Highest conviction mining calls
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Yesterday I sat down with Peter O’Connor, our Resource Analyst at Shaw and Partners. According to Bloomberg rankings, Peter is the No 1 rated analyst for BHP, RIO, Alumina (AWC) and Independence (IGO) – so his views clearly hold weight.
We talk briefly about BHP and why his bullish $40 call will come to fruition before dilling down into his highest conviction calls right now. We finish with his views on potential takeover targets.
Disclosure
Market Matters may hold stocks mentioned in this report. Subscribers can view a full list of holdings on the website by clicking here. Positions are updated each Friday, or after the session when positions are traded.
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James is the Founding Partner & Lead Portfolio Manager at Market Partners (previously Shaw & Partners) - a collective of highly experienced investment professionals, operating independently, managing discretionary portfolios for wholesale investors.
James is also Portfolio Manager & primary author at Market Matters, a digital advice & investment platform with over 2500 members that offers real market intel & six portfolios open for investment.
5 stocks mentioned
James is the Founding Partner & Lead Portfolio Manager at Market Partners (previously Shaw & Partners) - a collective of highly experienced investment professionals, operating independently, managing discretionary portfolios for wholesale...
Expertise
James is the Founding Partner & Lead Portfolio Manager at Market Partners (previously Shaw & Partners) - a collective of highly experienced investment professionals, operating independently, managing discretionary portfolios for wholesale...
Expertise
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