LOUISIANA-PACIFIC (LPX $11.13, rated Neutral with $11 target) COMMENTS FROM FEBRUARY 14TH VISIT IN NASHVILLE FOCUS ON EVENTUAL MARKET REBOUND AND EMPHASIS ON HIGHER-VALUE PRODUCTS 2/15/2011
BHP BILLITON (BHP $92.11, rated OVERWEIGHT from NEUTRAL; Price Target raised to $113 from $103) ACQUISITION OF FAYATTEVILLE SHALE ASSETS; CURRENT SHARE BUYBACK PROGRAM INCREASED to $10 BILLION; HIGHER METALS PRICES 2/23/2011
TEMPLE-INLAND (TIN $23.84, Rated OVERWEIGHT) UPGRADED FROM NEUTRAL TO OVERWEIGHT AS EARNINGS UPSIDE EXISTS IF CONTAINERBOARD PROFITS ARE COMBINED WITH HIGHER WOOD PRODUCTS PRICES IN A RECOVERING HOUSING AMRKET 2/28/2011
MEADWESTVACO (MWV $29.71, rated Neutral from Overweight) SHARE PRICE APPRECIATION AND LOWER SALES LEAD TO LOWER RATING 2/28/2011
NORILSK NICKEL FINANCIAL MODELS USING 10% DISCOUNT RATE OVER 38 YEAR ESITMATED MINE LIVES WITH COST CONTINGENCIES 7/1/2016
WORTHINGTON INDUSTRIES – – GAINS IN STEEL PRICES TO CONTINUE TO BENEFIT NEXT AUGUST QUARTER AND STEEL INDUSTRY PEERS 6/29/2016
NORBORD ENJOYS HIGHER OSB PRICE REALIZATIONS MOSTLY OFFSET BY MORE CONSERVATIVE OPERATING AND CAP EX ESTIMATES 6/29/2016
TECK (TCK $55.32, rated OVERWEIGHT WITH $95 TARGET) PROJECT QUEUES DETAILED REVIEW AS PROJECT TIMING CLEARER 2/28/2011
ANGLOGOLD ASHANTI (AU $49.24, rated Underweight $35 target) COMMENTS FROM VISIT TO CERRO VANGUARDIA MINE IN ARGENTINA 3/1/2011
INVITATION TO OUR MARCH 30-31 SEVENTH CONFERENCE AT THE NEW YORK HELMSLEY, 212 EAST 42ND STREET, NEW YORK 3/1/2011