Our Q&As are emailed in our Saturday Morning Report, find the answer to this question below.
Hi James, Thanks for the daily commentary. Is it time to take some profits on iron ore producers (BHP, RIO, FMG) or even reduce exposure to this sector or wait till after the upcoming dividend cycle? What is your view on Pharmaxis (PXS) and Poseidon (POS)? Thanks, Ram
Hi Ram,
We discussed iron ore stocks in yesterday’s report, we believe they remain overall bullish initially targeting another ~10% upside however we prefer BHP over RIO & FMG (the latter more heavily influenced by Iron Ore prices which we are more cautious on in the 2H.
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