Alcan Aluminum

AL-T

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This company is not ACTIVE.

Analysis and Opinions about AL-T

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
May 21, 2008
(A Top Pick Nov 23/05. Up 130% at the point that Rio Tinto (RTP-N) acquired it.
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(A Top Pick Nov 23/05. Up 130% at the point that Rio Tinto (RTP-N) acquired it.
PAST TOP PICK
PAST TOP PICK
March 13, 2008
(A Top Pick Feb 15/07. Up 52%.) Chose it because it was a takeover target. It was acquired last fall.
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Alcan Aluminum (AL-T)
March 13, 2008
(A Top Pick Feb 15/07. Up 52%.) Chose it because it was a takeover target. It was acquired last fall.
PAST TOP PICK
PAST TOP PICK
October 26, 2007
(Top pick Nov 14/06. Up 80%)
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Alcan Aluminum (AL-T)
October 26, 2007
(Top pick Nov 14/06. Up 80%)
VAGUE
VAGUE
October 15, 2007
There is a takeover bid in play. (caller asked how) To sell your shares, you can tender your shares, (call your broker), or sell on the market. Recommends tendering.
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Alcan Aluminum (AL-T)
October 15, 2007
There is a takeover bid in play. (caller asked how) To sell your shares, you can tender your shares, (call your broker), or sell on the market. Recommends tendering.
PAST TOP PICK
PAST TOP PICK
August 31, 2007
(Past Top Pick Oct 18/06. Up 115%.) Being acquired and trading very close to the takeover price, so he sold his holdings.
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Alcan Aluminum (AL-T)
August 31, 2007
(Past Top Pick Oct 18/06. Up 115%.) Being acquired and trading very close to the takeover price, so he sold his holdings.
HOLD
HOLD
June 11, 2007
If you're a short term trader, you've made an excellent return, take some profits. If you are a long term investor, hold.
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Alcan Aluminum (AL-T)
June 11, 2007
If you're a short term trader, you've made an excellent return, take some profits. If you are a long term investor, hold.
COMMENT
COMMENT
June 8, 2007
Has been a long term favorite of hers. Has just had a big pop, and they sold some.Expects the company to go higher.They've maintained a conservative balance sheet.
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Has been a long term favorite of hers. Has just had a big pop, and they sold some.Expects the company to go higher.They've maintained a conservative balance sheet.
HOLD
HOLD
May 30, 2007
Early on in the process of a bidding war. If you own, continue to hold. Main risk is a Pac Man defence where Alcan tries to buy Alcoa (AA-N). You might lock in a bit of profit at this point.
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Early on in the process of a bidding war. If you own, continue to hold. Main risk is a Pac Man defence where Alcan tries to buy Alcoa (AA-N). You might lock in a bit of profit at this point.
PAST TOP PICK
PAST TOP PICK
May 23, 2007
(A Top Pick June 19/06. Up 92.5%.) Take some of your money off the table.
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(A Top Pick June 19/06. Up 92.5%.) Take some of your money off the table.
SELL
SELL
May 18, 2007
Stock had a good top because of the offer from Alcoa (AA-N). Whatever happens to the price of aluminum in the near term will not be based on fundamentals. A lot of variables are going on, so there is no assurance the stock will go higher. If you own, take some partial profits.
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Stock had a good top because of the offer from Alcoa (AA-N). Whatever happens to the price of aluminum in the near term will not be based on fundamentals. A lot of variables are going on, so there is no assurance the stock will go higher. If you own, take some partial profits.
BUY
BUY
May 16, 2007
In the case ALcan and BCE there are various parties who are interested, and there isn't much downside. Could go a fair bit higher, if other players come in.
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In the case ALcan and BCE there are various parties who are interested, and there isn't much downside. Could go a fair bit higher, if other players come in.
BUY
BUY
May 14, 2007
Alcoa (AA-N) is trying to acquire them. Feels the whole aluminum industry is going to turn out quite well. Lower operating costs.
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Alcoa (AA-N) is trying to acquire them. Feels the whole aluminum industry is going to turn out quite well. Lower operating costs.
PAST TOP PICK
PAST TOP PICK
April 27, 2007
(A Top Pick May 23/06. Up 23.2%.) Long-term there is a great demand for aluminum. Could be a takeover candidate.
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Alcan Aluminum (AL-T)
April 27, 2007
(A Top Pick May 23/06. Up 23.2%.) Long-term there is a great demand for aluminum. Could be a takeover candidate.
