Cleveland-Cliffs Inc

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  • Infrastructure bill to benefit construction workers
    Basic Materials

    NUE, X, or CLF: Which Is the Best Infrastructure Bill Stock to Buy?

    By Mohit Oberoi, CFA
  • Steel manufacturing facility
    Basic Materials

    Is There More Upside Left in CLF and U.S. Steel (X) Stock?

    By Mohit Oberoi, CFA
  • Cleveland-Cliffs logo
    Basic Materials

    CLF Misses Q2 Earnings Estimates: Is the Stock a Buy or Sell Now?

    By Mohit Oberoi, CFA
  • Worker in a factory
    Basic Materials

    CLF Stock Is Popular on WallStreetBets, Solid Pick for Investors

    By Mohit Oberoi, CFA
  • Reddit logo with Cleveland-Cliffs and Clean Energy Fuels logos
    Financial Analysis

    CLF Versus CLNE: Which Is the Best Reddit Stock to Buy Now?

    By Mohit Oberoi, CFA
  • Cleveland-Cliffs work site and logo
    Basic Materials

    CLF Stock Forecast: How High Can It Go Amid Reddit Short Squeeze?

    By Mohit Oberoi, CFA
  • cleveland cliffs stock forecast
    Analyst Price Target

    Analysts Say Hold on Cleveland-Cliffs Stock, Reddit Investors Say Buy

    By Danielle Letenyei
  • Lourenco Goncalves
    Miscellaneous

    How Cleveland-Cliffs CEO Lourenco Goncalves Made His Millions

    By Danielle Letenyei
  • Why Rio Tinto has key advantages over its peers
    Basic Materials

    Why Rio Tinto has key advantages over its peers

    Rio is the largest owner and operator of autonomous—driverless—trucks in the world. These initiatives are part of Rio’s “Mine of the Future” program.

    By Anuradha Garg
  • Cleveland-Cliffs building
    Industrials

    CLF Stock Is a Good Buy as the U.S. Steel Cycle Nears Its Peak

    By Anuradha Garg
  • Cleveland-Cliffs rig
    Industrials

    Why U.S. Steel and Cleveland-Cliffs Upgraded Their Earnings Guidance

    By Anuradha Garg
  • Cleveland-Cliffs work site and logo
    Industrials

    Cleveland Cliffs (CLF) Stock Is a Buy for Investors on the Pullback

    By Anuradha Garg
  • uploads///Iron ore imports China
    Basic Materials

    Cliffs, China’s Iron Ore Demand, and Rising Steel Inventories

    Since China consumes more than 70% of seaborne-traded iron ore (COMT), it’s important to track its demand patterns to get a cue for prices.

    By Anuradha Garg
  • uploads///US steel production
    Basic Materials

    How US Steel Production Can Support Cleveland-Cliffs’ Volumes in 2018

    According to the World Steel Association, 6.7 million tons of crude steel were produced in the US in November 2017 compared to 7.0 million tons in October 2017.

    By Anuradha Garg
  • Basic Materials

    Must-know: Is the share buyback the right thing to do?

    Cliffs Natural Resources’ (CLF) new management changed the terms of its debt agreement to repurchase the company’s shares. The shares are worth up to $200 million.

    By Anuradha Garg
  • uploads///US_Volumes
    Basic Materials

    Why Cliffs Raised Guidance for US Volumes

    US iron ore (or USIO) is the main driver for Cleveland-Cliffs’s (CLF) top and bottom lines.

    By Anuradha Garg
  • uploads///BBRY
    Basic Materials

    Why did Blue Ridge Capital buy Blackberry shares in 3Q 2013?

    The Canada-based mobile handset maker Blackberry Ltd. is a 0.22% position in Blue Ridge’s 3Q 2013 portfolio.

    By Samantha Nielson
  • uploads///Analysts
    Miscellaneous

    Analysts on Iron Ore: How Much More Downside?

