Alcoa

AA-N

Analysis and Opinions about AA-N

Signal
Opinion
Expert
DON'T BUY
DON'T BUY
November 3, 2014

Has done well in price appreciation, largely on the back of cost-cutting. Their revenues have not grown appreciably. The smelting business, up until recently, has been in business of trying to create demand by cutting off supply. A big part of their mining is done in China, which they don't control, and that gives him pause. The good news is that the downstream business has really picked up. However, he would still pass.

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Alcoa (AA-N)
November 3, 2014

Has done well in price appreciation, largely on the back of cost-cutting. Their revenues have not grown appreciably. The smelting business, up until recently, has been in business of trying to create demand by cutting off supply. A big part of their mining is done in China, which they don't control, and that gives him pause. The good news is that the downstream business has really picked up. However, he would still pass.

SELL
SELL
October 7, 2014

Stock has done quite well because near-term, aluminum prices have had a temporary imbalance. There is a lot of excess capacity so she doesn’t think the price is sustainable. This is a commodity that China produces and which they don’t import. She would prefer something like copper.

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Alcoa (AA-N)
October 7, 2014

Stock has done quite well because near-term, aluminum prices have had a temporary imbalance. There is a lot of excess capacity so she doesn’t think the price is sustainable. This is a commodity that China produces and which they don’t import. She would prefer something like copper.

SELL
SELL
September 9, 2014

This has done very well and is probably a Sell. Aluminium prices increased by about 15%-20% in the last 3 months, due to some production curtailment. This is one commodity that China produces domestically. Capitalization in this industry is quite low at about 78%, which means there is plenty of capacity out there.

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Alcoa (AA-N)
September 9, 2014

This has done very well and is probably a Sell. Aluminium prices increased by about 15%-20% in the last 3 months, due to some production curtailment. This is one commodity that China produces domestically. Capitalization in this industry is quite low at about 78%, which means there is plenty of capacity out there.

BUY WEAKNESS
BUY WEAKNESS
August 18, 2014

Aluminium is a big auto industries play. The US auto standards are changing in 2016, and auto demand for aluminium is going to really jump, about 25%. This company has done pretty well, even with weak aluminium prices. He would wait for a bit of a pullback before stepping in.

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Alcoa (AA-N)
August 18, 2014

Aluminium is a big auto industries play. The US auto standards are changing in 2016, and auto demand for aluminium is going to really jump, about 25%. This company has done pretty well, even with weak aluminium prices. He would wait for a bit of a pullback before stepping in.

COMMENT
COMMENT
July 24, 2014

Hasn’t owned this because he just doesn’t feel comfortable in a situation where they are making strides on the cost side, and by trying to equalize the supply/demand situation. There has been a tremendous amount of supply in the smelters, and they have been shuttering smelters to try to equalize that. They are not completely in control because China is a big producer. However, the company has done a good job.

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Alcoa (AA-N)
July 24, 2014

Hasn’t owned this because he just doesn’t feel comfortable in a situation where they are making strides on the cost side, and by trying to equalize the supply/demand situation. There has been a tremendous amount of supply in the smelters, and they have been shuttering smelters to try to equalize that. They are not completely in control because China is a big producer. However, the company has done a good job.

HOLD
HOLD
July 14, 2014

It is cyclical. There is a mandate that cars have to be lighter and more fuel efficient so that will mean more aluminum. AA-N is getting into more places than before. There is some over head resistance in about 10-15% up and then it might pull back.

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Alcoa (AA-N)
July 14, 2014

It is cyclical. There is a mandate that cars have to be lighter and more fuel efficient so that will mean more aluminum. AA-N is getting into more places than before. There is some over head resistance in about 10-15% up and then it might pull back.

SELL
SELL
July 8, 2014

Has done well. They did well at cost cutting and made acquisitions to diversify. She would be inclined to take profits, even though the stock may go up for a couple of years if there is good demand for metal products.

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Alcoa (AA-N)
July 8, 2014

Has done well. They did well at cost cutting and made acquisitions to diversify. She would be inclined to take profits, even though the stock may go up for a couple of years if there is good demand for metal products.

DON'T BUY
DON'T BUY
July 3, 2014

Cyclical. China is slowing down. The stock is going up in anticipation of better earnings. Model $10.35, 30% negative differential. It is cheap. Prefers others, see Top Picks.

