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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: upanddown who wrote (57005)	3/4/2016 10:35:08 AM
From: mopgcw	Respond to of 78704

I own some CLF debt. it is a very risky long-term play. the new team has been a tremendous help/change and have done just about everything in the power to right the ship. now they are getting to the end of the things they can do for the most part and are subject more to the market -- they have gotten out of seaborne, BKd the jv and believe to have it properly ring-fenced. they are currently coming up on some important renegotiations. so - steel demand will be their really big driver now. plus their CCs are a hoot -- the CEO is not afraid to tell the analysts his blunt view. good luck. george