Kaiser Aluminum Corp.

  • Billionaire Michael Price’s Cheap Stock Picks

    By Meena Krishnamsetty - June 30, 2013 | Tickers: HES, INTC, KALU, PFE, SYA

    We track quarterly 13F filings from hundreds of hedge funds and other notable investors as part of our work researching investment strategies; we have found, for example, that the most popular small cap stocks among hedge funds outperform the S&P 500 by an average of 18 percentage points per year. We also like to screen filings from individual funds according to a number of criteria, including low earnings multiples 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 »

  • Billionaire Michael Price’s Small-Cap Picks

    By Meena Krishnamsetty - April 17, 2013 | Tickers: BKS, JCP, KALU, SYA

    The most popular small cap stocks (which we define as those with market capitalizations between $1 billion and $5 billion) among hedge funds outperform the S&P 500 by an average of 18 percentage points per year, according to our analysis of 13F filings. This makes sense to us since most small cap stocks are ignored by large institutional investors such as mutual funds, as it is hard for them more »

  • Billionaire Michael Price’s Cheap Stock Picks

    By Meena Krishnamsetty - March 15, 2013 | Tickers: BDX, COP, INTC, KALU

    In mid February, hedge funds and other major investors filed their 13Fs with the SEC; these filings disclosed many of their long equity positions as of the end of December. Even though there is a lag in this information, there are still multiple ways for investors to use it. For example, the most popular small cap stocks among hedge funds produce an average excess return of 18 percentage points per more »

  • Five Shareholder-Friendly Stocks that Might be Good Investments for 2013

    By Brian Nichols - January 19, 2013 | Tickers: A, BLK, F, KALU, WNR

    A shareholder-friendly company holds certain advantages over a typical stock, if in fact it returns capital to shareholders in terms of performance as well as in yield. In this market there are numerous examples of such stocks, and in this article I am looking at five that are raising their dividend and might fit into your portfolio.

    Company

    Ticker

    2013 Yield

    Increase Over 2012

    One-Year Return

    Ford

    (NYSE: F)

    2 more »

  • Is It The Time to Buy Alcoa?

    By Anindya Batabyal - January 15, 2013 | Tickers: AA, ACH, CENX, KALU

    Alcoa (NYSE: AA), the largest U.S. aluminum producer, reported a Q4 profit of $242 million, or 21 cents a share, reversing the loss of $193 million a year ago. Excluding one-time items, the company earned $64 million, or 6 cents a share, reversing a year-ago loss of 3 cents a share. Revenue for the quarter fell 2% to $5.90 billion from $5.99 billion as aluminum prices remained more »

  • It’s Showtime for this Aluminum Producer

    By Piyush Arora - October 29, 2012 | Tickers: AA, KALU, RS, RIO

    The industrial output of China rose by 9.2% in September and 8.9% in August, and it’s evident now that China is not slowing down. The ministry of industry and information technology further improved the economic sentiment when it announced that it expects the industrial growth in Q4 to be faster than Q3. The US also joined the party when it reported better than expected industrial output numbers more »

  • This Stock is Reducing its Reliance on Aluminum Pricing

    By Gulab Ram Parab - October 18, 2012 | Tickers: AA, KALU, RS

    Earnings season kicked off last Tuesday, as Alcoa (NYSE: AA) reported EPS ex-items of $0.03. Underlying the figure is a divergence in performance between upstream and downstream segments:

    Segment After-Tax Operating Income (ATOI)
    Alumina  ($9 million)
    Primary Metals  ($14 million)
    Global Rolled Products   $98 million
    Engineered Products & Solutions $160 million

     

    Lower LME-based pricing hurt both upstream segments. Year-on-year, Alumina ATOI dropped $163 million, while Primary Metals ATOI fell $124 more »

  • Is This Aluminum Manufacturer A Good Stock to Buy?

    By Meena Krishnamsetty - October 12, 2012 | Tickers: AA, ACH, CENX, FCX, KALU

    Alcoa (NYSE: AA) is down 1% so far in 2012, continuing a bear run in the stock that has been going on for several years (the stock price peaked above $45 in July 2007 and now trades just above $9 per share). The stock was hit hard by the financial crisis and recession in the U.S., as might be expected given that the basic materials stock as a beta more »

  • What’s Up with Alcoa and Will its Stock Ever Move Up?

    By Jay Wei - August 30, 2012 | Tickers: AA, KALU, RIO

    Founded in 1888, Alcoa (NYSE: AA) has long become an American industrial icon and remains the world’s leading aluminum producer today. But fame doesn’t always bring an equal level of fortune with it. While the Dow Jones Industrial Average has recovered most of its losses from the index’s recent recession reading set in March 2009, Alcoa, a Dow component, has not kept pace with the index‘s more »

  • Alcoa Shares on a Tear

    By Meena Krishnamsetty - April 17, 2012 | Tickers: AA, FCX, KALU, NOR

    Alcoa (NYSE: AA), the largest producer of primary aluminum, fabricated aluminum and alumina, has had a nice bounce with shares up ~6.2% last Thursday after reporting tremendous earnings. Though 2011 was a slightly positive year for the S&P 500, which has since been on an upward streak from the beginning of this year, AA shares have actually declined down from over $17 in 2011 to $9.85 as more »

  • 4 Best Basic Materials Stocks For 2012

    By Robert Fisher - January 15, 2012 | Tickers: AWI, CMP, IAG, KALU

    In challenging economic times, stocks in the basic materials sector can be amongst the best investments for their blend of stability and inflation protection. When the cost of inputs is rising - an inflationary environment, these stocks benefit from the rise in prices. Higher commodity prices are able to be passed on to consumers and end-users at a premium that translates into solid earnings. The advantage these stocks can over pure more »

  • If You Like Alcoa’s Outlook, You’re Going to Love This Little Brother

    By James Brumley - January 11, 2012 | Tickers: AA, CENX, KALU

    2012’s fourth quarter earnings season is officially here now that Alcoa Inc. (NYSE: AA) has kicked things off by sharing its recent fiscal results. As usual, all eyes were on the company’s numbers, since how this major name fared last quarter is an omen of how the entire earnings season will pan out.

    That’s the theory anyway. In reality, however, the theory doesn’t hold water. There more »