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natural resources potential

copper

"The industrials are pausing because the commodity rally, which takes its cue from oil, gold and Europe in that order, has not a thing going for it right now. Caterpillar's (CAT) on the case there as an indicator, along with Freeport (FCX) and BHP (BHP), the China plays." ("Banks Can Stanch the Bleeding," 6-8-09)

Of course, it is also how Freeport (FCX) and BHP Billiton (BHP) gallop ever higher.

Seymour told viewers could play this space by going for the "biggest and baddest" stocks like BHP Billiton(BHP), Rio Tinto(RTP) and Companhia Vale Ads(VALE).

"Neither Freeport-McMoRan (FCX) nor BHP Billiton (BHP) had really good things to say, and people just bought them anyway -- and, when the refs did one of those 'upon further review' situations on Caterpillar (CAT), they loved it." ("So Much Strength," 4-22-09)
...
He said he wouldn't put stocks such as Teck Cominco (TCK) in the same category [as Freeport]. "BHP (BHP) deserves to be in the same category," he said. "These are the plays on China: FCX and BHP." ("Stop Trading!" 4-22-09)

Seymour added the additional stimulus from China is having an effect on the markets. He still is long Teck Cominco (TCK) and likes BHP Billiton(BHP).

Stock Search: Goldman Sachs Surprises: Stock Search: Goldman Sachs delivers earnings for the top 10 list. Debra Borchardt reviews.
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lower dollar

volatile

materials too high

minerals

expected growth in mining