Analysis and Opinions about AA-N

Signal
Opinion
Expert
Chart
COMMENT
COMMENT
November 25, 2015

Doesn’t have a lot of investments in base metals because the dollar is strong and there is weakening demand from emerging markets. They are splitting the company in 2. Aluminum is not a commodity that China needs to import. They can produce it domestically.

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Alcoa (AA-N)
November 25, 2015

Doesn’t have a lot of investments in base metals because the dollar is strong and there is weakening demand from emerging markets. They are splitting the company in 2. Aluminum is not a commodity that China needs to import. They can produce it domestically.

DON'T BUY
DON'T BUY
November 17, 2015

This has very strong seasonal characteristics. Historically it moves higher from around the latter part of November right through until late April of each year. Technically the stock is not looking good. It is still in a downward trend and has recently hit a new low. There are no signs of a bottoming yet.

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Alcoa (AA-N)
November 17, 2015

This has very strong seasonal characteristics. Historically it moves higher from around the latter part of November right through until late April of each year. Technically the stock is not looking good. It is still in a downward trend and has recently hit a new low. There are no signs of a bottoming yet.

Don Vialoux
Price
$8.270
Owned
Unknown
DON'T BUY
DON'T BUY
August 26, 2015

The problem is that their destiny really isn’t in their control. There has been an imbalance between supply and demand with far too much supply. Have been shuttering production for years to try and create more of a balance, but the wildcard is China which produces a ton of aluminum.

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Alcoa (AA-N)
August 26, 2015

The problem is that their destiny really isn’t in their control. There has been an imbalance between supply and demand with far too much supply. Have been shuttering production for years to try and create more of a balance, but the wildcard is China which produces a ton of aluminum.

Gordon Reid
Price
$8.260
Owned
No
DON'T BUY
DON'T BUY
July 22, 2015

His concern is that they didn’t control a lot of their own destiny. From a supply standpoint, there was a long history of oversupply in the industry and they have shuttered 30%-35% of their production, but they don’t control China. Chinese production has increased dramatically in the last 6-12 months and have flooded the market. Aluminum prices have fallen and this company stock price has gone down.

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Alcoa (AA-N)
July 22, 2015

His concern is that they didn’t control a lot of their own destiny. From a supply standpoint, there was a long history of oversupply in the industry and they have shuttered 30%-35% of their production, but they don’t control China. Chinese production has increased dramatically in the last 6-12 months and have flooded the market. Aluminum prices have fallen and this company stock price has gone down.

Gordon Reid
Price
$9.990
Owned
No
DON'T BUY
DON'T BUY
July 15, 2015

Not a big fan. They have been doing a lot of right things lately. They’ve been very, very aggressively trying to up-market their product closer to final end goods for premium industries like aerospace. Doing what they can, but aluminum is the most prevalent metal on earth. It never gets tight. Has had very little earnings growth for a very long time, and doesn’t have a ridiculously low multiple.

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Alcoa (AA-N)
July 15, 2015

Not a big fan. They have been doing a lot of right things lately. They’ve been very, very aggressively trying to up-market their product closer to final end goods for premium industries like aerospace. Doing what they can, but aluminum is the most prevalent metal on earth. It never gets tight. Has had very little earnings growth for a very long time, and doesn’t have a ridiculously low multiple.

Bruce Tatters
Price
$10.570
Owned
No
DON'T BUY
DON'T BUY
July 13, 2015

So much of the aluminum story depends on how well China is doing. There are some exciting things happening in aluminum. Aircraft sales are way up, and Ford (F-N) has moved into aluminum bodies for trucks. Until commodity prices start to get a little more stabilized, he doesn’t see money moving into the sector. A lot of these manufacturing companies are not about revenue gain, but operating cost cutting.

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Alcoa (AA-N)
July 13, 2015

So much of the aluminum story depends on how well China is doing. There are some exciting things happening in aluminum. Aircraft sales are way up, and Ford (F-N) has moved into aluminum bodies for trucks. Until commodity prices start to get a little more stabilized, he doesn’t see money moving into the sector. A lot of these manufacturing companies are not about revenue gain, but operating cost cutting.

Rick Stuchberry
Price
$10.820
Owned
Unknown
DON'T BUY
DON'T BUY
July 6, 2015

His outlook is not good near to medium term. Your major buyer is China, but they actually produce aluminum themselves. The outlook is not good.

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Alcoa (AA-N)
July 6, 2015

His outlook is not good near to medium term. Your major buyer is China, but they actually produce aluminum themselves. The outlook is not good.

