not that familiar with this sector and some here seem to know quite a bit about it. STTX is getting my interest too.
STLD,NUE,CMC,RT,STTX...Aluminum/Titanium RS,TIE...be VERY careful as these all ran up the past year,and all sold off after recent earnings.very dangerous sector if money is TRULY rotating elsewhere (Pharm/Tech)
Check out IIIN too.It's @ $11 and should earn around $2.50 this year. The highway bill Congress passed a few days ago will also help.