Cliffs Natural Resources (NYSE:CLF)

Had this before around same price-point. Information looks good and growth for Spring-time.

Beaten down today. Good reentry point.

timely

This company hit my value screen. I bought some shares and sold a few puts as well which will give me a cost basis of about $62.50 if the puts are assigned.

SP Low PE

12/15

earnings can't be denied

Cliffs Natural Resources Inc (CLF) seems to be a good stock to hold. As with all of my Motley Fool listed picks, I hold CLF in real life. It’s 6.6% of my portfolio today. Metal mining (iron ore pellets and met & thermal coal) seems like a good sector, if the world economy gets healthier.

As a sanity check, I note the following:
• S&P gives it 5 stars out of 5 (“Strong Buy”) and a $115 price target, representing a 66% price improvement by December 2012;
• 16 FirstCall analysts give it a “Buy” (4 Strong Buys and 2 Holds, no Sells);
• Reuters ranks it 9 out of 10, with a $107 consensus price target, up 54% from here.
• The Motley Fool community consistently gives it 4 out of 5 stars.

This stock is a trade, not a buy-and-hold. It has a high beta (2.49), making it a risky play if your buy price isn’t right. On the other hand, in an up market Cliffs will take off like a rocket. As soon as it hits some rare heights, I’m out of it. In the meantime, its 1.6% dividend yield is fair … though I prefer higher dividend payers.

If CLF was not such a prominent player in my portfolio, I would look to get more of it. Recommendation: Buy.

Dave

CROIC of 15%, Cash Yield of almost 19%. This company is producing cash, and earnings quality is looking good (FCF > than NI). I'd like to see DSO come down a bit; however, the price is right given 10% growth in the next 3-5 years.

This is an all around great company. I have bought and sold it many times, all at a great profit. With a global economy seeming to moderate, it is a good time to get in. Forward pe is under 6. PEG is well under 1. Great management. Buy.

I believe Cliffs Natural Re will bring in 90 points considering a 15% S&P performance. My target is $ 18.2.

A recovering economly needs iron ore. Cleveland is in position to supply the need

Generating boatloads of cash. Profit growth has averaged just under 40% a year T5Y and is expected to average 20% annually going forward. Great management & execution.
This is a home run stock. Even though I got killed in it the last few months.

S&P 5 star, 1.8% dividend

Because of the repurchase and stock getting down to very valuable levels I am in.

it will just

Great products. Lots of demand. Lots of cash. Going higher.

Looks cheap, I'm in

Very low valuations, high expected growth, good margins, owns mines with exposure to Asia