X - U.S. Steel: This Turnaround Has Huge Legs

U.S. Steel (X) has had a fascinating history. Its founders include Andrew Carnegie (as he sold his company to U.S. steel in 1901), J.P. Morgan, and Charles Schwab. It was once a giant of American manufacturing, and now a struggling firm that has not seen its stock price materially increase in 20 years.

U.S. Steel has historically been highly sensitive to what I call the "Industrial Cycle" effect explained in "The Value-Growth Rotation Strategy That Has Beaten The Market For 40+ Years". In one economic cycle, it struggles with poor demand,

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