Interesting enough this comes from BMO Capital Markets....

http://www.vette350.com/2012/08/commodity-super-cycle-will-last-for-at.html

Copper miners and gold miners with high-quality reserves in the ground in politically secure regions are becoming more and more valuable, said BMO Capital Markets' Don Coxe in his August edition of Basic Points.

"The commodity story is essentially a scarcity story," said Coxe. As global living standards improve, the problem will be finding and producing enough metals and minerals to sustain economic progress.

"Our answer to all of the above is that high-quality reserves in the ground in politically-secure regions of the world are becoming more-not less-valuable," Coxe declared.