Posts Tagged ‘ reinventing the wheel ’

Alcoa is “reinventing the wheel” – potential to be a big multi-year investment theme

April 11, 2014
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Alcoa is “reinventing the wheel” – potential to be a big multi-year investment theme

Back-to-back posts on Alcoa (AA) to follow up on a powerful investment theme with the potential for outsized returns over several years. There is a time and a place for each individual stock investment, and the proper synchronicity is all the more important for out-of-favor / out-of-consensus investment themes like Alcoa. The classic elements for contrarian investors are aligning with AA, and big returns will ensue for investors who stick around until a healthier pricing environments for overall metals end-markets. In the meantime, CJF continues to focus on AA’s ability to evolve the business model to execute well during tough times which is driving the stock price higher despite a poor operating/pricing environment today. AA is growing EBITDA in today’s environment of  8% aluminum price declines; visualize the P&L...

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