BUY
BUY
April 12, 2007
You always want to trade Alcan. This is a hard one to “buy and hold”. His model price is $73.14. That's an 18% positive differential.
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Alcan Aluminum (AL-T)
April 12, 2007
You always want to trade Alcan. This is a hard one to “buy and hold”. His model price is $73.14. That's an 18% positive differential.
DON'T BUY
DON'T BUY
April 2, 2007
Getting closer to the end of the cycle in commodities. Would be a little cautious on aluminum. Some speculation on consolidations, but doesn't expect there will be a lot more money made on this stock.
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Alcan Aluminum (AL-T)
April 2, 2007
Getting closer to the end of the cycle in commodities. Would be a little cautious on aluminum. Some speculation on consolidations, but doesn't expect there will be a lot more money made on this stock.
TOP PICK
TOP PICK
March 29, 2007
This is a value play. Generating a lot of free cash flow. They tend to buy back stocks or increase dividends. A world-class company.
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Alcan Aluminum (AL-T)
March 29, 2007
This is a value play. Generating a lot of free cash flow. They tend to buy back stocks or increase dividends. A world-class company.
BUY
BUY
March 20, 2007
One of his current favourite stocks. In the metals sector which has been very strong, and which he expects to continue. Great balance sheet and cash flow. Have a big new plant opening in Asia.
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Alcan Aluminum (AL-T)
March 20, 2007
One of his current favourite stocks. In the metals sector which has been very strong, and which he expects to continue. Great balance sheet and cash flow. Have a big new plant opening in Asia.
PAST TOP PICK
PAST TOP PICK
March 16, 2007
(A Top Pick Nov 14/06. Up 12.5%.) Had a spike up to $65 and he took some profits at that time.
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Alcan Aluminum (AL-T)
March 16, 2007
(A Top Pick Nov 14/06. Up 12.5%.) Had a spike up to $65 and he took some profits at that time.
PAST TOP PICK
PAST TOP PICK
March 14, 2007
(A Top Pick Jan 31/07. Up 1%.) Aluminum looks very strong on a secular basis. One of a few metals that is seeing increasing consumption. Has a very strong cost advantage.
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Alcan Aluminum (AL-T)
March 14, 2007
(A Top Pick Jan 31/07. Up 1%.) Aluminum looks very strong on a secular basis. One of a few metals that is seeing increasing consumption. Has a very strong cost advantage.
BUY
BUY
February 26, 2007
An extremely well run company. Feels there will be substitution of aluminum for other heavier metals.
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Alcan Aluminum (AL-T)
February 26, 2007
An extremely well run company. Feels there will be substitution of aluminum for other heavier metals.
BUY
BUY
February 26, 2007
An extremely well run company. Feels there will be substitution of aluminum for other heavier metals.
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Alcan Aluminum (AL-T)
February 26, 2007
An extremely well run company. Feels there will be substitution of aluminum for other heavier metals.
HOLD
HOLD
February 22, 2007
Feels it will go higher with the persistent rumours that it is going to be taken out.
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Alcan Aluminum (AL-T)
February 22, 2007
Feels it will go higher with the persistent rumours that it is going to be taken out.
PAST TOP PICK
PAST TOP PICK
February 20, 2007
(A Top Pick Nov 14/06. Up 16.1%.) Rumours of a takeover have pushed the price up and he has taken some profit on this. Doesn't believe it will be acquired.
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Alcan Aluminum (AL-T)
February 20, 2007
(A Top Pick Nov 14/06. Up 16.1%.) Rumours of a takeover have pushed the price up and he has taken some profit on this. Doesn't believe it will be acquired.
TOP PICK
TOP PICK
February 15, 2007
A low-cost producer because of its contracts with Hydro utilities. Diversified globally. Very good management. Could be a takeover target.
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Alcan Aluminum (AL-T)
February 15, 2007
A low-cost producer because of its contracts with Hydro utilities. Diversified globally. Very good management. Could be a takeover target.
SELL
SELL
February 14, 2007
There are acquisition rumours, but he doesn't think this will happen. If you own, take profits.
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Alcan Aluminum (AL-T)
February 14, 2007
There are acquisition rumours, but he doesn't think this will happen. If you own, take profits.
DON'T BUY
DON'T BUY
February 7, 2007
Not one of her favourite companies. Doesn't expect them to be acquired.
