Vale S.A.

VALE-N

NYSE:VALE

10.41
0.13 (1.26%)
Vale SA is a Brazilian multinational corporation engaged in metals and mining and one of the largest logistics operators in Brazil. Vale is the largest producer of iron ore and nickel in the world.
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Analysis and Opinions about VALE-N

Signal
Opinion
Expert
COMMENT
COMMENT
June 8, 2009
Brazilian with mostly iron ore. Commodity play. Great balance sheet and cost structure. As a long-term resource play it is a good one to own. World economic recovery company.
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Vale S.A. (VALE-N)
June 8, 2009
Brazilian with mostly iron ore. Commodity play. Great balance sheet and cost structure. As a long-term resource play it is a good one to own. World economic recovery company.
BUY
BUY
May 26, 2009
Gives exposure to many base metals and commodities. Has had a rough go of it. Represents a buying opportunity because there are no debt issues. Has about $1.8 billion in cash and could do some major acquisitions without diluting equity holders.
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Vale S.A. (VALE-N)
May 26, 2009
Gives exposure to many base metals and commodities. Has had a rough go of it. Represents a buying opportunity because there are no debt issues. Has about $1.8 billion in cash and could do some major acquisitions without diluting equity holders.
BUY
BUY
April 24, 2009
They are the way to go in this market.
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Vale S.A. (VALE-N)
April 24, 2009
They are the way to go in this market.
BUY
BUY
March 26, 2009
You play this for where you think iron ore prices are going to go. Encouraged by direction of negotiations. Prices for met coal are starting to show up. If you could see iron ore prices settle out in the same kind of correction, closer to 150-140 there would be significant upside to the stock. Well run company.
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Vale S.A. (VALE-N)
March 26, 2009
You play this for where you think iron ore prices are going to go. Encouraged by direction of negotiations. Prices for met coal are starting to show up. If you could see iron ore prices settle out in the same kind of correction, closer to 150-140 there would be significant upside to the stock. Well run company.
BUY
BUY
January 27, 2009
Largest and highest quality iron ore company globally. Brazilian. Balance sheet is very good so an excellent way to play the commodities market.
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Vale S.A. (VALE-N)
January 27, 2009
Largest and highest quality iron ore company globally. Brazilian. Balance sheet is very good so an excellent way to play the commodities market.
BUY
BUY
January 14, 2009
One of the premier base and bulk metal companies globally. Gives you exposure to Brazilian iron ore as well as Canadian nickel. Like every other material stock, it has been beaten up unmercifully.
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Vale S.A. (VALE-N)
January 14, 2009
One of the premier base and bulk metal companies globally. Gives you exposure to Brazilian iron ore as well as Canadian nickel. Like every other material stock, it has been beaten up unmercifully.
TOP PICK
TOP PICK
December 30, 2008
Could be a violent rally in the stock market and mining companies could be beneficiaries. Some of them have been driven down to ridiculous levels. This one is low-cost and has a strong balance sheet. Dominant position in iron ore and nickel. (Not a 1-year prediction, but a 6-month prediction.)
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Vale S.A. (VALE-N)
December 30, 2008
Could be a violent rally in the stock market and mining companies could be beneficiaries. Some of them have been driven down to ridiculous levels. This one is low-cost and has a strong balance sheet. Dominant position in iron ore and nickel. (Not a 1-year prediction, but a 6-month prediction.)
COMMENT
COMMENT
December 29, 2008
Iron ore. Very dependent on what happens in China, which is taking measures to alleviate the slowdown. Relaxing lending standards and reducing reserve requirements for banks. Expects recovery in property in the 2nd half of 2009 that could result in a pickup of demand for steel. Took on debt when they made acquisitions.
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Vale S.A. (VALE-N)
December 29, 2008
Iron ore. Very dependent on what happens in China, which is taking measures to alleviate the slowdown. Relaxing lending standards and reducing reserve requirements for banks. Expects recovery in property in the 2nd half of 2009 that could result in a pickup of demand for steel. Took on debt when they made acquisitions.
PAST TOP PICK
PAST TOP PICK
November 11, 2008
(A Top Pick Nov 9/07. Down 66%.) Largest iron ore company. Out of Brazil. Collapse in commodity prices has hurt them. 3 to 5 years out this will look to be like a screaming buy opportunity. Over the near term, there could be further downside.
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Vale S.A. (VALE-N)
November 11, 2008
(A Top Pick Nov 9/07. Down 66%.) Largest iron ore company. Out of Brazil. Collapse in commodity prices has hurt them. 3 to 5 years out this will look to be like a screaming buy opportunity. Over the near term, there could be further downside.
DON'T BUY
DON'T BUY
October 27, 2008
Diversified metals. Got caught up in the whole metals/materials boom and has come off hard. Based in Brazil, which has had a huge correction.
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Vale S.A. (VALE-N)
October 27, 2008
Diversified metals. Got caught up in the whole metals/materials boom and has come off hard. Based in Brazil, which has had a huge correction.
BUY
BUY
October 14, 2008
Premier Iron ore and nickel company in the world. Finances are good. Market was worried they would buy somebody at a peak price, but not now. Won’t go up in a hurry. Ok if long-term investor.
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Vale S.A. (VALE-N)
October 14, 2008
Premier Iron ore and nickel company in the world. Finances are good. Market was worried they would buy somebody at a peak price, but not now. Won’t go up in a hurry. Ok if long-term investor.
BUY
BUY
October 7, 2008
Have iron and nickel, which goes into stainless steel. Very good situation. No concerns on demand in the case of China where they are still building up their infrastructure. Look out for major slow down in China.
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Vale S.A. (VALE-N)
October 7, 2008
Have iron and nickel, which goes into stainless steel. Very good situation. No concerns on demand in the case of China where they are still building up their infrastructure. Look out for major slow down in China.
BUY
BUY
September 26, 2008
Probably starting to get pretty cheap valuations. He is cautious on resource prices in the short term but it is reaching a point where supply is going to be shut down. This is positive for longer-term fundamentals. If growth starts coming out of China as well as India and the emerging market, there will be substantial demand for commodities. Good for a long-term hold.
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Vale S.A. (VALE-N)
September 26, 2008
Probably starting to get pretty cheap valuations. He is cautious on resource prices in the short term but it is reaching a point where supply is going to be shut down. This is positive for longer-term fundamentals. If growth starts coming out of China as well as India and the emerging market, there will be substantial demand for commodities. Good for a long-term hold.
BUY
BUY
September 3, 2008
One of her top 10 holdings. Commodity cycle will have to play itself out. However, outlook is still very strong because their main customers, the Chinese, have not dramatically reduced the consumption of steel. On a long-term view, you will be rewarded handsomely.
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Vale S.A. (VALE-N)
September 3, 2008
One of her top 10 holdings. Commodity cycle will have to play itself out. However, outlook is still very strong because their main customers, the Chinese, have not dramatically reduced the consumption of steel. On a long-term view, you will be rewarded handsomely.
COMMENT
COMMENT
July 24, 2008
A lot of resource companies have been getting sold off and is basically just a trade off from the out performers to the under performers. A short-term trend and we should continue to see the longer-term out performance by the materials and energy companies.
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Vale S.A. (VALE-N)
July 24, 2008
A lot of resource companies have been getting sold off and is basically just a trade off from the out performers to the under performers. A short-term trend and we should continue to see the longer-term out performance by the materials and energy companies.
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