Steel Dynamics, Inc.

  • Is This Expensive Steel Company Worth Buying?

    By Amal Singh - August 16, 2013 | Tickers: NUE, STLD, X

    Nucor (NYSE: NUE) is the largest steel producer in the U.S., and statistically it is the largest recycler of any material, recycling almost 1 ton of steel every two seconds. The company declared its 2Q 2013 results last month. Let’s take a look at how the largest steel manufacturer based on ‘mini-mills’ fared.

    Quarterly performance

    Nucor's revenue decreased 8.6% year-over-year to approximately $4.7 billion, but more »

  • Stay Away From This Steel Stock

    By ANUP SINGH - August 12, 2013 | Tickers: NUE, SCHN, STLD

    Note: This post has been amended to better describe Schnitzer.

    Steel Dynamics (NASDAQ: STLD)) is a company that was founded by three ex-employees of another steel giant, Nucor (NYSE: NUE). Operating on the concept of ‘mini-mills,’ it’s one of the largest steel makers in North America with an annual capacity of 6.3 million tons. Steel Dynamics is also one of the lowest-cost steel producers in the U.S more »

  • Is This Company as Solid as Steel?

    By Mark Lin - August 5, 2013 | Tickers: IIIN, NUE, STLD

    Note: This post has been amended to clarify Steel Dynamics' outlook.

    Companies compete successfully by either differentiating their products or by providing almost identical products at lower costs. Low cost producers are typically market leaders, benefiting from economies of scale. Steel Dynamics (NASDAQ: STLD) is an example of that. It is one of the largest steel producers in the U.S. It runs five steel mini-mills with capacity in excess more »

  • Nucor & Steel Prices

    By Waqar Saif - July 23, 2013 | Tickers: NUE, STLD, X

    On July 18, the United States’ biggest mini-mill steel producer, Nucor (NYSE: NUE), released its earnings for the second quarter, 2013. The company reported a 24% decline in its income amid low steel prices. With Nucor’s earnings falling prey to low prices, two key questions come to mind: What’s in store for steel prices going forward? And is Nucor a good investment right now?

    Nucor’s earnings

    During more »

  • Does a Low Price Make This Giant a Buy?

    By Waqar Saif - July 22, 2013 | Tickers: MT, NUE, STLD

    Headquartered in Luxembourg, AreclorMittal (NYSE: MT), is the world’s largest steel producer. Just like all major steel stocks, ArcelorMittal has also become a victim of low steel prices. On July 20, shares closed at $12.72, down 26% on a year-over-year basis. With steel prices facing an uncertain future, two key questions arise:  What does 2013 have in store for the company? Has ArcelorMittal bottomed?

    Recent developments:  ArcelorMittal abandons more »

  • 3 Stocks That the Rally Forgot

    By Adem Tahiri - July 9, 2013 | Tickers: FCX, POT, STLD

    It's amazing just how far the stock market has rallied in recent years. Just a few short years ago, in the depth of the crash, growth stocks like Amazon and Chipotle were trading under $100/share. Now many of those blue chip growers have increased over 100% in value, and even the most questionable of businesses have rallied. 

    This makes it a bit surprising, and curious, when you do more »

  • What the Steel Players Have to Say Now

    By Zain Abbas - June 26, 2013 | Tickers: AKS, NUE, STLD

    Steel players have seen their stock prices plummeting since June 17. The sharp decline in prices has not come without a reason; it has been the market’s reaction to the poor earnings pre-announcement by the steel companies for the second quarter.

    For those who don’t follow steel players regularly, an earnings pre-announcement might seem like an awkward idea. However, this has remained a norm in the steel industry more »

  • How Safe Are the Dividends of These 3 Steel Producers?

    By Rupert Hargreaves - June 14, 2013 | Tickers: NUE, STLD, X

    The outlook for steel producers is not very good. With Chinese growth slowing and demand for steel around the world faltering, steel producers are finding it hard to turn a profit. That said, some of these companies actually offer dividend yields greater than 3%, above the market average of around 2%. So, with the outlook for the steel market deteriorating, are the dividend payouts of these companies sustainable?

    The contenders more »

  • Is There A Bright Spot In This Industry?

    By Zain Abbas - May 20, 2013 | Tickers: AKS, NUE, STLD

    The steel industry has been going through a “prisoner’s dilemma.” No single company is willing to reduce its production, and as a result, all players in the industry are suffering from the overcapacity syndrome. In this situation, can we still find attractive players in this industry? Let’s have a look.

