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  • For Alcoa, 2 Companies May Be Better Than 1  [View article]
    Analysts had been saying for some time that splitting up the company would unlock value. It may. I didn't think it would come this soon, or come at all. Still, it makes sense. The downstream products area (with low aluminum prices) has been dragged down by the upstream commodity area. At least after the split that will no longer be the case. We'll see where this all goes. The division is set for sometime next year. Unless the flooding of markets with aluminum is curtailed, expect more of the same in the commodity.
    Sep 29, 2015. 09:03 PM | 1 Like Like |Link to Comment
  • Alcoa's transformation continuing, as UBS Upgrades to Buy  [View news story]
    It's about time an analyst upgrades. The share price has digressed to a painful point. Upgrades and downgrades must be focusing on short-term prospects, because the long-term prospects for Alcoa seem to be great. Where are the long-term visionaries (analysts)? They likely cater to the traders, and not the investors. I hope that, in time, Alcoa can distance itself from the perception of a commodities provider. If they can work themselves into being their sole supplier, with much of what they supply being for their own consumption, we'll be in a golden condition. All the best to the longs.
    Aug 4, 2015. 11:38 AM | 2 Likes Like |Link to Comment
  • Memo To Alcoa: Prepare For Collapse In Aluminum Prices  [View article]
    We all know how helpful analyst comments and upgrade/downgrades are. Once the price on AA dropped from $17/share to $12/share, the analysts magically showed up with their downgrades to $12. Nice moves. With projections such as those, we can all be analysts. No experience required.

    Long-term hold.
    Jul 5, 2015. 03:27 PM | 12 Likes Like |Link to Comment
  • This Is Not The Same Alcoa  [View article]
    Andrew... a truly great analysis. You clearly have taken the time to properly research and detail your opinion. Nice work.
    Mar 16, 2015. 10:38 AM | 4 Likes Like |Link to Comment
  • Alcoa's Valuation At Ludicrous Levels: Upside To $20 In 2015  [View article]
    It's not about Alcoa at the present time. That is all well and good with their business and direction trending solidly upward. They are reducing emphasis on their upstream business which has been commoditized, and focusing on expanding their downstream business, with a particularly strong focus on aerospace and automotive industries. Let's not forget about their R&D efforts with the development of patented aluminum bonding technologies.

    What we are witnessing over the last bundle of weeks is the effect of global oil prices slumping. It's affecting the entire market. Companies that were trading at a premium will be the first to be affected.

    For those that haven't yet bought in, this timing is another great opportunity. For those, like me, that have been in since the single digits on the stock price, it's a continue-to-hold state. We will see 20's this year. That's for certain in my opinion.

    Jan 16, 2015. 01:03 PM | 3 Likes Like |Link to Comment
  • Alcoa gains new analyst love from Wells Fargo  [View news story]
    Excellent news... simply excellent. Patience from the long investor will return great rewards with Alcoa.
    Dec 4, 2014. 07:50 PM | Likes Like |Link to Comment
  • Alcoa reveals new way of making aluminum sheet aimed at lighter vehicles  [View news story]
    Alcoa continues to innovate and lead. This one innovation alone should be a boon to profits and efficiency. Long and strong $AA.
    Dec 4, 2014. 07:47 PM | 3 Likes Like |Link to Comment
  • Continuing Strength In Aluminum Prices To Benefit Alcoa  [View article]
    I'd rather have Alcoa continue to pay down its debt than to issue any dividends. With any company, I'd rather they repurchase their company stock than to issue dividends. That's just me, though. Cheers.
    Aug 26, 2014. 09:19 AM | 1 Like Like |Link to Comment
  • Don't Touch Alcoa  [View article]
    How are we liking Alcoa now? Yah, thought so. ;-)
    Jul 12, 2014. 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, 2014. 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, 2014. 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.


    "...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, 2014. 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, 2014. 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, 2014. 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, 2014. 11:00 PM | Likes Like |Link to Comment