Steel Dynamics Inc

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  • uploads///US steel
    Earnings Report

    Analyzing US Steel Companies’ Q2 Guidance and Outlook

    U.S. Steel Corporation (NYSE:X), Nucor (NYSE:NUE), and Steel Dynamics (NASDAQ:STLD) have released their second-quarter guidance and outlook.

    By Mohit Oberoi, CFA
  • uploads///US steel stock analyst rating
    Basic Materials

    Analysts Have Different Views on US Steel Stocks in May

    UBS is bearish on US steel stocks. Last week, UBS lowered Steel Dynamic’s target price from $43 to $32 and Nucor’s target price from $56 to $39.

    By Mohit Oberoi, CFA
  • uploads///NUE X Q Steel earnings
    Basic Materials

    NUE and X to Report Q1 Earnings: What Should You Watch?

    The earnings season is in full swing. This week, Nucor (NYSE:NUE) and U.S. Steel Corporation (NYSE:X) will likely release their first-quarter earnings.

    By Mohit Oberoi, CFA
  • uploads///steel industry upcoming results
    Earnings Report

    US Steel Companies’ Q1 Earnings: What to Expect?

    Steel Dynamics should report its first-quarter earnings after the markets close today. Other US steel companies’ earnings will follow in the coming weeks.

    By Mohit Oberoi, CFA
  • uploads///US steel production
    Basic Materials

    Should US Steel Mills Halt Production amid Coronavirus?

    The AISI asked the Trump administration to classify the steel industry as “essential.” The industry wants to continue production despite the coronavirus.

    By Mohit Oberoi, CFA
  • uploads///CLF stock price
    Basic Materials

    CLF Stock Falls, Should You Bottom Fish?

    CLF stock looks attractive from a long-term perspective. As a result, it’s a good time to do some bottom fishing in Cleveland-Cliffs.

    By Mohit Oberoi, CFA
  • uploads///us steel corporation bottom out
    Basic Materials

    Has U.S. Steel Stock Bottomed Out after the Sell-Off?

    U.S. Steel Corporation has been in a free fall this year. The stock is trading at all-time lows. Recently, X has been hitting new lows.

    By Mohit Oberoi, CFA
  • uploads///CLF stock price
    Basic Materials

    Why Is CLF Stock Sagging near 52-Week Lows?

    Cleveland-Cliffs (NYSE:CLF) stock is trading near its 52-week lows amid the coronavirus scare. The outbreak has impacted the Chinese steel industry.

    By Mohit Oberoi, CFA
  • uploads///US Steel falls Trump tariffs
    Basic Materials

    US Steel Falls to 52-Week Low despite Trump’s Tariffs

    U.S. Steel stock made an intraday low of $8.65 on Tuesday before closing marginally higher for the day. The level was a new 52-week low for the stock.

    By Mohit Oberoi, CFA
  • uploads///CLF stock US steel
    Basic Materials

    Why CLF Stock Could Have an Eventful 2020

    AK Steel’s acquisition would make 2020 a crucial year for CLF. The company needs to make a lot of strategic decisions about AK Steel.

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

    Could US Steel Stocks Be a Contra Play in 2020?

    Overall, 2019 was a mixed year for US steel stocks. However, due to the rally in the fourth quarter, most stocks managed to close the year with gains.

    By Mohit Oberoi, CFA
  • uploads///Trumps steel tariffs
    Basic Materials

    Ross Defends Trump’s Steel Tariffs as Layoffs Mount

    US Commerce Secretary Wilbur Ross defended President Donald Trump’s Section 232 steel and aluminum tariffs in a recent interview.

    By Mohit Oberoi, CFA
  • uploads///steel frame structure
    Basic Materials

    A Look at Analysts’ Top 5 US Steel Stocks

    In this overview article, we’ll see how analysts are rating the leading steel stocks, and we’ll also compare performance from the top five steel companies.

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

    CLF, U.S. Steel Corporation Read the Writing on the Wall

    CLF and U.S. Steel Corporation are looking at electric arc furnaces, whose variable cost dynamics make them suitable for the cyclical steel industry.

