BHP at R724.80 is where the real discipline comes in. Iron ore and copper exposure gives you commodity upsi…by @sextant_za on $BHG

BHP at R724.80 is where the real discipline comes in. Iron ore and copper exposure gives you commodity upside without being a one-trick pony like some of the single-asset plays, and their dividend track record puts Rio Tinto to shame when you look at the cash returns over a full cycle. The rand weakness actually helps when you're holding something priced in USD fundamentals. Positioned perfectly for when the macro finally clicks.