Cliffs Natural Resources | StockChase
17
Cliffs Natural Resources (CLF-N)

Last Price Recorded: $6.1700 on 2017-11-20

ON STOCKCHASE SINCE Jul 2010

Mining

Cliffs Natural Resources


Signal Opinion Expert

2017-02-28

DON'T BUY
Cliffs Natural Resources (CLF-N)

His general view on iron ore is a little negative. If you look at the supply/demand dynamics, it is more skewed towards an oversupply situation. Feels we are going to be in a situation where it is going to be a surplus. Iron ore has had a nice run and almost got up to $100 a ton. Doesn’t think that is sustainable, and thinks it pulls back to the $60-$70 range.

Mining
Veeral Khatri

Partner and Portfolio Manager, JC Clark

Price: $10.660
Owned: No

2017-01-30

COMMENT
Cliffs Natural Resources (CLF-N)

A commodity stock, and will be more volatile than most. It is so levered to large infrastructure steelmaking, but it is very hard to see how that is going to take off, unless you have a massive infrastructure spend. Growth outside the US is going to be pretty slow. Thinks you will see this just trade sideways for most of the year.

Mining
John Stephenson

President & CEO, Stephenson & Company Capital Management

Price: $8.670
Owned: Unknown

2017-01-03

BUY
Cliffs Natural Resources (CLF-N)

He likes the volume that it has had in 2016, and he would be a buyer. The stock looks like it has bottomed out. It looks like it has found a bottom and the volumes are back.

Mining
Elliot Fishman

Director, US & International Equity Trading Portfolio Adviso

Price: $8.610
Owned: Unknown

2014-06-26

DON'T BUY
Cliffs Natural Resources (CLF-N)

There is a reason for things being cheap.  It’s been a tough space.  You have to look for relative value not just that things go down.

Mining
Gordon Reid

President, GoodReid Investment Counsel

Price: $15.020
Owned: Unknown

2014-01-06

DON'T BUY
Cliffs Natural Resources (CLF-N)

A pure iron ore play. After a few years of downturn, iron ore prices looked like they were ready to bottom out in 2014. Problem is, the stock is anticipating an increase so it has had a bit of a move up after hitting its low. Not a huge fan of iron ore and he can’t see a lot of upside for this company for the next couple of years.

Mining
Lorne Steinberg

President & Portfolio Manager, Lorne Steinberg Wealth Management Inc

Price: $24.650
Owned: No

2013-11-18

BUY
Cliffs Natural Resources (CLF-N)

He just took a position last week.  Likes outlook on met coal and metals.  China should be positive for these producers.

Mining
Michael Giordano

VP Investments & Portfolio Manager, 

Price: $27.500
Owned: Yes

2013-07-16

DON'T BUY
Cliffs Natural Resources (CLF-N)

Steel is the most primary of all industries. Any country that becomes industrialized, wants a steel industry. China produces and consumes over half the world’s steel. They have so many steel plants right now that the only real product for them is iron ore. He wouldn’t invest in the still company because there is overcapacity globally. In terms of iron ore, the fundamentals are okay but not terrific. Growth is very slow in China right now down to 7.5%.

Mining
John Stephenson

President & CEO, Stephenson & Company Capital Management

Price: $17.520
Owned: Unknown

2013-06-21

DON'T BUY
Cliffs Natural Resources (CLF-N)

High cost producer needing $105 per ton in order to break even. At this time there are a lot more iron ore projects coming on and she would prefer a lower cost producer or a copper stock.

Mining
Alice Tsang

Portfolio Manager, Marquest Asset Management

Price: $17.190
Owned: Unknown

2013-04-08

HOLD
Cliffs Natural Resources (CLF-N)

(Market Call Minute.) Has literally fallen off the “Cliff”. Has been one of the worst performing stocks. Exposure to iron ore is a little too much. Stock will suffer in the short term but longer-term it is all right.

Mining
Michael Giordano

VP Investments & Portfolio Manager, 

Price: $18.790
Owned: No

2013-03-21

BUY on WEAKNESS
Cliffs Natural Resources (CLF-N)

Mining sector has taken a pounding.  China coming back is not enough to move iron ore quickly, so be patient.  It might go lower before it goes higher.  If you are patient, buying down here is probably a good idea.

Mining
Michael Decter

President & CEO, Lawrence Decter Investment Counsel

Price: $20.910
Owned: Unknown

2013-03-19

DON'T BUY
Cliffs Natural Resources (CLF-N)

Fairly high cost producer of iron ore. What you want to know is the price of iron ore. There was a sharp selloff on iron ore last year, recovered somewhat and recently had a high of $150 on the view that China was rebounding. It has now rolled over and is at about $130. It has to be at least $150 for this to make sense.

Mining
John Wilson

CEO; Co-CIO & Sr Portfolio Manager, Sprott Asset Management

Price: $20.330
Owned: No

2013-03-04

DON'T BUY
Cliffs Natural Resources (CLF-N)

Doesn’t think this has an immediate problem funding their obligations. Unfortunately, they are in the iron ore and coal businesses so he would be very cautious on names like this as he doesn’t see any visibility for improved conditions in the steel sector.

Mining
John Stephenson

President & CEO, Stephenson & Company Capital Management

Price: $23.780
Owned: Unknown

2012-09-19

DON'T BUY
Cliffs Natural Resources (CLF-N)

Regarding government bonds, the risk of rates being so low, he would try to avoid them.

Mining
Marc-Andre Gaudreau

Sr. VP Fixed Income, Natcan Investment Management

Price: $42.890
Owned: Unknown

2012-08-30

DON'T BUY
Cliffs Natural Resources (CLF-N)

One of the fastest-growing iron ore companies globally. The bad news is that iron ore prices have been plummeting. Price will probably go lower. Overall, valuation is very attractive. If you are willing to wait 1-2 years, you’ll see the price recover.

Mining
John Stephenson

President & CEO, Stephenson & Company Capital Management

Price: $35.750
Owned: Unknown

2012-06-27

COMMENT
Cliffs Natural Resources (CLF-N)
Struggling a little. Do some iron ore, but it is mainly in pellet form which goes to Europe. Also does coal which is essentially being banned in the US so they have to ship it offshore. He feels it needs a catalyst before he can take off.
Mining
John Stephenson

President & CEO, Stephenson & Company Capital Management

Price: $47.350
Owned: Unknown

Showing 1 to 15 of 17 entries
<< < 1 2 > >>

No Comments.


You must be logged in to comment.