35 ordspråk av Charles Bradford
Charles Bradford
All these companies are getting hit by (natural) gas. The problem is we know what they are getting hit by but it's impossible to put a number on because you don't know (about long-term fuel contracts).
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Aluminum prices have been very strong for the last several weeks and Alcoa's stock hasn't reflected it as well as it usually does. It's a catch-up.
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China may be one of the last places where you can buy things on the cheap.
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Expect steel prices to go up by $30 or $35 (US) imminently.
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I came up with a list of 20 North American companies that could be had. They are not necessarily for sale, but a lot will sell if the price goes up. A lot have warts, but there are some good ones, too.
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I can't recall, in the 40 years I've been following the steel industry, ever seeing a bid that was raised after already winning.
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I know the numbers are going to be bad for all of these guys,
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I thought the change in CFO was unexpected,
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I thought the change in CFO was unexpected.
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I thought the number that came out wasn't too bad.
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If AK Steel can't get a competitive contract, I don't think anybody would want them. They're the only ones left with an old-style contract. ... All contracts now cap liabilities.
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If the family owns 88 percent, you need to be concerned about who they are working for, the shareholders or themselves.
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If you're a local union, that's your only revenue. I bet if the United Steelworkers were in there, this would be settled.
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In this day and age, nothing is impossible.
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It doesn't matter if it's a strike or lockout, if you don't have the product, they could lose customers long term.
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