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Steel Dynamics’ Recovery Already Priced In
The recent activity in shares of Steel Dynamics (NYSE: $STLD) affirms that when sentiment in a once-struggling industry takes a turn for the better, investors prefer to align themselves with an...
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Nucor No Longer a Steal
As with most commodity industries like aluminum and oil, steel stocks have lost their luster over the past couple of years. But that hasn’t stopped investors from skating to where they believe the puck...
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Weak Production Still Hurting Arch Coal
During the past five years investors in coal stocks have felt nothing but misery due to weak prices of coal and natural gas. But Arch Coal (NYSE: $ACI), second in the U.S. to Peabody Energy (NYSE:...
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Forum Energy Not Losing Steam
In the larger context of offshore energy equipment companies, Forum Energy Technologies (NYSE: $FET) has been a notable underperformer. At least that’s how it is being perceived. I say “perceived”...
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Apache’s Momentum Running Low on Energy
For the most part, 2013 will be remembered as a “so-so” year for companies that deal in exploration and production of oil and gas. Even with the volatility and weak demand, Apache (NYSE: $APA) was a...
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Cloud Peak Energy Needs to Blow Off Some Steam
In November, I marveled at the across-the-board cheap valuations of coal stocks. These companies were cheap for a reason, including Cloud Peak Energy (NYSE: $CLD), which (in November) fell below its...
View ArticleWith Tronox Mess Gone, Is It Time to Buy Anadarko?
There’s nothing Wall Street hates more than uncertainty. The anxiety level increases even more when the unknown leaves open the possibility of criminal prosecution. In the case of Anadarko Petroleum...
View ArticlePlug Power Investors Are Cutting the Cord
The world of financial writing can be a lonely place some times, especially when you’re wrong. Although I didn’t win many friends recently for suggesting that investors detach themselves from Plug...
View ArticleScottish Secession and the Future of the Pound Sterling
Since 1979, Scotland has been trying to minimize its political ties to the Crown. That year, the country witnessed its first referendum on the devolution of parliament. While the referendum won, it was...
View ArticleSeadrill Profits Rise Like the Tide
Seadrill ($SDRL), the world’s largest offshore driller, is having a difficult time convincing the market that the current setback in fleet utilization is not indicative of an adverse change in business...
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