AlcoaAACOMMENTFeb 09, 2016Stock 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%.
A pretty solid company. They are splitting their upstream and downstream operations. She is not putting money into the commodity space as she would rather wait for everything to stabilize.