In the following video, Fool analyst Jeff Fischer talks about GrafTech International (GTI.DL) and why he's watching the stock.
Graftech provides graphite electrodes for the steel industries, so when steel production goes up, GrafTech's business gets better. Steel is down in the dumps right now, but Jeff thinks we'll soon be seeing a recovery. In the meantime, GTI's shares are down quite a bit, and he says it look likes a value play.
The company has competition in China as well as some here in the U.S., but GrafTech maintains competitive advantages. A potential catalyst for the stock is construction, Jeff says. That drives up steel demand, which eventually will translate to more business for GTI.
Jeff advises investors to be patient.
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