    Analysts have been expecting a downturn in iron ore. Analysts upgraded their short-to-medium-term forecasts, but they’re still not positive about long-term fundamentals.

    By Anuradha Garg
  • uploads///part  long term
    Basic Materials

    AK Steel Could Face Challenges in Meeting Its Goals

    AK Steel is working towards stable margins throughout the business cycle. AK Steel has deliberately lowered its exposure to spot markets (X) (CLF).

    By Mohit Oberoi, CFA
  • uploads///Aggregate financing
    Basic Materials

    How China’s Credit Growth Could Progress in 2018

    Aggregate financing in China (MCHI) came in at 1.6 trillion yuan in November 2017.

    By Anuradha Garg
  • uploads///Aggregate financing
    Macroeconomic Analysis

    China’s Credit Growth Metrics Also Worsen in April

    China’s credit growth clearly has been weaker than expected, especially given the recent easing measures adopted by the government.

    By Anuradha Garg
  • uploads///part  china production
    Basic Materials

    Your Key Steel Events to Follow This Week

    China’s October fixed asset investment, real estate investment, and industrial production data are all expected to be released on November 14.

    By Mohit Oberoi, CFA
  • uploads///business _
    Basic Materials

    Will President Trump’s Pressure Tactics Work Out?

    In March 2018, President Donald Trump imposed a tariff of 25% on steel imports. What’s happened since?

    By Mohit Oberoi, CFA
  • uploads///Productivity
    Basic Materials

    Why BHP focuses on productivity

    Under equipment, the focus is on increasing availability, utilization, and rate. A 6% increase in utilization helped achieve a 9% increase in group production in FY14.

    By Anuradha Garg
  • uploads///ABI
    Company & Industry Overviews

    How US Steel Demand Drivers Look for the Rest of 2017

    The US steel demand is the major driver behind steel companies’ (SLX) volumes and prices. Since these companies are Cliffs Natural Resources’ (CLF) main customers, it’s important to track the data.

    By Anuradha Garg
  • uploads///part  valuation
    Basic Materials

    Why Investors Are Frugal in Valuing Steel Stocks

    Since investors have been frugal in valuing steel stocks, steel companies have looked at buybacks to shore up their stock prices.

    By Mohit Oberoi, CFA
  • uploads///part  ebitda
    Basic Materials

    What Weighed down AK Steel’s 3Q17 Performance?

    AK Steel (AKS) reported adjusted EBITDA of $69.2 million in 3Q17, compared with $142 million in 2Q17 and $157 million in 3Q16.

    By Mohit Oberoi, CFA
  • uploads///China interest rates
    Basic Materials

    How does Chinese credit easing help iron ore names?

    The immediate impact of Chinese credit easing was seen as China’s iron ore and rebar futures posted their strongest gains in three weeks.

    By Anuradha Garg
  • uploads///part  aluminum export
    Basic Materials

    Trump’s Tariffs: More Countries Investigate China

    Fearing an import deflection following the Section 232 tariffs in the United States, several regions are contemplating tariffs on Chinese steel products.

    By Mohit Oberoi, CFA
  • uploads///Industrial output
    Basic Materials

    China’s industrial output growth slows in November

    FAI is a good indicator of how much investment occurs in a country or region. It’s a closely watched indicator of construction activity in China.

    By Anuradha Garg
  • uploads///China steel prices
    Macroeconomic Analysis

    Can China’s Steel Prices Sustain the Highs of 2016?

    Among the most dominant factors driving the recent iron ore price rally are higher steel production and the rise in steel prices in China.

    By Anuradha Garg
  • uploads///China crude steel production
    Macroeconomic Analysis

    China’s Crude Steel Production Impacts Iron Ore Miners Like Vale

    Since 98% of mined iron ore goes into making steel, it’s important to track steel production. China consumes two-thirds of seaborne iron ore.

    By Anuradha Garg
  • uploads///stock exchange _
    Basic Materials

    Has AK Steel Stock Bottomed Out?

