IS IT TIME TO SELL METALS COMMODITIES, ALL METALS STOCKS, FOREST PRODUCTS STOCKS, BONDS OR EVERYTHING ??? 1/19/2011
IS IT TIME TO SELL METALS COMMODITIES, ALL METALS STOCKS, FOREST PRODUCTS STOCKS, BONDS OR EVERYTHING ??? 1/19/2011
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FLOODS MAY SUSTAIN HIGH STEEL PRICES THROUGHOUT THE SUMMER; EXCHANGE ALUMINUM INVENTORIES RISE UNEXPECTEDLY 1/19/2011
FLOODS MAY SUSTAIN HIGH STEEL PRICES THROUGHOUT THE SUMMER; EXCHANGE ALUMINUM INVENTORIES RISE UNEXPECTEDLY 1/19/2011
FREEPORT-McMORAN COPPER AND GOLD (FCX $108.40 presplit, rated Overweight with a $82 price target after 2 for 1 split February 1st or equivalently a $164 price target pre-split) RESERVE ADDITIONS, MODERATE COST INCREASES AND INCREMENTAL EXPANSION REINVESTMENTS REINFORCE “SUSTAINABILTY” OF PERFORMANCE TO BENEFIT P/E VALUATIONS 1/23/2011
FREEPORT-McMORAN COPPER AND GOLD (FCX $108.40 presplit, rated Overweight with a $82 price target after 2 for 1 split February 1st or equivalently a $164 price target pre-split) RESERVE ADDITIONS, MODERATE COST INCREASES AND INCREMENTAL EXPANSION REINVESTMENTS REINFORCE “SUSTAINABILTY” OF …
NONFERROUS METALS EXCHANGE INVENTORIES BACK TO PRIOR RECORD 1/23/2011
NONFERROUS METALS EXCHANGE INVENTORIES BACK TO PRIOR RECORD 1/23/2011
PACKAGING CORPORATION OF AMERICA (PKG $28.83, rated Overweight, Price Target $35 up from $29) LOWER LONG TERM COST ASSUMPTIONS DRIVE HIGHER VALUATION 1/28/2011
PACKAGING CORPORATION OF AMERICA (PKG $28.83, rated Overweight, Price Target $35 up from $29) LOWER LONG TERM COST ASSUMPTIONS DRIVE HIGHER VALUATION 1/28/2011
ALLEGHENY TECHNOLOGIES (ATI $63.67, rated Overweight with price target raised to $80 from $65) Boeing forecast of 10 787 and 8.3 737 PER MONTH IN 2013 SUGGESTS A BIGGER 2012 FOR ATI, WHOSE ESTIMATES WE RAISED 1/28/2011
ALLEGHENY TECHNOLOGIES (ATI $63.67, rated Overweight with price target raised to $80 from $65) Boeing forecast of 10 787 and 8.3 737 PER MONTH IN 2013 SUGGESTS A BIGGER 2012 FOR ATI, WHOSE ESTIMATES WE RAISED 1/28/2011
RIO TINTO (RIO $68.03, rating remains at NEUTRAL; PRICE TARGET LIFTED FROM $66/share TO $74/share) HIGHER ALUMINUM PRICES; OYU TOLGOI NOW INCLUDED IN MODEL; ACQUISITION OF RIVERSDALE MINING FOR $3.9 BILLION 1/28/2011
RIO TINTO (RIO $68.03, rating remains at NEUTRAL; PRICE TARGET LIFTED FROM $66/share TO $74/share) HIGHER ALUMINUM PRICES; OYU TOLGOI NOW INCLUDED IN MODEL; ACQUISITION OF RIVERSDALE MINING FOR $3.9 BILLION 1/28/2011
COPPER INDUSTRY –UPDATED MODELS SHOW TIGHT MARKETS CONTINUE 1/31/2011
COPPER INDUSTRY –UPDATED MODELS SHOW TIGHT MARKETS CONTINUE 1/31/2011
NONFERROUS METALS REBOUND EXPECTED AFTER LUNAR NEW YEAR 2/1/2011
NONFERROUS METALS REBOUND EXPECTED AFTER LUNAR NEW YEAR 2/1/2011
PLUM CREEK (PCL $41.13, rated Neutral) DEDICATION TO CURRENT DIVIDEND COULD LIMIT FUTURE FINANCIAL FLEXIBILITY OR HINDER EARNINGS 2/1/2011
PLUM CREEK (PCL $41.13, rated Neutral) DEDICATION TO CURRENT DIVIDEND COULD LIMIT FUTURE FINANCIAL FLEXIBILITY OR HINDER EARNINGS 2/1/2011