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CLF: Bull or Bear?

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Timing is necessary, Good stock for many years, if... CLF

60%

+86.05% in 340 days CLF is not buying ANR and may eventually be overtaken itself.  That is because iron ore is and will remain a commodity in demand.   Might have delays in very good pricing and volume.  But their day is coming soon. Continue reading »

World Growth... iron ore and coal CLF

60%

-13.89% in 36 days (closed on 12/02/08) CLF and ANR should merge in the near future.  Problems will arise internally!!! That understood the price of iron ore and coal will increase (not as high as projected this year) and demand will rise.  Good company to cover a strike above price.  Target is estimate EPS w/ 10 PE for 2009. Continue reading »

CLF is a buy CLF

52%

+15.02% in 23 hours (closed on 09/30/08) CLF fell off a cliff today and maybe it's a little bold to be buying in these conditions but, the sell off is only temporary as people sleep on it tonight they will be looking for  the good deals like CLF. Just put a 2 dollar stop on your bid price. Good luck. Continue reading »

Bullish on CLF ... CLF

69%

-61.65% in 446 days Clevland ROCKS! Clevland ROCKS! Clevland ROCKS!... besides the obscure reference to the Drew Carrey show, been watching this stock for a while. Good management and an established compnay. The metals sector will most likely pick up and be one of the only stronger sectors in the upcoming year + Continue reading »

New development in the ANR deal CLF

61%

-73.98% in 302 days (closed on 05/27/09) See my analysis on the ANR deal and why CLF is in such a good position in todays market.  but as a merger investor, why am i now adding CLF if they arent being taken over? Because there is a new development in the deal.  it looks like the largest shareholder of CLF is now going to try and fetch a nice price for CLF and might shop around for offers of over 130 dollars per share.  see this article for more info. http://online.wsj.com/article/SB121719872170588285.html?mod=g... Continue reading »

From the Blogosphere

Gerdau S.A. Back with a Bang – Analyst Blog

38%

Today, Gerdau S.A. (GGB) announced consolidated results for the third quarter of 2009. The company did not provide comparable year-on-year figures in a securities filing. Sales reached 3.9 million tons in the quarter, 15% higher than in the second quarter of 2009, reflecting the recovery in the main sectors that consume the company's products. Net Revenue reached R$6.8 billion in the 3rd quarter of 2009, 6% higher than in the previous quarter. Third quarter EBITDA reached R$1.4 billion, more than double the amount in the 2nd quarter of 2009. The EBITDA margin increased to 20.2% in the 3rd quar... Continue reading »

Taking 3% Short Position as Cliffs Natural Resources Heads Lower

The markets rarely do what we want them to. Instead, they seem determined to act in a manner that causes us confusion, frustration, and pain. However, occasionally market activity does confirm our views and allow for profitable trades. When such opportunities occur, we must not allow them to slip away. <>An example is a stock we have traded twice before in EPIC Insights-Cliffs Natural Resources (CLF). We have owned CLF for both fundamental reasons-it was cheap and would benefit from rising commodity prices-and for technical reasons-it was oversold and destined to bounce off support. These two... Continue reading »

Alpha Natural Resources (ANR) Finalizes Foundation Coal (FCL) Deal to Secure #3 Spot in US

34%

It's been a while since we've looked at the coal space - we own one name as a small position, but this was a theme that was one of our big winners in late 2007 and 1st half 2008. Further, we made a strategic shift from thermal coal to metallurgical coal in the spring of 2008 just before the companies with an emphasis on metallurgical made a huge surge. Alpha Natural Resources (ANR) was our top dog - just imagine the joy we felt as one of our top positions was in the news as a source of a buyout offer by iron ore company Cleveland Cliffs (CLF). Our out performance for 2008 would jump even... Continue reading »

NYT: China / Australia - Where Iron is Bigger than Gold & Oil

34%

I don't necessarily agree with the title of the piece, but it's an interesting observation within this New York Times story. For newer readers, let me remind how the Baltic Dry Index (a pricing index for shipping costs which now is seized by investment pundits as one of "the tells on global growth") has been completely dominated by the Chinese and their interest in iron ore. When they are making purchases - the BDI rises, when they are not so interested, it drops. [Feb 9, 2009: China and the Baltic Dry Index - What's Really Going On?] That's how weak global trade is - one country, importi... Continue reading »

Rio Tinto (RTP) Agrees to 33% Price Cut for Iron Ore with Japanese Nippon Steel but Chinese Want More

34%

Unlike some other metals iron ore is generally negotiated on one year terms; I used to favor this metal for that reason a year ago at this time thinking it would shield me from any commodity turn down (i.e. there is some visibility in terms of pricing). But in the student body left environment we live in there is no place to hide once commodities turn, as they are all treated the same. Today we have news from Rio Tinto (RTP) on pricing, with a 33% haircut - considering the huge increases in prices last year that actually is not as bad as it sounds. In the past, once a general benchmark has... Continue reading »

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