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Alcoa, Inc.

  • Team LNG or Team Chemical?

    By Erin McBride - June 18, 2013 | Tickers: AA, XOM, HUN, DOW

    It's not that U.S. chemical companies are against liquefied natural gas (LNG) exports. It's just that it is really hard for them to pretend not to be against them.

    The largest U.S. chemical companies have issued statements that they want to see a “balanced approach” to exports- which is a polite way to say they don’t mind the exports, as long as exports don’t more »

  • This Aluminum Producer Is Worth Considering

    By Eshna De - June 15, 2013 | Tickers: AA, ACH, BHP

    When odds continue to stack up, only the toughest can survive. The world’s leading aluminum producer, Alcoa (NYSE: AA), is proving this every day. As the company combats a huge glut in world aluminum production, the falling aluminum prices continue to weigh heavy on performance.

    So, is it all over for this aluminum maker? Should investors just abandon it? I think the answer is no. The first-quarter results were more »

  • Can This Industrial Take Off?

    By Lee Samaha - June 15, 2013 | Tickers: AA, AME, HEI, PPG, PCP

    It’s been a mixed earnings season for industrial-based stocks and Ametek’s (NYSE: AME) last set of results provided a pretty good microcosm of what has been going on. In short, companies with heavy exposure to industries like automotive and aerospace have done well, while almost everything else has found things difficult. So what makes Ametek interesting and what can we read across for other companies?

    Ametek generates growth more »

  • It May Take a While, but Metal Producers Could Pay Off in the End

    By Matthew Frankel - June 14, 2013 | Tickers: AA, RIO, X

    Alcoa (NYSE: AA), one of the largest aluminum producers in the world, has struggled over the past few years, just like most metal producers have. In fact, shares of Alcoa today are worth just over 23% of what they were five years ago. What will it take for Alcoa to thrive, and will it happen anytime soon?  And are other metal producers in the same boat?

    About Alcoa

    Alcoa (short more »

  • Is Air Products a Buy?

    By Robert Ciura - June 12, 2013 | Tickers: APD, ARG, AA

    Basic-materials companies with operations engaged in commodities provide the resources needed to build and maintain our society. Since these materials go into everything from homes to automobiles, the underlying stocks are tied to the health of the global economy -- for better or for worse.

    It probably goes without saying that over the past five years, companies in the basic materials industry have seen extremely volatile financial results as the global more »

  • Caution Is Needed When Considering These Aluminum Stocks

    By Tedra DeSue - June 10, 2013 | Tickers: AA, CENX, KALU

    It’s no secret that aluminum stocks have been under pressure. The financial woes aluminum manufactures are experiencing stem from a global decline in aluminum prices.

    Prices are on the decline largely due to China pretty much flooding the market with the metal, despite there being a considerable supply glut globally.

    Dow component leader Alcoa (NYSE: AA) has been affected particularly hard. A spotlight was shined on its finances last more »

  • Is It A Good Bet To Invest In The Aluminum Industry

    By Damian Illia - June 10, 2013 | Tickers: AA, AWC, ACH

    There has been a rapid increase in primary aluminum production capacity globally and lower aluminum prices have hurt companies’ sales.

    According to the latest survey by MetalMiner, “a fair amount of bearishness and skepticism appears to prevail in the general mood as far as a 2014 aluminum forecast is concerned”. Recent production cuts should support a move higher, but it is unclear if they are going to be enough more »

  • Going Long on the Dow's Most Shorted Stock

    By Ryan Palmer - May 28, 2013 | Tickers: AA, AWC, CENX

    The Aluminum Company of America, or Alcoa (NYSE: AA), has not been receiving much love from investors lately. This is understandable, as the shares have fallen over 16% in the last 12 months. Alcoa shares are trading at the same levels now as in April 2009. Recent underperformance has made betting against the firm popular on Wall Street--more than 8% of outstanding float is being shorted, by more »

  • The Latest Aerospace Play Gives Earnings

    By Lee Samaha - May 22, 2013 | Tickers: AA, BEAV, PCP

    Another week and another set of earnings in the industrial space that confirms the curious bifurcation in the sector. Companies selling to the aerospace and automotive sectors had a good quarter, while others found things a lot tougher.  Such thoughts came to mind when looking at Precision Castparts' (NYSE: PCP) latest results. In this article I want to delve into the reasons why, and suggest some other stocks in the more »

  • One Aluminum Stock to Buy, Two to Hold

    By Zain Abbas - May 20, 2013 | Tickers: AA, CENX, NOR

    The aluminum industry has long been plagued by an overcapacity issue, with major players in the industry failing to attract enough demand to meet the supply they create. As a result, aluminum prices have not moved in a favorable (upwards) direction for the industry.

    A surprise call

    The overcapacity of the industry is why the market was surprised when Alcoa (NYSE: AA), the first company in the industry to report more »

  • When Growth Destroys Value

    By Ted Cooper - May 17, 2013 | Tickers: AA, ATI, CENX

    If you ask investors, most would say that growth is a good thing; growth adds value. Chief Executive Officers and board members largely believe that all growth is good as well.

