• Alcoa Corporation (AA)
  • View AA Profile
  • View Questions on AA
• Caterpillar Inc. (CAT)
  • View CAT Profile
  • View Questions on CAT
• Eaton Corporation PLC (ETN)
  • View ETN Profile
  • View Questions on ETN
• Lockheed Martin Corporation (LMT)
  • View LMT Profile
  • View Questions on LMT
• Parker-Hannifin Corporation (PH)
  • View PH Profile
  • View Questions on PH
• Eagle Materials Inc (EXP)
  • View EXP Profile
  • View Questions on EXP
• Trane Technologies plc (TT)
  • View TT Profile
  • View Questions on TT
• RTX Corporation (RTX)
  • View RTX Profile
  • View Questions on RTX

Q: Hypothetically, if a gradual increase in US manufacturing does occur, are there any names poised to outperform?

Upvote 3

Read Answer Asked by Andrew on April 08, 2025

• Alcoa Corporation (AA)
  • View AA Profile
  • View Questions on AA
• United States Steel Corporation (X)
  • View X Profile
  • View Questions on X
• Century Aluminum Company (CENX)
  • View CENX Profile
  • View Questions on CENX

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)
  • View AA Profile
  • View Questions on AA
• Rio Tinto Plc (RIO)
  • View RIO Profile
  • View Questions on RIO
• Valmont Industries Inc. (VMI)
  • View VMI Profile
  • View Questions on VMI
• Reliance Inc. (RS)
  • View RS Profile
  • View Questions on RS

Q: Peter; I’ve gone over your previous answers on AA and obviously it’s not your fav- but I’m just looking at the 5 year chart and see it maybe bottomed- 5 year high up in the $90’s - won’t it participate with a declining USD ? Your thoughts please. Just a small flyer .

Thanks.
Rod

Upvote 2

Read Answer Asked by Rodney on December 29, 2023