RE:RE:RE:RE:Lot of watchersCMMC had a great run last year and is still running. Very high torque to copper and very high beta. As long as cooper continues to move up, it will do well.
TECK.B is a more conservative, diversified way to play cooper. Decent copper exposure, but metallurgical coal also makes up a big part of the business, which should also probably do well with the reflation trade (especially with the current beef between China and Australia, which has severely hampered Australian coal imports to China).
They also have a 20% stake at the fort hills oil sands project. They were previously open to unloading it, but improving oil prices should help, regardless, whether they keep it are or are looking to divest.
BLACKJACK86 wrote: Chris,we are in the same boat,i have 2 stock ,ATH and CMMC .ATH used to be my main stock,but with the run CMMC is having ,its now my main stock,what a great company.And they have plenty of upside .