Torre relâmpago Cramer - não senti esta maneira sobre Alcoa em dez anos (3/6/11)

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Cramer's Lightning Round - I Haven't Felt This Way About Alcoa in Ten Years (6/3/11) - Seeking Alpha .go-next a { color:#024999 !important; } See the difference! Customize Seeking Alpha: Sign in or join var ms_slug = 'aa,amzn,stei'var article_dashboards = '@investing-ideas@'var article_sectors_themes = '@cramers-picks@'var ratings_hash={}var mone_article_tags = "{aa,stei,amzn,pkd,esv,mro};;;{};;;{cramers-picks};;;{miriam-metzinger}" var ord = Math.floor(Math.random()*1000000000);Seeking Alpha Home | Market Currents | Long & Short Ideas | Investing for Income | ETFs & Portfolio Strategy | Macro View | Earnings Center | Investing Tools Cramer's Lightning Round - I Haven't Felt This Way About Alcoa in Ten Years (6/3/11) 10 comments  |  by: SA Editor Miriam Metzinger June 5, 2011  | about: AA, AMZN, ESV, MRO, PKD, STEI     Font Size: Print Email Recommend0 Share this page Share SeekingAlpha.Initializer.AddAfterLoad(init_facebook); twittememeFrame(window.tweetmeme_style== "compact" ? "90x20": "50x61");

Stocks discussed on the Lightning Round session of Jim Cramer's Mad Money TV Program, Friday June 3.

Bullish Calls

Alcoa (AA): "I like Alcoa. It is a very iinexpensive stock. Prices for aluminum are going to go sky high in the next few years ...it's one of the biggest positions in my charitble trust, and I want to make it bigger, and I haven't felt that way (about Alcoa) in ten years."

Stewart (STEI): "The Funeral business sadly is indeed a source of tremendous profit for these companies. The stock has come down. I would be a buyer."

Amazon (AMZN): "...is right ...gas is high ...sales are still good. The government is trying to figure out how to make profits. They want to tax them ...and remember, it is a $190 stock, and when you see $190 stock, guys are going to come in and say 'sell sell sell.' I think you buy this with deep in-the-money calls and go out four months. You don't want the common in AMZN ... you want deep in-the-money calls."

Parker Drilling (PKD), Ensco (ESV): "I like it..it is not my favorite of the drillers..my favorite..the one I would want to buy, is Ensco ...just closed a very big merger."

Bearish Calls

Marathon (MRO): "... it happened.You've already picked up 15 points. It's too late."

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"90x20": "50x61"); top_commenters_array = [480016,353732,269895,181517,265539,228383,192595,232119,411333,428250,423259,314511,372226,227454,283977,56572,399221,84036,317799,393700,223670,341510,351063,407380,157675,492600,366570,98115,343824,595199,591536,269624,420242,386082,259051,270150,432123,162115,357305,182679,524234,198185,195387,142982,525333,232981,226535,53773,605212,469451,352148,252337,531750,329713,314687,226469,290630,336334,337397,166473,68061,267315,419071,104018,364357,360479,329934,213514,577924,236295,473496,239719,718023,27285,206391,436500,361466,491006,368181,379514,315437,269553,333610,206839,204402,190116,764315,240305,312209,274708,173432,365501,362139,526829,380678,109941,474286,230788,207790,290752]; Comments (10) Add a comment var params = {'post_id': 273323, 'total_comments': '10', 'author_user_id': '633'} new Ajax.Request('/articles/enqueue_tracking', { parameters: params, onSuccess: function(response) { $('tracking_container').innerHTML = response.responseText; }, onFailure: function() { } }); Register or Login to rate comments » ratings_hash = { }; haleiwahu Comments (1885)   I have liked (AA) for a number of years now, but if you look at their 6 month charts, there has been movement but they have returned to Jan pricing of $15.92. You would have made money watching the movement and day trading, but if you went long and bought the dips, you would probably have lost money. Even their year end target est is only $20.26 I like (AA) at this price, but I think you gotta work this stock rather than just bank it. Buy in the $14 & $15's and sell off in the $16's or $17s I think you'll make more $$$ faster. Ray Merola Comments (340)   Alcoa has channeled this year, providing an opportunity for short-term traders. However, I believe it remains an undervalued stock for investors, too. When the stock hits the bottom of the channel, it's time to pick at it again. Followers have had three bites at the apple thus far in 2011.

Management has consistently offered that their end user business remains strong with no sign of letup. The price of aluminum has moved from under 90 cents to about $1.20 a pound over the past year. Industrial utilization / application of the metal is increasing.

From a macro standpoint, Basic Material stocks tend to do best as part of the late cycle economic recovery. We are not there yet. Therefore, AA should have room to run for the patient. Matthew Pixa Comments (13)   Agree. We have slowly begun initiating some positions in AA and will likely add more in this range. I feel it's a very attractive longer-term play but one can certainly take advantage of trading it too.
Increased demand from global infrastructure projects coupled with their focus on restructuring and divesting underperforming assets makes this a very solid company over the next few years. Gumby Comments (327)   ray what about copper ?? copper already went up!
aluminium hasnt gone up at all except during brief times not consistently! Ray Merola Comments (340)   Copper and aluminum are both primarily industrial metals. Over the past ten years, copper caught up with aluminum (on a relative basis). Since 2006, the two materials have roughly tracked each other.

