David White: US Steel (X) reports tomorrow. It's getting a rebound lift today. Plus AKS beat. There are significant risks for disappointment. Be careful.
Mon, Jan 25, 2010
David White: CEO's guidance from NUE, X, WY, AKS, PCL may put a damper on the analysts hype for at least a week or two. They don't exaggerate as much.
Wed, Jan 20, 2010
David White: Some reporting dates for building commodities: WY 2/5, X & NUE 1/26, AKS 1/25, etc. These are likley to inject reality. Hype abounds.
Wed, Jan 20, 2010
David White: Analysts' hype of building materials stocks, such as steels, may soon end as they are set to report soon. AKS on 1/25. X and NUE on 1/26