Mining, and mining related companies, completely dominate the list of the best performing ASX200 stocks over the last twelve months (Click below for table). And with US rates surging again on last night’s Fed decision, the push to value continues. In last week’s Buy Hold Sell, we hosted Value investing heavyweight John Murray from Perennial Value Management, and Vince Pezzullo from Perpetual Equity Investment Company. As his top value pick, Vince nominated Alumina, telling us: If you look at the spot Alumina price where it is right now, it's gapped up quite significantly to over $310. It's a high quality business with no debt, has good yield, and it's one of the last resource stocks that hasn't run, really, at this point. John nominated BHP, highlighting the ‘massive cashflow generation’: