CHINA’ STEEL OUTPUT IN DECEMBER DOWN 10% FROM SEPT. 2009 RECORD 1/25/2010
CHINA’ STEEL OUTPUT IN DECEMBER DOWN 10% FROM SEPT. 2009 RECORD 1/25/2010
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U.S. STEEL (X $49.61, Neutral at $48 price target met) UNCERTAINTIES SURROUND JUNE QUARTER PROFIT OUTLOOK 1/27/2010
U.S. STEEL (X $49.61, Neutral at $48 price target met) UNCERTAINTIES SURROUND JUNE QUARTER PROFIT OUTLOOK 1/27/2010
ALLEGHENY TECHNOLOGIES (ATI $42.75, rated Overweight, Price Target $65) STAINLESS STEEL PRICE GAINS AND TURN IN “ENGINEERED PRODUCTS” SEGMENT ARE ENCOURAGING 1/27/2010
ALLEGHENY TECHNOLOGIES (ATI $42.75, rated Overweight, Price Target $65) STAINLESS STEEL PRICE GAINS AND TURN IN “ENGINEERED PRODUCTS” SEGMENT ARE ENCOURAGING 1/27/2010
WEYERHAEUSER (WY $40.76, rated Neutral) PROFITABLE EARNINGS IN SECOND AND THIRD QUARTERS OF 2010 SHOULD CAUSE INVESTORS TO ASSIGN A LARGE POSITIVE VALUE TO WOOD PRODUCTS BUSINESS FOR FIRST TIME IN YEARS 1/27/2010
WEYERHAEUSER (WY $40.76, rated Neutral) PROFITABLE EARNINGS IN SECOND AND THIRD QUARTERS OF 2010 SHOULD CAUSE INVESTORS TO ASSIGN A LARGE POSITIVE VALUE TO WOOD PRODUCTS BUSINESS FOR FIRST TIME IN YEARS 1/27/2010
LARGE CAP METALS – – STRUCTURED FINANCIAL COMPARISON SIX MAJOR DIVERSIFIED MINES YIELDS BETTER RETURNS AFTER $49 BIL. SELLOFF 1/26/2010
LARGE CAP METALS – – STRUCTURED FINANCIAL COMPARISON SIX MAJOR DIVERSIFIED MINES YIELDS BETTER RETURNS AFTER $49 BIL. SELLOFF 1/26/2010
ALUMINA LTD. (AWC $6.10, NEUTRAL; PRICE TARGET KEPT AT $5.00; NEW AWAC JOINT VENTURE WITH SAUDI ARABIA; EARNINGS REVISED 1/26/2010
ALUMINA LTD. (AWC $6.10, NEUTRAL; PRICE TARGET KEPT AT $5.00; NEW AWAC JOINT VENTURE WITH SAUDI ARABIA; EARNINGS REVISED 1/26/2010
FREEPORT-McMORAN INC. SALE OF GULF OF MEXICO PROPERTIES TO ANADARKO; LOWER NEAR TERM COPPER PRICES INCORPORATED 9/14/2016
FREEPORT-McMORAN INC. SALE OF GULF OF MEXICO PROPERTIES TO ANADARKO; LOWER NEAR TERM COPPER PRICES INCORPORATED 9/14/2016
METALS – – OVERSUPPLY CONDITIONS vs. SUMMER SEASONALITY vs. INVESTOR DISHOARDING 9/2/2008
METALS – – OVERSUPPLY CONDITIONS vs. SUMMER SEASONALITY vs. INVESTOR DISHOARDING 9/2/2008
ANGLOGOLD ASHANTI (AU $23.89, rated Neutral) EARNINGS ESTIMATES CUT; ESTIMATE 16% RESERVE GROWTH TO 2010 AS RESOURCES FALL 31% 9/3/2008
ANGLOGOLD ASHANTI (AU $23.89, rated Neutral) EARNINGS ESTIMATES CUT; ESTIMATE 16% RESERVE GROWTH TO 2010 AS RESOURCES FALL 31% 9/3/2008
METALS INDUSTRY – – – PRODUCT MIXES AND PRODUCTION COST CURRENCIES INFLUENCE NEGATIVE 9% TO POSITIVE 57% EARNINGS GAINS FOR DIVERSIFIED SUPER MAJORS: PETROLEUM, IRON ORE, AND COAL WERE THE STRONGEST PERFORMING COMMODITIES SEGMENTS; NICKEL AND ZINC WERE THE WORST PERFORMERS. 8/27/2008
METALS INDUSTRY – – – PRODUCT MIXES AND PRODUCTION COST CURRENCIES INFLUENCE NEGATIVE 9% TO POSITIVE 57% EARNINGS GAINS FOR DIVERSIFIED SUPER MAJORS: PETROLEUM, IRON ORE, AND COAL WERE THE STRONGEST PERFORMING COMMODITIES SEGMENTS; NICKEL AND ZINC WERE THE WORST …