    AK Steel (NYSE: AKS) exited 1Q13 with total liquidity of ~$1.05 billion, largely unchanged vs 4Q12. However more »

  • Looking for Opportunities in the Iron & Steel Sector

    By Damian Illia - May 14, 2013 | Tickers: AKS, NUE, STLD, X

    Trends in the steel industry have not been very promising. Steel producers have struggled with falling prices in recent quarters, reflecting heightened competition from imports and increased production. Oversupply in the industry is a result of Chinese steel production outpacing demand.

    Market players

    United States Steel (NYSE: X) recently missed analysts’ estimates by posting a first-quarter net loss of $73 million, narrower than the net loss of $219 million posted more »

  • 3 High Yielders for Your Short List

    By Adem Tahiri - April 22, 2013 | Tickers: CALM, CCG, STLD

    The stock market is on fire. Stocks have risen more than two times in price since the bull market started, in 2009. Still, now is not the time cash out. Rather, it's time to get defensive.

    Income investments, like dividend paying stocks and real estate investment trusts (REITs), give investors much needed safety right now. That’s because income payers typically don't fall as far in down markets more »

  • Lower Steel Prices - Is There Still a Bright Spot in the Steel Industry?

    By Zain Abbas - April 15, 2013 | Tickers: AKS, MT, STLD, X

    The market has had a mixed outlook on steel stocks recently. Where some stocks are enjoying a short-term rally in the face of recent decline in iron ore prices (iron ore is the main ingredient in steel making), others are facing double digit declines due to recent declines in steel prices. The following chart shows the year-to-date performance of five steel stocks:

    However, a recent report by Goldman Sachs suggests 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 »

  • Is It Time to Buy This Steel Giant?

    By Waqar Saif - March 19, 2013 | Tickers: AKS, MT, STLD

    Founded in 1899 in Ohio, United States, AK Steel (NYSE: AKS), engages in production of carbon, stainless/electrical sheets, cold rolled and aluminum coated stainless steel.

    Low steel prices were the main reason behind AK Steel’s lackluster performance in 2012. Given the fact that the global economy is expected to do slightly better this year, the big question is, what should you expect from AK Steel in 2013?

    Quarterly more »

  • U.S. and European Steel Cannot Confirm Recovery

    By Peter Pham - March 14, 2013 | Tickers: MT, NUE, STLD, X

    US Steel exports for 2012 climbed 2.2% to a record 13.745 million tons despite a slowdown at the end of the year according to American Institute for International Steel (AIIS). Month-over-month, total steel exports dropped 16% from October to November and then dipped further by 2.9% to 879,053 tons in December.  The slowdown witnessed at the end of 2012 is continuing into 2013 due to soft more »

  • Don't Miss out on This Steel Stock

    By Waqar Saif - February 15, 2013 | Tickers: MT, NUE, STLD

    Based in Fort Wayne, Indiana, Steel Dynamics Inc. (NASDAQ: STLD) is the largest carbon steel producer in the United States. Flat-rolled and sheet steel comprise more than sixty percent of company’s steel shipments, while the rest consists of bars, beams and fabricated products.

    Steel Dynamics’ Earnings

    Steel Dynamics just released its earnings for 4Q12. The company reported earnings per share of $0.27 on revenues of $1.7 billion more »

  • 18% Upside on This Steel Stock

    By Waqar Saif - February 8, 2013 | Tickers: NUE, STLD, X

    Nucor (NYSE: NUE) is the largest steel producer in the U.S. It is also the largest recycler of any material in the North American region, recycling half a ton every second. Nucor’s annual steelmaking capacity stands at around 25 million tons.

    Nucor’s Earnings

    Recently, Nucor released its earnings for the fourth quarter 2012. The company reported earnings per share of $0.43, beating the guidance range that more »

  • Have We Seen The Bottom in the Steel Industry?

    By Masam Abbas - January 10, 2013 | Tickers: AKS, MUSA, NUE, ZEUS, RS, STLD, X, WOR

    The steel sector has lately been a hot topic amongst the traders. This was not the case a couple of weeks ago. People had lost interest in this sector, given the fact that it was running on massive overcapacity. Therefore, investors had heavily shorted the players in the steel industry. However, some experts believe that bullish catalysts for this industry are on the horizon. This has generated some genuine interest more »

  • Billionaires Are Betting on Small Steel

    By Meena Krishnamsetty - January 7, 2013 | Tickers: AKS, MT, STLD, TX, X

    What's the best way to play a potential turnaround in the steel industry? Well it’s not the company you would think. United States Steel (NYSE: X) is considered the bellwether of the steel industry, but we believe AK Steel (NYSE: AKS) is the best bet in this space. Cliff Asness of AQR Capital also thinks so and is the top fund owner of AK Steel, owning 4.3 more »

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