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| Comment | 9.800 | Gavin Graham | (Market Call Minute.) Reported reasonable earnings. If you are comfortable there will be a recovery in the 2nd half of the year, this is a good economic bellwether. | 2012-01-13 | |
| DON'T BUY | 9.425 | John O'Connell, CFA | Alumina market as being in distress for a very long time. The big costs are energy. Europe is in the recession and won't get better anytime soon. The Asian bubble may be popping to some extent. | 2012-01-09 | |
| Comment | 9.160 | Bill Carrigan | They will be announcing on Monday after the bell, so it will be interesting. Technicians will be interested in how the stock reacts to the news. The key to this one is to see how it reacts. | 2012-01-06 | |
| WAIT | 8.650 | Don Vialoux | One of worst performs this year. Historically has done well in springtime 3’rd week in Jan. Look for signs of bottoming. | 2011-12-30 | |
| DON'T BUY | 8.940 | Norman Levine | 2 problems. This is a commodity stock and commodity stocks are not trained very well right now. Aluminum in general has not been a good performer because of oversupply. | 2011-12-14 | |
| DON'T BUY | 9.350 | Barry Schwartz | Largest pure play aluminum company globally. Aluminum has been mired in doldrums for years. Inventories are at record highs. Fabulously run company, strong balance sheet and trading at low P/E ratio. Doesn't see aluminum as being the best commodity going forward. | 2011-12-12 | |
| DON'T BUY | 9.260 | Karl Berger | Fairly heavily dependent on the overall level of economic activity. Large company so lots has to go right in terms of the economy for it to grow to much of an extent. Skinny dividend. | 2011-11-22 | |
| TOP PICK | 10.400 | Lorne Steinberg | Cyclical company. Low cost aluminum producer. China is actually a high cost producer. Have cheap electricity. A light metal that will double in demand. Earnings have bottomed out. | 2011-11-01 | |
| SELL | 10.230 | David Cockfield | He is not positive on aluminum. There seems to be excess capacity globally. Hard for them to hold their price lines and this is what is showing up in their margins. | 2011-10-21 | |
| DON'T BUY | 9.770 | Stan Wong | A materials stock – the second worst sector this year. If you believe economy is going to turn around, this is the one to own. He was stopped out of it. Look at a more defensive stock until we know about Europe and China. | 2011-10-19 | |
| DON'T BUY | 10.260 | Jeff Black | Looking out, particularly like cyclical like this one, doesn't have too much earnings momentum. Economically sensitive. Wouldn't buy at these levels. | 2011-10-14 | |
| DON'T BUY | 12.240 | John O'Connell, CFA | There could be bad news on the horizon still. Prefers BHP. | 2011-08-09 | |
| DON'T BUY | 15.830 | Richard Fogler | Will grow at 6.5% a year on aluminum shipments alone. Negative thing is that nothing is news. He looks for something the market is missing and is miss-pricing a stock. | 2011-07-22 | |
| DON'T BUY | 16.490 | Don Lato | Will unofficially kicked off earnings season on Monday. Has been beleaguered over the years by questionable management and poor decisions that didn't help shareholders. Prefers to play the metals area through other companies in Canada. | 2011-07-07 | |
| WAIT | 15.860 | Don Vialoux | Will be coming out with their numbers on July 11. Strong seasonality normally from October to December and then from February to May. There is a tendency for stocks like this to peak out at the end of April and then they tend to get hit. | 2011-06-30 | |
| Comment | 15.290 | Stan Wong | Sold his holdings a few weeks ago, coming into the spring/summer months. This was a cyclical name. Still likes it, assuming the economy will resume its growth. With moderate growth, this company should do okay. Longer-term, he likes the stock. | 2011-06-22 | |
| DON'T BUY | 15.370 | Andrew McCreath | Not a big fan of this one. There is a growing surplus of aluminum. Aluminum prices have gone up but this is more speculation than a sustainable increase in the lumen and prices. | 2011-06-21 | |
| BUY | 16.090 | Terry Shaunessy | Big fan of global growth and as a consequence this would be one of those companies where demand for aluminum should be there. Have had to grapple with higher input costs recently, which affected their earnings a bit but this is the aluminum marquee stock. | 2011-06-01 | |
| Comment | 16.110 | Derek Webb, CFA | A classic earnings momentum stock. Chart shows it is forming a triple bottom. If you don’t own, write a naked Put for a month. It’s down its support and you should be willing to own the stock down here. | 2011-05-24 | |
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| DON'T BUY | 16.550 | Richard Fogler | Large portion of demand is coming from China, Russia, Brazil and North America for auto related sectors and this area is not exactly booming. On a longer-term basis, he is reasonably positive, but on a short-term basis he is staying away because of what will be a problem from China. (See Comment on China.) | 2011-04-14 | |
| WEAK BUY | 16.040 | Don Reed | Great company. Aluminum. Totally integrated – Iron, Smelting – everything. Likes the fact they are integrated. | 2011-03-15 | |
| BUY | 17.520 | Derek Webb, CFA | On a tear. Earnings were quite good. Stock is going higher. | 2011-02-17 | |
