Jim Cramer focuses in on AK Steel Holdings, Cara Therapeutics, Nucor, and Smart and Final Stores.
The real exaggeration, says Jim Cramer, may be the influence of the bond market. But you can't ignore bonds, either.
Longbow upgraded several steel stocks on Monday, citing strong evidence of an improved steel distribution market.
Olin said his industry contacts see a $50 to $60 per ton jump in steel prices by year end, making for a $630 to $640 per ton price.