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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: Hypothetically, if a gradual increase in US manufacturing does occur, are there any names poised to outperform?
Read Answer Asked by Andrew on April 08, 2025
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
Read Answer Asked by Ian on February 12, 2025
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
Read Answer Asked by Rodney on December 29, 2023
Q: "US proposes green steel-maling club". Please advise from this list
1. what are the pros and cons/ risks for each
2. rank based on safety and growth, with a suggested buy target price
3. your thoughts on AA as a metals diversifer in this group
Read Answer Asked by sam on December 12, 2022
Q: I bought these two during the commodity rally 6 months back. Now find myself down 40% on Alcoa and 65% on CENX. How would you proceed? Hold for a recovery or move on to something else ? If a move is warranted, which sector would you be buying currently ?
Read Answer Asked by Karim on August 16, 2022
Q: Could you provide the names of some companies that have declared their first dividend over the past several months. Canadian or U.S., any size market cap. Thanks.
Read Answer Asked by Rob on October 22, 2021
Q: Can you please explain your view on the impact of US aluminum tariffs as they apply to Alcoa and Rio Tinto stocks. If the aluminum distribution south to one of the major users, what precautions might one consider?
Are there ancillary "fallout" repercussions on other stocks that might be a concern going forward?

Thank you as always
Read Answer Asked by Peter on August 10, 2020
Q: If you were unfortunate to have a full ( and under-water ) position in Alcoa , would you dump it now or wait for the split ... The prospective new company , Arconic could be OK, especially if it will be similar to Precision Cast Parts - but most analysts don't see any recovery in Alcoa if global supplies continue increasing .
I don't know the best strategy .
Thanks
Tom

Thanks
Tom
Read Answer Asked by Thomas on October 06, 2016
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