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Strategies & Market Trends : Fundamental Value Investing

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To: robert b furman who wrote (3746)	7/8/2014 2:32:17 PM
From: E_K_S	Read Replies (2) of 4721

FCX is a good safe pick. I missed my buys at $31.00/share. The other kicker for FCX is you also get exposure to their Oil & Gas assets as this was an area the company has invested into to diversify their copper holdings. FCX meets Buffet's long term EPS history and large cap "size" criteria. SLW is/was more of a niche silver play. If we close out SLW, we should replace w/ another resource play and FCX and/or AAUKY for me meets that criteria. EKS

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