Analysis and Opinions about AA-N

Signal
Opinion
Expert
Chart
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.

Peter Brieger
Price
$13.150
Owned
No
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.

Lorne Steinberg
Price
$13.630
Owned
Yes
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.

Colin Stewart
Price
$13.510
Owned
No
COMMENT
COMMENT
April 2, 2014

In general, he is not a big fan of the metals industry right now. A lot of capacity has been built in the last few years and China slowing down has an impact. However, this company is in a unique position. They have gotten rid of a lot of their commodity business and have focused on specialty products. Now focused on higher margin products.

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Alcoa (AA-N)
April 2, 2014

In general, he is not a big fan of the metals industry right now. A lot of capacity has been built in the last few years and China slowing down has an impact. However, this company is in a unique position. They have gotten rid of a lot of their commodity business and have focused on specialty products. Now focused on higher margin products.

David Burrows
Price
$12.850
Owned
No
SELL
SELL
February 27, 2014

(Market Call Minute) Commodity sector rolled over 18 months ago. AA has been a beneficiary of cyclical rally since.

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Alcoa (AA-N)
February 27, 2014

(Market Call Minute) Commodity sector rolled over 18 months ago. AA has been a beneficiary of cyclical rally since.

David Burrows
Price
$12.030
Owned
Yes
DON'T BUY
DON'T BUY
February 26, 2014

F150 will have the amount of aluminum in it significantly increased. China has come down pretty hard on smelters who use a lot of electricity. Likely supply of aluminum coming out of China will lessen which is good for this stock.

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Alcoa (AA-N)
February 26, 2014

F150 will have the amount of aluminum in it significantly increased. China has come down pretty hard on smelters who use a lot of electricity. Likely supply of aluminum coming out of China will lessen which is good for this stock.

Gordon Reid
Price
$12.050
Owned
No
DON'T BUY
DON'T BUY
January 29, 2014

Has trouble buying into companies that are really doing well because of cost-cutting. They really don’t control the front end of their business. Supply/demand metrics are still quite poor. There is much more supply than demand by about 700,000 tons. China really holds the trigger here on production.

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Alcoa (AA-N)
January 29, 2014

Has trouble buying into companies that are really doing well because of cost-cutting. They really don’t control the front end of their business. Supply/demand metrics are still quite poor. There is much more supply than demand by about 700,000 tons. China really holds the trigger here on production.

Gordon Reid
Price
$11.990
Owned
No
COMMENT
COMMENT
January 8, 2014

Had been hoping to buy this last year at about $8.51. Reporting earnings tomorrow. Looking at it historically, it could quadruple from this point. Could be a buyer if it came down in price.

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Alcoa (AA-N)
January 8, 2014

Had been hoping to buy this last year at about $8.51. Reporting earnings tomorrow. Looking at it historically, it could quadruple from this point. Could be a buyer if it came down in price.

Benj Gallander
Price
$10.830
Owned
No
SELL
SELL
January 7, 2014

(Market Call Minute.) Had a good rally but got ahead of itself. She is not positive on aluminum so she would sell.

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Alcoa (AA-N)
January 7, 2014

(Market Call Minute.) Had a good rally but got ahead of itself. She is not positive on aluminum so she would sell.

BUY
BUY
January 6, 2014

Aluminum is a growth metal. There are new automobile emissions standards in the US in 2016 so there will be a big run up in aluminum usage in US autos, which usually filters through to the rest of the world. Very bullish on this company.

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Alcoa (AA-N)
January 6, 2014

Aluminum is a growth metal. There are new automobile emissions standards in the US in 2016 so there will be a big run up in aluminum usage in US autos, which usually filters through to the rest of the world. Very bullish on this company.

Lorne Steinberg
Price
$10.530
Owned
Yes
DON'T BUY
DON'T BUY
November 12, 2013

Aluminum is a base metal that has always been in oversupply. Some would say it is higher cost supply, but it is abundant. This one is cheap for a good reason. 4.25% dividend, but not enough to hold on to it if you hold it. You have to have yield AND growth.

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Alcoa (AA-N)
November 12, 2013

Aluminum is a base metal that has always been in oversupply. Some would say it is higher cost supply, but it is abundant. This one is cheap for a good reason. 4.25% dividend, but not enough to hold on to it if you hold it. You have to have yield AND growth.

DON'T BUY
DON'T BUY
November 7, 2013

Great company but he would prefer a much more diversified company in mining, such as Rio Tinto (RIO-N), BHP Billiton (BHP-N) and Vale (VALE-N) which would give you a little bit broader base of assets that they are working on.

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Alcoa (AA-N)
November 7, 2013

Great company but he would prefer a much more diversified company in mining, such as Rio Tinto (RIO-N), BHP Billiton (BHP-N) and Vale (VALE-N) which would give you a little bit broader base of assets that they are working on.

DON'T BUY
DON'T BUY
October 29, 2013

If they warehouse aluminum that would be positive for demand/supply implying that aluminum prices should stabilize. She does not buy into the aluminum sector because there is excess supply.

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Alcoa (AA-N)
October 29, 2013

If they warehouse aluminum that would be positive for demand/supply implying that aluminum prices should stabilize. She does not buy into the aluminum sector because there is excess supply.

DON'T BUY
DON'T BUY
October 21, 2013

He would not be a holder. They have no control over pricing. They have done that very well but not a great business model for him.

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Alcoa (AA-N)
October 21, 2013

He would not be a holder. They have no control over pricing. They have done that very well but not a great business model for him.

Gordon Reid
Price
$8.600
Owned
Unknown
Showing 61 to 75 of 171 entries