STOCKCHASE

Peaked at the end of February and it’s been selling off ever since. If you think that growth is going to hold up an be fairly respectable, it will do fine. On any weakness at all it will go down a lot further.

2011-05-20

DON'T BUY

45.660

Brian Acker, CA

This is a cyclical and for the last 6 weeks there has been a slowdown in cyclicals. His model price is $41.17, a negative 10%-11%. Risky here.

2011-05-06

BUY on WEAKNESS

57.130

Jim Huang

One of the biggest steel manufacturers globally. Demand for steel depends on global recovery and infrastructure in the emerging markets, which are doing quite well. Their challenge will be input costs. Coal and iron ore prices are skyrocketing. Fortunately they have a very good hedge position and internally supply their own inputs. Looking at their peak earning power, they are very cheap.

2011-02-24

DON'T BUY

57.970

Stan Wong

Imagines that steel prices will continue to move up. Ranks midway in his material space model. There are better names to own.

2011-01-13

BUY

15.260

Depends on China’s economic growth next year. If you are comfortable with Chinese growth, in spite of the tightening they are doing, you can be comfortable with this one.

2010-12-17

DON'T BUY

14.480

Stan Wong

Has been sideways for a good part of the summer. Below the 200 day moving average. Missed their earnings last quarter.

2010-11-18

DON'T BUY

53.200

(Market Call Minute.) Not positive on steel stocks.

2010-09-28

DON'T BUY

49.780

Any infrastructure program in North America is going to help and could very well get back to $70. However, demand for steel is not growing.

2010-09-16

HOLD

48.790

Ron Meisels

The selloff from April to July is because of the market and will probably have some rise. If you own, have a stoploss under the recent low.

2010-09-08

BUY

13.440

Bill Carrigan

Had a low in early 09 and has just come out of a higher low. Nice pattern. His point and figure shows a huge trend line coming down and it is just breaking out of this.

2010-08-19

PAST TOP PICK

13.440

(A Top Pick Aug 17/09. Up 7%.) This was his Obama infrastructure recovery play. Didn't do as well as he expected but is still positive for his clients. Watching carefully and may have to exit.

2010-08-13

DON'T BUY

12.540

Norman Levine

With the soft economy, this may not be the best time to own a steel company. Later in the year and into 2011 things may be better. Would rather do this sector indirectly through an iron ore Company such as Labrador Iron Ore (LIF.UN-T) or Vale (VALE-N).

2010-07-09

DON'T BUY

50.280

David Driscoll

Depends if and when the economy recovers and demand is going to be huge. Would be more inclined to look at companies providing the iron ore for the steel manufacturing. Very risky.

2010-06-24

PAST TOP PICK

13.500

(A Top Pick Jun 1/09. Up 62.67%.) Still likes.

2010-03-15

DON'T BUY

47.320

John Zechner

Got pummelled last week on earnings. They just didn't deliver. You don't want to play steel directly, play the inputs to steel or the mini-mills. Integrated steel producers are still having a tough time. Mid $40s would be a buy but not your best way to play.

2010-02-01

BUY

44.430

Jim Huang

Steel sector and steel stocks tend to be quite volatile. Pulling back because they are worried about Chinese tightening. Good company. Almost fully integrated. If you believe global economy is coming back this is a good time to enter.

2010-01-29

BUY on WEAKNESS

62.040

Paul Harris, CFA

Steel industry has done incredibly well and is on a very sound footing and should continue to grow.

2010-01-18

PAST TOP PICK

49.230

(A Top Pick Aug 17/09. Up 16.6%.) Still likes, as he is bullish on steel midterm. Short term it might pare back because of some short-term volatility.

2009-12-18

PAST TOP PICK

40.750

(A Top Pick June 1/09. Up 11.5%.)

2009-10-02

DON'T BUY

44.370

Charles Lannon

Steel sector is very difficult to invest in. He would steer clear of this one at this time.

2009-09-30

Comment

44.320

ArcelorMittal (MT-N) or US Steel (X-N)? Arcelor is a global play while US is an American play. Depends on your view of the global economy versus the US economy. He thinks the US will probably lead because they were the first to start stimulus.

2009-08-25

TOP PICK

42.320

Conservative and pick has given a 2% rate of turn. He is here to make money. Down 70% from high. Infrastructure is going to make money and this is a steal.

2009-08-17

Comment

37.100

(Market Call Minute.) Would own this, but prefers some of the international steel companies such asCompanhia Siderurgica (SID-N).

2009-06-15

TOP PICK

36.820

This is really about infrastructure. Thinks there is a substantial opportunity for a double.

2009-06-01

DON'T BUY

21.550

Still seeing some pretty significant negative earning revisions on steel companies. They have a lot of tubular steel business and with lower drilling activity it will hurt them a little. Flat rolled steel prices are a bit weak. 5.5% yield is probably okay for now.

2009-03-30

DON'T BUY

24.770