Company Overview - Nucor is a large and diversified U.S. steelmaker that operates entirely on electric arc mini-mills, allowing for more flexibility compared to traditional blast-furnace technology [2][4] - The company produces steel and fabricated steel products, including building components and parts for the electrical grid, which helps in generating higher-margin products with sustainable demand [5] Industry Dynamics - The steel industry is cyclical, and Nucor's stock price tends to fluctuate significantly between periods of price increases and declines [6][12] - Currently, Nucor's stock is down over 45% from its early 2024 high, but historically, such declines are not unusual for the company [7][10] Investment Perspective - The recent stock price has seen an increase of around 8% from its April low, suggesting a potential inflection point, although it could also be a temporary price movement [9] - Long-term investment in Nucor should focus on buying during downturns when the market sentiment is negative, as this could present a good buying opportunity [12][13] - Nucor's management consistently reinvests in the business, particularly during downturns, to emerge stronger post-recession [10]

Owens Corning (OC) 2025 Investor Day May 14, 2025 09:00 AM ET Speaker0 Hello everyone. Welcome to the twenty twenty five Owens Corning Investor Day. I'm Amber Wolfarth, Vice President of Corporate Affairs and Investor Relations here at Owens Corning. And on behalf of our entire company, we want to thank you for taking the time to join us today. For those of you joining us virtually, thank you for tuning in and we're so glad you're here. For those of you here in the room in Toledo, welcome to our headquarter ...