billiton

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Created by barrons2

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Date updated:02-05-2008

What's the trade ahead of Wednesday's BHP Billiton (BHP) earnings and the impending deadline for its Rio Tinto (RTP) offer?

X
United States Ste
$39.30
+3.20%
$38.82

I think consolidation remains a theme for all of ’08. As a result, US Steel (X) and Nucor (NUE) could be in play. Also check out Market Vectors-Coal ETF (KOL) as a way to play coal. -- Tim Seymour

People owning X also tend to own: ATI NUE OS RS LEN RYL ADP

TheStreet.com Rating: D+ What is this?

NUE
Nucor Cp
$41.46
+1.74%
$41.27

I think consolidation remains a theme for all of ’08. As a result, US Steel (X) and Nucor (NUE) could be in play. Also check out Market Vectors-Coal ETF (KOL) as a way to play coal. -- Tim Seymour

People owning NUE also tend to own: ABK BBD CFC DE FCX FRE FWLT

TheStreet.com Rating: C What is this?

KOL
Market Vectors Co
$34.48
0.00%
$N/A

I think consolidation remains a theme for all of ’08. As a result, US Steel (X) and Nucor (NUE) could be in play. Also check out Market Vectors-Coal ETF (KOL) as a way to play coal. -- Tim Seymour

People owning KOL also tend to own: AUY CHU DAR ECL GRMN NSTR PGH

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RTP
Rio Tinto Plc Ads
$208.65
+1.20%
$210.69

I’m long Rio Tinto (RTP), adds Karen Finerman, because I think BHP is going to bid.

People owning RTP also tend to own: AXA FDX NOK NUE SLB TM AAPL

TheStreet.com Rating: No Rating What is this?

JOYG
Joy Global Inc.
$57.16
+1.78%
$57.47

Also keep an eye on Joy Global (JOYG), adds Pete Najarian as well as the coal names including Alpha Natural Resources (ANR) and Arch Coal (ACI).

People owning JOYG also tend to own: BAX BOBJ DELL EBAY HANS RMIX SBUX

TheStreet.com Rating: B- What is this?

ANR
Alpha Natural Res
$40.09
+2.27%
$40.24

Also keep an eye on Joy Global (JOYG), adds Pete Najarian as well as the coal names including Alpha Natural Resources (ANR) and Arch Coal (ACI).

People owning ANR also tend to own: AAPL EP GS HD MO PM RIMM

TheStreet.com Rating: C+ What is this?

ACI
Arch Coal Inc
$23.08
-0.39%
$23.63

Also keep an eye on Joy Global (JOYG), adds Pete Najarian as well as the coal names including Alpha Natural Resources (ANR) and Arch Coal (ACI).

People owning ACI also tend to own: AAPL AEM COP ERF GOOG HAL NE

TheStreet.com Rating: C What is this?

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