Seeking Alpha

David Urban  

View David Urban's Comments BY TICKER:

  • Alcoa: New Products to Drive Revenues [View article]
    Very good points. Would you mind sending me a note as a reminder to spin back to these points in a future article? Right now I am focused on a number of issues surrounding Europe and do not want to forget.
    Sep 17, 2011. 03:33 PM | Likes Like |Link to Comment
  • Alcoa's Growth Estimates for Aluminum Justify Additional Upside [View article]
    Great article. I have been bullish on Alcoa since last fall and feel the stock is very undervalued at current levels.
    May 26, 2011. 05:46 PM | Likes Like |Link to Comment
  • Alcoa: Sell Off Presents a Buying Opportunity [View article]
    I am not sure the auto production shutdowns will hurt consumption at all. A car is not something you can put off as a purchase unless you live in a city with a strong public transportation system.

    If anything manufacturers like Ford, GM, and Hyundai will gain at the expense of Toyota and Honda.

    If anything, you are looking at a marginal loss based on the amount of aluminum used in a Ford versus a Toyota.
    Apr 19, 2011. 12:28 PM | Likes Like |Link to Comment
More on AA by David Urban