Ratings by Wolfe Research (Timna Tanners)
| Date | Company | Symbol | Type | Rating (Past) |
PT (Past) |
Start $ (End $) |
% Chg. | Details |
|---|---|---|---|---|---|---|---|---|
| 4/9/2024 | Cleveland-Cliffs | CLF | Downgrade | Underperform (Peerperform) |
22.42 (20.83) |
-7.09% | Details | |
| 4/9/2024 | US Steel | X | Upgrade | Outperform (Peerperform) |
40.55 (38.94) |
-3.97% | Details | |
| 3/14/2024 | US Steel | X | Maintain | Peerperform (N/A) |
|
Details | ||
| 3/8/2024 | Martin Marietta Materials | MLM | Downgrade | Peerperform (Outperform) |
611.91 (587.13) |
-4.05% | Details | |
| 3/8/2024 | Vulcan Materials Company | VMC | Downgrade | Peerperform (Outperform) |
271.17 (255.07) |
-5.94% | Details | |
| 3/8/2024 | Knife River Corp. | KNF | New Coverage | Peerperform (N/A) |
76.62 (75.81) |
-1.06% | Details | |
| 2/23/2024 | Kaiser Aluminum Corporation | KALU | Maintain | Underperform (N/A) |
|
Details | ||
| 2/22/2024 | Clean Harbors | CLH | Maintain | Outperform (N/A) |
|
Details | ||
| 2/22/2024 | GFL Environmental | GFL | Maintain | Outperform (N/A) |
|
Details | ||
| 2/15/2024 | Martin Marietta Materials | MLM | Maintain | Outperform (N/A) |
|
Details | ||
| 2/13/2024 | Martin Marietta Materials | MLM | Maintain | Outperform (N/A) |
|
Details | ||
| 2/2/2024 | Allegheny Technologies | ATI | Maintain | Outperform (N/A) |
|
Details | ||
| 12/18/2023 | Century Aluminum | CENX | Upgrade | Peerperform (Underperform) |
9.74 (17.42) |
78.85% | Details | |
| 11/21/2023 | Waste Connections Inc. | WCN | Downgrade | Peerperform (Outperform) |
134.34 (164.36) |
22.35% | Details | |
| 11/10/2023 | Teck Resources Ltd | TECK | Upgrade | Outperform (Peerperform) |
34.45 (47.72) |
38.52% | Details | |
| 11/3/2023 | Allegheny Technologies | ATI | Maintain | Outperform (N/A) |
|
Details | ||
| 10/30/2023 | US Steel | X | Maintain | Underperform (N/A) |
|
Details | ||
| 10/27/2023 | Vulcan Materials Company | VMC | Maintain | Outperform (N/A) |
|
Details | ||
| 10/17/2023 | Clean Harbors | CLH | New Coverage | Outperform (N/A) |
159.40 (190.90) |
19.76% | Details | |
| 10/17/2023 | Waste Management | WM | New Coverage | Peerperform (N/A) |
158.81 (205.07) |
29.13% | Details | |
| 10/17/2023 | Casella Waste Systems | CWST | New Coverage | Outperform (N/A) |
77.24 (92.37) |
19.59% | Details | |
| 10/17/2023 | Waste Connections Inc. | WCN | New Coverage | Outperform (N/A) |
138.41 (164.36) |
18.75% | Details | |
| 10/17/2023 | GFL Environmental | GFL | New Coverage | Outperform (N/A) |
30.33 (33.02) |
8.87% | Details | |
| 9/19/2023 | US Steel | X | Maintain | Underperform (N/A) |
|
Details | ||
| 9/8/2023 | Summit Materials | SUM | Downgrade | Peerperform (Outperform) |
36.00 (38.47) |
6.86% | Details | |
| 8/4/2023 | Vulcan Materials Company | VMC | Maintain | Outperform (N/A) |
|
Details | ||
| 8/4/2023 | Summit Materials | SUM | Maintain | Outperform (N/A) |
|
Details | ||
| 8/3/2023 | Allegheny Technologies | ATI | Maintain | Outperform (N/A) |
|
Details | ||
| 7/28/2023 | Martin Marietta Materials | MLM | Maintain | Outperform (N/A) |
|
Details | ||
| 7/27/2023 | Constellium | CSTM | Maintain | Outperform (N/A) |
|
Details | ||
| 7/27/2023 | Kaiser Aluminum Corporation | KALU | Maintain | Underperform (N/A) |
|
Details | ||
| 7/11/2023 | Teck Resources Ltd | TECK | Downgrade | Peerperform (Outperform) |
41.76 (47.72) |