See here to create the chart: www.infomine.com/chart...

Going forward, I believe that the end use market for aluminum will increase versus copper. Both metals will remain proxies for industrial demand. haleiwahu Comments (1885)   If you bought (AMZN) back in March, you have made your $$$ already, Get out and wait. I think Amazon will be worth less in another month until all this squack about the taxes is settled. Their yr end target est is only $201.43 and they've hit that already. If you do line charts, (AMZN) looks like it's got another round or two of dipping before they see any profits again. (AMZN) is a sell. joeevan Comments (53)   I prefer Norsk Hydro (NHYDY), in part because of their acquisition of Vale:

Hydro-Vale aluminium transaction to be completed today
(February 28, 2011)

Norsk Hydro ASA (Hydro) expects to complete the takeover of Vale S.A.’s (Vale) aluminium business today, February 28, 2011.
ALUNORTE: Following the takeover of Vale's aluminium activities, Hydro will have a 91-percent ownership share in Alunorte, the largest alumina refinery in the world. (Photo: Halvor Molland)

Hydro’s Board of Directors has on this basis resolved to issue approximately 448 million shares to Vale, through its wholly owned subsidiary Vale Austria Holdings GmbH, as partial consideration in the transforming transaction under which Hydro takes over Vale’s bauxite, alumina and aluminum operations in Brazil, as previously announced in May 2010.

The transaction provides Hydro with high-quality assets in Brazil, including full control and ownership of Paragominas, one of the largest bauxite mines in the world, 91 percent in the world’s largest alumina refinery Alunorte, 51 percent in the Albras aluminium plant and 81 percent in the CAP alumina refinery project. The transaction also includes additional bauxite licenses and a volume off-take agreement for Vale’s 40-percent stake in the MRN bauxite mine.

“This is a historic day for Hydro, marking the beginning of a new era as a fully integrated and truly global aluminium company. With this transforming transaction, Hydro will get the necessary resource base and strength to continue to take an active role in a promising and fast-growing aluminium industry,” says Hydro President and CEO Svein Richard Brandtzæg.

“Hydro is now well positioned in three strategically important and resource-rich regions of the world – Brazil, northern Europe and Qatar – each area with distinct strategic importance to Hydro’s future growth. I am particularly pleased to welcome on board a crew of 4,200 new colleagues, highly competent and well-equipped to ensure a steady course for Hydro going forward,” Brandtzæg says.
(end excerpt) Dr. George W. Barclay Jr. Comments (371)   I own AA and MRO. I've decided to hold on to MRO despite the bears jumping out of the TV right at me. Merrill has MRO on their US #1 list as best stock to buy. As of 6/5/2011:

AA $15.92 Merrill under review. Metal's analyst has left the firm. P/E 22.74 Yo.75% Beta 1.47 12 mo. target $12. morningstar 3star, HOLD FMV $$19 Buy @ $11.40 S&P 4 star BUY P/E 13.

MRO $51.80 B-1-7 BUY US #1 LIST Target $70 P/E11.6 5 Year est growth -1.99% Y 1.93 % Beta 1.28. RECENT $3.5B FAVORABLE Acquisition of Eagle Ford.( 6/2/2011). Gumby Comments (327)   The reason aluminium is not hot is because China decide to be almost 100% self sufficent in aluminium as it already led the world production with one third of the share!! about 14 millon tons.. ALCOA only has 4 millons or so all over the world.. China has themn all in house!
14 millons tons!! imagine that!!
China couldnt do that without coal coming from outside... We like coal beter than aluminium... even enviormentalists 1! Gumby Comments (327)   You will sell when I buy ALCOA or you will buy when I sell ALCOA.. You know my position everyday!!

You will oppose me everyday!! add_article_actions = 1; top_commenters_array = []; add_comment_actions(); write_report_abuse_all_in_one(); SeekingAlpha.Initializer.AddAfterLoad(link_edit_user_profile); comment_create_edit_link(); new_comment_on_comments_page(); Load All Comments reply_to_comment('Article_273323',"") mark_new_comments_if_tracking_source(); var comment_ids = []; new Ajax.Request('/memcached/comments_rating_by_discussion_id/245939', { evalScripts:true, method: 'get', onSuccess: function(response) { response.responseText.evalScripts(); comment_ids.each(function(id){writeRatingFromHash(id);}); }, onFailure: function() { } }); var author_info_popup_timeout; function ShowAuthorInfo(){ if (author_info_popup_timeout) clearTimeout(author_info_popup_timeout); $('article_author_info').style.display = "block"; } function HideAuthorInfo(){ author_info_popup_timeout = setTimeout(function() { $('article_author_info').style.display="none";},400); } function clearAuthorInfoPopupTimeout(){ if (author_info_popup_timeout) clearTimeout(author_info_popup_timeout); } About the author: Miriam Metzinger Miriam is a freelance financial writer and editor with extensive experience in the personal finance field. On Seeking Alpha, Miriam is responsible for recaps of Jim Cramer's stock picks and excerpts from leading financial publications. Miriam Metzinger Articles (3457) StockTalks (1) Comments (17) if (/stats viewer/.test(readCookie("user_perm"))) document.write("Earnings"); Profile 1,958 Followers 0 Followings Follow.author_sidebar__follow_button_initiator('miriam-metzinger') Send Message

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