PLUM CREEK (PCL $36.57, rated Neutral) DEDICATION TO CURRENT DIVIDEND COULD LIMIT FUTURE FINANCIAL FLEXIBILITY OR HINDER EARNINGS 10/27/2010
ALLEGHENY TECHNOLOGIES (ATI $48.91, rated Overweight with $65 target) EARNINGS ESTIMATES CUT DUE ELECTRICAL STEEL PRICE, NICKEL PRICE VOLATILITY AND TITANIUM VOLUME ISSUES 10/27/2010
VG GOLD: (VGGCF US $0.6160, not rated) NOTES FROM TIMMONS SITE VISITS ON OCTOBER 26th 10/27/2010
INTERNATIONAL PAPER (IP $24.94 rated Underweight) BETTER THAN ANTICIPATED THIRD QUARTER EARNINGS MAY NOT LAST INTO 2011 10/27/2010
MEADWESTVACO (MWV $25.74, rated Overweight) CHEMICALS SEGMENT SEES IMPROVED MARGINS FOR THIRD CONSECUTIVE QUARTER; JUST ONE OF MANY BRIGHT SPOTS 10/29/2010
U.S. STEEL (X $42.72, rated Neutral with $48 target) ADAPTING TO INDUSTRYWIDE OVERSUPPLY ISSUES 10/31/2010
COMPARING THE GOLD PRICE AND PHYSICAL GOLD ETF INVENTORY LEVELS 10/31/2010
SPOTMARKET STEEL GUIDANCES, 2% SLOWER GLOBAL NONFERROUS DEMAND IN OCTOBER THAN SEPTEMBER AND RISING FOUR WEEK MOVING AVG. INVENTORIES ALL “HINT AT RECESSION” 11/1/2010
DOMTAR (UFS $78.16, rated Overweight) BETTER THAN EXPECTED MARGINS IN THIRD QUARTER COULD BE SUSTAINABLE ON THE COST SIDE: PRICE TARGET INCREASED TO $93 11/3/2010
CENTURY ALUMINUM (CENX $14.80, rated OVERWEIGHT with $18 up from $12 price target) STRONGER ALUMINUM MARKET LEADS TO INCREASED REVENUES AND EARNINGS; COSTS REMAIN COMPARATIVELY STEADY 11/5/2010