    AK Steel (AKS) is having a terrible year. Based on June 29 closing prices, the stock has lost 23.3% so far.

    By Mohit Oberoi, CFA
  • uploads///Analyst reco
    Company & Industry Overviews

    How Do Analysts Rate Rio Tinto?

    Citigroup (C) upgraded Rio Tinto’s (RIO) rating from “sell” to “neutral” on June 6, 2016. The broker also raised the target price for the stock from 20 pounds to 21 pounds.

    By Anuradha Garg
  • uploads///part
    Basic Materials

    Is the Party Over for US Steel Stocks?

    Analysts polled by Thomson Reuters expect AK Steel to post an adjusted EBITDA of $520 million in 2019.

    By Mohit Oberoi, CFA
  • uploads///Japan imports
    Macroeconomic Analysis

    Japanese iron ore imports were flat year-over-year in 2014

    Japan accounts for 10%–13% of the seaborne market, so Japanese iron ore imports are another good indicator of demand.

    By Anuradha Garg
  • uploads///part  asset revitalization
    Basic Materials

    Can U.S. Steel’s Asset Revitalization Plan Spark Its Stock?

    U.S. Steel (X) expects its slab production capacity to increase by 1.0 million tons by 2020 from the current level of 10.0 million tons.

    By Mohit Oberoi, CFA
  • Basic Materials

    Why is the market reacting?

    Market analysts have started turning bearish on Cliffs Natural Resources (CLF). There are many downgrades. The target price has been revised down in recent weeks.

    By Anuradha Garg
  • Basic Materials

    Why the demerger of non-core assets makes sense for BHP

    BHP had been contemplating whether to sell the non-core assets or go for a demerger. Finally, the company decided in favor of a demerger on August 15. The proposed company will likely have assets in the range of $12–$20 billion.

    By Anuradha Garg
  • uploads///FCF Estimates
    Basic Materials

    Factors That Could Cause an Upside to CLF’s Free Cash Flow in 2017

    Cleveland-Cliffs’ management noted during its 4Q16 earnings call that it is expecting to generate FCF of $550 million in 2017.

    By Anuradha Garg
  • uploads///part
    Basic Materials

    Key Indicators US Steel Investors Should Track in 3Q17

    Steel stocks have been consolidating for the last few trading sessions. But so far, they’re having a tepid year.

    By Mohit Oberoi, CFA
  • uploads///ANalyst reco
    Company & Industry Overviews

    What Could Lead to Further Upgrades for Cliffs Natural Resources?

    The average target price for CLF is $3.4 compared to its current market price of $4.9. The target price still implies a downside potential of 30%.

    By Anuradha Garg
  • uploads///part
    Basic Materials

    Why China Is Finding It Difficult to Export Its Steel Woes

    China’s steel and aluminum overcapacity has earned it the ire of several countries.

    By Mohit Oberoi, CFA
  • uploads///part
    Basic Materials

    Four Reasons U.S. Steel Corporation Looks Like a Decent Buy

    U.S. Steel Corporation could see an incremental rise of 1.5 million tons of steel shipments next year.

    By Mohit Oberoi, CFA
  • uploads///part  us steel
    Basic Materials

    Analysts Have Been Downgrading U.S. Steel Recently

    U.S. Steel carries a mean consensus price target $42.43, which represents a 45.2% upside over its October 9 closing price.

    By Mohit Oberoi, CFA
  • uploads///iron rods _
    Basic Materials

    New Probe Shows Fault Line in Trump’s Tariffs

    After the imposition of Section 232 steel and aluminum tariffs last year, several observers warned that we could see a spike in downstream imports.

    By Mohit Oberoi, CFA
  • uploads///ana abad  unsplash
    Company & Industry Overviews

    Why Vale’s Iron Ore Margins Should Remain Supported

    In this series, we’ll see how Vale is planning to deal with the current volatile commodity price environment.

