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United States Steel Corp. (X)

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Comments on X

  • U.S. Steel: Overpriced and Overhyped [View article]
    j_remington: It would appear you are correct. The sector seems to be moving up. X seems to be moving up with it even though the... More »
    Comment by David White
    Dec 11 15:49 pm |
    Rating: +1 0
  • U.S. Steel: Overpriced and Overhyped [View article]
    At the moment, fundamentals for X plays a small role in how the stock trades.
    Comment by j_remington
    Dec 11 14:44 pm |
    Rating: +1 0
  • U.S. Steel: Overpriced and Overhyped [View article]
    China industrial production +19.2% in Nov. due to stimulus. Exports -1.2%. When the stimulus ends, China will likely begin dumping in... More »
    Comment by David White
    Dec 11 01:26 am |
    Rating: +1 0
  • U.S. Steel: Overpriced and Overhyped [View article]
    A few more details which indicate X's underperformance in its industry sector: Return on Equity = -15.45% vs the industry average of... More »
    Comment by David White
    Dec 11 00:01 am |
    Rating: +1 0
  • U.S. Steel: Overpriced and Overhyped [View article]
    If you must own a steel company, Ternium (TX) is the one to buy.
    Comment by The Lonely Value Investor
    Dec 10 15:31 pm |
    Rating: 0 0
  • U.S. Steel: Overpriced and Overhyped [View article]
    longtermbull: There is tons of money that is going into infrastructure over the next few quarters. I think only about 30% of the... More »
    Comment by David White
    Dec 10 15:00 pm |
    Rating: +1 0
  • U.S. Steel: Overpriced and Overhyped [View article]
    Stone Foc C: Perhpas my treatment was a little simplistic. The raw materials, etc. would have to be taken out. Still the labor costs,... More »
    Comment by David White
    Dec 10 14:54 pm |
    Rating: +1 0
  • U.S. Steel: Overpriced and Overhyped [View article]
    Jan 40 Puts have the highest open interest followed by the Jan 34s. Earnings are due at the end of january or early Feb
    Comment by JKM
    Dec 10 14:26 pm |
    Rating: +1 0
  • U.S. Steel: Overpriced and Overhyped [View article]
    Inventory burn doesn't impact earnings as you suggest. It only impacts financing and cash flow.
    Comment by Stone Fox Capital
    Dec 10 14:00 pm |
    Rating: 0 0
  • U.S. Steel: Overpriced and Overhyped [View article]
    X does have 17+% short interest. a lot of people besides me think this stock is going to go down. Yesterday was likely a short squeeze.... More »
    Comment by David White
    Dec 10 13:13 pm |
    Rating: +1 0
  • U.S. Steel: Overpriced and Overhyped [View article]
    RE the above comment: The sweetspot for brokerage profit for Dec. X calls and puts seems to be an ending price in the $41 to $42 area. I... More »
    Comment by David White
    Dec 10 12:42 pm |
    Rating: +1 0
  • U.S. Steel: Overpriced and Overhyped [View article]
    Excellent piece. I was surprised when Goldman upgraded them recently because of all of these factors. just another example of a pump... More »
    Comment by JKM
    Dec 10 12:40 pm |
    Rating: +2 0
  • U.S. Steel: Overpriced and Overhyped [View article]
    I should have noted that part of the timing decision on this article is that the hyping brokerages may be happy to see X go down at... More »
    Comment by David White
    Dec 10 12:08 pm |
    Rating: +1 0
  • U.S. Steel: Overpriced and Overhyped [View article]
    And I see that just in the past few hours that China announced a 25% tariff on some US steel imports, mostly from X's competitor,... More »
    Comment by Windsun33
    Dec 10 11:47 am |
    Rating: +1 0
  • U.S. Steel: Overpriced and Overhyped [View article]
    longtermbull: You should also be aware that X is being outperformed by virtually all USA Steel companies. X has to worry about losing... More »
    Comment by David White
    Dec 10 11:25 am |
    Rating: +1 0