Nice analysis. I like DBB (as an inflation hedge, at the very least)...but I'll buy some AA if it gets below $6 again, since I think this just HAS to be the earnings trough them. It's definitely tough to invest in these guys, though, since they always seem to disappoint.
Alcoa's Quarterly Results: Mixed Bag [View article]
Now is the time to start accumulating shares of AA... at the trough of aluminum prices. I wish I had gotten some at $5, but I wasn't quick enough, so I had to pay almost $6.50 for a partial position.
Alcoa, Aluminum and You [View article]
Alcoa's Quarterly Results: Mixed Bag [View article]