• Ford Motor Company (F)
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• Nucor Corporation (NUE)
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• Century Aluminum Company (CENX)
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• Commercial Metals Company (CMC)
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• AECOM (ACM)
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• Kaiser Aluminum Corporation (KALU)
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• Steel Dynamics Inc. (STLD)
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• Jacobs Solutions Inc. (J)
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• Stellantis N.V. (STLA)
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Q: It has been reported that various companies are going to invest 8 trillion dollars into the U.S. economy in the future. What companies/sectors do you think will benefit the most from this investment?

Upvote 2

Read Answer Asked by Jerry on May 02, 2025

• Alcoa Corporation (AA)
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• United States Steel Corporation (X)
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• Century Aluminum Company (CENX)
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Q: In your answers to question about tariffs on aluminum and steel you suggested that Canadian producers will get hurt as well as US customers who will face higher prices. Are there US suppliers who might benefit if they have excess capacity? Which companies might be in this category?
Thanks
Ian

Upvote 3

Read Answer Asked by Ian on February 12, 2025

• Alcoa Corporation (AA)
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• Century Aluminum Company (CENX)
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Q: Hi Team,

Why is AA performing so poorly when many other materials stocks are doing so well?

Which do you prefer between AA and CENX for a 10 year hold?

Upvote 0

Read Answer Asked by David on August 29, 2023