Analysis and Opinions about AA-N

Signal
Opinion
Expert
COMMENT
COMMENT
January 13, 2012
(Market Call Minute.) Reported reasonable earnings. If you are comfortable there will be a recovery in the 2nd half of the year, this is a good economic bellwether.
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Alcoa (AA-N)
January 13, 2012
(Market Call Minute.) Reported reasonable earnings. If you are comfortable there will be a recovery in the 2nd half of the year, this is a good economic bellwether.
DON'T BUY
DON'T BUY
January 9, 2012
Alumina market as being in distress for a very long time. The big costs are energy. Europe is in the recession and won't get better anytime soon. The Asian bubble may be popping to some extent.
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Alcoa (AA-N)
January 9, 2012
Alumina market as being in distress for a very long time. The big costs are energy. Europe is in the recession and won't get better anytime soon. The Asian bubble may be popping to some extent.
COMMENT
COMMENT
January 6, 2012
They will be announcing on Monday after the bell, so it will be interesting. Technicians will be interested in how the stock reacts to the news. The key to this one is to see how it reacts.
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Alcoa (AA-N)
January 6, 2012
They will be announcing on Monday after the bell, so it will be interesting. Technicians will be interested in how the stock reacts to the news. The key to this one is to see how it reacts.
WAIT
WAIT
December 30, 2011
One of worst performs this year. Historically has done well in springtime 3’rd week in Jan. Look for signs of bottoming.
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Alcoa (AA-N)
December 30, 2011
One of worst performs this year. Historically has done well in springtime 3’rd week in Jan. Look for signs of bottoming.
DON'T BUY
DON'T BUY
December 14, 2011
2 problems. This is a commodity stock and commodity stocks are not trained very well right now. Aluminum in general has not been a good performer because of oversupply.
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Alcoa (AA-N)
December 14, 2011
2 problems. This is a commodity stock and commodity stocks are not trained very well right now. Aluminum in general has not been a good performer because of oversupply.
DON'T BUY
DON'T BUY
December 12, 2011
Largest pure play aluminum company globally. Aluminum has been mired in doldrums for years. Inventories are at record highs. Fabulously run company, strong balance sheet and trading at low P/E ratio. Doesn't see aluminum as being the best commodity going forward.
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Alcoa (AA-N)
December 12, 2011
Largest pure play aluminum company globally. Aluminum has been mired in doldrums for years. Inventories are at record highs. Fabulously run company, strong balance sheet and trading at low P/E ratio. Doesn't see aluminum as being the best commodity going forward.
DON'T BUY
DON'T BUY
November 22, 2011
Fairly heavily dependent on the overall level of economic activity. Large company so lots has to go right in terms of the economy for it to grow to much of an extent. Skinny dividend.
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Alcoa (AA-N)
November 22, 2011
Fairly heavily dependent on the overall level of economic activity. Large company so lots has to go right in terms of the economy for it to grow to much of an extent. Skinny dividend.
TOP PICK
TOP PICK
November 1, 2011
Cyclical company. Low cost aluminum producer. China is actually a high cost producer. Have cheap electricity. A light metal that will double in demand. Earnings have bottomed out.
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Alcoa (AA-N)
November 1, 2011
Cyclical company. Low cost aluminum producer. China is actually a high cost producer. Have cheap electricity. A light metal that will double in demand. Earnings have bottomed out.
SELL
SELL
October 21, 2011
He is not positive on aluminum. There seems to be excess capacity globally. Hard for them to hold their price lines and this is what is showing up in their margins.
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Alcoa (AA-N)
October 21, 2011
He is not positive on aluminum. There seems to be excess capacity globally. Hard for them to hold their price lines and this is what is showing up in their margins.
DON'T BUY
DON'T BUY
October 19, 2011
A materials stock – the second worst sector this year. If you believe economy is going to turn around, this is the one to own. He was stopped out of it. Look at a more defensive stock until we know about Europe and China.
