Nucor Corp. (NUE)

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  • commenter
    Coallover
    Jul 03 01:01 AM
    Coal and Steel Stocks Take A Hit [view article]
    Hi, I am newbie and invested mostly on coal and ag stocks. I have lost $2000 today in paper. Please advice if what strategy I need to do for tomorrow. Reply
  • commenter
    AtlanticAve
    Jul 02 11:48 PM
    Coal and Steel Stocks Take A Hit [view article]
    Uh...SDIMGR, that article you cite is a year old. Reply
  • commenter
    SDIMGR
    Jul 02 06:19 PM
    Coal and Steel Stocks Take A Hit [view article]
    This may be a factor why the coal mountains came tumbling down today. ouch!
    www.marketwatch.com/ne...     Reply
  • commenter
    blink0404
    Jul 02 03:21 PM
    Global Infrastructure, Alternative Energy and the Cost of Commodities [view article]
    I don't trust Cramer.

    Here's an article about gold and silver. The basic is idea is that you should sell gold when silver appears to be overbought. Pretty compelling evidence.

    www.greenfaucet.com/ha...     Reply
  • commenter
    pockyclips
    2020
    Jul 02 03:19 PM
    Coal and Steel Stocks Take A Hit [view article]
    Wonder if Olympics has anything to do with it? China will be cutting back on production in Peking (sorry, old school GI) to lighten up on pollution. Expect coal and steel down in July and early August.
    Not to mention our own automotive industry cutbacks.     Reply
  • commenter
    jimmy46
    Jul 02 03:13 PM
    Coal and Steel Stocks Take A Hit [view article]
    """Inve... that have been waiting to get into these names on a pullback might want to take a look at them now."""

    Buying momentum stocks after they peaked and are on the way down is a sucker trap.
    The worm has turned, now the momentum is down.
     Reply
  • commenter
    MetalDirecto
    r
    Jul 02 11:41 AM
    Commercial Metals Earnings and the Domestic Steel Market [view article]
    Your comment was "Many analysts during the call were asking CMC executives why they are not selling into these much higher priced markets? CMC responded that their production was at 100% just to satisfy domestic demand, and if they had any spare capacity they would ship overseas for those much higher margins. The shipping cost are only between $80-100 a short ton."

    Does this make sense to you? It doesn't to me.

    I am a director of a primary mill and several metal related convertors.

    If they are at 100% of capacity, microeconomics tells us, that they should raise their price until they have reached equilibrium - not 100% of capacity - if the world price less freight is still substantially above the domestic price. The only rationale for submarket pricing is new market share, but with construction down and energy up, higway construction costs and cement will preclude a domestic spending program from any job creation policy for the next president.     Reply
  • commenter
    DaveinHacken
    sack
    Jul 02 11:28 AM
    My Website
    What's Wrong with Today's Value Investing? [view article]
    Marc,

    I think the problem with a lot of value investors is that they are so focussed on bottom-up analysis (often based on trailing data) that they ignore the relevant macro trends.

    Here's one example: a lot of value investors piggybacked on Warren Buffett's holding USG over the last year or two when they saw it had dropped in price. What they didn't consider was the relevant macro trend: in this case, the real estate and residential construction bust. You don't have to have slogged through Security Analysis to know that a company that manufactures sheet rock is not going to have great earnings during a real estate bust; you just have to pay attention to the relevant macro trends and use some common sense.

    This is what has separated Ken Heebner from the pack in recent years.     Reply
  • commenter
    calvin38
    Jul 02 11:20 AM
    What's Wrong with Today's Value Investing? [view article]
    i agree with nickgogerty. When the 10 year Treasuries is giving you 4% and you are getting an earnings yield of 4% (25 PE), why even bother investing in stocks. Buy Treasuries :).

    You want the earnings yield from the stock to be atleast 2 X yield from treasuries, to qualify as investment.


     Reply
  • commenter
    nickgogerty
    Jul 02 10:47 AM
    My Website
    What's Wrong with Today's Value Investing? [view article]
    first screen set was <25 PE. Since when is a 4% yield (25 PE) in a 3-4% inflationary environment value investing? The first screen assumes a risk premium that is too low for equities. Reply
  • commenter
    buyitcheap
    Jul 02 08:20 AM
    What's Wrong with Today's Value Investing? [view article]
    I have found a nice correlation with consistent sales growth (yoy) and I've found some of the better value stocks when you screen for average sales growth forecasts greater than 5% with Price/Sales ratios of less than 1.5. Through in a dividend Greater than 0 and you might find a good value screen in that. Reply
  • commenter
    Aalan
    Jul 02 12:53 AM
    What's Wrong with Today's Value Investing? [view article]
    According to one analysis I've read, value stocks outperform growth when credit is easily available== not particularly when markets are down. If that's true, then there's nothing wrong with the value model; it's just the wrong environment. Reply
  • commenter
    Marc H.
    Gerstein
    Jul 01 12:36 PM
    What's Wrong with Today's Value Investing? [view article]
    Dawdler,

    I’m with you; fundamentals are critical. Look how much heat Bill Miller took (back in the days when he was still going strong) for owning Amazon in a value fund. His attention to fundamentals (which turned out to be sound) was widely unappreciated. And how many times do you see investors turning bearish on stocks that rally to higher valuations without any discussion of whether fundamentals have proportionately improved. Unfortunately, many pay lip service to fundamentals but don’t really do it, and many more don’t even bother paying lip service. Upside omissions such as those mentioned are annoying. Downside omissions, such as the ones we are more exposed to now given what’s happening today, are worse.
     Reply
  • commenter
    Marc H.
    Gerstein
    Jul 01 12:27 PM
    What's Wrong with Today's Value Investing? [view article]
    Dirk,

    I appreciate your points. Eliminating stocks with less than $250 million market cap leaves us with about 1550 Russell 2000 stocks. I do think it’s more reasonable to compare such a universe with the 2000; I think a $250 million market-cap threshold is too low to make the S&P 500 or Russell 1000 valid bogeys.

    Even so, I decided to alter the tests to address the issues you raise.

    Interestingly, dropping the market cap test altogether made the screen performance about 100 basis points worse meaning that value investing looks even more in need of repair.

    Going back to the $250 million market cap test and comparing the results with the S&P 500 and the Russell 1000, again the value screen fared even worse. This should be no surprise. Remember the S&P 500 Value ETF underperformed the SPYDR.
    Reply
  • commenter
    dawdler
    Jul 01 11:57 AM
    What's Wrong with Today's Value Investing? [view article]
    I always thought value investing also included a thorough analysis of company fundamentals, management, etc. I don't think a simple quant. filter is really value investing, is it? Reply

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