    By Anuradha Garg
  • uploads///part  china domination
    Basic Materials

    Outlook for Chinese Steel: Implications for US Steel

    China is the world’s largest steel consumer, steel producer, and steel exporter. It dominates the global steel markets probably like no other country ever has.

    By Mohit Oberoi, CFA
  • uploads///Intro
    Earnings Report

    What to Look for in Cliffs Natural Resources’s 1Q17 Results

    In this series, we’ll see what investors could expect from Cliffs Natural Resources’s (CLF) 1Q17 results, which are scheduled to be released on April 27, 2017. CLF underperformed the other global iron ore miners in 1Q17.

    By Anuradha Garg
  • Basic Materials

    Why did the Cliff’s share price rally?

    Iron ore prices are down 19% year-over-year (or YoY) and coal prices are down 30% YoY—volumes were also down YoY, but the stock rallied 7% in a single trading session the next day of the earnings call and up 3% the subsequent trading day.

    By Anuradha Garg
  • uploads///part  steel price
    Basic Materials

    What Could Do the Trick for US Steel Prices

    Bank of America Merrill Lynch has raised its 2017 hot rolled coil steel forecast to $700 per ton. The brokerage also upgraded U.S. Steel (X) from a “neutral” to “buy.”

    By Mohit Oberoi, CFA
  • uploads///Valuation
    Basic Materials

    These Factors Could Drive Cleveland-Cliffs’ Valuation in 2018

    Among the US steel and iron ore peers, Nucor (NUE) is trading at the highest forward multiple of 7.7x.

    By Anuradha Garg
  • uploads///lignite _
    Basic Materials

    BHP Billiton Downgraded by JPMorgan, Added to Goldman’s Buy List

    JPMorgan Chase analyst Lyndon Fagan downgraded BHP Billiton (BHP) from an “overweight” to a “neutral” rating on December 6.

    By Anuradha Garg
  • uploads///part  guidance
    Basic Materials

    Steel Companies Tone Down Expectations after Steel Price Rout

    U.S. Steel (X) lowered its 2018 EBITDA guidance due to the recent correction in spot steel prices.

    By Mohit Oberoi, CFA
  • Basic Materials

    Must-know: Why is Chinese construction activity cooling down?

    About 98% of mined iron ore finds its way into steel production, and construction accounts for 50% of the steel consumed. So it’s very important to track the direction of construction activity

    By Anuradha Garg
  • uploads///update _
    Basic Materials

    Analysts Are Coming Around to Cleveland-Cliffs, Stock Upgraded

    Today, J.P. Morgan (JPM) upgraded Cleveland-Cliffs (CLF) stock from “neutral” to “overweight.” Here’s why.

    By Anuradha Garg
  • uploads///USIO Sales volumes
    Basic Materials

    These Factors Could Impact CLF’s US Volumes in 3Q17 and Beyond

    In 2Q17, Cleveland-Cliffs (CLF) achieved 4% growth year-over-year in US volumes to 4.3 million tons.

    By Anuradha Garg
  • Basic Materials

    Must-know: Why Brazilian iron ore exports fell 9% in August

    Brazilian exports show how much volume is shipped out of Brazilian ports to China and the rest of the world. Along with exports from Port Hedland, Australia, this is an important supply side indicator.

    By Anuradha Garg
  • uploads///Iron ore companies performance
    Macroeconomic Analysis

    Iron Ore Pricing Pressures Likely to Persist

    Almost all of the iron ore miners are cutting costs, which is driving the cost curve down. This will put additional pressure on prices.

    By Anuradha Garg
  • uploads///Steel prices
    Miscellaneous

    China’s Steel Prices Might Have Started Giving Up: More Downside?

    One of the most dominant factors driving iron ore’s price rally is rising steel production and the resulting increase in steel prices in China (FXI).

    By Anuradha Garg
  • uploads///Chinas Industrial Production in November
    Miscellaneous

    China Moves from Manufacturing to Consumption: Impact on Iron Ore

    Over the past few months, we’ve seen that China (MCHI) (ASHR) is transitioning from a manufacturing-based to consumption-based economy.

