#3:
RTP (RIO TINTO PLC ADS)
In many ways, this one is my favorite, but it's moved so much, and it's
got such a high dollar amount, I haven't been able to endorse it like I
did last summer - when it was 60 pts. ago.
I've always thought of these guys as the metal supermarket to the
world. I call RTP a 'supermarket' because they just have so many
industrial metals. RTP has copper, iron ore, moly, nickel, coal,
and other precious metals.
RTP is the mineral supermarket to the world.
'Dig It'
Now, I've already given you three best of breed resource companies with
the kind of metals that the BRIC countries need to become advanced
industrial states. But, you know what it's time for now?
Now, I'm going to give you the 'extraction stocks' - they guys who make
the equipment you need to get the resources out of the ground and into
those Chinese factories.
Not all of these boys are best of breed, but they're all stocks that,
given this bull market, should make you some serious dough.
They're all perfectly placed for the natural resources bull market and it's a sector that accounts for 50% of a stock's price.
You know what I always say on 'Mad Money...' if I get the sector
right, there's a pretty good chance I'm going to make you money.
So, don't go too hard on Cramer for giving you mid-grade, or worst of
breed stocks. Because the sector's right; because I think they'll
make you money now, and for at least the next couple of years (if my
BRIC thesis doesn't derail).
#4:
MTW (MANITOWOC CO INC)
This one may strike you as a little odd. They make a lot of
refrigeration equipment; ice machines; fountain beverage delivery
systems. MTW has a lot of businesses, but one of them is a gem.
MTW's
main business - the one I really care about: they're the best
crane company It's the Mobil cranes that I really like for
resource extraction.
#5:
TEX (TEREX CP)
Here's a stock that I've been talking about for 25 pts. On the
show. One of my original 'Stocks of the Week' when I started the
show, and I am still talking about it, because it's still going higher.
The last time I really went to bat for this stock - that was over the
summer; I called it the worst of breed. But I was so confident
that we were in a bull market, I knew that you could make a lot of
money, even with the worst of breed.
TEX has been kicking butt lately as a stock.
TEX
isn't worst of breed any longer, but it's not exactly best of breed
either. My, though, it's an under-appreciated, mid-grade company
that you should absolutely look to, and buy, on any weakness!
I like them now for their mining equipment. I think it's going to
be very wanted for the next few years. That make's this
stock,
TEX, something I think you need to buy (and not hold) but do homework on.