Commercial Metals Company

• Our Take on Icahn's Small-Cap Portfolio Since Q4 2011

  By Meena Krishnamsetty - February 14, 2013 | Tickers: CMC, CVI, HAIN, NAV, OSK

  With a net worth of $14 billion, infamous corporate raider Carl Icahn has a lifetime of experience building wealth in the capital markets. Each quarter, we’re able to take a glimpse at that experience by reviewing the holdings in his Icahn Capital fund. Our research has shown that hedge funds like his are excellent stock pickers. For example, the most popular small-cap stock positions in hedge fund’s 13F more »

• Mexican Taco Bell & Chinese Tortillas

  By Nick Slepko - November 16, 2012 | Tickers: CMC, GMK, KRFT, MCD, WMT, YUM

  “Whether it’s the restaurant or the supermarket or the kitchen supply shop, it’s hard to think of sector that is more commercialized and more replete with entrepreneurship and innovation.  It is all monetized. … Quality customers are often more important to a restaurant than a quality chef.”

  Professor Tyler Cowen’s recent book, An Economist Gets Lunch, is his latest success at illustrating “markets in everything” – and like his more »

• America's Kids: From French Fries to Frenchified

  By Nick Slepko - November 15, 2012 | Tickers: CEC, CMC, MCD, DIS

   

  “Whether it’s the restaurant or the supermarket or the kitchen supply shop, it’s hard to think of sector that is more commercialized and more replete with entrepreneurship and innovation.  It is all monetized. … Quality customers are often more important to a restaurant than a quality chef.”

  Professor Tyler Cowen’s recent book, An Economist Gets Lunch, is his latest success at illustrating “markets in everything” – and like his more »

• This Small Cap Steel Company Will Continue to Improve Profitability Via Acquisitions

  By Ankit Agrawal - September 24, 2012 | Tickers: CMC, STLD, SXC, WOR

  Worthington Industries’ (NYSE: WOR) robust performance and continued successful efforts at improving and growing its business strengthen my optimism on the shares. Worthington has been one of the most active companies in steel space through the downturn acquiring new businesses and divesting underperforming ones, implementing a strategic restructuring of its core Steel Processing business and buying back a substantial amount of its shares. I expect these efforts to continue looking more »