Investopedia: The Market May Have Already Given Steel Dynamics Its Due

I have made little secret of my admiration for Steel Dynamics (Nasdaq:STLD). I think it's one of the best-run steel companies in the world, and offers an excellent growth profile in an industry that seldom gets much credit for quality management or strategy. Unfortunately, I didn't follow my own advice to buy this stock about a quarter ago and now it looks like it may be too late. (For more, see Earning Forecasts: A Primer.)

Another Quarter, Another Warning  
One of the best signs that momentum is with a stock is that bad news doesn't really knock it off stride. To that end, Steel Dynamics warned the Street in December 2011 that the fourth quarter results weren't going to be as good as they hoped. As is often the case, what is true for Steel Dynamics is broadly true for Nucor (NYSE:NUE), and this larger mini-mill operator likewise announced a weaker fourth quarter would be coming.

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