SPOTMARKETS FINE-TUNING CERTAIN NONFERROUS METALS COMMODITY PRICE ESTIMATES AT MID-YEAR, RAISING MORE THAN REDUCING 6/8/2010
U.S. STEEL (X $40.30, Neutral at $48 price target) WAITING FOR EVIDENCE 2+ MILLION TON MONTHLY STEEL IMPORTS SUBSIDE 6/8/2010
U.S. STEEL (X $40.30, Neutral at $48 price target) WAITING FOR EVIDENCE 2+ MILLION TON MONTHLY STEEL IMPORTS SUBSIDE 6/8/2010
INTERNATIONAL PAPER (IP $21.44, rating increased from Underweight to Neutral) RATING INCREASED TO NEUTRAL DUE TO RECENT SHARE PRICE DECLINE 6/9/2010
STEEL INDUSTRY – – COMMENTS FROM JUNE 9TH VISIT TO DELTA, OHIO SHEET MINIMILL JOINTLY OWNED BY BLUESCOPE AND CARGILL; DISCUSSION OF GENERAL STEEL INDUSTRY OUTLOOK; IMPLICATIONS TO COMPETITORS LIKE NUCOR OR STEEL DYNAMICS 6/10/2010
DOMTAR (UFS $57.00, rating raised to Overweight from Neutral) HIGHER PULP PRICES, SHARE REPURCHASE, AND $1 DIVIDEND ALL POSITIVES 6/10/2010
MEADWESTVACO (MWV $23.75 rating increased from Neutral to Overweight) INVESTMENT RATING INCREASED DUE TO STOCK PRICE DECLINE 6/11/2010
SPOTMARKETS FIRMER METALS PRICES AND FALLING EXCHANGE INVENTORIES GIVE REBOUND AS CHINESE TOOK MORE METAL, BUT CANANEA COPPER MINE LOOMING RETURN A CONCERN FOR COPPER 6/14/2010
SPOTMARKETS FIRMER METALS PRICES AND FALLING EXCHANGE INVENTORIES GIVE REBOUND AS CHINESE TOOK MORE METAL, BUT CANANEA COPPER MINE LOOMING RETURN A CONCERN FOR COPPER 6/14/2010
STEEL INDUSTRY – – COMMENTS FROM JUNE 14TH VISIT TO JERSEY CITY, NJ SCRAP OPERATIONS OF SIMS METAL MANAGEMENT SHED LIGHT ON CURRENT SLOW MARKET CONDITIONS AND SCRAP RECOVERY PROCESSES 6/14/2010