Tag Archive
Steel, Coal and Ag Plays Turning Over
The hottest segments of the market over the last quarter have been commodity related names, specially coal stocks, steel stocks and agricultural names. Stocks like US Steel (X) had gone from under $100 just earlier this year to over $190 – until this week when all these hot stocks have turned over. Potash (POT),... »
Take Profits on Cleveland Cliffs
CLF is up almost 30% since I recommended it back in April mostly on Cramerspeak and takeover speculation. At these lofty levels most of the takeover move is priced into the stock and it has some risk of going down should it not get bought out. I recommend selling at least a fourth of... »
10 Earnings to Watch Today
I don’t normally write about day to day earnings, but I am feeling a little inspired. Lets call it a Dow 13000 moment. Broadcom (BRCM) – The way semi conductors like FFIV and TXN did, I think BRCM’s will be a good report, but its risky just based on their past performance. Cleveland Cliffs (CLF)... »
Metals on Fire
I have been wanting to write in detail about why I think stocks like RIO, CLF, RS, CHAP and even Nucor, but just have not had time. At any pull back, buy any of these with confidence. »
Cleveland Cliffs Looks Ripe
With M&A on the rise, this one could could either be bought or keep going higher. Either way, its going higher. »
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