| Comment | 39.650 | Brian Acker, CA | He has a model price of $41.23, a positive 8% differential. He thinks the high on this one will probably be about $42.20 and if it broke up through there he would use $42.20 as a Stop. | 2008-05-08 | |
| BUY | 34.840 | Alan Kral | Will probably see basic materials types of stocks doing very well going forward. Have likely entered an inflationary cycle in the US causing dollar-based assets to inflated value and the ability to people selling materials to increase prices. There is also growth in demand, especially from the 3rd world. | 2008-04-15 | |
| TOP PICK | 37.760 | Derek Webb, CFA | Of all the base metals, aluminum is the only one that is hitting new highs. This company is the only way to play it. | 2008-03-11 | |
| BUY | 32.780 | Bob Stodgell | There is still room to run because of the demands from the evolving economies for all the base metals. | 2008-02-07 | |
| BUY | 38.200 | Brendan Caldwell | Have been watching it. The take over bid will be wrapped up soon. Doesn't leave many left. Could be a subject of a take-over. | 2007-10-24 | |
| BUY | 34.420 | Charles Edwardes-Ker | Aluminium used in automobiles has doubled over the last two years. Reducing greenhouse gases by 25%, and landfill by 50%. Increasing “green energy” used (37% at the moment). | 2007-09-13 | |
| TOP PICK | 35.360 | Peter Brieger | Likes the aluminum business long-term. Expecting a scarcity factor with some of the other players disappearing. Looking for $7 plus in earnings next year, which would be worth 7-8X cash flow. | 2007-08-28 | |
| TOP PICK | 35.670 | Peter Brieger | Likes the aluminum space. Cheap at the moment. | 2007-08-03 | |
| DON'T BUY | 37.410 | Brian Acker, CA | His model price is $45.14 giving it an 18% positive differential. He is finding so much value elsewhere, that it is not in his portfolio. Would probably have to go 10%/15% lower before he is interested. | 2007-07-27 | |
| Comment | 46.450 | Norman Levine | To own as a long-term aluminum investment, it is probably overpriced. If you are looking for takeover speculation, they are the last major independent aluminum producers. | 2007-07-18 | |
| Comment | 39.300 | Bob Stodgell | Some great assets, great managers. But he likes Alcan better. | 2007-06-11 | |
| TOP PICK | 40.900 | Michael Smedley | Enormously vulnerable to take out. | 2007-05-25 | |
| Comment | 38.350 | Ian Nakamoto | Trying to acquire Alcan (AL-T). Feels the hold aluminum industry is going to turn out quite well. Higher operating costs. Would prefer Alcan. | 2007-05-14 | |
| Comment | 34.940 | Norman Levine | Two problems. Chinese are net exporters of aluminum. Very energy intensive and electricity prices have gone up substantially. Neutral on this company. | 2007-04-16 | |
| DON'T BUY | 32.300 | Norman Levine | Probably a better play than Alcan (AL-T). Seems to be executing better. Not a fan of aluminum at this time. | 2007-01-31 | |
| PAST TOP PICK | 30.010 | Jeff Parent | (A Top Pick Nov 2/06. Up 5.3%.) His upside target was $31 which it reached and where he could have exited if he had owned. Still in an upward trend. | 2007-01-02 | |
| TOP PICK | 28.500 | Jeff Parent | Has been trading below the 50 day moving average since July. Had 2 down trends but is starting to even out. Chart seems to indicate that the sellers are now gone and there is some new round of buying. | 2006-11-02 | |
| DON'T BUY | 28.510 | David Driscoll | Commodity that will depend on demand for global growth of new products. This company has struggled. Alcan (AL-T) is a better company regarding management and its ability to grow with earnings. | 2006-08-17 | |
| DON'T BUY | 28.270 | Bill Carrigan | Any commodity sensitive stock is going to be a trading stock and very few of them are growth stories. The MACD has a higher low, which is positive divergence, so you are possibly going to get a rally from here. Would look for a rally in order to get out of it as opposed to buying. | 2006-08-11 | |
| PAST TOP PICK | 28.840 | Brad Willock | (A Top Pick May 11/06. Down 20%.) Expect it will eventually merge with some large international player. Not a great short-term pick here. | 2006-08-09 | |
| DON'T BUY | 29.950 | John Zechner | Aluminum industry has not done as well as some of the other metal industries. Alcan (AL-T) has a great advantage because of its cheaper power costs and this would be his preference. | 2006-07-31 | |
| TOP PICK | 36.020 | Brad Willock | A well diversified metal company. A lot of their customers are aerospace and they make a lot of highly engineered aluminum products for them. Has under performed other metal companies dramatically. | 2006-05-11 | |
| DON'T BUY | 22.950 | Rob Callander | Alcan (AL-T) and Alcoa (AA-N) have not been participating in the strong market that we've had for metals. Partly because of high energy costs. Alcan is sheltered with extremely low cost hydo electric generating capacity, so prefers Alcan and has been buying it. | 2005-10-05 | |
| DON'T BUY | 33.650 | David Baskin | Has some labour problems. If the trend of a weakening US$ continues, it could be expensive. Prefers Alcoa. | 2004-11-22 | |
| TOP PICK | 32.530 | Barbara Marcin | Moving into the middle of this expansion cycle, likes manufacturing and industrial companies. Has a few years good outlook ahead of it. A good investment and hasn't been for a while. | 2004-06-18 | |
| TOP PICK | 31.300 | Barbara Marcin | Will far outpace the average market in its earnings are the cyclicals that are exposed to the economy. | 2004-05-28 | |
| BUY | 36.430 | David Burrows | Likes the aluminum companies, but prefers the nickel and copper producers. Prefers Alcan as they have very strong downstream. Should do well with either aluminum company. | 2004-01-22 | |
| DON'T BUY | 22.370 | Kyle McKay | Expects the economy to slow so demand for aluminum would drop. | 2003-04-16 | |
| BUY | 23.900 | Bob Stodgell | Economy should start to recover next year. | 2002-12-17 | |
| BUY | 38.100 | Brad Willock | Can go up further. | 2002-02-22 | |
Experts that have talked about Alcoa
