INVESTING IN IRON ORE - BEWARE OF CYCLICALITY
Channel: Value Investing with Sven Carlin, Ph.D.
Date: 2017-10-01

What do I do? Full-time independent stock market analyst and researcher:
https://sven-carlin-research-platform.teachable.com/p/stock-market-research-platform

Check the comparative stock list table on my Stock market research platform under curriculum preview!

I am also a book author:
Modern Value Investing book:
https://amzn.to/2lvfH3t

More about me and some written reports at the Sven Carlin blog: https://svencarlin.com

Stock market for modern value investors Facebook Group:
https://www.facebook.com/groups/modernvalueinvesting/

Investing in iron ore is tricky because the business is cyclical. I discuss how are iron ore prices volatile and how you have to carefully watch them. Rio Tinto and Vale have extremely low mining costs that can easily lead to overproduction to take advantage of the high current margins and create a glut. Then it is the best time to go in.