The following video is part of our "Motley Fool Conversations" series, in which industrials editor and analyst Brendan Byrnes and consumer goods editor and analyst Austin Smith discuss topics across the investing world.
In today's edition, Brendan and Austin take a look at aluminum giant Alcoa. The company is now the third-biggest gainer on the Dow for 2012, up over 20%. Brendan still thinks Alcoa has plenty of room to run, with its industry-leading Alumina position and its vertically integrated low-cost structure. If the economy continues to improve, we expect Alcoa to as well, making this a solid time to take a look at picking up this company for relatively cheap.
Austin Smith has no positions in the stocks mentioned above. Brendan Byrnes has no positions in the stocks mentioned above. The Motley Fool owns shares of Freeport-McMoRan Copper & Gold. Motley Fool newsletter services recommend Nucor. Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.