WORTHINGTON INDUSTRIES (WOR $23.12; rated NEUTRAL; price target $20) IMPROVING, BUT NOT AS GOOD AS IT LOOKS 7/10/2011
WORTHINGTON INDUSTRIES (WOR $23.12; rated NEUTRAL; price target $20) IMPROVING, BUT NOT AS GOOD AS IT LOOKS 7/10/2011
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PACKAGING CORPORATION OF AMERICA (PKG $27.46, rated Overweight, Price Target $36) HIGHER OCC PRICES DURING THIRD QUARTER COULD POSITION PKG TO SIGNIFICANTLY OUTPERFORM THEIR PEERS 7/20/2011
PACKAGING CORPORATION OF AMERICA (PKG $27.46, rated Overweight, Price Target $36) HIGHER OCC PRICES DURING THIRD QUARTER COULD POSITION PKG TO SIGNIFICANTLY OUTPERFORM THEIR PEERS 7/20/2011
FREEPORT-McMORAN COPPER AND GOLD (FCX $55.34, rated Overweight with a $85 price target up from $82 per share) EXCELLENT SECOND-QUARTER RESULTS 7/22/2011
FREEPORT-McMORAN COPPER AND GOLD (FCX $55.34, rated Overweight with a $85 price target up from $82 per share) EXCELLENT SECOND-QUARTER RESULTS 7/22/2011
RIO TINTO (RIO $71.84, rating remains at NEUTRAL; PRICE TARGET LOWERED FROM $74/share TO $68/share) LOWER MODELED METALLURGICAL COAL PRICES AND POOR FIRST HALF PRODUCTION RESULTS CAUSE EXPECTED EARNINGS TO DROP 7/22/2011
RIO TINTO (RIO $71.84, rating remains at NEUTRAL; PRICE TARGET LOWERED FROM $74/share TO $68/share) LOWER MODELED METALLURGICAL COAL PRICES AND POOR FIRST HALF PRODUCTION RESULTS CAUSE EXPECTED EARNINGS TO DROP 7/22/2011
STEEL INDUSTRY – – EVALUATION OF REGIONAL AND GLOBAL LONG-TERM TONNAGE GROWTH RATES SINCE 1932 7/24/2011
STEEL INDUSTRY – – EVALUATION OF REGIONAL AND GLOBAL LONG-TERM TONNAGE GROWTH RATES SINCE 1932 7/24/2011
TEMPLE INLAND (TIN $30.94, rated Overweight) IP TEMPLE COMBINATION WOULD BENEFIT IP’S PRICING POWER TO THE POINT THAT THEY SHOULD UP THEIR OFFER TO SATISFY TIN’S BOARD 7/24/2011
TEMPLE INLAND (TIN $30.94, rated Overweight) IP TEMPLE COMBINATION WOULD BENEFIT IP’S PRICING POWER TO THE POINT THAT THEY SHOULD UP THEIR OFFER TO SATISFY TIN’S BOARD 7/24/2011
ALCOA (AA $15.83, rating Neutral at $15 target cut from $20) PRICE TARGET AND EARNINGS ESTIAMTES REDUCED IN THE FACE OF RAPIDLY RISING COSTS 7/25/2011
ALCOA (AA $15.83, rating Neutral at $15 target cut from $20) PRICE TARGET AND EARNINGS ESTIAMTES REDUCED IN THE FACE OF RAPIDLY RISING COSTS 7/25/2011
GOLDINDUSTRY—REVIEW OF KINROSS GOLD (KGC $17.39 Not Rated), YAMANA GOLD (AUY $13.46, Not Rated), and NEWCREST MINING (NCMGF $44.05, Not Rated) AS WE SCREEN FOR BETTER LARGE CAP STOCK IDEAS IN STRONG GOLD MARKET 7/27/2011
GOLDINDUSTRY—REVIEW OF KINROSS GOLD (KGC $17.39 Not Rated), YAMANA GOLD (AUY $13.46, Not Rated), and NEWCREST MINING (NCMGF $44.05, Not Rated) AS WE SCREEN FOR BETTER LARGE CAP STOCK IDEAS IN STRONG GOLD MARKET 7/27/2011
BHP BILLITON ($91.55, rating remains OVERWEIGHT; Price Target Raised to $144 from $113) PETROHAWK ACQUISITION SIGNIFICANTLY ADDS TO REVENUE, EPS AND PRODUCTION; YEAR END PRODUCTION RESULTS IN LINE 7/31/2011
BHP BILLITON ($91.55, rating remains OVERWEIGHT; Price Target Raised to $144 from $113) PETROHAWK ACQUISITION SIGNIFICANTLY ADDS TO REVENUE, EPS AND PRODUCTION; YEAR END PRODUCTION RESULTS IN LINE 7/31/2011
HUDBAY MINERALS (HBM $13.77; RATED NEUTRAL; PRICE TARGET CUT TO $16 FROM $19.50) TURNING $1 BIL. IN CASH IN 2008 TO $1 BIL. IN DEBT IN 2014 AND MAYBE BACK TO $1 BIL. NET CASH BY 2020 PLUS NEW MINES 8/1/2011
HUDBAY MINERALS (HBM $13.77; RATED NEUTRAL; PRICE TARGET CUT TO $16 FROM $19.50) TURNING $1 BIL. IN CASH IN 2008 TO $1 BIL. IN DEBT IN 2014 AND MAYBE BACK TO $1 BIL. NET CASH BY 2020 PLUS NEW MINES …