Industry Trend Analysis - Industry Headwinds To Temper Alcoa Rally - NOV 2014
Americas October 2014 / United States / Finance
Alcoa's financial and equity performance will face headwinds in the quarters ahead. While recent cost reductions and asset sales have boosted the firm's balance sheet and share price, the company...
Market Strategy - Closing Bullish North American Palladium Producers View - JULY 2014
Americas July 2014 / North America / Finance
We are closing our bullish view on North American palladium producers, expressed through Stillwater Mining in our Sector Strategy, with a gain of 18.1% since initiation on March 19. We anticipate...
Market Strategy - US Thermal Coal To Regain Its Glow: Peabody Stands Out - MAY 2014
Americas May 2014 / United States / Finance
Our view that the US coal sector and associated equities do not fully align with fundamentals (see 'US Coal Producers: Down But Not Out,' March 14, 2014) is supported by Peabody's recent break...