    Unfortunately for shareholders, such a narrow view on the value-creating ability of growth can destroy shareholder value, especially when the growth comes from a business that has no competitive advantage. Without a competitive advantage, it is nearly impossible to more »

  • Where to Start: Basic Materials

    By Daniel Murray - May 15, 2013 | Tickers: AA, FCX, IYM, XLB, SLW

    The basic materials sector is considered a risky one in which to invest due to exchange rates, commodity price volatility, import controls, governmental regulation, environmental policies and changes in consumer demand.

    The article compares the recent performance and attributes of three companies in the sector, each specializing in a different metal: Freeport-McMoRan Copper & Gold (NYSE: FCX), Silver Wheaton Corp. (NYSE: SLW), and Alcoa Inc. (NYSE: AA), which specializes in aluminum more »

  • Constant Gravitational Attraction to Metals and Mining

    By Jeff Stouffer - May 14, 2013 | Tickers: AA, CLD, CMP, CNX, XME

    My ongoing search for investment strategies for my clients leads me to programs that absolutely do not work and may never, regardless of brand name and the people behind them. One such program is the SPDR S&P Metals & Mining ETF (NYSEMKT: XME). This exchange-traded fund, born on June 19, 2006, has posted a series of negative returns. The one-year return is -19.31%, the three-year return is -11.35 more »

  • The Best Stock in the Industrial Sector?

    By Lee Samaha - April 27, 2013 | Tickers: AA, PPG, SHW

    The story with the industrial sector in this earnings season has been that there has been great variability in performance. It is very much a sector picker's market, and the broad based industrial plays like GE or Alcoa(NYSE: AA) have reported this theme. In short, Europe has been weak, but China has rebounded somewhat, the US is doing okay and the areas of relative strength overall are in more »

  • Alcoa Looks to Increase Margins Amid Lower Prices

    By Peter Pham - April 25, 2013 | Tickers: AA, BHP, BNO, USO

    Alcoa (NYSE: AA) easily beat analysts’ estimates to kick off earnings season. This is because most of them don’t understand the relationship between metal producer gross margins and the price of energy. So, they look at Aluminum prices and make projections. Alcoa is looking to increase its margins during this oversupply period in the aluminum industry by catering to the specialty market for high-performance aluminum alloys. Alcoa is still more »

  • What This Industrial Giant's Results Mean to the Market

    By Lee Samaha - April 24, 2013 | Tickers: AA, GE, VAR, WHR

    Anyone who has watched the classic sales movie Glengarry Glen Ross or worked in sales will know that the acronym ‘ABC’ stands for ‘always be closing.’ However anyone who hasn’t and instead has solely listened to US blue chip conference calls over the last few years will probably conclude that it actually stands for ‘always be cost-cutting.’ In other words, investing for growth is still on the back-burner in more »

  • A Great Way to Play Industrial Recovery

    By Piyush Arora - April 22, 2013 | Tickers: AA, CENX, RIO

    Since the market crash of 2008 and 2009, shares of Alcoa (NYSE: AA) have plummeted more than 80%, while aluminum prices in the U.S have dropped by nearly 45%. Alcoa's shares have under-performed almost all the major U.S. indices, which leaves little interest for growth investors.

    But with the recovering infrastructure and automobile sectors in the U.S, China and India, aluminum is again gaining traction. Since more »

  • These Resource Stocks Could Return As Much As 70%

    By Chris Lau - April 19, 2013 | Tickers: AA, CLF, NEM

    The devastating sell-off in the stock market on April 15 is, so far, net-neutral on returns on equity for the year. The S&P 500 index is up 11% in 2013, as measured by the SPDR S&P 500 ETF, while the Dow Jones is up 13.5%. A recovery in the index a day after the sell-off does not imply gains will hold. If investors look more closely at more »

  • Alcoa's Return To Profitability

    By Shas Dey - April 19, 2013 | Tickers: AA, ACH, BHP

    Alcoa (NYSE: AA) is generally seen as a barometer for global manufacturing as airlines, automakers, construction firms and home appliances use its products. Alcoa has seen difficult years, but with the recent better than expected first-quarter results, the company seems to be better positioned for growth.

    Alcoa focused purely on aluminum rather than diversifying into other materials like copper or iron ore, which other global mining companies did. This continued more »

  • A Great Way To Play Industrial Recovery

    By Piyush Arora - April 18, 2013 | Tickers: AA, CENX, RIO

    Since the crash of 08-09, shares of Alcoa Inc. (NYSE: AA)have plummeted by over 80% while aluminum prices in the U.S have plunged by nearly 45%. Its shares have underperformed almost all the major indices in the U.S, which leaves little interest for growth investors. But with the recovering infrastructure and automobile sectors in the U.S, China and India, aluminum is again gaining traction. Since Alcoa more »

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