Latest Comments on David White's Articles

1. Joshua Hayes on The Continuing Steel Rally: Real or Hype? : Blah, blah, blah, blah, blah. What a waste of everyone's... more »
2. David White on The Continuing Steel Rally: Real or Hype? : X has rallied from $34.48 on Nov. 2, 2009 to $56.49 today. That's... more »
3. David White on The Continuing Steel Rally: Real or Hype? : John Watcher: Another factor to consider is how far X is above its... more »
4. David White on The Continuing Steel Rally: Real or Hype? : I should also add that Ford has recently made buy out offers to... more »
5. David White on The Continuing Steel Rally: Real or Hype? : John Watcher: you are correct that that could happen. That's why... more »
6. JohnWatcher on The Continuing Steel Rally: Real or Hype? : Very good analysis. X is trading at about 52 times FY2010... more »
7. svosavvy on Latest Q3 GDP Downward Revision May Signal End of Industrials Rally : short AA at your own risk. credit watch for downgrade comes as a... more »
8. ArtfulDodger on The Continuing Steel Rally: Real or Hype? : Excellent article, Mr. White. Thank you! more »
9. Tony Daltorio on The Continuing Steel Rally: Real or Hype? : Analyzing the steel industry is similar to analyzing other... more »
10. BrotherMaynard on The Continuing Steel Rally: Real or Hype? : nice conratrian analysis. cyclicals in general have run way too... more »
11. User 521557 on Latest Q3 GDP Downward Revision May Signal End of Industrials Rally : Thanks for the info from MF. Goldman does tend to do very good... more »
12. Market Speculator on Why Steel Makers Are on an Earnings Watch: Do you cut your losses? X up another 2.2% today. I'd rather... more »
13. David White on Latest Q3 GDP Downward Revision May Signal End of Industrials Rally : Commercial Metals Co. (a steel and metals manufacturer) says no... more »
14. David White on Latest Q3 GDP Downward Revision May Signal End of Industrials Rally : Some selected valuation tidbits on X from TDameritrade: Gross... more »
15. David White on Latest Q3 GDP Downward Revision May Signal End of Industrials Rally : Dalrymple F... : I have cut a valuation blurp from the Ford Equity... more »