Alcoa Inc. (AA)

All Comments on AA

  • commenter
    Jake2
    Jun 13 01:09 PM
    My Website
    Recent World Events Are Bullish for Metals [view article]
    Cautionary tale re: coal duly noted, but I detect a bias here and, possibly, a misunderstanding of the industry. Reply
  • commenter
    Brewer
    Jun 12 11:52 PM
    Inflation Nation - Fast Money Recap (6/10/08) [view article]
    MSFT a worry free stock? It's more like an earnings-free stock. Reply
  • commenter
    Texbuz
    Jun 12 06:49 PM
    Is Vale Gearing Up for an Acquisition? [view article]
    To:... MY WEBSITE. As to his comment: " no longer any hydro sites in The USA."

    . Partly true however if the USA can obtain a "Right of Way" from Canada and by diverting a relatively small portion of the Alaskan Yukon river from dumping into the Bering Sea but rather moving the water southward down the Rocky Mountain Trench hydro power can be obtain equivalent to 75 Hoover Dams.

    The water then could be moved into all of the Southwestern States and Northern Mexico creating 5,000,000 JOBS and an enormous amount of new acreage for FOOD & Ethanol.     Reply
  • commenter
    fodi MD.
    Jun 12 02:31 AM
    My Website
    Wall Street Breakfast: Must-Know News [view article]
    This is the best short read article I have ever read .thank you ELI Reply
  • commenter
    Whisper On
    The Wind
    Jun 11 07:22 PM
    Stocks That May Take a Hit When (If) Oil Hits $150 [view article]
    Sorry, I meant "If THE auto manufacturers go..." not "If 'they'..." should have used my grammar checker! Reply
  • commenter
    Whisper On
    The Wind
    Jun 11 07:21 PM
    Stocks That May Take a Hit When (If) Oil Hits $150 [view article]
    If they auto manufacturers go, they will take a lot more than this bunch with them. The list could multiply by a bunch... it would not be pretty. Reply
  • commenter
    Jake2
    Jun 11 06:47 PM
    My Website
    Wall Street Breakfast: Must-Know News [view article]
    Collateralized Bond Obligations (CBOs) are investment-grade bonds backed by a collection of junk bonds with different levels of risk, called tiers, that are determined by the quality of the junk bond involved. CBOs backed by highly risky junk bonds receive higher interest rates than other CBOs. What the the S.F. writer is saying apparently, is "Buyer beware!"

    Ok, that's fine. But if the CBO contains junk bonds based on sub-prime mortgages deceptively sold to unsophisticated buyers, it seems to me that the seller has some reponsibility here, both the original seller of the sub-prime mortgage and the seller of the CBO. Otherwise what you are saying is that it is ok to sell defective goods to unsophisticated (and unknowing) buyers. It is ok to sell a dead pig in a poke, in other words (no peekee, please), or a defective automobile. There are laws against such practices, of course, especially with regard to new cars that don't work right . They are called "lemon laws."     Reply
  • commenter
    Bear Stocks
    Report
    Jun 11 11:44 AM
    My Website
    Stocks That May Take a Hit When (If) Oil Hits $150 [view article]
    Don't wait for $150 oil. You can short-sell SUN, TSO, GM, CAL and TSN right now. Check out the website for more info. Reply
  • commenter
    RightinSanFr
    ancisco
    Jun 11 11:26 AM
    My Website
    Wall Street Breakfast: Must-Know News [view article]
    For jjason: While it may be possible to teach something about ethics in business school, what is more actionable is a healthy dose of scepticism and a requirement that the referees do their job. In this whole subprime mess, I do not blame the folks who invented and sold CDOs, the fault lies with the folks who bought them, and the rating agencies who have little other purpose than to evaluate what is being bought and sold, yet were AWOL.
    As for Eli - I find your daily summary to be of great value. It provides the flavor of what is going on on Wall Street, kind of like an extended version of David Faber of CNBC. In selecting what to talk about and what not, you give us a background against which to do further analysis, or to discard the flim flam stuff. Thanks so much.
    RightinSanFrancisco.co...     Reply
  • commenter
    cal48koho
    Jun 11 11:11 AM
    Stocks That May Take a Hit When (If) Oil Hits $150 [view article]
    A rather curious group. Any company with cheap energy at the core of its business model will be at risk as the price of energy climbs. DUH. Some companies will survive by changing their model. A lot wont or can't. How about a new list when oil hits $250. Reply
  • commenter
    jjason
    Jun 11 10:26 AM
    Wall Street Breakfast: Must-Know News [view article]
    Eli, In 1974 I did my MBA at the University of Western Ontario in London, Ontario, Canada. In finance classes, we did not study Index Funds, Funds of Funds, CDO's, derivatives, futures trading, etc. etc. Some of these "products" didn't even exist in 1974.

    Now, we have had salesmen selling stuff that has caused a horrible mess in the world financial structure and as Warren Buffet recently said " It has to take time to work itself out" In the meantime, shareholders and foolish investors around the world are suffering.

    How terrible that there is no responsibility in all of the Corporate offices around the world. Even the CEO of Countrywide has not owned up to the fact that CFC's business model was deficient.

    Ethics are part of the problem.

    We did not have to learn ethics in 1974. Everyone was honest in my class. No one was able to B/S their way through the two year, case study, program. Neither the students or the professors or the dean would allow B/S or a breech of ethics.

    Although I enjoy SeekingAlpha for the good information, I too often find terrible articles ( and worse comments ) regarding "products" and behavior that is misleading and downright wrong as well.

    You and Judy give us good information. Thanks.

    I hope others will follow your good example.     Reply
  • commenter
    TheEndIsNear
    Jun 11 08:10 AM
    Wall Street Breakfast: Must-Know News [view article]
    "Funds-of-hedge-f... funds ... "
    There's a great fundy sentence:)
    Reply
  • commenter
    UporDownMark
    ets.com
    Jun 11 07:33 AM
    My Website
    Wall Street Breakfast: Must-Know News [view article]
    Nice round up. We're looking ahead to Friday's CPI number and a possible sell off. Yesterday's action did not have much bullish sentiment. Reply
  • commenter
    didcrywolf
    Jun 09 03:15 PM
    My Website
    Alcoa Will Shine - Barron's [view article]
    Not sure Alcoa will be above $40 by year end. I do not think the company's MGMT can extract all the value on its own and the company needs to merge. Unfortunately as credit contracts globally, I am not sure who could come into the US in an election year where a protectionist wind blows strong in Washington and start to bid up the stock. With the airlines, autos and housing in a tailspin, I don' think the compnay can be epxected to have ANY blowouts Quarters until mid 2009. I own the stock but sold calls to bid my time. A straight long position in the stock sounds too risky right now and Barron's always made me money writing premium on their stock ideas!!!! Reply
  • commenter
    Loh
    Jun 09 06:58 AM
    Alcoa Will Shine - Barron's [view article]
    The strength of Alcoa is more on the down stream industry e.g. shhet, plate, foil, aircraft alloy, automobile alloy etc. Alcoa sold off most of its upstream many year ago.

    Other aluminium companies such RTZ, BHP are more upstream e.g bauxite mining, alumina refinery (coverting bauxite to alumina) , smelting (converting alumina to aluminium ingots).

    Beware that the rise in aluminium will cut Alcoa bothway.

    As most other aluminium comanies has merged , I agree Alcoa is relatively small in the industry and are potential for take over. However as Aloca is also involved in hght tech alloy for defence and supply to the US defence industry, it might be too sentitive for a foreign take over.     Reply
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