VAL : Analysis & Opinions

  1. Yet Another ETF to Follow Stock Market Legends Debuts - ETF News ...

    December 18, 2014
    The latest ETF to track Wall Street titans hit the market, this time with an actively managed strategy.
  2. Bear of the Day: Vale Sa (VALE) - Bear of the Day

    October 31, 2014
    Bear of the Day: Vale Sa (VALE) - Bear of the Day
  3. Among The New ETFs Of 2014, These Three Hold Great Appeal

    October 27, 2014
    It's getting harder to stay abreast of the fast-growing market for exchange-traded funds. For every ETF that closes, another ...
  4. 4 Stocks Unveiled On Goldman’s Coveted Conviction Buy List

    August 28, 2014
    Last week wrapped up the final week of Q2 earnings. For many Wall Street firms, that means updating investment models, revising ...
  5. Industrial Metals on the Mend - Industry Outlook

    August 28, 2014
    Industrial Metals on the Mend - Industry Outlook
  6. Steel Industry Showing Resilience - Industry Outlook

    June 23, 2014
    Steel Industry Showing Resilience - Industry Outlook
  7. #PreMarket Primer: Monday, May 19: DirecTV Rises On Offer From ...

    May 19, 2014
    AT&T Inc. announced a deal to acquire DirecTV for $49 billion over the weekend, as the firm attempts to adapt to a quickly ...
  8. Industrial Metals Stock Outlook - May 2014 - Industry Outlook

    May 6, 2014
    Industrial Metals Stock Outlook - May 2014 - Industry Outlook
  9. Could Iron Ore Miners Finally Be A Buy?

    Could Iron Ore Miners Finally Be A Buy?

    April 25, 2014
    Things haven’t been so great in the iron ore sector over the last few years. Prices are way off their highs. But rising global ...
  10. Steel Industry Stock Outlook - March 2014 - Industry Outlook

    February 28, 2014
    Steel Industry Stock Outlook - March 2014 - Industry Outlook
  11. Down In The Vale

    June 25, 2013
    Vale has gotten hammered on lower iron ore pricing, but the company's cost structure is the best in the world
  12. Waiting For Housing To Recover, Valspar's Recovery Already Arrived

    May 15, 2013
    Valspar's market share and performance suggest the stock has recovered far enough.
  13. Is Caterpillar Facing A New Normal In Mining?

    April 22, 2013
    Caterpillar has gotten cheaper, but willing the mining industry recover?
  14. RPM's Performance Isn't Perfect, But Continues To Generate Cash ...

    April 5, 2013
    RPM's performance was okay, but the valuation seems to be ahead of the stock.
  15. So Who’s Right On Cliffs Natural Resources?

    March 28, 2013
    Iron ore and coal producer Cliffs Natural Resources has faced downgrade after downgrade in the face of fallen commodity prices ...
  16. Cliffs Natural Resources Needs Another Iron Ore Boom

    February 15, 2013
    Cliffs' high costs are a major issue if iron ore prices stagnate.
  17. Rio Tinto Looks To Make A Fresh Start

    January 24, 2013
    Rio Tinto looks to move on from a serious of bad deals.
  18. Alcoa Has Improved, But It's Still In The Aluminum Business

    January 9, 2013
    Although undervalued, Alcoa is still an aluminum company.
  19. Can RPM Play Catch Up On The Housing Trade?

    January 9, 2013
    RPM International may have more growth ahead of it, but the valuation assumes that.
  20. Statoil Buys 25% in Espirito Santo - Analyst Blog

    December 31, 2012
    Norwegian energy major Statoil ASA (STO) has purchased a 25% participating interest from Brazilian metals and mining firm ...
  21. Sherwin-Williams Heads South Of The Rio Grande

    November 15, 2012
    Sherwin-Williams is acquiring Comex for $2.34B. I'll look at why the deal looks good.
  22. Chemical Industry Stock Outlook - May 2012 - Industry Outlook

    September 6, 2012
    June quarter results mostly reflect a slow economic recovery in the U.S. and persistent recessionary conditions in Europe, ...
  23. BHP Billiton Hoping For A Better 2013

    August 24, 2012
    BHP's numbers were in line, but performance revolves around better commodity prices.
  24. RIO Downgraded to Neutral - Analyst Blog

    August 20, 2012
    We recently downgraded our recommendation on Rio Tinto plc (RIO) from Neutral to Underperform. The bearish view on Rio Tinto ...
  25. Back To The Future With ArcelorMittal

    June 28, 2012
    Prices in the steel market are 20% lower than a year ago, but they're roughly 65% higher than the lows of the past five years. ...
  26. Near Tangible Book, Teck Is Worth A Look

    May 24, 2012
    Teck's exposure to industrial metals is worth more than just tangible book
  27. Valspar Paints A Pretty Picture

    March 30, 2012
    Global's coatings business expected to reach $107 billion by 2017. Valspar is going to be a big part of that growth. Its ...
  28. Five Basic Materials Stocks With Solid Valuations

    March 20, 2012
    The basic materials, like every other group, have to be sifted carefully to uncover value. Institutions have managed to do ...
  29. The Toughest Big Value Funds Out There

    March 1, 2012
    If you're looking for safety as well as growth from your value funds, there are several criteria you need to keep in mind, ...
  30. Rio Tinto Iron-Heavy, But Undervalued

    February 27, 2012
    Rio relies on iron more than ever, but the valuation is intriguing.
  31. Vale Still All About China

    February 21, 2012
    Operating performance isn't bad, but non-operating challenges are growing.
  32. The 10 Must-Know Market Forces for 2012

    February 14, 2012
    For the first time since 2007, investors have multiple ways to succeed this year. Understanding how the lingering effects ...
  33. Five Basic Materials Stocks With Solid Valuations

    January 18, 2012
    The basic materials, like every other group, have to be sifted carefully to uncover value. Institutions have managed to do ...
  34. Fertilizer Wars Heat Up

    October 5, 2011
    As our population continues to grow, increasing food production will be paramount. Hence, the historically boring fertilizer ...
  35. Metals And Mining Meltdown

    October 5, 2011
    Metals and mining stocks have been hit hard, with most beaten down near their 52-week lows on fears of a global slowdown ...
  36. Paint Stocks Glossing Over Housing Mess

    October 3, 2011
    The housing market is keeping paint stocks in a bleak color pallet. When the market sorts itself out, things will be much ...
  37. 3 Ways To Play Japan's Mitsui & Co.

