AA
Alcoa Inc.
Every pitch and position made on this ticker, across every competition and newsletter issue in the archive.
- Times pitched
- 3
- Long / short
- 3 / 0
- Avg. return
- +195.0%
- Verdicts
- Worked 2 Partial 1
pitch
Spring 2016
Austin Kim ’16, McCoy Jen, CFA ’17, Audun Nordtveit ’17
long
+121.6%
worked
Newsletter
Alcoa is set to spin off its value-added business, Arconic, which has significant margin expansion potential. The Engineered Products & Solutions division within Arconic is currently operating at EBIT
pitch
Spring 2016
McCoy Jen, CFA, Austin Kim, Audun Nordtveit
long
+402.7%
worked
Newsletter
Alcoa's core franchises are quality businesses generating returns in the low to mid teens, despite the overall company being misjudged due to the poor performance of its aluminum segment. The alumina
pitch
Spring 2016
Jordan Barron, Nielsen Fields, Noah Scherz
long
+60.7%
partial
Newsletter
We recommend a long position on Alcoa with a 2018 price target of $16, representing 60% of upside to current valuation and a 19% IRR. The market may misunderstand the quality of Alcoa’s core businesse