    By Mohit Oberoi, CFA
  • uploads///Cleveland Cliffs stock
    Basic Materials

    Cleveland-Cliffs: Analysts Weren’t Impressed after Q3

    Analysts weren’t impressed with Cleveland-Cliffs’ third-quarter earnings. On Thursday, J.P. Morgan lowered its target price from $8 to $7.

    By Mohit Oberoi, CFA
  • uploads///Trump steel tariffs
    Basic Materials

    Trump Steel Tariffs: Will History Repeat Itself?

    Will President Trump lift the steel tariffs like President Bush? President Trump’s steel tariffs will likely remain due to his support base.

    By Mohit Oberoi, CFA
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    Basic Materials

    Will U.S. Steel’s New Structure Beat the Weak Market?

    U.S. Steel announced a new organizational structure and operating model. Will the company’s latest transformational steps help it tide the weak market?

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

    US Steel Stocks Survive a Downgrade from Moody’s

    Moody’s turned bearish on the US steel sector and downgraded the sector’s outlook from stable to negative. However, US steel stocks have been largely stable.

    By Mohit Oberoi, CFA
  • uploads///US steel imports
    Basic Materials

    US Steel Imports Fell: Don’t Celebrate Just Yet!

    Preliminary data showed that US steel imports fell sharply in August after the spike in July. However, falling imports haven’t restored investor sentiments.

    By Mohit Oberoi, CFA
  • uploads///US Steel
    Basic Materials

    US Steel ‘Thriving’ No More as Big Bull Caves In

    JPMorgan Chase analyst Michael Gambardella downgraded US steel stocks. Gambardella had been bullish on US steel stocks even when Wall Street turned bearish.

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

    US Steel Guidance: A Negative Read for Cleveland-Cliffs

    Cleveland-Cliffs (CLF) and its US steel peers are on a roller-coaster ride in 2019. CLF fell 25.5% in August alone. Year-to-date, it’s up 6.4%.

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

    US Steel Companies’ Guidance Opens a Can of Worms

    This week, three leading US steel companies provided their third-quarter earnings guidances. All these guidances were lower than analysts were expecting.

    By Mohit Oberoi, CFA
  • uploads///US steel industry
    Basic Materials

    ‘Thriving’ US Steel Companies Face Moment of Truth

    Last month, Trump claimed that the US steel industry is “thriving.” With US steel companies set to release their guidance, we may see if Trump is right.

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

    CLF Stock: Buy Now in the Current Dip?

    Cleveland-Cliffs, Inc (CLF) stock is having a roller coaster ride in 2019, as well as its US steel peers. CLF’s stock declined by 25.5% in August.

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

    US Steel Stocks Surge, China Tariffs Delayed

    US steel stocks have risen sharply on Tuesday. The Trump administration has delayed the tariffs on some Chinese products until December.

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

    Chinese Exports Fall, but No Relief for US Steel Players

    US steel players see higher Chinese steel exports as a major challenge. While Chinese steel exports have moderated, US steel stocks continue to drop.

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

    U.S. Steel Corporation Is Playing Offense: Should It Be?

    U.S. Steel Corporation released its second-quarter results last week. Though its earnings were better than expected, it saw a selling spree.

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

    U.S. Steel’s Q2 Earnings Beat: Is It Impressive?

    On Thursday, U.S. Steel released its Q2 earnings after the markets closed. Notably, U.S. Steel’s Q2 earnings beat the estimates.

    By Mohit Oberoi, CFA
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    Basic Materials

    U.S. Steel’s Q2 Earnings: What Should You Expect?

    U.S. Steel’s Q2 earnings are scheduled to be released Thursday. Although the stock fell to its 52-week low in May, it has bounced back.

    By Mohit Oberoi, CFA
  • uploads///AK Steel Q earnings chart
    Basic Materials

    What to Know about AK Steel’s Q2 Earnings Beat

    AK Steel (AKS) posted its second-quarter results yesterday after markets closed, beating analysts’ expectation for a second straight quarter.

    By Mohit Oberoi, CFA
  • uploads///AK Steel Q earnings
    Basic Materials

    AK Steel’s Q2 Earnings: Are the Estimates Aggressive?

