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Valuentum

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  • Alcoa Has to Fall Much Further For Us To Get Excited [View article]
    We continue to believe a sufficient margin of safety is warranted for Alcoa.

    Kind regards,

    The Valuentum Team
    http://www.valuentum.com
    Mar 6 12:26 PM | Likes Like |Link to Comment
  • Alcoa's Fourth-Quarter Results Say 'Stay Away From Our Stock' [View article]
    Hi DAG,

    We make available all of our reports for the aluminum industry, including Noranda, at the following link:

    http://bit.ly/oNNnJ7

    Take a free trial. You can cancel anytime.

    Kind regards,

    The Valuentum Team
    http://www.valuentum.com
    Jan 14 02:37 PM | Likes Like |Link to Comment
  • Alcoa's Fourth-Quarter Results Say 'Stay Away From Our Stock' [View article]
    Thanks for your comments. We make the Valuentum Dividend Cushion available for all companies here:

    http://bit.ly/wThfGP

    Kind regards,

    The Valuentum Team
    http://www.valuentum.com
    Jan 14 12:12 PM | Likes Like |Link to Comment
  • Alcoa Has to Fall Much Further For Us To Get Excited [View article]
    Hello,

    Yes, we do offer a 14-day FREE trial. And one can cancel at any time during the trial and owe nothing. During the trial, you can get a feel for our track record, which has been fantastic.

    Hope this helps.
    Oct 12 12:40 AM | 1 Like Like |Link to Comment
  • Alcoa Has to Fall Much Further For Us To Get Excited [View article]
    Hello,

    We assess the historical and expected volatility of key valuation drivers behind AA's business. Such an analysis has led us to believe that AA is subject to wild swings with respect to fundamental performance. Our fair value is based on our outlook for the firm's free cash flow stream. Because of this volatility, our future outlook is subject to very high deviations. On the downside, our fair value estimate is $6 per share, based on a downside scenario considering these factors

    Please check out our report on Alcoa, which goes further into this analysis, here:

    http://bit.ly/oNNnJ7

    Kind regards,

    The Valuentum Team
    http://www.valuentum.com
    Sep 23 03:46 PM | Likes Like |Link to Comment
  • Alcoa Has to Fall Much Further For Us To Get Excited [View article]
    Thanks Jefferey.

    We think AA is fairly valued as of today, but we'd require a significant margin-of-safety before investing in the commodity-producing, cyclical firm. We're big fans of the aerospace cycle, but think there are much better ways to gain exposure there.

    Please check out our website for our best ideas within aerospace.

    Hope this helps.

    Kind regards,

    The Valuentum Team
    http://www.valuentum.com
    Sep 23 03:43 PM | Likes Like |Link to Comment
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