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ogmarti

ogmarti
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  • Don't Touch Alcoa [View article]
    How are we liking Alcoa now? Yah, thought so. ;-)
    Jul 12 05:06 AM | Likes Like |Link to Comment
  • Alcoa Kicks Off Earnings Once Again, Here's What To Expect [View article]
    Don't know... this is perhaps a question to direct to Investor Relations. All things considered, it was the most strategic move to have made with power generating capacity in Brazil.
    Jul 8 12:44 PM | 1 Like Like |Link to Comment
  • Alcoa Kicks Off Earnings Once Again, Here's What To Expect [View article]
    Regarding power generation... Alcoa has made a smart decision to sell off their generated power in Brazil at a high premium due to generated power shortages caused by drought. Best to redirect that power to lock in profits versus delivering product into a market that is presently highly-commoditized and witnessing depressed prices. Just another example of Alcoa's making the right moves at the right time.
    Jul 3 02:40 AM | 2 Likes Like |Link to Comment
  • Alcoa Kicks Off Earnings Once Again, Here's What To Expect [View article]
    Thank you for the article and your guidance.

    Regarding:

    "...Perhaps the most concerning metric I follow is the short interest. 6% of the float is shorted, and short sellers are generally the smart money. That said, short interest is falling, and the last two reported levels are the lowest in a year..."

    If the shorts are generally the smart money, weren't they the polar opposite as far as $AA is concerned this year?

    Also, it's difficult to fathom the worth of analysts that are so distinctly in error with their assessments when issuing Sell, Avoid, or similar opinions. If their clientele followed that guidance on Alcoa, they missed out, big time.
    Jul 2 12:37 AM | 2 Likes Like |Link to Comment
  • Alcoa's Firth Rixson Acquisition A Shrewd Move Beyond Aluminum [View article]
    I like it!

    "...As Reuters observed in January, Alcoa quietly revised the company description that appears in its news releases. Instead of "the world's leading producer of primary and fabricated aluminum," it now introduces itself as "a global leader in lightweight metals engineering and manufacturing." Way to go..."
    Jun 30 10:23 PM | 2 Likes Like |Link to Comment
  • Alcoa - Transformation To Aerospace Continues After Acquiring Firth Rixson [View article]
    I averaged at around the $9 area, with the long-term plan of having the share price return to the mid-20's. There will be ups and downs along the way, but the only way to achieve the long-term goal is to stick with the plan, despite temptations to abandon along the way.

    Best wishes.
    Jun 26 04:28 PM | Likes Like |Link to Comment
  • Is It Time To Buy Alcoa? [View article]
    The time to have purchased Alcoa stock was when the masses avoided it like plague. I averaged down to around $9.86/share and hung on tight as the price continued to drop from there. Never waivering, I waited until times like the present, and will hang on until Alcoa stock is at least in the 20's. It's a matter of patience, time, and a plan. That's investing.
    May 6 11:00 PM | Likes Like |Link to Comment
  • Alcoa upgraded at RBC on strength in alumina, GRP businesses [View news story]
    Absolutely. Take in all of the information, including the noise, and perform an individual assessment. Value investing and being a contrarian has its benefits.
    Apr 17 11:30 AM | 2 Likes Like |Link to Comment
  • Why Alcoa Is Heading To $15 [View article]
    The value of the Analyst... or not. I wonder if these are the same recommendations that the Analyst's employer makes to their customers. If so, they have done their customers a great disservice. Ramifications?

