Deutsche Bank's David Martin favors mini-mill operator Nucor because its production costs are lower. Nucor's stock is flat this year, at around 45, and sells for six times pretax earnings (as measured by Ebitda, or earnings before interest, taxes, depreciation and amortization), compared with an industry multiple of seven. "Recent results have been disappointing, but some of the negative trends in pricing and high inventory costs are set to reverse," he says.

Steel tariffs? Dan DiMicco may want them and may have talked down Nucor (NUE) today, but that's not working. The stock's just ramping.

In the space, I'm watching Nucor (NUE), says Guy Adami. The company expects a third-quarter loss that’s substantially wider than Wall Street expectations yet shares made gains on Tuesday. That action really surprised me. And it’s also important to note that $49 has been resistance in this stock, he adds.

Buy under 40

most predictable steel company.

I wouldn’t chase stocks, counsels Pete Najarian. But I would look at resistance and support in Freeport (FCX) and Nucor (NUE) and create target areas for buying.

anticipate bump from infrastruture growth

Have owned it through several splits. Done me well.

Nucor has outperformed the industry on the downside, and could outperform on the way up. Analysts think the company, which is based in Charlotte, N.C., will see results swing from a loss of 86 cents a share this year to a profit of $2.85 in 2010. That instills confidence in Nucor's $1.40-a-share payout and 3.2% dividend yield -- the highest in the steel group.

Does Nucor (NUE) really believe that the turn isn't for real?

its a global economy not a private one

Also tough to figure out and follow.

dividend