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Alcoa (AA-N)
October 19, 2011
A materials stock – the second worst sector this year. If you believe economy is going to turn around, this is the one to own. He was stopped out of it. Look at a more defensive stock until we know about Europe and China.
DON'T BUY
DON'T BUY
October 14, 2011
Looking out, particularly like cyclical like this one, doesn't have too much earnings momentum. Economically sensitive. Wouldn't buy at these levels.
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Alcoa (AA-N)
October 14, 2011
Looking out, particularly like cyclical like this one, doesn't have too much earnings momentum. Economically sensitive. Wouldn't buy at these levels.
DON'T BUY
DON'T BUY
August 9, 2011
There could be bad news on the horizon still. Prefers BHP.
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Alcoa (AA-N)
August 9, 2011
There could be bad news on the horizon still. Prefers BHP.
DON'T BUY
DON'T BUY
July 22, 2011
Will grow at 6.5% a year on aluminum shipments alone. Negative thing is that nothing is news. He looks for something the market is missing and is miss-pricing a stock.
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Alcoa (AA-N)
July 22, 2011
Will grow at 6.5% a year on aluminum shipments alone. Negative thing is that nothing is news. He looks for something the market is missing and is miss-pricing a stock.
DON'T BUY
DON'T BUY
July 7, 2011
Will unofficially kicked off earnings season on Monday. Has been beleaguered over the years by questionable management and poor decisions that didn't help shareholders. Prefers to play the metals area through other companies in Canada.
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Alcoa (AA-N)
July 7, 2011
Will unofficially kicked off earnings season on Monday. Has been beleaguered over the years by questionable management and poor decisions that didn't help shareholders. Prefers to play the metals area through other companies in Canada.
WAIT
WAIT
June 30, 2011
Will be coming out with their numbers on July 11. Strong seasonality normally from October to December and then from February to May. There is a tendency for stocks like this to peak out at the end of April and then they tend to get hit.
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Alcoa (AA-N)
June 30, 2011
Will be coming out with their numbers on July 11. Strong seasonality normally from October to December and then from February to May. There is a tendency for stocks like this to peak out at the end of April and then they tend to get hit.
COMMENT
COMMENT
June 22, 2011
Sold his holdings a few weeks ago, coming into the spring/summer months. This was a cyclical name. Still likes it, assuming the economy will resume its growth. With moderate growth, this company should do okay. Longer-term, he likes the stock.
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Alcoa (AA-N)
June 22, 2011
Sold his holdings a few weeks ago, coming into the spring/summer months. This was a cyclical name. Still likes it, assuming the economy will resume its growth. With moderate growth, this company should do okay. Longer-term, he likes the stock.
DON'T BUY
DON'T BUY
June 21, 2011
Not a big fan of this one. There is a growing surplus of aluminum. Aluminum prices have gone up but this is more speculation than a sustainable increase in the lumen and prices.
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Alcoa (AA-N)
June 21, 2011
Not a big fan of this one. There is a growing surplus of aluminum. Aluminum prices have gone up but this is more speculation than a sustainable increase in the lumen and prices.
BUY
BUY
June 1, 2011
Big fan of global growth and as a consequence this would be one of those companies where demand for aluminum should be there. Have had to grapple with higher input costs recently, which affected their earnings a bit but this is the aluminum marquee stock.
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Alcoa (AA-N)
June 1, 2011
Big fan of global growth and as a consequence this would be one of those companies where demand for aluminum should be there. Have had to grapple with higher input costs recently, which affected their earnings a bit but this is the aluminum marquee stock.
COMMENT
COMMENT
May 24, 2011
A classic earnings momentum stock. Chart shows it is forming a triple bottom. If you don’t own, write a naked Put for a month. It’s down its support and you should be willing to own the stock down here.
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Alcoa (AA-N)
May 24, 2011
A classic earnings momentum stock. Chart shows it is forming a triple bottom. If you don’t own, write a naked Put for a month. It’s down its support and you should be willing to own the stock down here.
