Steel Dynamics: Limited Upside Ahead Of Q3 Results (Downgrade) (STLD)

Shares of Steel Dynamics, Inc. (NASDAQ: STLD ) have been a moderate performer over the past year, adding about 9%. The company has been caught between two tariff factors. Higher steel and aluminum prices improve the competitiveness of domestic steelmakers, all else equal, but tariffs haveOver fifteen years of experience making contrarian bets based on my macro view and stock-specific turnaround stories to garner outsized returns with a favorable risk/reward profile. If you want me to cover a specific stock ...