Q: I am low on materials stocks, with only FNV in my current portfolio. I am wondering about adding either BHP (about to become a significant potash producer) or NTR. Do you have a preference, or is there another choice that you think would be even better?
5i Research Answer:
We still like NTR, but if one is looking for 'general' materials exposure it is hard to beat the diversification, size, valuation and dividend on BHP. RIO is another option, which we would consider slightly better today, but not by a significant amount.