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Alcan Aluminum (AL-T)
February 7, 2007
Not one of her favourite companies. Doesn't expect them to be acquired.
TOP PICK
TOP PICK
January 31, 2007
Generating well over $1 billion in free cash flow. Aluminum is one of the few metals that have some good organic growth. Major beneficiary of the growth in China. Earnings where a tad disappointing today, but they should continue to generate great earnings.
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Alcan Aluminum (AL-T)
January 31, 2007
Generating well over $1 billion in free cash flow. Aluminum is one of the few metals that have some good organic growth. Major beneficiary of the growth in China. Earnings where a tad disappointing today, but they should continue to generate great earnings.
BUY
BUY
January 30, 2007
US economy is gradually slowing. Also, does not believe China's growth will slow this year. China's lack of ability to produce aluminum is probably due to hydro shortage. Would not be surprised to see base metals go up. Likes the fundamentals on this company. Looks inexpensive.
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Alcan Aluminum (AL-T)
January 30, 2007
US economy is gradually slowing. Also, does not believe China's growth will slow this year. China's lack of ability to produce aluminum is probably due to hydro shortage. Would not be surprised to see base metals go up. Likes the fundamentals on this company. Looks inexpensive.
BUY
BUY
January 17, 2007
He has a model price of $69.52, which is a positive differential of 21%.
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Alcan Aluminum (AL-T)
January 17, 2007
He has a model price of $69.52, which is a positive differential of 21%.
DON'T BUY
DON'T BUY
January 9, 2007
Aluminum was a lagging commodity, but has done well of late. Expect they will come off a bit at this point.
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Alcan Aluminum (AL-T)
January 9, 2007
Aluminum was a lagging commodity, but has done well of late. Expect they will come off a bit at this point.
PAST TOP PICK
PAST TOP PICK
January 5, 2007
(A Top Pick Oct 18/06. Up 8.9%.) Likes the longer-term demand for aluminum. One of the few material stocks that could do very well.
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Alcan Aluminum (AL-T)
January 5, 2007
(A Top Pick Oct 18/06. Up 8.9%.) Likes the longer-term demand for aluminum. One of the few material stocks that could do very well.
BUY
BUY
December 21, 2006
Was buying this today at $53.60. The outlook for aluminum looks better because the Chinese look like they are going to swing from being a net exporter to a net importer. Way less than 10 X cash flow and a cheap valuation.
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Alcan Aluminum (AL-T)
December 21, 2006
Was buying this today at $53.60. The outlook for aluminum looks better because the Chinese look like they are going to swing from being a net exporter to a net importer. Way less than 10 X cash flow and a cheap valuation.
DON'T BUY
DON'T BUY
December 20, 2006
Not a big fan of aluminum. The price of this commodity hasn’t been one of the market leaders. Also a commodity that is produced in excess in China.
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Alcan Aluminum (AL-T)
December 20, 2006
Not a big fan of aluminum. The price of this commodity hasn’t been one of the market leaders. Also a commodity that is produced in excess in China.
TOP PICK
TOP PICK
December 8, 2006
Has been ignored in the metals area, but they’ve done some very positive things. Have an energy agreement for a long-term source of energy in South Africa for a large smelter. Earnings could be going up from $5 through $8 in the next couple of years.
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Alcan Aluminum (AL-T)
December 8, 2006
Has been ignored in the metals area, but they’ve done some very positive things. Have an energy agreement for a long-term source of energy in South Africa for a large smelter. Earnings could be going up from $5 through $8 in the next couple of years.
BUY
BUY
December 6, 2006
Has been in a trading range for a while and is now coming off the lower part of the trading range. Will probably advance to the upper end of the trading band and probably break out.
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Alcan Aluminum (AL-T)
December 6, 2006
Has been in a trading range for a while and is now coming off the lower part of the trading range. Will probably advance to the upper end of the trading band and probably break out.
COMMENT
COMMENT
November 30, 2006
There’s lots of capacity coming on board. Energy costs affect them a great deal.
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Alcan Aluminum (AL-T)
November 30, 2006
There’s lots of capacity coming on board. Energy costs affect them a great deal.
BUY
BUY
November 29, 2006
Sells at about 5.5 X next year's cash flow, which is reasonable value. Given the scarcity of good metal stocks in Canada, this is one he would buy.
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Alcan Aluminum (AL-T)
November 29, 2006
Sells at about 5.5 X next year's cash flow, which is reasonable value. Given the scarcity of good metal stocks in Canada, this is one he would buy.