    By Anuradha Garg
  • uploads///China steel production
    Macroeconomic Analysis

    China’s Steel Production Outlook Pressures Iron Ore Prices

    According to the China Iron and Steel Association, China’s 2015 crude steel output could decline by as much as 2%. This estimate is lower than CISA’s March estimate of a 1.1% decline.

    By Anuradha Garg
  • uploads///Contribution
    Basic Materials

    An overview of Vale—the world’s largest iron ore company

    Vale (VALE) is a Brazilian multinational diversified metals and mining company. It’s the world’s largest producer of iron ore and iron ore pellets.

    By Anuradha Garg
  • uploads///part  aks
    Basic Materials

    Why AK Steel Isn’t in Favor with Brokerages

    AK Steel’s mean consensus target price of $2.92 represents a potential upside of 11.9% over its closing price on March 8.

    By Mohit Oberoi, CFA
  • uploads///US_Volumes
    Basic Materials

    Why CLF Downgraded Its Volumes Guidance for the US Segment

    Cleveland-Cliffs’ reduced its sales and production volume guidance for 2017 from 19.0 million tons to 18.5 million tons.

    By Anuradha Garg
  • uploads///APIO Closure
    Basic Materials

    Is Cliffs Bidding Farewell to Seaborne Iron Ore Volatility?

    Cleveland-Cliffs’ (CLF) new management has always been keen on exiting the volatile seaborne iron ore business as soon as possible.

    By Anuradha Garg
  • uploads///man _
    Basic Materials

    AK Steel’s Outlook Looks Gloomy after Earnings Miss

    AK Steel (AKS) reported its third-quarter earnings on October 25 after the markets closed. The company reported revenues of $1.74 billion.

    By Mohit Oberoi, CFA
  • uploads///Intro
    Basic Materials

    What to Expect from Cleveland-Cliffs’ 3Q17 Earnings

    Cleveland-Cliffs (CLF) is scheduled to release its 3Q17 results before the US market opens on October 20. In this series, we’ll look ahead to CLF’s earnings and management call.

    By Anuradha Garg
  • uploads///CLF
    Basic Materials

    Blue Ridge Capital bought Cliffs Natural Resources shares in 3Q13

    International mining and natural resources company Cliffs Natural Resources Inc. (CLF) occupies a 0.35% position in Blue Ridge’s 3Q 2013 portfolio.

    By Samantha Nielson
  • uploads///ant rozetsky  unsplash
    Basic Materials

    Cleveland-Cliffs’ Q2 2018 Earnings: What to Look Forward To

    Cleveland-Cliffs (CLF) will release its second-quarter results before the market opens on July 20.

    By Anuradha Garg
  • uploads///part  ebitda guidance
    Basic Materials

    Steel Companies’ Third-Quarter Guidance: Key Takeaways

    During the second-quarter earnings call, U.S. Steel Corporation raised its 2018 EBITDA guidance to $1.85 billion–$1.90 billion.

    By Mohit Oberoi, CFA
  • uploads///welding _
    Basic Materials

    Cleveland-Cliffs Stock Near Its 52-Week High—Looking ahead to 4Q

    Cleveland-Cliffs (CLF) stock is trading at $12.80 per share. Its year-to-date gain through October 1 is 77.0%.

    By Anuradha Garg
  • uploads///Cliffs vs iron ore
    Company & Industry Overviews

    Why Is Cliffs Going to Idle Iron Ore Pellet Production?

    Cliffs announced that it is going to temporarily idle its iron ore pellet production at its Northshore Mining operation in Minnesota by December 1, 2015.

    By Anuradha Garg
  • uploads///part  aks
    Basic Materials

    AK Steel: Does the Rally Have Any Steam Left?

    AK Steel (AKS) has gained more than 15% from its 2018 lows. However, AK Steel is still down 17.3% YTD (year-to-date).

