Opinions Lorne Steinberg
AlcoaAATOP PICKJun 02, 2015
Lorne SteinbergOwned
$12.62
Stock price when the opinion was issued
$65.55
As of Jun 10, 2026. Market Open.
non-base metal mining
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TOP PICK
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
This has been over $30 five times in the last 15 years. It is a cyclical company, so you have to rent it, not own it. They are in a sweet spot right now. Have made a bunch of acquisitions and have gotten more into the value added part of the aluminum business. Aluminum prices are historically low, but this is still throwing off free cash flow. Earnings are at about $1 a share and US auto demand is going to rise 25% over the next couple of years, simply because of emission standards. Dividend yield of 0.95%.