SisyphusRocks’ Activity

Mon Mar 24

Article Comment

SisyphusRocks commented on an article. 3:22 PM

Target Attempts to Reinvent the Wheel in Canada

This article is why I like Target as a buy right now. After the data breach in the U.S., and the underperformance of the new Canadian operations, it seems likely that we will see positive surprises in the future. The Canadian stores

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Wed Mar 12

Article Comment

SisyphusRocks commented on an article. 12:56 PM

Who Will Benefit From Low Iron Ore Prices?

I don't understand commentary that equates Cliffs' iron ore business to spot price iron ore exposure. Cliffs has about 70% of their iron ore sales in long-term supply contracts, which only have slight variability for iron ore spot

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Mon Mar 3

Article Comment

SisyphusRocks commented on an article. 3:03 PM

New Supply Deal Doesn't Solve Cliffs Natural Resources' Problems

Other than further moves lower by iron ore, there are no negative catalysts that are reasonably foreseeable for Cliffs until the next earnings report. And they are coming off an earnings beat.

Pretty much all

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