METALS AND RESOURCES SUFFER “BREXIT CONFUSION” 6/27/2016
METALS AND RESOURCES SUFFER “BREXIT CONFUSION” 6/27/2016
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WEYERHAEUSER EXPOSED TO FIVE FORCES THAT PREVENT IT FROM BEING A “RISK-FREE ASSET” PERFECT VERSUS A TREASURY BOND 6/25/2016
WEYERHAEUSER EXPOSED TO FIVE FORCES THAT PREVENT IT FROM BEING A “RISK-FREE ASSET” PERFECT VERSUS A TREASURY BOND 6/25/2016
LOUISIANA-PACIFIC MODEL UPDATED FOR RECENT PRICING GAINS AND LOWER OSB SEGMENT OPERATING COSTS BASED ON FIRST-QUARTER 2016 6/24/2016
LOUISIANA-PACIFIC MODEL UPDATED FOR RECENT PRICING GAINS AND LOWER OSB SEGMENT OPERATING COSTS BASED ON FIRST-QUARTER 2016 6/24/2016
HUDBAY MINERALS: METALS PRICE ESTIMATES CUT; ROSEMONT PUSHED BACK TO 2021 IN OUR MODELS; EARNINGS ESTIMATES CUT 6/24/2016
HUDBAY MINERALS: METALS PRICE ESTIMATES CUT; ROSEMONT PUSHED BACK TO 2021 IN OUR MODELS; EARNINGS ESTIMATES CUT 6/24/2016
CF INDUSTRIES COMPLETES CAPITAL PROGRAM, GROWS VOLUME AND CAN ENJOY LARGE CASH FLOWS AT NORMAL NITROGREN PRICES 6/24/2016
CF INDUSTRIES COMPLETES CAPITAL PROGRAM, GROWS VOLUME AND CAN ENJOY LARGE CASH FLOWS AT NORMAL NITROGREN PRICES 6/24/2016
NORILSK NICKEL COVERAGE INITIATION AFTER PHILIPPINES AND INDONESIA CUT NICKEL OUTPUTS 6/24/2016
NORILSK NICKEL COVERAGE INITIATION AFTER PHILIPPINES AND INDONESIA CUT NICKEL OUTPUTS 6/24/2016
SPOTMARKETS VOLUMES SIGNAL NO GLOBAL DOWNTURN, UNLIKE 2008, BUT LOWER SELLING PRICES + REBOUNDS TO CRUDE OIL, A$, ETC. TRIM 4Q MARGINS 10/30/2011
SPOTMARKETS VOLUMES SIGNAL NO GLOBAL DOWNTURN, UNLIKE 2008, BUT LOWER SELLING PRICES + REBOUNDS TO CRUDE OIL, A$, ETC. TRIM 4Q MARGINS 10/30/2011
DOMTAR (UFS $74.44, rated Overweight) BETTER THAN EXPECTED THIRD QUARTER EARNING AND ACCELERATED SHARE REPURCHASES POSITIVELY IMPACT VALUATION 11/2/2011
DOMTAR (UFS $74.44, rated Overweight) BETTER THAN EXPECTED THIRD QUARTER EARNING AND ACCELERATED SHARE REPURCHASES POSITIVELY IMPACT VALUATION 11/2/2011
ALUMINA LTD. (AWC $6.13, OVERWEIGHT; PRICE TARGET LOWERED FROM $17 TO $8.50); LOWER ESTIMATED LME ALUMINUM PRICES, STRONG A$ AND HIGHER ALUMINA COSTS DRAMATICALLY CUT MARGINS 11/2/2011
ALUMINA LTD. (AWC $6.13, OVERWEIGHT; PRICE TARGET LOWERED FROM $17 TO $8.50); LOWER ESTIMATED LME ALUMINUM PRICES, STRONG A$ AND HIGHER ALUMINA COSTS DRAMATICALLY CUT MARGINS 11/2/2011
INTERNATIONAL PAPER (IP $27.49, rated Overweight) IP’S DISCOUNT TO DCF AND TEMPLE-INLAND (TIN $31.82, rated Underweight) TRADING AS IF REGULATORY APPROVAL IS A “SURE THING” CREATES PAIR TRADE OPPORTUNITY 11/2/2011
INTERNATIONAL PAPER (IP $27.49, rated Overweight) IP’S DISCOUNT TO DCF AND TEMPLE-INLAND (TIN $31.82, rated Underweight) TRADING AS IF REGULATORY APPROVAL IS A “SURE THING” CREATES PAIR TRADE OPPORTUNITY 11/2/2011