Alcan, Inc. operates in the aluminum, engineered products, and packaging industries primarily in North America, Europe, and Asia. Its Bauxite and Alumina group produces specialty aluminas, such as fire retardant products, refractory bricks, zeolite, alum, solid surface products, absorbents, and ceramics. It also offers engineering, technology, and other services relating to bauxite and alumina to internal customers and third parties. The company's Primary Metal group produces electricity; and aluminum products, including sheet ingot, extrusion billet, rod, foundry ingot, and remelt ingot for conversion into fabricated products for consumer goods, transportation, building, and construction markets, as well as other industrial applications. Just got a bid offer from AA, but seems unliklely they will take the offer. Maybe RIO will place an offer as well? 14 Analysts cover this stock Qtrly Revenue Growth: 15.70%, Qtrly Earnings Growth: 30.50% Major Holders: Capital Guardian Trust owns 17,516,739 shares; FMR Corporation (Fidelity Management & Research Corp) owns 14,794,848 shares

Alcoa, Inc. engages in the production and sale of primary aluminum, fabricated aluminum, and alumina worldwide. The company involves in technology, mining, refining, smelting, fabricating, and recycling of aluminum. It offers flat-rolled products, such as sheet and plate, foil products, and can reclamations; extruded and end products, such as extrusion, tube, and architectural extrusions. Jim Cramer has said for sometime now that AA will not be a public company in 1 years time. Placed a bid from AL but AL looks like they are not going to take it. Mgmt here is stupid; not using their assets to there potential. Qtrly Revenue Growth 15.70% , Revenue: $24.51B, Gross Profit: $5.6B 13 Analysts cover this stock Major Holders: Capital Research and Management Company owns 74,617,400 shares: Wellington Management Company owns 61,410,605 shares Watch this one, it has buyout written all over it

Aluminum Corporation of China Limited, together with its subsidiaries, engages in the production, sale, and research of alumina and primary aluminum in the People's Republic of China. It operates in two segments, Alumina and Primary Aluminum. The Alumina segment involves in the mining and purchase of bauxite and other raw materials, the refining of bauxite into alumina, and the sale of alumina. It also produces and sells chemical alumina, which include alumina hydrate and alumina chemicals, and gallium. Talk about getting into two bull markets: China and Alminum! Seems like the most logical way to play China and the Alminum markets, although it is a bit more risker then going long AA or AL. Book value of $50 a share yet its trade at $40? Worst case here is tht you get a play on China and Alminum, which are in Bull mode. Major Holders: Merrill Lynch& Co, owns 2,502,308 Million Shares; Wellington Management owns 2,276,200 Shares

Century Aluminum Company, through its subsidiaries, produces primary aluminum in North America. It offers molten aluminum, as well as standard-grade ingot, extrusion billet, and other value-added primary aluminum products. The company was founded in 1981 is based in Monterey, California. 4 Analysts cover this stock Nich based market with a book Value of $6.8, Qtrly Revenue Growth: 29.00%; seems a bit pricy at these levels comparied to its peers. Growth is faster then the sector avg. though. Small enough for AA to takeover without thinking. Short Position of 11% Major Holders: RS Investment Management owns 2,903,577; Jennison Associates owns 1,844,102 Shares

Kaiser Aluminum Corporation, through its subsidiaries, produces fabricated aluminum products in North America. It produces and sells various products, such as heat treat aluminum sheet and plate, extrusions, and forgings, which are used in a range of industrial applications, including for automotive, aerospace, and general engineering end-use applications. It owns a 49% interest in Anglesey Aluminium Limited, which owns an aluminum smelter in Wales. Book value of $21.7, Revenue of $1.4B yet gross profit is only $180MM they need to work on that. Has only $50MM in debt 4 Analysts cover this stock Major Holders: Owl Creek Asset Managemnt owns 1,580,430 Shares; Morgan Stanley owns 1,342,714 shares.

MAXXAM, Inc., through its subsidiaries, engages in forest products, real estate investment and development, and racing operations. Its forest products operations include growing and harvesting of redwood and Douglas-fir timber, and milling of logs into lumber. The company owns and manages approximately 210,000 acres of contiguous commercial timberlands in Humboldt County along the northern California coast. Major Holders: Dimensional Fund Advisors owns 338,837 shares; Luxor Capital Group owns 687,480 shares

Quanex Corporation and its subsidiaries manufacture engineered materials and components for the vehicular and building products markets in the United States and internationally. It operates in three segments: Vehicular Products, Engineered Building Products, and Aluminum Sheet Building Products. The Vehicular Products segment provides engineered steel bar manufacturing, steel bar and tube heat-treating, and steel bar and tube corrosion, and wear resistant finishing services. It produces engineered steel bars for the light vehicle, heavy duty truck, agricultural, defense, capital goods, recreational, and energy markets. Trades just over 2x book value; while the sector trade much higher then that on avg. Growth and Earnings are weak but they have good Revenue which is KEY and little debt. Worth taking a look at. 7 Analysts cover this stock Major Holders: Barclays owns 2,482,657 shares; Artisan Partners Limited Partnership owns 1,820,808

One of the best risk/reward plays in the whole sector IMHO. Superior Essex, Inc., together with its subsidiaries, manufactures and supplies copper and fiber optic communications wire and cable products to telephone companies, distributors, and system integrators in North America, Europe, and China. The company offers copper cable, fiber optic cable, and composite cable that are used in outdoors for voice and data transmission to carry telephone, Internet, video on demand, and various communication services to homes and offices. Revenue of $2.98B with gross profit of $273MM- they need to work on that if the stock is going to go higher. Book value of $18 and a Debt/Equity of 0.835. Short position of 7% 1 Analysts covers this stock Major holders: FMR Corporation (Fidelity Management& Research Corp) owns 1,750,001 shares; Goldman Sachs owns 1,710,866 shares