14.27% | Details | |
| 7/11/2023 | Century Aluminum | CENX | Downgrade | Underperform (Peerperform) |
8.81 (17.42) |
97.73% | Details | |
| 7/11/2023 | Alcoa | AA | Downgrade | Underperform (Peerperform) |
34.14 (35.47) |
3.9% | Details | |
| 7/11/2023 | Vale S.A. | VALE | Upgrade | Outperform (Peerperform) |
13.21 (11.84) |
-10.37% | Details | |
| 6/1/2023 | US Steel | X | Downgrade | Underperform (Peerperform) |
20.92 (38.94) |
86.14% | Details | |
| 6/1/2023 | Nucor | NUE | Upgrade | Peerperform (Underperform) |
132.06 (190.77) |
44.46% | Details | |
| 4/28/2023 | Reliance Steel & Aluminum | RS | Downgrade | Peerperform (Outperform) |
256.49 (320.16) |
24.82% | Details | |
| 4/28/2023 | Kaiser Aluminum Corporation | KALU | Maintain | Underperform (N/A) |
|
Details | ||
| 4/21/2023 | Steel Dynamics | STLD | Maintain | Underperform (N/A) |
|
Details | ||
| 4/21/2023 | Nucor | NUE | Maintain | Underperform (N/A) |
|
Details | ||
| 4/12/2023 | Kaiser Aluminum Corporation | KALU | Downgrade | Underperform (Peerperform) |
72.11 (90.17) |
25.05% | Details | |
| 4/12/2023 | Arconic | ARNC | Downgrade | Peerperform (Outperform) |
25.71 (29.99) |
16.65% | Details | |
| 4/12/2023 | Vulcan Materials Company | VMC | Maintain | Outperform (N/A) |
|
Details | ||
| 4/12/2023 | Summit Materials | SUM | Maintain | Outperform (N/A) |
|
Details | ||
| 3/24/2023 | Commercial Metals Company | CMC | Maintain | Outperform (N/A) |
|
Details | ||
| 3/20/2023 | US Steel | X | Upgrade | Peerperform (Underperform) |
23.97 (38.94) |
62.45% | Details | |
| 3/20/2023 | Cleveland-Cliffs | CLF | Upgrade | Peerperform (Underperform) |
17.36 (20.83) |
19.99% | Details | |
| 3/17/2023 | Nucor | NUE | Maintain | Underperform (N/A) |
|
Details | ||
| 3/16/2023 | Steel Dynamics | STLD | Maintain | Underperform (N/A) |
|
Details | ||
| 2/24/2023 | Century Aluminum | CENX | Upgrade | Peerperform (Underperform) |
10.43 (17.42) |
67.02% | Details | |
| 2/17/2023 | Vulcan Materials Company | VMC | Maintain | Outperform (N/A) |
|
Details | ||
| 2/17/2023 | Reliance Steel & Aluminum | RS | Maintain | Outperform (N/A) |
|
Details | ||
| 2/16/2023 | Martin Marietta Materials | MLM | Maintain | Outperform (N/A) |
|
Details | ||
| 1/11/2023 | Southern Copper | SCCO | Upgrade | Peerperform (Underperform) |
71.82 (115.34) |
60.6% | Details | |
| 12/15/2022 | Kaiser Aluminum Corporation | KALU | New Coverage | Peerperform (N/A) |
83.79 (90.17) |
7.61% | Details | |
| 11/2/2022 | Cleveland-Cliffs | CLF | Downgrade | Underperform (Peerperform) |
12.99 (20.83) |
60.35% | Details | |
| 10/28/2022 | US Steel | X | Maintain | Underperform (N/A) |
|
Details | ||
| 10/28/2022 | Southern Copper | SCCO | Maintain | Underperform (N/A) |
|
Details | ||
| 10/27/2022 | Reliance Steel & Aluminum | RS | Maintain | Outperform (N/A) |
|
Details | ||
| 9/30/2022 | Century Aluminum | CENX | Downgrade | Underperform (Peerperform) |
6.17 (17.42) |
182.33% | Details | |
| 9/22/2022 | Alcoa | AA | Downgrade | Peerperform (Outperform) |
43.53 (35.47) |
-18.52% | Details | |
| 8/5/2022 | Allegheny Technologies | ATI | Upgrade | Outperform (Peerperform) |
27.40 (51.10) |
86.5% | Details | |
| 8/5/2022 | Summit Materials | SUM | Maintain | Outperform (N/A) |
|
Details | ||
| 8/5/2022 | Vulcan Materials Company | VMC | Maintain | Outperform (N/A) |
|
Details | ||
