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Gold/Mining/Energy : Gold Price Monitor -- Ignore unavailable to you. Want to Upgrade?


To: TheSlowLane who wrote (94848)5/1/2003 11:50:35 PM
From: goldsheet  Read Replies (1) | Respond to of 116810
 
OT - Forget Gold, Buy Copper
forbes.com

Above is article that got me back on base metals.
I'm positive on copper/nickel, neutral on lead/zinc/tin, and bearish on aluminum.
AAUK looks like a good overall position (low P/E, high yield), with maybe some INCO to cover nickel.
I think Noranda is undervalued, with Falconbridge a similar speculation (eventually to be acquired by NRD?)
Southern Peru Copper looks interesting copper play, instead of PD.
Buenaventura might be good if you are bullish on gold and copper.
TeckCominco looks cheap, but too much lead/zinc, so I'd pass.