    AK Steel’s Q2 earnings are expected on July 29 after the markets close. The stock has bounced back sharply after hitting a 52-week low in May.

    By Mohit Oberoi, CFA
  • uploads///us steel stocks are rising chart
    Basic Materials

    US Steel Stocks Are Rising Amid Uptrend in Pricing

    US steel stocks are rising in July despite the earnings miss from Nucor and Steel Dynamics. AK Steel’s earnings are expected on July 29.

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

    US Steel Prices Rise, Not Due to Trump’s Tariffs

    The current uptrend in prices isn’t exactly due to President Trump’s tariffs. US steel companies look serious about supply discipline.

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

    US Steel Companies Might Get Another Lifeline from Trump

    Trump is reportedly planning to increase the content of US-made steel in federal projects, which would be a lifeline for US steel companies.

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

    China’s Steel Exports Fall, but Industry Woes Continue

    On Friday, China released its June trade data. Its steel capacity and steel exports have been a challenge for the global industry.

    By Mohit Oberoi, CFA
  • uploads///architecture _
    Miscellaneous

    US Steel Companies Announce Price Hikes

    According to S&P Global Platts, Nucor (NUE) announced a price increase of $40 per short ton. The price hike will be applicable immediately.

    By Mohit Oberoi, CFA
  • uploads///welding _
    Miscellaneous

    Trump’s Tariffs Are Reshaping the US Steel Industry

    Life has come full circle for US steelmakers. U.S. Steel Corporation announced the curtailment of two blast furnaces last month.

    By Mohit Oberoi, CFA
  • uploads///industry _
    Miscellaneous

    Spotlight on Trump’s Tariffs: Steel Industry’s Key Metric Fell

    Steel production fell 1.2% on a weekly basis in the week ending June 29. The US steel industry’s capacity utilization rate fell to 79.5%.

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

    US Steel Industry Outlook: Will June’s Momentum Continue?

    The US steel industry had a somber start to the year, and the sell-off only deepened as the year progressed.

    By Mohit Oberoi, CFA
  • uploads///architecture _
    Miscellaneous

    Have Steel Companies Gone through the Roof Like Trump Says?

    In an interview with Fox, President Donald Trump said that US “steel companies are going through the roof” after Section 232 tariffs that were imposed last year. However, U.S. Steel (X), AK Steel (AKS), Nucor (NUE), and Steel Dynamics (STLD) fell to 52-week lows last month, respectively.

    By Mohit Oberoi, CFA
  • uploads///aerial bay cargo
    Macroeconomic Analysis

    G20 Week: Trade Wars Are Anything but Easy to Win

    In March 2018, US President Donald Trump tweeted, “Trade wars are good, and easy to win.” The basic premise behind this assumption is the massive trade deficit that the US runs with almost every major trading partner.

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

    U.S. Steel Idles Plants, and Timing Couldn’t Be Worse for Trump

    Meanwhile, while U.S. Steel’s guidance spooked markets, the company also announced plant closures. U.S. Steel will be shutting two blast furnaces in the United States and one in Europe. U.S. Steel’s plant closure announcement couldn’t have come at a worse time for President Trump who started his 2020 campaign yesterday.

    By Mohit Oberoi, CFA
  • uploads///part  graph
    Earnings Report

    After Nucor and STLD, U.S. Steel Also Gives Weak Q2 Guidance

    U.S. Steel’s guidance fell short of what analysts were expecting, just like Nucor and Steel Dynamics. U.S. Steel said that it expects to post adjusted EBITDA of $250 million in the second quarter. Analysts polled by Thomson Reuters expected the company to post EBITDA of $288 million in the second quarter.

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

    Nucor Lags Its Steel Peers on Disappointing Q2 Guidance

    On June 17, Nucor (NUE), the largest US-based steel producer, released its second-quarter earnings guidance. The company expects to post EPS of $1.20–$1.25 in the quarter. In contrast, it posted EPS of $1.63 in the first quarter and $2.13 in the second quarter of 2018.

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

    Does Steel Dynamics Offers Value after May Correction?

    Steel Dynamics (STLD) has gained 3.1% in June. However, the stock has fallen 26.5% in the second quarter.

