Allegheny Technologies, Inc. (ATI)

Titanium demand will pick up in mid 2010 with ramp up of 787 production on 1st production line, soon to be followed by addition of a second production line. Ti Inventory should reduce short term (1 to 2 year) Ti sponge price volitility and profitability but a stabilized cost structure (Labor, Magnesium, Electricity, Natural Gas and Ti Scrap) along with production base filling volumes will provide conservative returns in the 1-2 year period. Look for increased revenue and earnings begining in late 2011 excelerating into 2012.

Infrastructure play on a compnay with a healthy balance sheet.

ATI is one of those stocks I expect to shoot down when folks realize 2009 is not going to end on the upswing in which case it will be a great buy to hold on to through 2010.

Declining earnings

Initial Pick as new member- Trusting the wisdom of the fool's stock screener with the right parameters along with the confidence all you other fools seem to have in ATI. In the future, only follow one of my picks if there is a pitch added to it unless you know you want it anyway.

#28 Worst Toxic Polluter
http://www.peri.umass.edu/toxic100_index/

Well run company, Good Dividend. Makes several relatively specialized products with a pretty good moat

DCF and Graham's intrinsic value formula make this a buy in the $17-$20.5 range.

Hitech metal fabricator. Just about now (Mar 09) is a good time to accumulate as their business has suffered wth the economy and less demand for equipment components (oil/gas driling, vehicle manufacturing) and this may continue for some time (read possibly another year or so), however the other big component is aerospace and the 787 will be making it's first test flight in a few months which should perk up interest in this industry.

strong fundamentals, wise investments, overall well run company

caps 5 star in SP 500

Fundamentals/Value

Few good reasons to buy this stock: low debt to equity ratio, good return on equity, future local and global infrastructure growth, increasing alternative energy usage (wind and electric grid) in the U.S. and around the globe, decent insider ownership, fair dividend, and I like that they own a good share of BNI stock.

ATI is a good play on a primary bull market in smokestack cyclicals, which I think is on the way this year. I like their balance sheet, and I really like the fact that they're in alloys rather than plain old steel, which should be less sensitive to foreign price competition.

The economy won't stay weak forever, and companies like this that are undervalued will bounce back with great returns.

The stock market is an ebb and flow, and the only companies that thrive during a time like this are the ones that have good numbers (debt, P/E, etc.) and continue to change with the times.

This company's stock will bounce back, and those that get involved will be glad they did!

Underperform as steel supply still uncertain as stimulus is under construction. Indications of more small nuke plants to replace dirty outdated coal fired power plants changes this play to a buy. Nuke plants utilize lots of stainless. Also Nucor will be a buy if more nuke plants are anounced.

This is just one of those companies that has been beaten down by our economic situation. I cant see this stock staying down for very long. Balance sheet looks very solid across the board. Low debt. Decent dividend payout will also help you. Good long term play

james montier pick

Great company, green theme, multiple customer base, energy costs down