andrew horowitz and materials/industrials

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Which Way Is the Baltic Dry Index Moving?

Andrew Horowitz submits: Evaluating the impact of infrastructure spending by President Elect Barack Obama and other nations is not easily accomplished. We could take a look at the performance or demand for commodities prices, infrastructure development stocks or even stocks that provide products such as steel, cement and machinery....

Tags: Materials/Industrials, Andrew Horowitz

External links 2008-12-22

China's Metal Imports Are Impressive

Andrew Horowitz submits: Take a look at the massive increase in China’s metal imports. In particular, the aluminum and alloy levels for 2009 are showing a spike that is helping many emerging market exports. Peru, the number one performing stock market for 2009 (80% gain YTD) is...

Tags: China, Materials/Industrials, Andrew Horowitz

External links 2009-05-22

How Did Caterpillar Beat Estimates?

Andrew Horowitz submits: I was speaking with my friend Frank Curzio today and we were discussing the Caterpillar CAT earnings. Hard to believe that in this environment the company pulled off such a nice beat. But, looking deeper there were a few things that helped… Our conversations...

Tags: Materials/Industrials, Andrew Horowitz, Caterpillar Inc.

External links 2009-07-23

Will Alcoa's Cost Cuts Help the Company?

Andrew Horowitz submits: After the close on Wednesday, Alcoa AA released earnings and it was mixed, in that while the company beat estimates, the actual results were horribly poor. Notes: by Andrew Horowitz

Tags: Materials/Industrials, Andrew Horowitz, Alcoa Inc.

External links 2009-07-09