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

    Why CLF Stock Is Rising despite Declining US Steel Prices

    While domestic fundamentals improved after tariffs were imposed, weaker spot steel prices took hold shortly thereafter.

    By Anuradha Garg
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    Basic Materials

    More Downgrades Hit US Steel Stocks as Prices Plunge

    The escalation in the US-China trade war has been among the factors that have negatively impacted sentiment in the metals and mining sector.

    By Mohit Oberoi, CFA
  • uploads///tube bender _
    Basic Materials

    How Analysts Rate Steel Dynamics after Its Q1 Earnings Miss

    The first-quarter earnings season is nearly over, and most steel companies have released their quarterly earnings results.

    By Mohit Oberoi, CFA
  • uploads///tube bender _
    Basic Materials

    U.S. Steel: Q1 Earnings Might Revive Investors’ Sentiments

    U.S. Steel Corporation (X) is scheduled to release its first-quarter earnings on May 2 after the markets close.

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

    It’s Getting Tough to Ignore AK Steel’s Weak Shipments

    AK Steel (AKS) was trading higher in after-market trading yesterday after it posted better-than-expected earnings.

    By Mohit Oberoi, CFA
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    Basic Materials

    Are AK Steel’s Q1 Earnings Worth the Celebration?

    AK Steel (AKS) released its first-quarter earnings yesterday after markets closed.

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

    Cleveland-Cliffs Plans to Continue Buying Back Stock

    Since Cleveland-Cliffs’ (CLF) new management took over in August 2014, the company has turned around for the better.

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

    How Cleveland-Cliffs Is Looking after Its Q1 2019 Results

    Cleveland-Cliffs (CLF) released its first-quarter results on April 25 before the markets opened.

    By Anuradha Garg
  • uploads///Realized prices
    Basic Materials

    Cleveland Cliffs: Realized Price Expectations in 2019

    Cleveland-Cliffs expects US (SPY) (IVV) realized prices to be $102.0–$107.0 per ton for 2019.

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

    Analysts Expect a Steep Revenue Fall for CLF in Q1—Here’s Why

    Analysts polled by Thomson Reuters expect Cleveland-Cliffs (CLF) to post revenue $120 million in the first quarter.

    By Anuradha Garg
  • uploads///karan bhatia  unsplash
    Basic Materials

    What Are Analysts’ Ratings on CLF ahead of Its Q1 Results?

    Cleveland-Cliffs (CLF) is expected to report its first-quarter earnings results on April 25.

    By Anuradha Garg
  • uploads///part
    Basic Materials

    Steel Stocks Could Be in for a Revival after Recent Weakness

    Credit Suisse and Bank of America Merrill Lynch issued bearish notes on the steel industry’s outlook earlier this month.

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

    Steel Stocks See Some Relief as Nucor Beats Q1 Estimates

    On April 23, Nucor (NUE), the largest US-based steel producer, released its first-quarter earnings results.

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

    Can US Steel Stocks Recover from Their Current Slump?

    US steel stocks are having a somber year so far. While the year started off well for steel stocks, they’ve seen selling pressures this month.

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

    Analysts Weigh In on Nucor’s First-Quarter Earnings

    Nucor (NUE) is expected to release its first-quarter earnings results on April 23. The company posted record earnings last year, but its stock fell 18.5%.

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

    US Steel Industry: Analyzing the ‘Overcapacity’ Situation

    Last week, two sell-side analysts downgraded U.S. Steel Corporation. The analysts see the expected increase in US steel capacity as a bearish driver.

    By Mohit Oberoi, CFA
  • uploads///stock trading monitor desk
    Basic Materials

    U.S. Steel: Analysts’ Pessimism Might Not Be Warranted

    While 2019 started on a positive note for US steel stocks, we saw a selling spree last week. Now, U.S. Steel Corporation is negative for the year.

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

    How the Clairton Works Fire Could Impact U.S. Steel’s Earnings

    In December, U.S. Steel Corporation (X) reported a fire incident at its Clairton Works coke facility that affected its pollution maintenance system.

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

    AK Steel: After Q1 Outperformance, Analysts See Little Upside

    AK Steel (AKS) outperformed other US steel stocks in the first quarter. The stock underperformed the broader steel space last year.

