SMURFIT-STONE CONTAINER (SSCC $21.34, rated Underweight with $15 price target) SSCC ONLY HALF OF A BANKRUPTCY REORGANIZATION 7/17/2010
ALUMINUM INDUSTRY – – NUTS AND BOLTS OF ENGINEERING 11 MMT “OPPORTUNITY” FOR ALUMINUM AUTO BODY STRUCTURES 7/17/2010
SPOTMARKETS VARIOUS CHINESE DATA SUGGEST LITTLE GROWTH IN CHINA, THOUGH ALL MAJOR NONFERROUS INVENTORIES CONTINUE TO FALL 7/18/2010
GREYSTAR RESOURCES (GYSLF $3.69, rated Overweight at $17 Target) JULY 15TH RESOURCE AND METALLURGICAL PRESENTATIONS 7/18/2010
PACKAGING CORPORATION OF AMERICA (PKG $24.32, rated Neutral, Price Target $24) PRICE HIKES TAKE HOLD BETTER THAN EXPECTED 7/22/2010
SPOTMARKETS LAST WEEK’S DEMAND DATA WERE BETTER THAN EXPECTED, AND TIME RUNNING OUT FOR SUMMER SEASONAL SLOWDOWN TO APPEAR 7/26/2010
METALS INDUSTRY – – VISIT TO SEVEN YUKON PROJECTS SHOWS LACK OF INFRASTRUCTURE AND EASE OF DEVELOPMENT 7/26/2010
SPOTMARKETS LAST WEEK’S DEMAND DATA WERE BETTER THAN EXPECTED, AND TIME RUNNING OUT FOR SUMMER SEASONAL SLOWDOWN TO APPEAR 7/28/2010
PLUM CREEK (PCL $36.98, rating lowered to Neutral from Overweight) POOR LOG HARVEST OUTLOOK AND EARNINGS FORECAST LEADS TO RATING REDUCTION 7/28/2010
TEMPLE-INLAND (TIN $21.69, rating increased from Underweight to Neutral) RATING INCREASE BUT ISSUES STILL EXIST 7/28/2010