ABITIBIBOWATER (ABH $13.69, rated Underweight) ABH SHOWS SIGNS OF IMPROVEMENT DESPITE POOR EARNINGS IN THE FIRST QUARTER; COSTLY REFINANCING, MARKET SHRINK AND HIGH COSTS OFFSET SYNERGY AND PRICE HIKES TO A DEGREE June 6, 2008
PLUM CREEK (PCL $46.08 as of 6/6/2008, rated Overweight) MONTANA PROCEEDS LESS THAN WE EXPECTED THOUGH MORE THAN STOCK MARKET CONSENSUS; MONTANA TIMBERLANDS SALES RAISE EARNINGS OUTLOOK June 6, 2008
NEWMONT MINNG (NEM $47.54, Overweight) FOUR UNKNOWNS KEY TO THE ASSESSMENT OF THE MANY HOPE BAY DEPOSITS OF MIRAMAR 10/14/2007
GOLD MINING – – GEOSTATISTICAL DATA BASE OF 40 GOLD DEPOSITS SHOW UP TO HUNDREDFOLD VARIATIONS IN DOCUMENTATION 2/28/2012
SPOTMARKETS DOWNGRADE RATINGS ON 16 STOCKS AS OUTPUT CUTS OVERDUE IN STEEL, IRON ORE, MET COAL, STEAM COAL, MOLY, ALUMINUM, ZINC, ETC. 2/22/2012
NICKEL INDUSTRY ENJOYS 9.3% DROP IN MINE OUTPUT WITH 20.2% GAIN IN APPARENT DEMAND MAY 2016 YTD WBMS DATA 7/25/2016
ROCK-TENN (RKT $60.93, rated Underweight; $54 price target) EARNINGS ESTIMATES CUT, MERGER EXECUTION TEDIOUS, EXPORT VOLUMES FALL, IP & TEMPLE-INLAND DOJ MERGER RULING DUE JANUARY 27TH AND RATING KEPT AT UNDERWEIGHT 1/26/2012
GOLDCORP (GG $35.55, rated Neutral) INVESTMENT RATING LOWERED TO NEUTRAL OWING TO LOWER EARNINGS ESTIMATES, LESS OUTPUT AND SUSTAINED HIGH CASH COSTS AND DEPRECIATION 9/23/2008
GOLDCORP (GG $27.33, rated Neutral) NOTES FROM PENASQUITO MINING TOUR DEC. 8-9 AND EARNINGS UPDATES 12/14/2008
GOLDCORP (GG $30.70, rated Neutral) COST DECREASES MORE SIGNIFICANT THAN PREVIOUSLY ESTIMATED; RESERVE GAINS SMALL 2/23/2009