DON'T BUY
DON'T BUY
April 14, 2011
Large portion of demand is coming from China, Russia, Brazil and North America for auto related sectors and this area is not exactly booming. On a longer-term basis, he is reasonably positive, but on a short-term basis he is staying away because of what will be a problem from China. (See Comment on China.)
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Alcoa (AA-N)
April 14, 2011
Large portion of demand is coming from China, Russia, Brazil and North America for auto related sectors and this area is not exactly booming. On a longer-term basis, he is reasonably positive, but on a short-term basis he is staying away because of what will be a problem from China. (See Comment on China.)
WEAK BUY
WEAK BUY
March 15, 2011
Great company. Aluminum. Totally integrated – Iron, Smelting – everything. Likes the fact they are integrated.
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Alcoa (AA-N)
March 15, 2011
Great company. Aluminum. Totally integrated – Iron, Smelting – everything. Likes the fact they are integrated.
Don Reed

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Price
$16.040
Owned
Unknown
BUY
BUY
February 17, 2011
On a tear. Earnings were quite good. Stock is going higher.
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Alcoa (AA-N)
February 17, 2011
On a tear. Earnings were quite good. Stock is going higher.
BUY
BUY
January 13, 2011
Good earnings momentum. Materials sector is a good area to be in. Benefiting from the industrial usage globally.
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Alcoa (AA-N)
January 13, 2011
Good earnings momentum. Materials sector is a good area to be in. Benefiting from the industrial usage globally.
BUY
BUY
December 30, 2010
Expects reasonable earnings. They cut costs. China has the biggest production but has been cutting back as part of energy conservation.
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Alcoa (AA-N)
December 30, 2010
Expects reasonable earnings. They cut costs. China has the biggest production but has been cutting back as part of energy conservation.
Jim Huang

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Price
$15.210
Owned
Unknown
BUY
BUY
December 22, 2010
Likes base metals, which has had a tremendous run up. Aluminum consumption in Asia, India and China is increasing rapidly.
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Alcoa (AA-N)
December 22, 2010
Likes base metals, which has had a tremendous run up. Aluminum consumption in Asia, India and China is increasing rapidly.
HOLD
HOLD
December 2, 2010
Aluminum will do very well if we have very strong economic growth and this is a premier player.
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Alcoa (AA-N)
December 2, 2010
Aluminum will do very well if we have very strong economic growth and this is a premier player.
BUY
BUY
November 25, 2010
Problems in the aluminum business are competition and energy costs. At this level it should do well but you have to be prepared to trade rather than holding it for long periods.
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Alcoa (AA-N)
November 25, 2010
Problems in the aluminum business are competition and energy costs. At this level it should do well but you have to be prepared to trade rather than holding it for long periods.
BUY
BUY
November 18, 2010
Had a good earnings report. Trading around 12X PE. Decent earnings momentum. Above the 50 and 200 day moving averages. 50 day also crossed the 200-day, which is a positive sign.
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Alcoa (AA-N)
November 18, 2010
Had a good earnings report. Trading around 12X PE. Decent earnings momentum. Above the 50 and 200 day moving averages. 50 day also crossed the 200-day, which is a positive sign.
COMMENT
COMMENT
October 29, 2010
A play on industrial production and the price of electricity that it uses to produce aluminium. If you are comfortable with growth you can buy on a 1 or 2 year view.
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Alcoa (AA-N)
October 29, 2010
A play on industrial production and the price of electricity that it uses to produce aluminium. If you are comfortable with growth you can buy on a 1 or 2 year view.
DON'T BUY
DON'T BUY
July 26, 2010
Global aluminium producer. Earnings were in line. Of all the base metals, she is not that positive on aluminium as she can see it being in a surplus in the next year or two.
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Alcoa (AA-N)
July 26, 2010
Global aluminium producer. Earnings were in line. Of all the base metals, she is not that positive on aluminium as she can see it being in a surplus in the next year or two.
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