Commodity Stocks Break-Out

What a week for the Big-Build Out portfolio?  Break-outs everywhere.  I can get use to +7% weeks.  If you are new to the Big-Build Out portfolio – it’s designed to capture growth in the emerging markets by buying stocks in companies that provide the stuff they WANT.  For more info read the backgrounder

Obviously, the stocks were all over the headlines.  I joined in and wrote one myself.

Supply and Demand: If China Wants It, You Should Buy It – Published on Yahoo Finance, Seeking Alpha and Financial Sense Online.

Here are some of this week’s highlights:

Alcan (AL) 5.7% : Alcoa speculation sparks interest in rivals – Who’ll get bought next?

BHP Billiton Ltd. (BHP) 5.4% : Buyers Taking a Shine to Alcoa? – The shares climbed Tuesday on a report BHP Billiton and Rio Tinto are planning a takeover of the aluminum giant

Bucyrus International (BUCY) 14.3% : Bucyrus Q4 operating profits rise, sees higher ’07 rev

Caterpillar Inc. (CAT) 4.4% : Caterpillar sets $7.5B stock buyback – The construction equipment maker cites confidence in long-term growth prospects as reason behind the move.

Freeport-McMoRan Copper & Gold Inc. (FCX) 7.3% : No more copper hedging at new Freeport, CEO says

Southern Copper Corp. (PCU) 8.3%

Phelps Dodge Corp. (PD) 1.7%

Companhia Vale do Rio Doce (RIO) 7.9% : CVRD Files Initial Public Offering of Log-In Logistica – Very interesting. Looking for a logistics company like this to add to the portfolio.

Rio Tinto plc (RTP) 5.7% : Mining Firms Reportedly Mull Alcoa Offer

Teck Cominco Ltd. (TCK) 7.3% : Teck Cominco Reports Record Net Earnings of $866 Million in the Fourth Quarter of 2006 and $2.4 Billion for the Year

Lundin Mining Corp. (LMC) 7.8%

Terex Corp. (TEX) 13.9% : Terex Shares Still Climbing -Terex Posts Another Day of Gains After 4th-Quarter and Outlook Brought Smiles to Investors

Percentages are one week gains/losses for the week of February 12-16, 2007.

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