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About Matthew
Matthew Miller is vice president of equity research at CFRA. He is responsible for providing differentiated and actionable research and recommendations on equities in the materials and industrials sectors. Mr. Miller's areas of focus include: metals & mining, construction materials, containers & packaging, and building products. He previously held the position of industry/equity analyst at S&P Global Market Intelligence. Mr. Miller joined CFRA in 2016 and S&P Global in 2014, after working on the buy-side as an equity analyst at London Capital Management in London, Canada, where he covered North American stocks in the energy and consumer staples sectors.
Matthew's Articles
Cleveland-Cliffs Inc. (CLF) is the largest flat-rolled steel company and the largest iron ore pellet producer in North America. Our “Strong Buy” view is driven by CLF’s competitive advantage in producing steel for automotive markets, writes Matthew Miller, analyst at CFRA Research.
Matthew Miller
MATERIALS
Tickers: CLF
Gold miners lagging the price of gold is a compelling buying opportunity. Gold equities provide leverage to the gold price, as a large percentage of gold miners’ total costs are fixed costs. Therefore, as the price of gold goes up, gold miners’ profits and cash flow should increase at a higher rate than the price of the underlying bullion price, advises Matthew Miller, analyst at CFRA Research.
Matthew Miller
PRECIOUS METALS
Freeport-McMoRan Inc. (FCX) carries CFRA’s highest investment recommendation of 5-STARS, or “Strong Buy.” It is one of the world’s largest copper producers and a major producer of gold and molybdenum, notes Matthew Miller, analyst at CFRA Research.
Matthew Miller
COMMODITIES
Tickers: FCX
Cleveland-Cliffs (CLF) is a leading producer of steel in North America, providing flat-rolled carbon, stainless, and electrical steel products primarily for the automotive, infrastructure, and manufacturing markets. Our Strong Buy opinion reflects our view that CLF has a competitive advantage in the domestic steel market, comments analyst Matthew Miller in CFRA Research’s flagship newsletter, The Outlook.
Matthew Miller
INDUSTRIALS
Tickers: CLF