    By Mohit Oberoi, CFA
  • uploads///part  guidance one pager
    Basic Materials

    U.S. Steel Might Need to Do Some Firefighting Today

    U.S. Steel Corporation (X) released its 1Q18 earnings results yesterday. While the company’s earnings beat analysts’ estimates, its 2018 guidance seems to have spooked markets.

    By Mohit Oberoi, CFA
  • uploads///part  unit costs
    Company & Industry Overviews

    Why U.S. Steel Investors Should Brace for Higher Input Costs

    U.S. Steel Corporation (X) produces steel in blast furnaces and uses coking coal and iron ore (CLF) as raw material.

    By Mohit Oberoi, CFA
  • uploads///Iron ore companies performance
    Macroeconomic Analysis

    It’s Hard to Be Positive on Long-Term Iron Ore Price Fundamentals

    Vale SA will cut the high-cost iron ore production from its Southern and Southeastern systems by 25 million–30 million tons per year. Its 2015 iron ore guidance production is unchanged at 340 million tons.

    By Anuradha Garg
  • uploads///VALE_Estimates
    Miscellaneous

    Understanding S11D’s Impact on Vale’s Earnings Estimates for 2017

    Vale’s total volumes should see a significant boost from iron ore volumes as its S11D project starts commercial production.

    By Anuradha Garg
  • uploads///EPS vs actual
    Earnings Report

    Inside Cliffs Natural Resources’ Solid 4Q16 Earnings, Big Stock Surge

    Cliffs Natural Resources’ results for 4Q16 were hugely positive and beat the market expectations by a wide margin.

    By Anuradha Garg
  • uploads///Valuation
    Basic Materials

    Should Vale’s Valuation Be Re-Rated?

    Since last year, Vale has shown a sincere desire to be more transparent and predictable.

    By Anuradha Garg
  • uploads///Spot steel prices
    Company & Industry Overviews

    Multiyear Low US Steel Prices are Not Helping Matters for Cliffs

    Most of Cliffs Natural Resources’ revenues and earnings are tied to the US steel industry. Steel prices are also a component of Cliffs’ pricing formula.

    By Anuradha Garg
  • uploads///Valuation
    Miscellaneous

    What is Driving the Valuation for Iron Ore Miners?

    Valuation multiple The EV-to-EBITDA (enterprise value to earnings before interest, tax, depreciation, and amortization) multiple is a widely used relative valuation multiple for capital-intensive industries such as metals and mining. It takes into account a company’s capital structure. By using this multiple, we can compare companies’ valuations. Miners’ EV-to-EBITDA Vale (VALE) has a forward EV-to-EBITDA multiple […]

    By Anuradha Garg
  • uploads///China Steel production
    Miscellaneous

    Understanding China’s Monthly Record in Steel Production

    In April, China’s steel production surpassed the previous monthly record of 72 million achieved in March 2017 by producing 72.78 million tons.

    By Anuradha Garg
  • uploads///US_Price realization
    Earnings Report

    Cliffs’ US Realized Prices Have Ample Upside in 2017. Here’s Why

    Cliffs Natural Resources’ average realized prices were 0.5% lower YoY in 4Q16 at $73.8 per ton.

    By Anuradha Garg
  • uploads///US Steel prices
    Miscellaneous

    How Will Steel Prices in the US Impact Cliffs’ Realized Revenues?

    US steel has seen a change in fortunes this year. Trump’s win has been a positive catalyst for the industry.

    By Anuradha Garg
  • uploads///Companies performance
    Macroeconomic Analysis

    Why the Outlook on Iron Ore Is Still Negative

    Major iron ore producers are further reducing costs to weather the current market downturn.

    By Anuradha Garg
  • uploads///update _
    Basic Materials

    Why Did Jefferies Increase Its Target Price for Cleveland-Cliffs?

