Steel Dynamics Inc. (STLD)

All Comments on STLD

  • commenter
    Andrew
    Horowitz
    Sep 17 07:33 AM
    My Website
    How To Survive the Market Sinkhole [view article]
    Cyclops:

    Use both your eyes and see the date of this and then look at my posts after and you will see how as time and info changed, we moved the advice. THINK before you comment...I wrote DOZENS of posts to help you get out of financials....

    But, your comment is very helpful...

    Andrew     Reply
  • commenter
    cyclops2020
    Sep 16 01:24 PM
    How To Survive the Market Sinkhole [view article]
    Good call on LEH !!!!!!!!!!!!!!! Reply
  • commenter
    mccsva
    Aug 12 01:25 PM
    Coal and Steel Stocks Take A Hit [view article]
    I just bought 1000 shares of CNX at $59.50-about 1/2 the share price of 5 weeks ago.
    Think it will be a good long term (18 months-3 years) play.

    Anyone agree / disagree ?     Reply
  • commenter
    mccsva
    Aug 12 01:23 PM
    Coal and Steel Stocks Take A Hit [view article]
    Just bought 1000 shares of CNX today at $59.50-about 1/2 the stock price of 5 weeks ago.
    I think within 12-18 months the price will be close to $100.     Reply
  • commenter
    User 161804
    Jul 26 09:22 AM
    Wall Street Breakfast: Must-Know News [view article]
    ISV worth a look, good fundamentals, there were spikes on Thursday and Friday despite a bad market. A cup and handle was formed maybe in anticipation of good earnings. Reply
  • commenter
    Rocknrollleg
    end193
    Jul 24 01:54 PM
    Commercial Metals Earnings and the Domestic Steel Market [view article]
    Excellent article. By the way, won't increased oil demand actually increase steel demand for drilling purposes? Reply
  • commenter
    SA Editor
    Eli Hoffmann
    Jul 22 04:35 PM
    Wall Street Breakfast: Must-Know News [view article]
    PJ568, thanks for your feedback. We largely report adjusted earnings. This is due to the fact that analyst consensus estimates, which are the gauge by which many judge whether a given company has beaten or missed expectations, are formulated based on adjusted earnings. Reply
  • commenter
    Pj568
    Jul 22 03:10 PM
    Wall Street Breakfast: Must-Know News [view article]
    Many of the numbers referenced above appear to be adjusted and not actual. WB and BSX are two that jumped out as being off. One would expect adequate disclosure from the SA Editor about the numbers being referenced. Constantly reporting and discussing adjusted numbers is a sign of weakness that shouldn't be ignored. Reply
  • commenter
    Right in
    San
    Francisco
    Jul 22 10:48 AM
    My Website
    Wall Street Breakfast: Must-Know News [view article]
    It is amazing that so much of the financial health of the western world hinges on the performance of these public / private entities Fannie and Freddie. I was once a stockholder (liked the dividend), but sold when it became apparent to me a few years ago that I did not understand who the management worked for. If they are a cornerstone of the economy, the performance of their management needs to be judged by a standard of security, not growth of EPS, which drove them away from their government mission toward chasing the returns of sub-prime loans. Then the government wanted them to broaden the size of loans that they would handle. Despite hating a larger role for government, I have reluctantly come to the conclusion that they neeed to be publicly owned and directed. Ugh. I can't believe that I said that. Reply
  • commenter
    notsosmart
    Jul 22 09:09 AM
    My Website
    Wall Street Breakfast: Must-Know News [view article]
    why pay attention to moody,s? why pay attention to anybody? all have an agenda & its not to put money in your pocket.once you know that selfserving lying & greed is the game you should think for yourself. Reply
  • commenter
    Ishortyou
    Jul 22 07:38 AM
    Wall Street Breakfast: Must-Know News [view article]
    well looks like Moody's go unlished playing the rating game again without foundation or facts and just based on speculation. They need to reinstate triple A ratings on some of the bond insurers that were downgraded unjustifiably Reply
  • commenter
    swimjames
    Jul 20 03:12 PM
    Earnings Preview: Steel Dynamics [view article]
    Detroit wakes up to need for new vehicle mix

    By Bernard Simon in Toronto

    Published: June 4 2008 19:53 | Last updated: June 4 2008 19:53

    A three-letter word – mix – is suddenly casting a long shadow over the financial stability of the Detroit carmakers and their suppliers.

    Mix is the industry term for the proportion of various vehicle types in a carmaker’s line-up. Its importance as a measure of the industry’s financial health has grown as Americans stampede from gas-guzzling sport-utility vehicles and pick-up trucks to more fuel-efficient – but far less profitable – cars and crossover vehicles.
    www.ft.com/cms/s/0/3d9...
     Reply
  • commenter
    swimjames
    Jul 20 03:10 PM
    Earnings Preview: Steel Dynamics [view article]
    BHP pay attention, you may still make $ on steel, but your demand may decrease as well:
    High Oil Costs, Smaller Cars and Declining Metal Demand
    by stuart on June 6, 2008 / 10:00 am

    Comments from Detroit’s Big Three in the Financial Times appear obvious in the face of oil and fuel prices doubling. The Big Three and all U.S. car producers need to adjust the mix of vehicles from minivans and SUVs to smaller cars. Well, no surprise there. That has been obvious for the last year. Sales of small cars are rising in the U.S., while sales of pick-ups are declining. Car sales increased from 53 percent of all vehicle sales in April to 57 percent in May, the highest portion in 12 years. Small cars like the Yaris and Fit increased from 8 percent in May 2007 to 25 percent in May 2008.

    The problem in Detroit is that they make an average $9000 pre-tax profit on a pick-up and only $3000 on the average car. The pick-up is a larger vehicle and costs more, so there is more room to pad the price. Buyers see a large vehicle and expect a large price (current massive discounts not withstanding), whereas buyers see a smaller vehicle and prices are intrinsically more competitive.
    www.agmetalminer.com/2.../
     Reply
  • commenter
    swimjames
    Jul 20 10:56 AM
    Earnings Preview: Steel Dynamics [view article]
    Definitely something to consider:

    Raw material costs still low as percentage of steel price, says BHP Billiton

    Despite iron-ore going up 382% in the last eight years, metallurgical coal 599% in the same period and manganese 486%, BHP Billiton finds finds that the steel mills are doing “pretty well”, thank you. Although raw material inputs for steelmaking have soared, they are still low as a percentage of the steel price, says BHP Billiton.
    BHP Billiton reports that 1 600 t of iron-ore, 600 t of metallurgical coal and 7 t of manganese are required to make a ton of steel and finds that currently two-thirds of steel is made using the BF-BOF method and only a third via the EAF route, which is grist to the mill of miners.

    from Mining Weekly By: Martin Creamer
    Published on 11th July 2008
    www.miningweekly.com/a...

     Reply
  • commenter
    swimjames
    Jul 19 10:18 AM
    Earnings Preview: Steel Dynamics [view article]
    I agree, Nucor is usually the leader of the pack, what they experience is what all the others go through. AKS also reported higher input costs, and therefore raised their prices considerably. Reply
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