| 8/5/2022 | Howmet Aerospace Inc. | HWM | Maintain | Outperform (N/A) |
|
Details | ||
| 7/28/2022 | Reliance Steel & Aluminum | RS | Maintain | Outperform (N/A) |
|
Details | ||
| 7/21/2022 | Alcoa | AA | Maintain | Outperform (N/A) |
|
Details | ||
| 7/19/2022 | Steel Dynamics | STLD | Maintain | Underperform (N/A) |
|
Details | ||
| 7/14/2022 | Vulcan Materials Company | VMC | Maintain | Outperform (N/A) |
|
Details | ||
| 7/14/2022 | Summit Materials | SUM | Maintain | Outperform (N/A) |
|
Details | ||
| 7/14/2022 | Martin Marietta Materials | MLM | Upgrade | Outperform (Peerperform) |
309.69 (587.13) |
89.59% | Details | |
| 7/7/2022 | Southern Copper | SCCO | Downgrade | Underperform (Peerperform) |
48.76 (115.34) |
136.55% | Details | |
| 7/7/2022 | Freeport-McMoRan | FCX | Downgrade | Peerperform (Outperform) |
27.38 (50.16) |
83.2% | Details | |
| 7/1/2022 | Alcoa | AA | Maintain | Outperform (N/A) |
|
Details | ||
| 6/21/2022 | Arconic | ARNC | Maintain | Outperform (N/A) |
|
Details | ||
| 6/14/2022 | Steel Dynamics | STLD | Maintain | Underperform (N/A) |
|
Details | ||
| 6/14/2022 | Ternium S.A. | TX | Maintain | Peerperform (N/A) |
|
Details | ||
| 6/14/2022 | Reliance Steel & Aluminum | RS | Maintain | Outperform (N/A) |
|
Details | ||
| 6/14/2022 | Nucor | NUE | Maintain | Underperform (N/A) |
|
Details | ||
| 6/14/2022 | Commercial Metals Company | CMC | Maintain | Outperform (N/A) |
|
Details | ||
| 6/14/2022 | Cleveland-Cliffs | CLF | Maintain | Peerperform (N/A) |
|
Details | ||
| 5/18/2022 | Century Aluminum | CENX | Downgrade | Peerperform (Outperform) |
13.79 (17.42) |
26.32% | Details | |
| 4/29/2022 | Reliance Steel & Aluminum | RS | Upgrade | Outperform (Peerperform) |
189.24 (320.16) |
69.18% | Details | |
| 4/21/2022 | Alcoa | AA | Maintain | Outperform (N/A) |
|
Details | ||
| 3/31/2022 | Commercial Metals Company | CMC | Maintain | Outperform (N/A) |
|
Details | ||
| 3/25/2022 | Alcoa | AA | Maintain | Outperform (N/A) |
|
Details | ||
| 3/25/2022 | Century Aluminum | CENX | Maintain | Outperform (N/A) |
|
Details | ||
| 3/11/2022 | Ternium S.A. | TX | Upgrade | Peerperform (Underperform) |
39.06 (42.92) |
9.88% | Details | |
| 2/25/2022 | Century Aluminum | CENX | Maintain | Outperform (N/A) |
|
Details | ||
| 2/25/2022 | Summit Materials | SUM | Maintain | Outperform (N/A) |
|
Details | ||
| 2/18/2022 | Reliance Steel & Aluminum | RS | Maintain | Peerperform (N/A) |
|
Details | ||
| 2/16/2022 | Ternium S.A. | TX | Maintain | (N/A) |
|
Details | ||
| 2/16/2022 | Vulcan Materials Company | VMC | Maintain | Outperform (N/A) |
|
Details | ||
| 2/14/2022 | Cleveland-Cliffs | CLF | Maintain | Peerperform (N/A) |
|
Details | ||
| 2/11/2022 | Vale S.A. | VALE | Maintain | Peerperform (N/A) |
|
Details | ||
| 2/3/2022 | Allegheny Technologies | ATI | Maintain | Peerperform (N/A) |
|
Details | ||
| 2/3/2022 | Southern Copper | SCCO | Maintain | Peerperform (N/A) |
|
Details | ||
| 1/28/2022 | Reliance Steel & Aluminum | RS | Upgrade | Peerperform (Underperform) |
150.60 (189.24) |
25.66% | Details | |
| 1/28/2022 | Nucor | NUE | Maintain | Underperform (N/A) |
|
Details | ||
| 1/27/2022 | Freeport-McMoRan | FCX | Maintain | Outperform (N/A) |
|
Details | ||
| 1/26/2022 | Steel Dynamics | STLD | Maintain | Underperform (N/A) |
|
Details | ||
| 1/20/2022 | Century Aluminum | CENX | Maintain | Outperform (N/A) |
|
Details | ||
