Comments on: Mining is so hot these days http://www.daxdesai.com/2007/12/10/mining-is-so-hot-these-days/ High Return Investing with Dax Fri, 18 Dec 2009 10:01:37 +0000 http://wordpress.org/?v=2.9 hourly 1 By: soundofgold http://www.daxdesai.com/2007/12/10/mining-is-so-hot-these-days/comment-page-1/#comment-4792 soundofgold Tue, 11 Dec 2007 03:30:12 +0000 http://www.daxdesai.com/2007/12/10/mining-is-so-hot-these-days/#comment-4792 Great sum up! I keep an eye on both RIO and BHP but never really looked at Blackstone. For my money both RIO and BHP are great businesses with some excellent future prospectives so one can't really go all that bad picking either. But of course the entry price will be of a significance. Great sum up! I keep an eye on both RIO and BHP but never really looked at Blackstone.

For my money both RIO and BHP are great businesses with some excellent future prospectives so one can’t really go all that bad picking either. But of course the entry price will be of a significance.

]]> By: Dax Desai http://www.daxdesai.com/2007/12/10/mining-is-so-hot-these-days/comment-page-1/#comment-4782 Dax Desai Tue, 11 Dec 2007 00:18:49 +0000 http://www.daxdesai.com/2007/12/10/mining-is-so-hot-these-days/#comment-4782 @Paddy - I would not buy Blackstone (BX). I would be a buyer of their targets and not necessarily of the hedge fund itself. If you take a look at Blackstone and its peer Fortress Investments (FIG), both were down for the year significantly while their target companies fared quite well. I would be a buyer of <a href="http://finance.google.com/finance?chdnp=0&chdd=1&chds=1&chdv=1&chvs=Linear&chdeh=0&chfdeh=0&chdet=1197332988000&chddm=98141&cmpto=NYSE:RIO&q=NYSE:BHP" rel="nofollow">Rio Tinto (RTP)</a>. I think it has more upside. I do however thing BHP is a stock to own to play the commodities boom. Either would be a good bet, but I like when a company is profitable, in a good sector with good fundamentals, and a takeover target by big money. It is a perfect money storm. <a href="http://finance.google.com/finance?chdnp=0&chdd=1&chds=1&chdv=1&chvs=Linear&chdeh=0&chfdeh=0&chdet=1197333007000&chddm=46138&cmpto=NYSE:FIG&q=NYSE:BX" rel="nofollow">Blackstone and Fortress Chart (not very good)</a> You most likely heard of them, but didn’t pay attention. A few of the companies they’ve purchased in the past few years: * Travelport * Wyndham International Hotels * Hilton Hotels * LaQuinta * Interstate Hotels * Alliance Data * Equity Office Properties * Extended Stay America @Paddy – I would not buy Blackstone (BX). I would be a buyer of their targets and not necessarily of the hedge fund itself. If you take a look at Blackstone and its peer Fortress Investments (FIG), both were down for the year significantly while their target companies fared quite well. I would be a buyer of Rio Tinto (RTP). I think it has more upside. I do however thing BHP is a stock to own to play the commodities boom. Either would be a good bet, but I like when a company is profitable, in a good sector with good fundamentals, and a takeover target by big money. It is a perfect money storm.

Blackstone and Fortress Chart (not very good)

You most likely heard of them, but didn’t pay attention. A few of the companies they’ve purchased in the past few years:

* Travelport
* Wyndham International Hotels
* Hilton Hotels
* LaQuinta
* Interstate Hotels
* Alliance Data
* Equity Office Properties
* Extended Stay America

]]> By: Paddy http://www.daxdesai.com/2007/12/10/mining-is-so-hot-these-days/comment-page-1/#comment-4781 Paddy Mon, 10 Dec 2007 23:02:42 +0000 http://www.daxdesai.com/2007/12/10/mining-is-so-hot-these-days/#comment-4781 I'll be emailing this so my sister! We just started up a share portfolio and we have shares in Rio Tinto and BHP, but I hadn't really heard of Blackstone! (It's SORT of ringing bells though). Thanks for the tips! I’ll be emailing this so my sister! We just started up a share portfolio and we have shares in Rio Tinto and BHP, but I hadn’t really heard of Blackstone! (It’s SORT of ringing bells though). Thanks for the tips!

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