ArcelorMittal (ADR) (NYSE:MT)

CAPS Rating: 3 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 marpincan (< 20) Submitted: 11/20/2015 8:20:14 PM : Outperform Start Price: $4.88 MT Score: +10.92

In a cyclical business and at a bottom so way more upside than down. Have been in cost cutting mode for some time and so when steel turns MT will have lots of upside potential.

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Member Avatar xsouldeath (78.67) Submitted: 11/11/2015 2:39:22 AM : Outperform Start Price: $5.42 MT Score: -0.16

stocks reach previous highs
MT

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Member Avatar JCLscapXperiment (98.96) Submitted: 12/14/2014 7:11:38 PM : Underperform Start Price: $10.81 MT Score: +52.35

Jan17 Put $0.20, $5 Strike

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Member Avatar LovinMe (34.63) Submitted: 11/30/2014 7:23:14 PM : Outperform Start Price: $11.97 MT Score: -54.96

Value play, although highly dependent on global economic health.

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Member Avatar AnsgarJohn (99.17) Submitted: 11/5/2014 4:26:09 AM : Outperform Start Price: $12.08 MT Score: -57.25

Price/Book 0,48 Not a real money pick. Too much debt. Mittal.

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Member Avatar 401ktimer1 (95.84) Submitted: 1/21/2014 11:47:38 AM : Outperform Start Price: $16.27 MT Score: -116.84

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

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Member Avatar CharlieBaumann (< 20) Submitted: 12/8/2013 8:55:16 PM : Outperform Start Price: $12.64 MT Score: -64.29

22B Global Giant Still Cheap Price to Book

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Member Avatar egboult (32.28) Submitted: 11/30/2013 9:57:33 PM : Outperform Start Price: $17.02 MT Score: -82.00

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 Walpurgisnacht (< 20) Submitted: 10/11/2013 12:57:25 PM : Outperform Start Price: $14.49 MT Score: -83.83

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: $13.28 MT Score: -83.75

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 (99.74) Submitted: 8/5/2013 3:02:58 PM : Outperform Start Price: $12.27 MT Score: -76.85

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 emeri01 (46.25) Submitted: 7/7/2013 4:10:51 AM : Outperform Start Price: $11.02 MT Score: -76.90

Eventually they'll pick up.

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Member Avatar rmaiya (< 20) Submitted: 6/8/2013 12:12:37 PM : Outperform Start Price: $12.12 MT Score: -80.18

Once global market improves, this guy will go up

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Member Avatar Patrix882003 (< 20) Submitted: 5/8/2013 12:28:48 PM : Outperform Start Price: $12.41 MT Score: -82.98

steel is the future in emerging markets

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Member Avatar FVelociraptor (99.82) Submitted: 5/4/2013 9:11:40 PM : Outperform Start Price: $12.04 MT Score: -85.24

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 (31.79) Submitted: 4/27/2013 1:24:31 AM : Outperform Start Price: $10.88 MT Score: -83.28

I'm All In.

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Member Avatar anandsuchi (23.75) Submitted: 4/17/2013 6:54:02 PM : Outperform Start Price: $10.94 MT Score: -83.38

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: $12.85 MT Score: -90.42

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 shravankrish (< 20) Submitted: 2/8/2013 7:06:11 PM : Outperform Start Price: $15.65 MT Score: -101.15

I guess this assumes a global recovery

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Member Avatar StockPicker91 (< 20) Submitted: 1/15/2013 8:11:46 AM : Outperform Start Price: $15.52 MT Score: -105.15

I am ending my position in ArcelorMittal at the moment.

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