LOUISIANA-PACIFIC (LPX $6.75, rated Neutral) PRICE TARGET REDUCED TO $7 AS HOUSING OUTLOOK WORSENS 8/12/2010
LOUISIANA-PACIFIC (LPX $6.75, rated Neutral) PRICE TARGET REDUCED TO $7 AS HOUSING OUTLOOK WORSENS 8/12/2010
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ANGLO AMERICAN (AAUKY $18.37, Rated OVERWEIGHT) PRICE TARGET HELD AT $28 PER SHARE WITH LOWER DISCOUNT RATE, LOWER TERMINAL GROWTH RATE ESTIMATE AND DESPITE WEAKER THAN EXPECTED FIRST HALF EARNINGS AND LOWER FULL YEAR OUTLOOK 8/12/2010
ANGLO AMERICAN (AAUKY $18.37, Rated OVERWEIGHT) PRICE TARGET HELD AT $28 PER SHARE WITH LOWER DISCOUNT RATE, LOWER TERMINAL GROWTH RATE ESTIMATE AND DESPITE WEAKER THAN EXPECTED FIRST HALF EARNINGS AND LOWER FULL YEAR OUTLOOK 8/12/2010
PLUM CREEK (PCL $34.77, rated Neutral) COMMENTS FROM AUGUST 12th MEETING IN SEATTLE OFFICES 8/13/2010
PLUM CREEK (PCL $34.77, rated Neutral) COMMENTS FROM AUGUST 12th MEETING IN SEATTLE OFFICES 8/13/2010
WEYERHAEUSER (WY $16.36, rated Neutral with $16.69 price target) HIGHLIGHTS FROM AUGUST 13TH VISIT TO FEDERAL WAY 8/14/2010
WEYERHAEUSER (WY $16.36, rated Neutral with $16.69 price target) HIGHLIGHTS FROM AUGUST 13TH VISIT TO FEDERAL WAY 8/14/2010
SPOTMARKETS SUMMER NONFERROUS “LULL,” NOT QUITE A FULL SLOWDOWN, EVEN THOUGH BROADER EVIDENCE OF SLOWER GROWTH IN CHINA 8/16/2010
SPOTMARKETS SUMMER NONFERROUS “LULL,” NOT QUITE A FULL SLOWDOWN, EVEN THOUGH BROADER EVIDENCE OF SLOWER GROWTH IN CHINA 8/16/2010
BHP BILLITON (BHP $70.21, rated Overweight with $130 per ADS target) WE WILL CUT OUR PRICE TARGET IF BID FOR POTASH CORP. SUCCEEDS 8/18/2010
BHP BILLITON (BHP $70.21, rated Overweight with $130 per ADS target) WE WILL CUT OUR PRICE TARGET IF BID FOR POTASH CORP. SUCCEEDS 8/18/2010
INTERNATIONAL PAPER (IP $21.28, rating lowered to Underweight from Neutral) RATING LOWERED DUE TO COST CONCERNS 8/19/2010
INTERNATIONAL PAPER (IP $21.28, rating lowered to Underweight from Neutral) RATING LOWERED DUE TO COST CONCERNS 8/19/2010
SMURFIT-STONE CONTAINER (SSCC $17.88, rating increased to Neutral from Underweight with $16.50 up from $15 price target) HIGHER PRICE REALIZATIONS LEAD TO BETTER MARGINS 8/19/2010
SMURFIT-STONE CONTAINER (SSCC $17.88, rating increased to Neutral from Underweight with $16.50 up from $15 price target) HIGHER PRICE REALIZATIONS LEAD TO BETTER MARGINS 8/19/2010
MINING INDUSTRY – – LABOR/GREEN EDGE IN AUSTRALIAN POPULAR VOTE AND NET THREE SEAT SENATE GAINS KEEP MINING TAX ALIVE 8/22/2010
MINING INDUSTRY – – LABOR/GREEN EDGE IN AUSTRALIAN POPULAR VOTE AND NET THREE SEAT SENATE GAINS KEEP MINING TAX ALIVE 8/22/2010
SPOTMARKETS JULY GLOBAL ALUMINUM OUTPUT AND JUNE NONFERROUS METALS DEMAND BETTER THAN EXPECTED THOUGH JULY STEEL OUTPUT WEAK 8/23/2010
SPOTMARKETS JULY GLOBAL ALUMINUM OUTPUT AND JUNE NONFERROUS METALS DEMAND BETTER THAN EXPECTED THOUGH JULY STEEL OUTPUT WEAK 8/23/2010