| 1/11/2022 | US Steel | X | Downgrade | Underperform (Peerperform) |
24.69 (38.94) |
57.72% | Details | |
| 1/11/2022 | Vale S.A. | VALE | Maintain | Peerperform (N/A) |
|
Details | ||
| 1/11/2022 | Ternium S.A. | TX | Downgrade | Underperform (Peerperform) |
46.40 (42.92) |
-7.5% | Details | |
| 1/11/2022 | Steel Dynamics | STLD | Downgrade | Underperform (Peerperform) |
60.59 (136.07) |
124.58% | Details | |
| 1/11/2022 | Nucor | NUE | Downgrade | Underperform (Peerperform) |
111.86 (190.77) |
70.54% | Details | |
| 1/11/2022 | Reliance Steel & Aluminum | RS | Maintain | Underperform (N/A) |
|
Details | ||
| 1/11/2022 | Constellium | CSTM | Maintain | Outperform (N/A) |
|
Details | ||
| 1/11/2022 | Cleveland-Cliffs | CLF | Downgrade | Peerperform (Outperform) |
22.65 (20.83) |
-8.04% | Details | |
| 1/11/2022 | Alcoa | AA | Maintain | Outperform (N/A) |
|
Details | ||
| 1/11/2022 | Commercial Metals Company | CMC | Maintain | Outperform (N/A) |
|
Details | ||
| 12/17/2021 | US Steel | X | Maintain | Peerperform (N/A) |
|
Details | ||
| 11/17/2021 | Steel Dynamics | STLD | New Coverage | Outperform (N/A) |
65.48 (136.07) |
107.8% | Details | |
| 11/17/2021 | Howmet Aerospace Inc. | HWM | New Coverage | Outperform (N/A) |
33.05 (63.50) |
92.13% | Details | |
| 11/17/2021 | Constellium | CSTM | New Coverage | Outperform (N/A) |
19.45 (20.61) |
5.96% | Details | |
| 11/17/2021 | Allegheny Technologies | ATI | New Coverage | Peerperform (N/A) |
17.45 (51.10) |
192.84% | Details | |
| 11/17/2021 | Cleveland-Cliffs | CLF | New Coverage | Outperform (N/A) |
21.72 (20.83) |
-4.1% | Details | |
| 11/17/2021 | Nucor | NUE | New Coverage | Peerperform (N/A) |
109.96 (190.77) |
73.49% | Details | |
| 11/17/2021 | Freeport-McMoRan | FCX | New Coverage | Outperform (N/A) |
40.86 (50.16) |
22.76% | Details | |
| 11/17/2021 | Alcoa | AA | New Coverage | Outperform (N/A) |
50.63 (35.47) |
-29.94% | Details | |
| 11/17/2021 | Teck Resources Ltd | TECK | New Coverage | Outperform (N/A) |
27.45 (47.72) |
73.84% | Details | |
| 11/17/2021 | Ternium S.A. | TX | New Coverage | Outperform (N/A) |
40.62 (42.92) |
5.66% | Details | |
| 11/17/2021 | Southern Copper | SCCO | New Coverage | Outperform (N/A) |
60.79 (115.34) |
89.74% | Details | |
| 11/17/2021 | US Steel | X | New Coverage | Peerperform (N/A) |
25.73 (38.94) |
51.34% | Details | |
| 11/17/2021 | Century Aluminum | CENX | New Coverage | Outperform (N/A) |
15.34 (17.42) |
13.56% | Details | |
| 11/17/2021 | Ternium S.A. | TX | New Coverage | Peerperform (N/A) |
40.62 (42.92) |
5.66% | Details | |
| 11/17/2021 | Commercial Metals Company | CMC | New Coverage | Outperform (N/A) |
33.46 (55.28) |
65.21% | Details | |
| 11/17/2021 | Arconic | ARNC | New Coverage | Outperform (N/A) |
31.47 (29.99) |
-4.7% | Details | |
| 11/17/2021 | Reliance Steel & Aluminum | RS | New Coverage | Underperform (N/A) |
165.06 (320.16) |
93.97% | Details | |
| 11/16/2021 | Vale S.A. | VALE | New Coverage | Peerperform (N/A) |
12.33 (11.84) |
-3.97% | Details | |
| 10/28/2021 | Martin Marietta Materials | MLM | New Coverage | Peerperform (N/A) |
390.82 (587.13) |
50.23% | Details | |
| 10/28/2021 | Summit Materials | SUM | New Coverage | Outperform (N/A) |
35.55 (38.47) |
8.21% | Details | |
| 10/28/2021 | Vulcan Materials Company | VMC | New Coverage | Outperform (N/A) |
189.13 (255.07) |
34.86% | Details |
