Good divvie play, page-2

But one analyst pointed out yesterday that "the time to sell commodity producers is when prices and sentiment are both soaring. That is certainly the case now and high expectations are priced into Alumina. It owns first-rate assets but its ownership structure is messy and it remains hugely capital intensive and has a poor record of profitability".
He continued that "the stock has doubled since we first recommended it in 2011 and quadrupled since we repeated that advice in 2012. We'll explain our thinking in more detail next week as well as exploring some general lessons illustrated by the investment. In the meantime, we're downgrading to SELL."
Might take that advice.​