    > Deutsche Bank analyst Jorge Beristain needed convincing. He has a sell
    recommendation on the stock with a price target to $5.50.
    Apr 11 11:26 AM | 1 Like Like |Link to Comment
  • Will Alcoa Pass Critical Earnings Test Tuesday? [View article]
    Thank goodness Alcoa didn't release earnings today, Monday. The overall market was down significantly. Alcoa, who took a dive along with most other issues, may have dropped even further. That's not to say they'll be free and clear tomorrow, but if it's an upside day, perhaps the effect will be lessened. We'll have to wait and see. In the long-term, though, all good... expecting great things out of this company in the future.
    Apr 7 08:32 PM | Likes Like |Link to Comment
  • Alcoa pulling back as Nomura sees significant downside risk [View news story]
    Look out. Nomura in the house. One well-timed opinion and they suck the winds right out of the Alcoa sails. A $7 price target. The clowns have escaped the circus. Alcoa's profitability isn't all about LME aluminum prices, and China's supply is for China. Additionally, China continues to battle critical pollution issues, they will need to curtail heavy industry activity which is fueled by coal-powered steam generation plants. Next analyst please.
    Apr 2 09:34 AM | 1 Like Like |Link to Comment
  • Alcoa should follow BHP’s break-up strategy, Sterne Agee says [View news story]
    There are pros and cons to spinning off of the various business units. I believe that those which are pushing for segregation are interested in immediate gratification (i.e., and instant share price appreciation for the quick win). Those investors that are thinking long-term are likely wishing for Alcoa to remain as one, and willing to be patient in hopes that the poorer-performing areas will once again be solid contributors to the overall company bottom line.

    Thoughts?
    Apr 1 01:10 PM | 3 Likes Like |Link to Comment
  • Don't Touch Alcoa [View article]
    Lots of charts, graphs, and information... in the end, go with your own instincts, experience, and decisions, and avoid following the herd.

    I believe that present (new) investors in Alcoa are not purchasing for today, but instead, for tomorrow. There are no sure things, but there is great potential for Alcoa stock to move into the 20's over the next few years. That would be for a 100% gain on investment. That's a heck of a lot better than other stocks which may or may not cycle up-and-down several times over the next several years, and would need to be timed.

    Alcoa isn't being run well for today, it's being prepared for tomorrow. Management is cutting capacity or production at low-profit operations. They are seeking to negotiate on local-to-plant energy costs, and ramping up operations in areas where energy will be plentiful and relatively cheap by comparison to older operational areas.

    Alcoa's alloy science is fantastic. Witness last week's announcement on their lightweight, but strong truck wheels. Expected to shave 1,500 lbs. from the overall truck/trailer gross weight.

    Perform your own due diligence, and think for yourself. Take in all of the analysis that's out there and consolidate it for your own thoughts and paths to follow.

    Best of luck to all longs. See you in the 20's in a few years. ;-) #date_and_timestamp_me
    Mar 30 12:47 PM | 6 Likes Like |Link to Comment
  • Alcoa: Still Worth Keeping In Your Portfolio [View article]
    Good assessment, and I agree. The buy-and-hold-minded investor will reap great rewards with Alcoa. The company has done all that it could within its power during these past challenge years. Once LME Aluminum prices solidly rebound we'll witness a return to great profitability for Alcoa, because management has done what it could to enable that future.

    Recently we've seen moves by Ford, and GM as a follower, to further-adopt the use of Aluminum in their pickup truck fabrication. That trend will continue and spill over into non-truck vehicles. Alcoa's expansion into the recycling market will lower their cost-of-production for the finished product. This is definitely an area for them to heavily invest in. Although it won't benefit their upstream mining operations, as a whole it will greatly contribute to company profitability.

    Disclosure: Long and heavy the stock.
    Feb 28 12:15 PM | 1 Like Like |Link to Comment
  • Alcoa Is Making Nice With Ford And GM - Shareholders Of All 3 Will Benefit Long Term [View article]
    Long and heavy $AA. It's by far my largest holding. I've been through some pain with it, like many others, but I was lucky to average down to the 9-something area, so not nearly as bad as others that rode the train down. Sooner or later global Aluminum prices will rebound. Then we'll be ready for them, and skip that short-term capital gains tax bite along with it. Best wishes to all longs.

    @bubbles... the aluminum used will be military grade alloys. You'd be surprised at how resilient it is. It's not your beer can aluminum. Don't listen to the noise.
    Feb 19 04:00 PM | 2 Likes Like |Link to Comment
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