Seeking Alpha
Seeking Alpha Portfolio App for iPad
Finance
(1)

David Silver

View David Silver's Comments BY TICKER:
AA, BUD, F, FB, GM, KO, PM, SPY
  • Alcoa Surges Past Estimates [View article]
    I didn't block you, and well done on your options purchase. Are you selling tomorrow? or are you going to hold the options until they expire?
    Apr 11 12:14 AM | Likes Like |Link to Comment
  • Earnings Preview: Alcoa Is No Longer A Bellwether [View article]
    Yeah, who would have that with aluminum prices down 9% the Company sees record revenues. Still trying to figure out where the extra demand came from (air and auto doesn't account for the huge difference). Thanks for the comment though!
    Apr 10 05:04 PM | 1 Like Like |Link to Comment
  • Earnings Preview: Alcoa Is No Longer A Bellwether [View article]
    Don't have any shorts actually, but my thesis that they are not a bellwether still holds true.
    Apr 10 05:02 PM | Likes Like |Link to Comment
  • Earnings Preview: Alcoa Is No Longer A Bellwether [View article]
    I agree with you completely that it hurts them reporting first, but the street would like very negatively at the company if they changed it up now.

    Yes, they have billion dollar contracts but it's about growth. I was on tv when the stock was at $18 and said I would avoid the stock. I didn't think it would get this low, but I don't like their model. They have an oversupply worldwide and now lower demand from the US, Europe, and China doesn't help at all.
    Apr 10 03:49 PM | Likes Like |Link to Comment
More on AA by David Silver
COMMENTS STATS
31 Comments
7 Likes