| BUY | 15.750 | Stan Wong | Good earnings momentum. Materials sector is a good area to be in. Benefiting from the industrial usage globally. | 2011-01-13 | |
| BUY | 15.210 | Jim Huang | Expects reasonable earnings. They cut costs. China has the biggest production but has been cutting back as part of energy conservation. | 2010-12-30 | |
| BUY | 15.140 | David Baskin | Likes base metals, which has had a tremendous run up. Aluminum consumption in Asia, India and China is increasing rapidly. | 2010-12-22 | |
| HOLD | 14.090 | Terry Shaunessy | Aluminum will do very well if we have very strong economic growth and this is a premier player. | 2010-12-02 | |
| BUY | 13.310 | Paul Harris, CFA | Problems in the aluminum business are competition and energy costs. At this level it should do well but you have to be prepared to trade rather than holding it for long periods. | 2010-11-25 | |
| BUY | 13.380 | Stan Wong | Had a good earnings report. Trading around 12X PE. Decent earnings momentum. Above the 50 and 200 day moving averages. 50 day also crossed the 200-day, which is a positive sign. | 2010-11-18 | |
| Comment | 13.140 | Gavin Graham | A play on industrial production and the price of electricity that it uses to produce aluminium. If you are comfortable with growth you can buy on a 1 or 2 year view. | 2010-10-29 | |
| DON'T BUY | 11.230 | Christine Poole | Global aluminium producer. Earnings were in line. Of all the base metals, she is not that positive on aluminium as she can see it being in a surplus in the next year or two. | 2010-07-26 | |
| SELL ON STRENGTH | 11.640 | Don Vialoux | Moves higher from end of November until end of April. There was a huge run then it peaked around April. Follows China Index. | 2010-05-31 | |
| BUY | 12.910 | Stan Wong | Has come down to around the 200-day moving average and trading around 16X forward earnings so looks interesting. Thanks it's due for a bounce. Likes the materials space. | 2010-02-04 | |
| DON'T BUY | 12.920 | Colin Stewart | (Market Call Minute.) Focused on aluminium and Inventory levels are quite high. China is ramping up their production. | 2010-01-28 | |
| DON'T BUY | 12.600 | John Zechner | Somewhat over supplied. Has not delivered long term on earnings. | 2009-09-08 | |
| BUY | 12.350 | Gavin Graham | Feels it will be a beneficiary of an improving economy as people gradually start to buy more houses and as they demand from China keeps growing. | 2009-08-25 | |
| DON'T BUY | 11.460 | Stan Wong | There are better names available. Seems to be a mixed bag of revisions upwards and downwards on earnings growth. | 2009-07-30 | |
| BUY | 10.140 | Ken McCord | Screening well. Basically flat lined since November. In the industrial materials sector. An entry point now would be reasonable. To mitigate the stock going down or sideways you could write a Call Option on it. If you wrote a 1-month Call with a strike of $12 you might get about $.50 for doing that, which is a nice 5% premium. | 2009-07-15 | |
| Comment | 9.340 | Rick Stuchberry | Expect this one will go more sideways than up for the time being as the Chinese produce a lot of aluminium themselves and demand is going to come out of there. This company will benefit when we get the turn in the economy. | 2009-07-10 | |
| DON'T BUY | 9.860 | Ara Nalbandian | Leveraged to global economic recovery and extremely leveraged to the auto and housing industries so you would have to be bullish on these sectors. Also aluminium has been one of the weaker commodities. Reasonably fairly valued but he is not investing in the cyclical type names in the short term. | 2009-07-03 | |
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| SELL | 10.520 | Don Vialoux | (Market Call Minute.) Has virtually doubled since March and now's the time to take profits. | 2009-06-02 | |
| SELL | 8.900 | Charles Lannon | (Market Call Minute) Aluminum is a metal where there isn’t a supply/demand imbalance. | 2009-04-23 | |
| Comment | 6.400 | Ken McCord | Thinks it will start looking a lot more attractive but quantitatively it is not screening well right now. Weakness in the US$ should help. Writing options on this would make a lot of sense. | 2009-03-19 | |
| BUY | 7.790 | Don Vialoux | (Market Call Minute.) Forming a nice base. Looks like an interesting seasonal play. | 2009-01-30 | |
| DON'T BUY | 26.820 | Alan Kral , CFA, CIC | Stock got ahead of itself based on emerging market competition hiding. Some smelters recently closed down which should cut down on supply but stock continues to drop. Won't be priced on earnings but on expectations of the price of aluminium. Expects more downside. | 2008-09-09 | |
| DON'T BUY | 39.320 | Brian Acker, CA | (Market Call Minute.) The model price is $43.87, a 3% positive differential. | 2008-06-11 | |
| BUY | 41.700 | Pierre Bernard | Good benchmark of what you need to do if you believe in worldwide growth. | 2008-05-21 | |
| 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 , CFA, CIC | 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 | |
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| 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 B. Eng. FCSI | (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 B. Eng. FCSI | 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 |