Ciao a tutti, una buona notizia per Rio Tinto..una volta tanto.. ;-)
DJ Iron-Ore Investors Should Target Rio Tinto, Says Jefferies -- Market Talk
02/06/2015 08:23 MF-DJ
0622 GMT [Dow Jones] Iron ore remains a risky market in which to dabble, particularly for the more conservative investor. Jefferies analyst Christopher LaFemina recommends investors buy shares in Rio Tinto PLC (
RIO.L)--which he expects to rise in the year ahead--but hold back on taking stakes in other iron-ore majors. "Rio Tinto is our top pick due to its low-cost operations, its low operational risk, its strong balance sheet and liquidity, its robust free cash-flow, and its fully covered circa-5% dividend yield," says LaFemina, adding the miner is also the "best positioned for potentially lower iron-ore prices this summer." Others such as Vale and Fortescue Metals Group are certainly riskier, although should be "long-term survivors," he says.(