    September 9, 2011
    Japanese conglomerate Mitsui & Co. is trading at an extemely low valuation. Learn how to take advantage of this opportunity. ...
  38. Southern Copper Digs Up Doubled Earnings

    August 8, 2011
    Southern Copper continues to put up impressive earnings numbers as Dr. Copper is doing very well despite global economic ...
  39. Ways To Invest In A Growing Brazil

    July 19, 2011
    Brazil is no sleeping gaint; this resource-rich country has transformed itself into a nation exceptionally worthy of long-term ...
  40. It's Time To Invest In Brazil

    April 20, 2011
    Brazil is no sleeping gaint; this resource-rich country has transformed itself into a nation exceptionally worthy of long-term ...
  41. Will Brazil's Government Ruin A Good Thing?

    April 5, 2011
    By exercising its golden share in Vale, Brazil's government risks ruining a company that has been a leader in its industry. ...
  42. A Look At The Mega-Miners

    March 15, 2011
    By choosing a mega-miner, investors not only gain exposure to a wide variety of metals, but also the whole mining supply ...
  43. Playing The Latin American Pullback

    February 16, 2011
    Latin America represents a great long-term opportunity and the current asset redemptions make an ideal time to add the sector ...
  44. Cargill To Dispose Of Mosaic

    January 20, 2011
    Cargill's divestiture of Mosaic has absolutely no effect on the economic value of Mosaic.
  45. Alcoa: It's All About China Now

    January 12, 2011
    Alcoa is facing high inventories and stagnant major users, but could still prosper from a strong recovery.
  46. Commercial Metals – A Tough Market, May Be Getting Better

    December 23, 2010
    High input costs are a challenge, but 2011 could be a better year for demand.
  47. Joy Global A Mix Of Performance And Scarcity

    December 16, 2010
    Joy Global is coupling a rosy outlook with scarcity into a richly-valued stock.
  48. Brazillian Stocks To Watch In 2011

    December 8, 2010
    Brazil is no sleeping gaint; this resource-rich country has transformed itself into a nation exceptionally worthy of long-term ...
  49. Five Basic Materials Stocks With Solid Valuations

    December 8, 2010
    The basic materials, like every other group, have to be sifted carefully to uncover value. Institutions have managed to do ...
  50. More M&A In Met Mining?

    December 7, 2010
    Met coal is a hot area now; maybe too hot for most investors to start new positions.
  51. Playing The Mining-Equipment Market

    November 18, 2010
    By betting on the equipment makers, investors can profit independently of the individual movements in materials pricing. ...
  52. Vale Still Looks Iron-Clad

    October 29, 2010
    Is Vale poised for another long run on the strength of iron ore prices?
  53. Is Now The Time To Invest In Steel?

    October 25, 2010
    Recent price drops present long-term opportunities, while many stable ETFs remain attractive. Learn your best options for ...
  54. Iron-Clad Swaps

    July 9, 2010
    The iron ore market is becoming increasingly open, but at the cost of more volatility.
  55. Lithium Ion Battery Stocks

    July 6, 2010
    Instead of trying to pick the best cellular phone company, electric car or green energy business to invest in, look at what ...
  56. Brazil Is Still A Buy

    June 8, 2010
    The recent European debt crisis and market swings have opened up an opportunity to invest in one the best long-term growth ...
  57. Ode To Joy Global

    June 7, 2010
    Joy Global is a major equipment supplier leveraged to the commodity markets, but can investors tolerate the volatility?
  58. Invest In The Magazine Portfolio

    May 6, 2010
    Just for fun, I went through advertisers in Canadian House and Home. Despite being a Canadian magazine, well-known names ...
  59. Four ETFs On Fire

    April 5, 2010
    A rising tide lifts all boats, and the same has held true in the ETF world with strong performances by the equity markets ...
  60. Iron Ore Miners Flex Their New Pricing Muscles

    April 1, 2010
    A new pricing regime in the iron ore market should benefit producers.
  61. International Inflation Protection

    March 29, 2010
    Protect against inflation with TIPS, gold and natural resource rich export nations.
  62. Is Potash Corp. Overvalued?

    February 23, 2010
    Potash stock has had a mild run up recently, but is the stock a good fundamental buy at its current price?
  63. A Pretty Painted Picture

    September 8, 2009
    Here is a look at the painting business and some of the companies within it.
  64. 5 Solid BRIC Stocks

    July 17, 2009
    BRIC markets are predicted to outperform of the rest of 2009. Here's some solid names that are likely to lead the rally. ...
  65. Is The Weitz Value Fund The King Of Omaha?

    May 20, 2009
    The Weitz Value Fund has an astounding track record of outperforming its benchmark. We check out its philosophy and holdings ...
  66. Cosmetics Companies Face New Consumer Reality

    November 6, 2008
    Old notions of cosmetics stocks being defensive are out the window as evidence mounts of a significant slump in global demand. ...
  67. Taking a Closer Look at Chemical Companies

    December 6, 2005
    The chemical sector may be painted with an outdated brush there might be a lot more opportunity here than many investors ...
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