    Today, Jefferies analyst Seth Rosenelf raised the target price for Cleveland-Cliffs (CLF) from $11 to $13 while maintaining a “buy” rating on the stock.

    By Anuradha Garg
  • uploads///thumbs up _
    Basic Materials

    Revisiting the Case: How Does Cleveland-Cliffs Look Now?

    Cleveland-Cliffs (CLF) has witnessed a turnaround of sorts in the last four years.

    By Anuradha Garg
  • uploads///APIO
    Basic Materials

    Cleveland-Cliffs’s Asia-Pacific Division Remained Weaker

    Cleveland-Cliffs (CLF) has direct exposure to the seaborne iron ore trade through its APIO (Asia-Pacific Iron Ore) unit.

    By Anuradha Garg
  • uploads///sky _
    Miscellaneous

    CLF Pops as US Slaps Tariffs on Chinese Steel Shipped via Vietnam

    US steel stocks (SLX) and Cleveland-Cliffs (CLF) have been on a roller coaster ride that refuses to calm down.

    By Anuradha Garg
  • uploads///economy __
    Basic Materials

    Cleveland-Cliffs Stock Rises on Strong Earnings, Upbeat Guidance

    Cleveland-Cliffs (CLF) released its Q2 earnings on July 20. Its EPS was $0.76, beating the consensus estimate of $0.53 by 43.4%.

    By Anuradha Garg
  • uploads///bullion _
    Basic Materials

    Metals and Mining Stocks Gain amid Toned-Down Tariffs

    As of 1:00 PM EDT on September 18, Freeport-McMoRan (FCX) and Alcoa (AA) have risen 2.9% and 1.1%, respectively.

    By Mohit Oberoi, CFA
  • uploads///money _
    Basic Materials

    Dalio and Other Money Managers Are Turning to Cleveland-Cliffs

    In a significant development for Cleveland Cliffs (CLF), billionaire investor Ray Dalio purchased a stake in CLF stock in the first quarter.

    By Anuradha Garg
  • uploads///US Sales volumes
    Basic Materials

    Cliffs Natural Resources’ US Volumes: Will There Be a Surprise?

    On June 9, 2016, Cliffs announced that it will be reopening its United Taconite plant in northeastern Minnesota two months early due to a contract with U.S. Steel Canada.

    By Anuradha Garg
  • uploads///Valuation
    Company & Industry Overviews

    Is a Valuation Rerating in the Cards for Vale Stock?

    Vale’s CFO, Luciano Siani Pires, said during Vale Day on December 6 that the company deserves a rerating of its valuation.

    By Anuradha Garg
  • uploads///architecture _
    Basic Materials

    U.S. Steel Corporation: Its Earnings Beat Might Impress You

    U.S. Steel Corporation (X) released its second-quarter earnings on August 1 after the market closed. Its revenues were $3.6 billion.

    By Mohit Oberoi, CFA
  • uploads///part
    Basic Materials

    Are US Steel Stocks at a Tipping Point?

    US steel prices have held their ground despite several analysts expressing concern over the sustainability of high steel prices.

    By Mohit Oberoi, CFA
  • uploads///part  us steel
    Basic Materials

    U.S. Steel: Analysts Disagree on the Effects of Tariffs

    Previously, we looked at AK Steel’s (AKS) ratings and target prices.

    By Mohit Oberoi, CFA
  • uploads///CLF_Estimates
    Miscellaneous

    Inside Cliff’s Earnings in 2017: What Will Drive Analysts’ Earnings Estimates?

    In the past year, analysts have raised their revenue projections for Cliffs from ~$1.8 billion to ~$2.0 billion for the year.

    By Anuradha Garg
  • uploads///Aggregate financing
    Miscellaneous

    Will Iron Ore Prices Benefit from China’s Credit Growth Prospects?

    China’s aggregate financing stood at ~3.7 trillion Chinese yuan in January 2017, as compared to 1.6 trillion yuan in December 2016.

    By Anuradha Garg
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