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

    US Steel Lagged, Other Steel Stocks Rose in Q1

    AK Steel (AKS) outperformed other US steel stocks and rose 22.2% in the first quarter. Cleveland-Cliffs continued to outperform steel stocks.

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

    ‘Steelmageddon’: Are Steel Bears Getting It Wrong Once Again?

    Bank of America Merrill Lynch released a bearish note on the US steel industry, citing capacity additions among domestic steel companies.

    By Mohit Oberoi, CFA
  • uploads///steel mill _
    Basic Materials

    Are US Steel Stocks a ‘Sell’ after Disappointing Q1 Guidance?

    Today, Steel Dynamics released its first-quarter earnings guidance. It expects its first-quarter EPS to be between $0.88 and $0.92.

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

    How to Play AK Steel amid High Volatility

    In this series, we’ll look at AK Steel’s (AKS) drivers and valuation and gauge how markets are pricing the company’s risk-return profile.

    By Mohit Oberoi, CFA
  • uploads///tube bender _
    Basic Materials

    President Trump’s Section 232 Tariffs Could Face a Big Test

    Issuing exemptions for Canada and Mexico could be a big test for President Trump’s Section 232 tariffs.

    By Mohit Oberoi, CFA
  • 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
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    Basic Materials

    Is Cleveland-Cliffs the Best Bet to Play the US Steel Sector?

    On February 8, Cleveland-Cliffs reported an adjusted EPS of $0.55, which missed the earnings estimates of $0.59.

    By Anuradha Garg
  • uploads///part
    Basic Materials

    What’s Changed for US Steel Industry after a Year of Tariffs?

    The tariffs have also spurred investments, as earnings of companies like U.S. Steel (X), AK Steel (AKS), Nucor (NUE), and Cleveland-Cliffs (CLF) improved following the tariffs.

    By Mohit Oberoi, CFA
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    Basic Materials

    Why US Steel Companies Would Love a Trade War Truce Now

    Could US steel companies, which long objected to Chinese steel overcapacity and allegedly subsidized exports, actually benefit from a US-China trade truce?

    By Mohit Oberoi, CFA
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    Basic Materials

    AK Steel and U.S. Steel: A Tale of Two Guidance Methodologies

    During their fourth-quarter earnings releases, both U.S. Steel Corporation (X) and AK Steel (AKS) announced tweaks to their guidance methodologies.

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

    How AK Steel’s Strategy Differs from Other Steel Companies’

    AK Steel’s (AKS) capital allocation has been different than its peers’. Let’s discuss this difference in perspective.

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

    U.S. Steel’s Purse Strings Are Open following Trump’s Tariffs

    Earlier this month, U.S. Steel Corporation (X) announced that it was restarting the construction of its EAF (electric arc furnace) in Fairfield.

    By Mohit Oberoi, CFA
  • uploads///karan bhatia  unsplash
    Basic Materials

    US Steel Companies Are Making Hay while the Sun Shines

    In this series, we’ll see how US steel companies utilized higher cash flows in 2018 and discuss the implications for investors.

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

    Chinese Steel Exports Rose, Domestic Demand Fell

    So far, 2019 has started on a different note for Chinese steel exports. The country exported 6.19 million metric tons of steel last month.

    By Mohit Oberoi, CFA
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    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
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    Basic Materials

    Global Slowdown Offset Trump’s Steel Tariffs in Q4

    Steel Dynamics’ (STLD) ASP fell 4.9% sequentially to $940 per ton. Nucor’s (NUE) fourth-quarter ASP fell 1.6% sequentially.

    By Mohit Oberoi, CFA
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    Basic Materials

    Steel Companies’ Q4 Earnings: Gains and Losses

    We’re getting towards the end of the fourth-quarter earnings season. All of the leading US steel producers have released their quarterly earnings.

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

    How Long Will Cleveland Cliffs Continue to Buy Back Stock?

    Since the new management took over Cleveland-Cliffs (CLF) in August 2014, the company has turned around for the better.

    By Anuradha Garg
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    Basic Materials

    Is Cleveland Cliffs’ HBI Plant an ‘Underappreciated’ Opportunity?