Norman Levine
Price
$11.030
Owned
No
COMMENT
COMMENT
June 3, 2015

This has turned itself from a metal basher into manufactured products. As the weight of a car or a plane comes down, aluminum is used more and more. Over the last year, this one is off about 7%. It is probably worthwhile putting in a longer-term position, as they should do well because of its major product and what it does with it will be used more and more.

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Alcoa (AA-N)
June 3, 2015

This has turned itself from a metal basher into manufactured products. As the weight of a car or a plane comes down, aluminum is used more and more. Over the last year, this one is off about 7%. It is probably worthwhile putting in a longer-term position, as they should do well because of its major product and what it does with it will be used more and more.

Gavin Graham
Price
$12.610
Owned
Unknown
TOP PICK
TOP PICK
June 2, 2015

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%.

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Alcoa (AA-N)
June 2, 2015

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%.

Lorne Steinberg
Price
$12.620
Owned
Yes
COMMENT
COMMENT
May 26, 2015

If he had to own a commodity, aluminum might be one that he might want to look at. The problem with this company is that aluminum is the one commodity that they actually make and export out of China. He wouldn’t have too much money in commodities at all right now.

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Alcoa (AA-N)
May 26, 2015

If he had to own a commodity, aluminum might be one that he might want to look at. The problem with this company is that aluminum is the one commodity that they actually make and export out of China. He wouldn’t have too much money in commodities at all right now.

Norman Levine
Price
$12.760
Owned
No
DON'T BUY
DON'T BUY
April 17, 2015

Not a fan of most commodities. We still have longer to wait. Commodity cycles are very long, and we are in about a year 4 or 5 of the latest downtrend. One thing that bothers him is that China is a net producer of aluminum, not an importer.

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Alcoa (AA-N)
April 17, 2015

Not a fan of most commodities. We still have longer to wait. Commodity cycles are very long, and we are in about a year 4 or 5 of the latest downtrend. One thing that bothers him is that China is a net producer of aluminum, not an importer.

Norman Levine
Price
$13.460
Owned
No
DON'T BUY
DON'T BUY
March 12, 2015

Aluminum is not that attractive to her longer term. All commodity prices have been declining. They are trying to diversify into other applications, such as a recent titanium maker.

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Alcoa (AA-N)
March 12, 2015

Aluminum is not that attractive to her longer term. All commodity prices have been declining. They are trying to diversify into other applications, such as a recent titanium maker.

BUY
BUY
February 12, 2015

Aluminum prices are depressed, but this company is not dependant on the price of Aluminum. He would buy for a new client today. You need to buy it when earnings are depressed like they are now. The auto sector is moving to more and more aluminum in cars. A lot of the high cost production has been shut in so the supply has reduced.

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Alcoa (AA-N)
February 12, 2015

Aluminum prices are depressed, but this company is not dependant on the price of Aluminum. He would buy for a new client today. You need to buy it when earnings are depressed like they are now. The auto sector is moving to more and more aluminum in cars. A lot of the high cost production has been shut in so the supply has reduced.

Lorne Steinberg
Price
$15.650
Owned
Yes
DON'T BUY
DON'T BUY
February 4, 2015

We are seeing weakness in all the metals, primarily because of the situation in China. For the longest time, commodity prices have been driven by what is going on in China. The Chinese government and their central bank is trying very hard to keep growth going forward. While this is going on, it is very difficult for metal prices in general to make any progress. One thing in this company’s favour is the expectation of a lot of aircraft orders. He is not sure it is enough to counteract the slow growth in metals globally.

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Alcoa (AA-N)
February 4, 2015

We are seeing weakness in all the metals, primarily because of the situation in China. For the longest time, commodity prices have been driven by what is going on in China. The Chinese government and their central bank is trying very hard to keep growth going forward. While this is going on, it is very difficult for metal prices in general to make any progress. One thing in this company’s favour is the expectation of a lot of aircraft orders. He is not sure it is enough to counteract the slow growth in metals globally.

David Baskin
Price
$16.420
Owned
No
WATCH
WATCH
January 19, 2015

Bottoms around the end of January and moves higher to the end of May of each year. Is not in an uptrend. It is below its 20 day moving average. He is watching it to see if it bottoms.

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Alcoa (AA-N)
January 19, 2015

Bottoms around the end of January and moves higher to the end of May of each year. Is not in an uptrend. It is below its 20 day moving average. He is watching it to see if it bottoms.

Don Vialoux
Price
$15.280
Owned
Unknown
Showing 31 to 45 of 171 entries