Viewing Company Cliffs Natural Resources | StockChase
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Compiling comments that experts make about stocks while on public TV.

Cliffs Natural Resources Stock Symbol: CLF-N

Last Price Recorded: $6.7300 on 2017-04-28

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Date Signal Expert Opinion Price
2017-02-28 DON'T BUY Veeral Khatri

His general view on iron ore is a little negative. If you look at the supply/demand dynamics, it is more skewed towards an oversupply situation. Feels we are going to be in a situation where it is going to be a surplus. Iron ore has had a nice run and almost got up to $100 a ton. Doesn’t think that is sustainable, and thinks it pulls back to the $60-$70 range.


Price:
$10.660
Subject:
NORTH AMERICAN
Bias:
CAUTIOUS
Owned:
No
2017-01-30 COMMENT John Stephenson

A commodity stock, and will be more volatile than most. It is so levered to large infrastructure steelmaking, but it is very hard to see how that is going to take off, unless you have a massive infrastructure spend. Growth outside the US is going to be pretty slow. Thinks you will see this just trade sideways for most of the year.


Price:
$8.670
Subject:
NORTH AMERICAN - LARGE & RESOURCE
Bias:
UNKNOWN
Owned:
Unknown
2017-01-03 BUY Elliot Fishman

He likes the volume that it has had in 2016, and he would be a buyer. The stock looks like it has bottomed out. It looks like it has found a bottom and the volumes are back.


Price:
$8.610
Subject:
TECHNICAL ANALYSIS
Bias:
CAUTIOUS
Owned:
Unknown
2014-06-26 DON'T BUY Gordon Reid

There is a reason for things being cheap.  It’s been a tough space.  You have to look for relative value not just that things go down.


Price:
$15.020
Subject:
US EQUITIES
Bias:
CAUTIOUS
Owned:
Unknown
2014-01-06 DON'T BUY Lorne Steinberg

A pure iron ore play. After a few years of downturn, iron ore prices looked like they were ready to bottom out in 2014. Problem is, the stock is anticipating an increase so it has had a bit of a move up after hitting its low. Not a huge fan of iron ore and he can’t see a lot of upside for this company for the next couple of years.


Price:
$24.650
Subject:
GLOBAL & VALUE
Bias:
SELECTIVE
Owned:
No
2013-11-18 BUY Michael Giordano

He just took a position last week.  Likes outlook on met coal and metals.  China should be positive for these producers.


Price:
$27.500
Subject:
CANADIAN RESOURCES
Bias:
BULLISH on RESOURCES
Owned:
Yes
2013-07-16 DON'T BUY John Stephenson

Steel is the most primary of all industries. Any country that becomes industrialized, wants a steel industry. China produces and consumes over half the world’s steel. They have so many steel plants right now that the only real product for them is iron ore. He wouldn’t invest in the still company because there is overcapacity globally. In terms of iron ore, the fundamentals are okay but not terrific. Growth is very slow in China right now down to 7.5%.


Price:
$17.520
Subject:
NORTH AMERICAN - LARGE & RESOURCE
Bias:
BEARISH on RESOURCES
Owned:
Unknown
2013-06-21 DON'T BUY Alice Tsang

High cost producer needing $105 per ton in order to break even. At this time there are a lot more iron ore projects coming on and she would prefer a lower cost producer or a copper stock.


Price:
$17.190
Subject:
CANADIAN RESOURCES
Bias:
CAUTIOUS
Owned:
Unknown
2013-04-08 HOLD Michael Giordano

(Market Call Minute.) Has literally fallen off the “Cliff”. Has been one of the worst performing stocks. Exposure to iron ore is a little too much. Stock will suffer in the short term but longer-term it is all right.


Price:
$18.790
Subject:
RESOURCE
Bias:
SELECTIVE
Owned:
No
2013-03-21 BUY on WEAKNESS Michael Decter

Mining sector has taken a pounding.  China coming back is not enough to move iron ore quickly, so be patient.  It might go lower before it goes higher.  If you are patient, buying down here is probably a good idea.


Price:
$20.910
Subject:
CANADIAN LARGE
Bias:
OPTIMISTIC
Owned:
Unknown
2013-03-19 DON'T BUY John Wilson

Fairly high cost producer of iron ore. What you want to know is the price of iron ore. There was a sharp selloff on iron ore last year, recovered somewhat and recently had a high of $150 on the view that China was rebounding. It has now rolled over and is at about $130. It has to be at least $150 for this to make sense.


Price:
$20.330
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
No
2013-03-04 DON'T BUY John Stephenson

Doesn’t think this has an immediate problem funding their obligations. Unfortunately, they are in the iron ore and coal businesses so he would be very cautious on names like this as he doesn’t see any visibility for improved conditions in the steel sector.


Price:
$23.780
Subject:
RESOURCE
Bias:
CAUTIOUS
Owned:
Unknown
2012-09-19 DON'T BUY Marc-Andre Gaudreau

Regarding government bonds, the risk of rates being so low, he would try to avoid them.


Price:
$42.890
Subject:
BONDS - CORPORATE
Bias:
UNKNOWN
Owned:
Unknown
2012-08-30 DON'T BUY John Stephenson

One of the fastest-growing iron ore companies globally. The bad news is that iron ore prices have been plummeting. Price will probably go lower. Overall, valuation is very attractive. If you are willing to wait 1-2 years, you’ll see the price recover.


Price:
$35.750
Subject:
RESOURCE
Bias:
CAUTIOUS
Owned:
Unknown
2012-06-27 COMMENT John Stephenson Struggling a little. Do some iron ore, but it is mainly in pellet form which goes to Europe. Also does coal which is essentially being banned in the US so they have to ship it offshore. He feels it needs a catalyst before he can take off.
Price:
$47.350
Subject:
RESOURCE
Bias:
DEFENSIVE
Owned:
Unknown
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