Other competitors in the basic materials sector include: Steel Dynamics (STLD), AK Steel (AKS), and US Steel (X).

FORBES: Earnings Preview: Nucor

Tomorrow before the open we will see AK Steel (NYSE:AKS), US Steel (NYSE:X), Peabody Energy (NYSE:BTU), EMC Corp (NYSE:EMC), and JetBlue (NASDAQ:JBLU) among others.

FORBES: Yahoo! Scores, Apple Gets Some Love, S&P 500 Stays Above 1,500

It is my view that Ak Steel has a run, and that Goldman gave us a shot to get in before others hop on.

FORBES: Goldman's Good Cheer. Long AKS