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Moon Kil Woong

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  • As Goes Alcoa, So Goes the S&P 500 Index [View article]
    Well I hope the market doesn't completely follow Alcoa because their earnings were a non-event. It should drop unless it follows the market up tomorrow. Also aluminum and others raw materials manufacturers less and less important in the market today. So I don't see a strong natural correlation today with it and the whole economy like perhaps it had 20 or so years ago.

    "Alcoa's first-quarter net income was $308 million, or 27 cents a share, compared with a net loss of $201 million, or 20 cents a share, in the year-ago quarter.

    Sales increased to $5.96 billion from $4.89 billion a year ago. That fell short of expectations from analysts, who expected sales of $6.16 billion, according to FactSet. Excluding special items, Alcoa earned 28 cents per share. That beat analysts' forecasts by a penny.

    Alcoa's year-over-year sales rose 20 percent in the aerospace industry, 45 percent in packaging, 37 percent in commercial transportation, 26 percent in building and construction, and 5 percent in automotive."
    Apr 11 08:43 PM | Likes Like |Link to Comment
  • Is Alcoa the First Sign of 'Sell the News' This Earnings Season? [View article]
    I gotta agree with R Williams on that. They only make it if the analysts set their bar ridiculously low. The market still expects decent results for the rest of the economy. We will see if analysts are closer to the mark than the past 2 quarters where they underestimated by a mile (Conservative is hardly the word for their poor estimates. Just plain wrong is closer to the truth).
    Apr 13 11:56 AM | 2 Likes Like |Link to Comment
  • Alcoa: Reports In-Line, But Misses Revenue Estimates [View article]
    Righto Pragmatic Capitalists. The market is expecting quite a lot this quarter. I think it has something to do with the fact analysts have been under-estimating quarter after quarter after quarter. We have come to expect more from companies and a whole lot less from analysts.

    They will keep bumping up numbers until they miss in droves. When they do you will be too late and the next recession will be upon you (a few months ago and after the stock market is down over 25% I'd guess). I don't think that time is upon us yet, so I expect decent earnings from a synthetic government stimulated market yet again.
    Apr 12 08:47 PM | 1 Like Like |Link to Comment
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