    After Cleveland-Cliffs’s (CLF) debt repayment concerns were taken care of, it started refocusing on growth.

    By Anuradha Garg
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    Basic Materials

    Q4 Earnings: Why Cleveland-Cliffs’ Upside Could Be Far from Over

    Similar to 2018, Cleveland-Cliffs stock has significantly outperformed its peers year-to-date in 2019.

    By Anuradha Garg
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    Basic Materials

    Why Is Cleveland-Cliffs Stock Soaring Even after 4Q Miss?

    Cleveland-Cliffs (CLF) released its fourth-quarter earnings today before the markets opened.

    By Anuradha Garg
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    Basic Materials

    How Wall Street Views Steel Dynamics after Record Earnings

    Steel Dynamics (STLD) has received a “strong buy” rating from three analysts, while eight analysts have rated it as a “buy” or some equivalent.

    By Mohit Oberoi, CFA
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    Basic Materials

    Analysts Still Hate Steel Stocks despite Bumper Earnings

    Overall, it has been a mixed earnings season for steel companies.

    By Mohit Oberoi, CFA
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    Basic Materials

    Here’s What Could Drive Cleveland-Cliffs’ Q4 Volumes

    Cleveland-Cliffs (CLF) reported volumes of 6.48 million long tons for its US Iron Ore division for the third quarter.

    By Anuradha Garg
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    Basic Materials

    What’s in the Cards for Cleveland-Cliffs’ Q4 Results?

    In this series, we’ll see what investors can expect from Cleveland-Cliffs’ fourth-quarter and full-year earnings report.

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

    Cleveland Cliffs: What’s Driving Wall Street’s Q4 Estimates?

    Wall Street analysts expect Cleveland-Cliffs (CLF) to see EBITDA of $227 million in the fourth quarter.

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

    What’s Priced In to CLF’s Revenue Estimates for Q4 2018?

    Analysts polled by Thomson Reuters expect Cleveland-Cliffs (CLF) to post revenue $736 million in the fourth quarter, which implies a rise of 22.4% YoY (year-over-year).

    By Anuradha Garg
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    Basic Materials

    U.S. Steel’s Q4 Earnings: The Most Crucial Metric to Watch For

    U.S. Steel Corporation (X) is scheduled to release its fourth-quarter earnings today after the markets close and to hold its earnings call tomorrow.

    By Mohit Oberoi, CFA
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    Basic Materials

    AK Steel’s 2019 Guidance: What You Need to Know

    AK Steel expects its 2019 average selling prices to be similar to 2018. The company’s average selling price guidance spooked investors last year.

    By Mohit Oberoi, CFA
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    Basic Materials

    AK Steel Missed the Shipment Guidance Again

    AK Steel’s ASP was better than expected in the fourth quarter. The company reported a flat-rolled ASP of $1,106 per ton in the fourth quarter.

    By Mohit Oberoi, CFA
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    Basic Materials

    Q4 Earnings: Can U.S. Steel Corporation Lift Sentiments?

    U.S. Steel Corporation (X) is scheduled to release its fourth-quarter earnings results on January 30.

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

    Q4 Earnings Preview: Can AK Steel Avoid Another Disappointment?

    Could the fourth quarter be any better for AK Steel? We’ll explore this prospect in detail in the coming articles.

    By Mohit Oberoi, CFA
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    Basic Materials

    Are Trump’s Tariffs Having the Desired Effect?

    As we learned earlier, last year, President Donald Trump imposed Section 232 tariffs on US steel and aluminum imports.

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

    How Trump’s Steel Tariffs Could Play Out This Year

    Despite the Section 232 tariffs, US steel stocks fell last year. U.S. Steel Corporation and AK Steel fell 48.2% and 60.2%, respectively.

    By Mohit Oberoi, CFA
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    Basic Materials

    Can Cleveland-Cliffs Stock Continue Outperforming Peers in 2019?

    US steel stocks had a weak 2018 despite the Trump administration’s tariffs on imported steel products.

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

    AK Steel: Analysts Could Be Right in 2019

    AK Steel (AKS) is scheduled to release its fourth-quarter earnings on January 28 after the markets close.

    By Mohit Oberoi, CFA
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