Opinions Gordon Reid
AlcoaAADON'T BUYFeb 26, 2014
$12.05
Stock price when the opinion was issued
$65.55
As of Jun 10, 2026. Market Open.
non-base metal mining
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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%.
Keith RichardsOwned
non-base metal mining
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Stockchase Research Editor: Michael O'Reilly This integrated producer of aluminum and the world's largest miner of bauxite is a TOP PICK. Recently reported earnings support a 30% ROE and cash reserves are growing, while the company buys back shares and retires debt. It trades at 10x earnings compared to peers at 21x and is valued at 1.5x book. We recommend placing a stop loss at $31, looking to achieve $60 -- upside of 25%. Yield 0.8% (Analysts’ price target is $78.64)
non-base metal mining
BUY
F150 will have the amount of aluminum in it significantly increased. China has come down pretty hard on smelters who use a lot of electricity. Likely supply of aluminum coming out of China will lessen which is good for this stock.