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Alcoa (AA-N)
July 3, 2014

Cyclical. China is slowing down. The stock is going up in anticipation of better earnings. Model $10.35, 30% negative differential. It is cheap. Prefers others, see Top Picks.

DON'T BUY
DON'T BUY
June 26, 2014

He has not favoured it. They only control the cost side of the process. In the last 7 years they closed down 30% of their production capacity. Chinese production is the wild card. They can’t control it. So he does not support the company or the stock. He is nervous despite what the stock price has done.

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Alcoa (AA-N)
June 26, 2014

He has not favoured it. They only control the cost side of the process. In the last 7 years they closed down 30% of their production capacity. Chinese production is the wild card. They can’t control it. So he does not support the company or the stock. He is nervous despite what the stock price has done.

DON'T BUY
DON'T BUY
June 4, 2014

On their 10 year operating results, revenues were down and earnings are down even more. This company seems to be struggling.

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Alcoa (AA-N)
June 4, 2014

On their 10 year operating results, revenues were down and earnings are down even more. This company seems to be struggling.

DON'T BUY
DON'T BUY
May 30, 2014

We are seeing a lot of companies doing well because they are cutting costs and increasing productivity. However, revenue is the great driver of success and we are really not seeing a lot of that. There is still too much capacity in the area. We need to buy companies that have growth and this company just doesn’t fit that.

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Alcoa (AA-N)
May 30, 2014

We are seeing a lot of companies doing well because they are cutting costs and increasing productivity. However, revenue is the great driver of success and we are really not seeing a lot of that. There is still too much capacity in the area. We need to buy companies that have growth and this company just doesn’t fit that.

COMMENT
COMMENT
May 26, 2014

This company has sort of reinvented itself and is much more focused on automobiles. Chart shows a fantastic up trend with a little bit of sideways action now. Sometimes that can be a continuation. This suggests that if it gets above $13.80 with a bit of price action, they can move higher. However, you will probably see this settle in a band of about $10.75-$13.80. If you own, tighten up your Stops just below $13. If you want to trade it, wait until it got just above $14. A better time to look at this one would be October.

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Alcoa (AA-N)
May 26, 2014

This company has sort of reinvented itself and is much more focused on automobiles. Chart shows a fantastic up trend with a little bit of sideways action now. Sometimes that can be a continuation. This suggests that if it gets above $13.80 with a bit of price action, they can move higher. However, you will probably see this settle in a band of about $10.75-$13.80. If you own, tighten up your Stops just below $13. If you want to trade it, wait until it got just above $14. A better time to look at this one would be October.

HOLD
HOLD
May 20, 2014

Hasn’t looked at this for some time. Good company. The argument for owning or considering buying is if you can see a continuing US economic recovery, not to mention globally and this will certainly be a player.

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Alcoa (AA-N)
May 20, 2014

Hasn’t looked at this for some time. Good company. The argument for owning or considering buying is if you can see a continuing US economic recovery, not to mention globally and this will certainly be a player.

PAST TOP PICK
PAST TOP PICK
April 23, 2014

(A Top Pick April 30/13. Up 60.91%.) Feels that this is just on the cusp. After aluminum companies have shut in a lot of high cost aluminum, supply is declining somewhat and demand is poised to take off in the next couple of years because of US auto demand is rising. To him, their peak earnings will be $2.50-$3 a share. In the past, when earnings have been at this level, this has been a $30 stock.

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Alcoa (AA-N)
April 23, 2014

(A Top Pick April 30/13. Up 60.91%.) Feels that this is just on the cusp. After aluminum companies have shut in a lot of high cost aluminum, supply is declining somewhat and demand is poised to take off in the next couple of years because of US auto demand is rising. To him, their peak earnings will be $2.50-$3 a share. In the past, when earnings have been at this level, this has been a $30 stock.

HOLD
HOLD
April 22, 2014

A very good, large cap aluminum producer levered to the US economy and into the global economy. There is a trend towards light weighting in cars as opposed to having a lot of steel in your cars. Feels it has good long-term prospects.

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Alcoa (AA-N)
April 22, 2014

A very good, large cap aluminum producer levered to the US economy and into the global economy. There is a trend towards light weighting in cars as opposed to having a lot of steel in your cars. Feels it has good long-term prospects.

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