Why BHP's result is a turning point - BHP feels much more comfortable going into 2014, knowing it has one of the best global portfolios and costs now under...

Why BHP's result is a turning point - BHP feels much more comfortable going into 2014, knowing it has one of the best global portfolios and costs now under control. It's all very well to grow your earnings but at the end of the day what really matters is the rate of return on your investment. BHP has learnt a very important lesson and we think the results of better capital management will continue to flow through to shareholders over the next decade. The stock will rally and could have a 5 in front of it within twelve to eighteen months and we will take this opportunity to start adding into our model portfolios. It's finally time to buy BHP and we hope this opportunity hangs around for a while. (VIEW LINK)