AlcoaAADON'T BUYMar 15, 2013Stock price when the opinion was issued
As of Jun 10, 2026. Market Open.
He really likes commodities. There's a major commodity secular movement happening. Gold, silver, and uranium have all popped, and there's a rotation within the commodity space. All that AI stuff involves either rare earth or base metals.
This name is a base metal. Aluminum trade was soft for a while, but has picked up. These metals will be used everywhere, so he likes the demand. Yield is 1.08%.
Not big on commodity stocks in general. The problem with aluminum is that China is a net exporter of aluminum. You want to own commodities that China is a big buyer of and hopefully influences the price of.