Companhia Siderurgica Nacional (ADR) (NYSE:SID)

SokorScout (36.06) Submitted: 5/18/2007 2:42:16 PM : Start Price: $6.75 SID Score: +5.73

This south american mining and steel fabrocation business is experiencing phenominal growth as demands for iron, steel and panels used in stainless steel fabrication rises

jangopanama (39.01) Submitted: 5/8/2007 1:44:18 PM : Start Price: $5.89 SID Score: +18.95

Well rounded product line , with steady demand , and its own supply chain . Brazil is growing .

Redskins2k9 (38.86) Submitted: 3/15/2007 9:22:56 PM : Start Price: $3.46 SID Score: +92.16

Metals are not going anywhere, killer payout, and brazil could have its own rapid growth

Juloo28 (77.34) Submitted: 1/24/2007 1:32:02 PM : Start Price: $3.71 SID Score: +79.49

Huge dividend. Consolidation in industry. Good value.

muzzybelly (< 20) Submitted: 1/14/2007 3:00:34 AM : Start Price: $3.46 SID Score: -92.16

I don't like betting against this company because I really like it -- I like the reported dividend yield, I like the idea of a steel supplier in the rapidly growing Brazilian steel market.

But the cash flow isn't there. The company has been taking on massive debt to pay its dividend and that can't continue. Debt is up 30-40% as a function of EBITDA, and dividends paid have been greater than cash flow from operation (which doesn't even count large Capex spend) for a year.

Now the company wants to take on more debt to buy Corus. And the debt is mostly denominated in dollars, so if the Brazilian real were to fall, the company could be in big trouble.

Too much risk, not enough reward

Rickenbacker12 (69.54) Submitted: 1/10/2007 6:53:10 PM : Start Price: $3.59 SID Score: +84.70

This is a cheap steel stock that also produces cement and is involved in power generation. It has a large dividend to cushion the downside.

brooklyncodger (47.61) Submitted: 12/19/2006 12:48:10 PM : Start Price: $3.73 SID Score: +77.35

Just keeps pumping the cash! P/E remains around 10 with a dividend yield over 12%. Only running about midway between low and high for the year. Way undervalued.

montuno2 (< 20) Submitted: 11/11/2006 6:14:22 PM : Start Price: $3.85 SID Score: +69.42

Brazil...big growing market. election over. all boats should rise.