Sick of the commodities posts yet? No? Good, because that’s what is cheap right now. Let’s cover I don’t think we’ve discussed here before—BHP Billiton, the most diversified materials producer on the globe. It’s a niche long-term holding—like Tiffany, Disney, and Berkshire Hathaway—in that there are not a lot of peer companies from which you get to choose. If you want a long-term alcohol company in your portfolio, you can choose from Anheuser-Busch, Heineken, SABMiller, Molson Coors, Diageo, Brown Forman, and probably more, but I’m going off the top of my head.