Commodities & Metals

Commodities & Metals Articles

What is the one sector that is viewed as a safe haven in scary times?  Outside of water it’s gold, and gold is easier to invest in than water as far as the stock market is concerned.  But when...
On today’s STOP TRADING segment on CNBC, Jim Cramer said you need to lay back and look at the smaller sub-$5 Billion stocks in the metals sector since it looks like the huge mergers in thr group...
After Nucor Corp. (NUE-NYSE) lowered guidance, Goldman Sachs has decided to withdraw it from the Americas Conviction Buy List.  It notes that the stock appears undervalued to the $71.00 price target...
Stock Tickers: NUE, STLD, X, RS, AKS Nucor Corp. (NUE-NYSE) has a bit of a surprising news this morning: a steel company issuing an earnings warning. It now expects that earnings for the second...
Alcoa Inc. (AA-NYSE) recently made an unsolicited offer to acquire Alcan Inc. (AL-NYSE), but after today’s close Alcan formally notified Alcoa that the offer was inadequate and not in the best...
Stock Tickers: LMC, ZEUS, AA, AL, X, MT, FCX When you look at the large metals companies such as US Steel (X-NYSE), Alcoa (AA-NYSE), Rio Tinto (RTP-NYSE), Alcan (AL-NYSE), Arcelor Mittal (MT-NYSE),...
Stock Tickers: USU, NMX, CCJ, EMU, URRE, URZ This morning, if it is a stock related to uranium then it is probably up.  This is in the face of what is a very slow launch of uranium contract trading...
When you look at companies such as US Steel (X-NYSE), Alcoa (AA-NYSE), Rio Tinto (RTP-NYSE), Alcan (AL-NYSE) and many other giants in the metals sector either in the midst of or rumor to be in a...
On tonight’s Mad Money on CNBC, Jim Cramer said the bull market is stronger in nickel than in the US stock market and he wants you to look at a new nickel pick.  The nickel markets are nearing...
Alcoa (AA) has offered to buy Alcan (AL) for $73.25 in cash and stock with an actual breakdown of US$58.60 in cash and 0.4108 of a share of Alcoa common stock for each outstanding common share of...
On tonight’s MAD MONEY on CNBC, Jim Cramer said he’s looking at some very speculative names.  He’s looking at Golden Star Resources (GSS-NYSE) as the way to play the CNBC challenge as a gold...
Alcoa (AA-NYSE) has just announced that it will explore strategic alternatives for the disposition (sale/spin-off/etc.) of its PACKAGING & CONSUMER segment.  This unit generated $3.2 Billion in...
By Yaser Anwar, CSC of Equity Investment Ideas This week I’d like to talk about: Copper (The Chinese Factor & Demand) & Chile (Economic environment) alongside Risks & Short-Covering...
Lone Star Steel (LSS) is trading up 37% pre-market because US Steel (X) is acquiring Lone Star for $67.50 in cash.  US Steel (X) is saying that the merger will be accretive to earnings before the...
By Yaser Anwar, CSC of Equity Investment Ideas This week I’d like to cover topics surrounding gold. From a) Market Sentiment to b) Demand and c) Supply to d) Implications of de-hedging. Thanks in...