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Windsun33

Windsun33
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  • Adding Alcoa To My $100,000 Portfolio [View article]
    http://bit.ly/zGjAXp

    http://bit.ly/AfKDzN#

    Strictly speaking, in some cases GS only owns the warehouses where it is stockpiled, but it appears that some of the companies renting to stockpile are connected to GS. A rather convloluted story, and I doubt that anyone really knows for sure - even GS.
    Jan 8 02:21 PM | Likes Like |Link to Comment
  • Adding Alcoa To My $100,000 Portfolio [View article]
    I would amend your post to say that "AA is not attractive at the current price".

    Aluminum usage is not going away, but might not increase enough in the near term to reduce the current overstock for a while.

    If (AA) drops to the low $8's, I think it is worth picking up a small position.
    Jan 6 12:25 PM | Likes Like |Link to Comment
  • Adding Alcoa To My $100,000 Portfolio [View article]
    "..because right now, its purely the LME. ..."

    And that is news? You should have known that. You should also have known that (GS) owns about 13% of the worlds Aluminum stockpiles.
    Jan 6 10:48 AM | Likes Like |Link to Comment
  • Adding Alcoa To My $100,000 Portfolio [View article]
    If it actually does take a big drop, I will look at buying some. Long term I think AA will recover, just not sure I want to wait the 2 to 5 years that it might take to get back to it's former glory.
    Jan 6 01:52 AM | Likes Like |Link to Comment
  • Alcoa Earnings: Company May Guide Higher, Boosting Others [View article]
    Except in this case, it looks like it is getting clobbered before the announcement.
    Jul 11 03:08 PM | Likes Like |Link to Comment
  • Alcoa Earnings: Company May Guide Higher, Boosting Others [View article]
    New invention??

    Not hardly. Solar troughs have been around for at least 80 years, probably more.
    Jul 10 10:13 AM | Likes Like |Link to Comment
  • Alcoa Earnings: Company May Guide Higher, Boosting Others [View article]
    I am wondering what the thoughts are on (NOR) - pretty small by AA standards, but they seem to be vertically integrated from the mines to production, and has a fairly low P/E. BoA just downgrated it also, which to me is another signal to buy...
    Jul 9 09:34 PM | Likes Like |Link to Comment
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