ArcelorMittal (ADR) (NYSE:MT)

CAPS Rating: 4 out of 5

The Company is a global steel producer. It produces a range of high-quality finished and semi-finished carbon steel products including sheet and plate, long products, including bars, rods and structural shapes, and stainless steel products.

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Member Avatar AspenBear (< 20) Submitted: 6/2/2014 10:57:12 PM : Underperform Start Price: $15.10 MT Score: +9.91

Chinese steel dumping will lower steel prices in US

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Member Avatar Grijandel (< 20) Submitted: 5/4/2014 9:40:23 AM : Outperform Start Price: $15.88 MT Score: -17.44

It's time to move to cyclicals!

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Member Avatar layanginvest (< 20) Submitted: 3/19/2014 9:48:39 PM : Outperform Start Price: $14.82 MT Score: -7.16

Recovery of the Steel Industry
They are the low cost producer

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Member Avatar 401ktimer1 (62.91) Submitted: 1/21/2014 11:47:38 AM : Outperform Start Price: $16.54 MT Score: -59.74

http://seekingalpha.com/article/1954101-arbitrage-in-the-time-dimension-arcelormittal

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Member Avatar dtgusa (60.78) Submitted: 12/15/2013 6:31:13 PM : Outperform Start Price: $16.10 MT Score: -23.51

MT has Henry Ford's business model. They own everything from the mine to their distribution system. In addition to economies of scale they are one of the largest players in this sector. As / if the recovery continues their stock is on sale now.

Currently EU stocks in general are selling at a discount to their intrinsic value. Investors seeking value are investing there so these great prices will go the way of the USA market in a bit.

The limit order option this page provides is eschewed versus buying a solid company with a safety margin. There are only two ways I'd sell any of my holdings: to buy a better company; or, if the company's fundamentals change.

Thank you for reading my two cents worth.

Cheers,

DTGUSA

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Member Avatar egboult (67.25) Submitted: 11/30/2013 9:57:33 PM : Outperform Start Price: $17.30 MT Score: -28.31

a steelmaker devoted to steel risking a lot to ooperate a global steel operation that plays a role in so many developing countries. When steel recovers its profitability and is no longer in oversupply this company will be left standing tall

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Member Avatar doinitmyway (< 20) Submitted: 10/21/2013 10:34:49 PM : Outperform Start Price: $15.83 MT Score: -24.59

Will the economy in Europe keep improving? I think so as long as Disney on the Potomac doesn't get Goofy and Mickey mouse with debt limits again in February.

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Member Avatar Walpurgisnacht (54.61) Submitted: 10/11/2013 12:57:25 PM : Outperform Start Price: $14.73 MT Score: -21.13

Buy MT to take advantage of steel industry cycles, a minimally leveraged balance sheet, and a market cap at 0.5x tangible book.

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Member Avatar MJKpayday (99.76) Submitted: 8/16/2013 4:36:58 PM : Outperform Start Price: $13.50 MT Score: -15.54

What he said: http://caps.fool.com/Pitch/MT/6845494/from-an-email-i-received-from-.aspx?source=itxsittb0000001

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Member Avatar TMFMattyA (99.75) Submitted: 8/5/2013 3:02:58 PM : Outperform Start Price: $12.47 MT Score: -3.44

From an email I received from my man TMFBabo. 'Nuff said Paul!

"It went from $1.25 in 2002 to like $99 in 2008. Obviously, we won’t catch the bottom or the top. But at $13, still like 87% off the most recent peak. During the boom years of 2003-2008, MT traded from 2x up to 8x its book value. Right now, it’s trading at just 0.4x book value. I know it’s still shrinking, but let’s investigate a scenario:

• Recent book value is $53 billion. That means market cap at 0.4x is $21.2 billion.
• Let’s say MT trades at 3x book value in 10 years, when we’re having some great years in steel again.
• To incorporate some pessimism, let’s say book value of $53 billion, which has already declined from its $66 billion peak in 2010, declines a further 30% in 10 years to $37 billion. Book value tends to grow rapidly in good times when profits are enormous, so I’m pricing in some serious plant closures, writedowns, and what have you.
• Let’s also say that in boom times, 3x book value will happen. Considering we hit as high as 8x in the last boom, 3x isn’t that crazy.
• 3x the book value of $37 billion is $101 billion.
• That’s a 376% gain, or about 16.9% annualized in 10 years.

That CAGR is magnified if:

• Book value doesn’t decline in 10 years – it actually manages to grow again (very likely imo)
• We get better than a 3x multiple on book value
• Boom times come faster than 10 years (maybe!)

If ANY of the above 3 happens, we get better than a 17% return annualized."

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Member Avatar rossnr3 (58.80) Submitted: 7/16/2013 8:30:32 AM : Outperform Start Price: $12.18 MT Score: -2.37

Largest vertical steel producer; emerging market tie will cause recovery quicker than peers

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Member Avatar emeri01 (52.88) Submitted: 7/7/2013 4:10:51 AM : Outperform Start Price: $11.20 MT Score: +4.59

Eventually they'll pick up.

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Member Avatar rmaiya (40.53) Submitted: 6/8/2013 12:12:37 PM : Outperform Start Price: $12.32 MT Score: -5.78

Once global market improves, this guy will go up

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Member Avatar Patrix882003 (48.65) Submitted: 5/8/2013 12:28:48 PM : Outperform Start Price: $12.62 MT Score: -10.22

steel is the future in emerging markets

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Member Avatar panda72 (99.86) Submitted: 5/4/2013 9:11:40 PM : Outperform Start Price: $12.24 MT Score: -10.23

The big daddy in global steel production. The industry is wickedly cyclical and I think now is a good time to get on board for a run up as global economic activity finally recovers from the great recession. Pays a small yield while you wait for thesis to play out. Real money pick.

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Member Avatar HoldThatWinner (31.38) Submitted: 4/27/2013 1:24:31 AM : Outperform Start Price: $11.06 MT Score: -0.61

I'm All In.

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Member Avatar anandsuchi (74.90) Submitted: 4/17/2013 6:54:02 PM : Outperform Start Price: $11.12 MT Score: -1.12

Trading less than .5 book value It will be shining star of Europe's recovery

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Member Avatar Truslunch (< 20) Submitted: 3/25/2013 5:15:36 PM : Outperform Start Price: $13.06 MT Score: -19.83

Largest steel producer in the world sitting at 52-week lows. This is a good value opportunity. Stock has taken a beating from market due to recession, fears on European economy, and lack of demand.
MT has been closely associated with Europe since it is based in Luxembourg, but this is a global company located in 5 different continents, not just Europe. Seeing how the Mittal background is from India, there is a lot of opportunity in Asia when demand picks back up. So I'm a buyer from here.
Huge upside long-term potential that pays me +4% to wait for a global recovery and is poised to benefit the most from future Asian development? Yes, please.

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Member Avatar Ikarruss (31.02) Submitted: 2/27/2013 10:28:43 AM : Outperform Start Price: $14.75 MT Score: -36.25

This is a bet on iron going up. The stock is leveraged less than the industry average, it has a high yield but it is not going anywhere unless iron/steel see some light. It is too big to react quickly, but it will make money if the price of steel goes up and it should hold on for a while.

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Member Avatar shravankrish (< 20) Submitted: 2/8/2013 7:06:11 PM : Outperform Start Price: $15.91 MT Score: -42.38

I guess this assumes a global recovery

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