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Alcoa, Inc.

  • Alcoa's Results and What They Mean for Your Stocks

    By Lee Samaha - April 12, 2013 | Tickers: AA, CMI, GE, SWK

    One of Sherlock Holmes’ greatest pieces of detective work was detecting the importance of the dog that didn’t bark in the ‘Hound of the Baskervilles’ and I think investors should follow his lead over Alcoa’s (NYSE: AA) latest results. In other words, the earnings were more important for what they didn’t say about the economy and end markets then what they did.

    Alcoa Remains Positive

    At the more »

  • Why China's Telling You to Buy Industrial Stocks

    By Joseph Solitro - April 12, 2013 | Tickers: AA, CAT, JOY

    Industrial stocks have been beaten down over the last few weeks, but the tide is starting to turn. China released positive economic data that will help curb the uncertainty of this market, and Alcoa gave us its projected growth by sector. It is time to take a look at the companies that will benefit the most from China's strengthening economy. 

    Chinese imports

    China posted a trade deficit for March more »

  • Double (or Triple) Your Money With These 4 Cyclical Stocks

    By Adem Tahiri - April 11, 2013 | Tickers: AA, ABX, VALE, FCX, STLD

    With the markets at all-time highs, many investors are worried they've missed their opportunity--but they haven't. Rest assured, while the easy money may be gone, value stocks exist in every market.

    Many stocks in materials, mining and metals are at multi-year lows and have largely missed the rally. Despite strong performance in the underlying companies, stocks in these sectors sell-off frequently into economic uncertainty, creating wonderful value opportunities more »

  • Double (or Triple) Your Money With These 4 Cyclical Stocks

    By Adem Tahiri - April 8, 2013 | Tickers: AA, ABX, VALE, FCX, STLD

    With the markets at all-time highs, many investors are worried they've missed their opportunity--but they haven't. Rest assured, while the easy money may be gone, value stocks exist in every market.

    Many stocks in  materials, mining and metals are at multi-year lows and have largely missed the rally. Despite strong performance in the underlying companies, stocks in these sectors sell-off frequently into economic uncertainty; creating wonderful value opportunities more »

  • The Key Earnings for the Week (April 8)

    By Lee Samaha - April 8, 2013 | Tickers: AA, FAST, MSM, PIR, RAD

    Is it just me or does it seem that earnings season should no longer be called a season, but rather an ongoing activity? Alcoa’s (NYSE: AA) results usually mark the beginning of the season, and as they come up next week, I guess it’s time to declare a new season open.

    It’s been a good quarter for equities, but some recent weakness in the ISM data is more »

  • The Key Earnings For The Week (April 8)

    By Lee Samaha - April 3, 2013 | Tickers: AA, FAST, MSM, PIR, RAD

    Is it just me or does it seems that earnings season should no longer be called a season but rather an ongoing activity? Alcoa’s (NYSE: AA) results usually mark the beginning of the season and, as they come up next week, I guess it’s time to declare a new season open.

    It’s been a good quarter for equities but some recent weakness in the ISM data is more »

  • Searching for Great Stocks in Basic Materials

    By Robert Ciura - March 28, 2013 | Tickers: APD, AA, MT

    Basic-materials companies with operations engaged in commodities, such as chemicals, steel, and aluminum, 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 can probably go without saying that the past few years have been extremely volatile for stocks in the basic-materials more »

  • Big Steel Merger Coming Up

    By Mike Thiessen - March 25, 2013 | Tickers: AA, MUSA, RS, WOR

    Over the past few weeks, the long-anticipated merger between Reliance Steel & Aluminum (NYSE: RS) and Metals USA (NYSE: MUSA) has taken several important steps forward. First announced in early February, the merger values Metals USA at around $1.2 billion and offers considerable value for the company's shareholders and employees. From Reliance Steel's standpoint, it also has the potential to create exciting synergies that may ultimately reduce its more »

  • When the World Recovers Will You Profit?

    By Jarrod Bailey - March 18, 2013 | Tickers: AA, KGC, X

    The global financial crisis (GFC) was a reality check for many across the world. Within just a few months the realization that assets don't continuously rise was suddenly and abruptly realized.

    As with every cyclical shift from bull to bear market, the market overreacted. During the bull market prices overshot, assigning lofty and overly optimistic valuations to stocks. Similarly in the subsequent bear market that savaged the S&P500 more »

  • Time To Buy This Cyclical Company?

    By Lee Samaha - March 13, 2013 | Tickers: AA, CAT, DCI, JOY

    In theory, filtration companies have a lot going for them. Growing regulatory requirements promulgated by environmental concerns should ensure GDP growth in the future. Moreover, the promise of long term growth from industrialization and increasing numbers of transport vehicles in emerging markets offers plenty of upside. On the other hand, they are still cyclical plays that are dependent on specific end markets. In this article I want to focus on more »

  • Two Unloved Material Stocks Which Should Be Brought In From the Cold

    By Declan Fallon - March 12, 2013 | Tickers: AA, ACH, PAL, PLG, SWC

    My value scan is geared towards stocks which fall outside the mainstream of interest, but not necessarily lacking interest from buyers. Since the November lows, stocks attracting the most interest have come from cyclical sectors: Industrials, Discretionary and Financials. However, many of these stocks have driven themselves beyond attractive buy points, which makes building a position difficult. However, out of favor sectors - like Materials and Energy - contain stocks that are more »

  • Two Unloved Material Stocks Which Should Be Brought In From the Cold

    By Declan Fallon - March 12, 2013 | Tickers: AA, ACH, PAL, PLG, SWC

    Note: a previous version of this article misstated Stillwater Mining Company's name. The error has been corrected.

