VALE (RIO $22.12) ATTEMPTS FURTHER 11% ASIAN-ONLY IRON ORE PRICE HIKE TO EQUATE F.O.B. MINE PRICING 9/9/2008
VALE (RIO $22.12) ATTEMPTS FURTHER 11% ASIAN-ONLY IRON ORE PRICE HIKE TO EQUATE F.O.B. MINE PRICING 9/9/2008
Archives: Downloads
COMMODITIES FUNDS “TOUCHING PHYSICAL” COULD GET WASHED OUT; ARGUMENTS IN FAVOR OF CONTINUED “SUPERCYCLE;” METALS COMMON STOCK IMPACTS NOT AS SEVERE 9/7/2008
COMMODITIES FUNDS “TOUCHING PHYSICAL” COULD GET WASHED OUT; ARGUMENTS IN FAVOR OF CONTINUED “SUPERCYCLE;” METALS COMMON STOCK IMPACTS NOT AS SEVERE 9/7/2008
CRUDE OIL DECLINES, STEEL PRICE DECLINES AND EXIT OF CAPITAL 9/7/2008
CRUDE OIL DECLINES, STEEL PRICE DECLINES AND EXIT OF CAPITAL 9/7/2008
BHP BILLITON (BHP $61.86) AND RIO TINTO (RTP $3327.30) STANDALONE OUTLOOK VERSUS MERGER ARBITRAGE 9/3/2008
BHP BILLITON (BHP $61.86) AND RIO TINTO (RTP $3327.30) STANDALONE OUTLOOK VERSUS MERGER ARBITRAGE 9/3/2008
INTERNATIONAL PAPER MODELED ESTIMATING 40% OF OCTOBER 1, 2016 $50/TON CONTAINERBOARD PRICE HIKE STICKS 10/22/2016
INTERNATIONAL PAPER MODELED ESTIMATING 40% OF OCTOBER 1, 2016 $50/TON CONTAINERBOARD PRICE HIKE STICKS 10/22/2016
XSTRATA (XSRAF $17.00, rated OVERWEIGHT with $28 target) COVERAGE INITIATED WITH OVERWEIGHT RATING AND $28 PRICE TARGET 10/19/2009
XSTRATA (XSRAF $17.00, rated OVERWEIGHT with $28 target) COVERAGE INITIATED WITH OVERWEIGHT RATING AND $28 PRICE TARGET 10/19/2009
U.S. STEEL (X $35.53, restored to Overweight from Neutral and price target raised to $48 from $40) EVIDENCE OF GRADUAL BUSINESS RECOVERY REMAINS IN FORCE, AND SHARE PRICE SELLOFF OFFERS TRADING OPPORTUNITY 10/29/2009
U.S. STEEL (X $35.53, restored to Overweight from Neutral and price target raised to $48 from $40) EVIDENCE OF GRADUAL BUSINESS RECOVERY REMAINS IN FORCE, AND SHARE PRICE SELLOFF OFFERS TRADING OPPORTUNITY 10/29/2009
WORTHINGTON INDUSTRIES (WOR $13.84, Overweight Price Target $18) LOW VOLUMES REFLECT DISMAL ECONOMIC CONDITIONS 10/15/2009
WORTHINGTON INDUSTRIES (WOR $13.84, Overweight Price Target $18) LOW VOLUMES REFLECT DISMAL ECONOMIC CONDITIONS 10/15/2009
DOMTAR (UFS $37.07, Overweight) LOWER CREDIT DEFAULT RISK, LOWER INPUT COSTS, POTENTIAL PULP BUSINESS SALE, AND CANADIAN PULP TAX CREDIT LEAD TO IMPROVED DCF VALUATION 10/1/2009
DOMTAR (UFS $37.07, Overweight) LOWER CREDIT DEFAULT RISK, LOWER INPUT COSTS, POTENTIAL PULP BUSINESS SALE, AND CANADIAN PULP TAX CREDIT LEAD TO IMPROVED DCF VALUATION 10/1/2009
TITANIUM INDUSTRY – FOUR U.S. COMPANIES’ VALUATIONS UNIFORM FOR Ti, BUT LITTLE DIFFERENTIATION FOR DEPTH OF CAPABILITIES NOR NON-Ti PRODUCT LINES 10/21/2009
TITANIUM INDUSTRY – FOUR U.S. COMPANIES’ VALUATIONS UNIFORM FOR Ti, BUT LITTLE DIFFERENTIATION FOR DEPTH OF CAPABILITIES NOR NON-Ti PRODUCT LINES 10/21/2009