    My value scan is geared towards stocks which fall outside the mainstream of interest, but not necessarily lacking interest from buyers. Since the November lows, stocks attracting the most interest have come from cyclical sectors: Industrials, Discretionary and Financials. However, many of these stocks have driven themselves beyond attractive buy points, which more »

  • Is This Aluminum Producer Cheap Enough Yet?

    By Matthew Frankel - March 8, 2013 | Tickers: AA, ACH, FCX

    After the oil bubble peaked in 2008, virtually all commodities took a nosedive.  For example, crude oil prices retreated from over $144 per barrel to the $35 range in less than a year.  Aluminum was no exception, falling from a peak of $3,070 per metric ton in August 2008 to a low of $1,340 in February 2009.  Since then, it has rebounded to just above $2,000 per more »

  • Billionaire John Paulson Says 'No' To MetroPCS Deal, Should You?

    By Marshall Hargrave - March 5, 2013 | Tickers: AA, T, TMUS, VZ

    Billionaire John Paulson is MetroPCS Communication's (NYSE: TMUS) largest shareholder, owning almost 10% of the company's outstanding shares. However, in a statement last week, he announced that his hedge fund Paulson & Co. will oppose MetroPCS' planned merger with Deutsche Telekom AG’s T-Mobile business.

    MetroPCS is Paulson's 14th largest public equity holding as of the end of 4Q, with him owning some 31.8 million shares. Paulson more »

  • Billionaire Steve Cohen Gets Nutritious

    By Marshall Hargrave - February 25, 2013 | Tickers: AA, GNC, HLF, VSI

    Steve Cohen and SAC Capital are getting nutritious, in the sense that the billionaire dollar hedge fund has upped its stake by over thirty times what it owned at the end of the fourth quarter in the vitamin and supplement retailer, GNC Holdings (NYSE: GNC). SAC Capital now owns 5.195 million shares, or 5.2% of GNC's outstanding shares. But, should investors follow Cohen's lead? 

    The stock more »

  • Has This Growth Company Turned the Corner?

    By Lee Samaha - February 13, 2013 | Tickers: AA, CGNX, INTC, ROP

    Machine vision company Cognex (NASDAQ: CGNX) reported better than expected results and the market rewarded the company with an initial markup. I could stop the commentary right here but I think investors should look deeper into these numbers because there are a lot of things going on here. In summary I think the slowdown in the consumer electronics industry in 2012 has hit Cognex disproportionately hard, and if you consider more »

  • Four Dow Jones Companies to Add to Your Portfolio

    By Howard Cranford - January 31, 2013 | Tickers: AA, MO, KO, GE

    The Dow Jones Industrial Average is a collection of 30 of the “best” stocks throughout the market. These companies are usually well known for being large cap stock that consistently put up large revenues. Following the Dow 30 can provide good stability for your portfolio by investing in companies that have been proven to be able to withstand whatever the economy goes through. These four stocks are stable stocks that more »

  • Aluminum Kingdom: Economic Growth Spurs Demand

    By Nihar Patel - January 31, 2013 | Tickers: AA, JJU, RIO

    Aluminum is not exactly science-fiction style gray goo, but for investors it is interesting. Being one of the most commonly used metals means that as our lackluster global economy improves, demand should rise. The time to take a position was a few months ago, but there is still some more time since we are in a slow and sad recovery. The miner is a better choice than the metal itself more »

  • Why This Dow Stock Could End up Surprising You

    By Neha Chamaria - January 31, 2013 | Tickers: AA, CAT, GE, JOY, RIO

    Profits cut by half, recent acquisition raising questions, less-than-upbeat 2013 outlook: You’d think it’s time to look elsewhere when this is what a company offers to investors on its earnings report platter. Thankfully, Caterpillar (NYSE: CAT) investors know better. The stock gained 2% on an otherwise dull day, because among other lessons, Caterpillar loyalists have learned how to look beyond what meets the eye.

    Deft handling

    As much more »

  • Alcoa Deserves A Bet

    By Federico Zaldua - January 29, 2013 | Tickers: AA, CENX, NOR

    Aluminum, which is used in everything from cans to cars or planes, has a growing global demand that increases hand in hand with the growth experienced by emerging markets like China and Brazil. As a matter of fact, Alcoa (NYSE: AA), the American aluminum champion that just reported earnings, expects global demand to grow by 7% in 2013 from 2012´s 6% (which has been the average growth rate for more »