MEADWESTVACO (MWV $25.33, rated Neutral) EARNINGS ESTIMATES RAISED DUE TO DEBT REPAYMENT FROM SALE OF SOUTCH CAROLINA PAPER MILL May 25, 2008
SILVER INDUSTRY – – COMMENTS FROM VISITS TO SAN BARTOLOME AND SAN CRISTOBAL NEW SILVER MINES IN BOLIVIA OF COEUR D’ALENE (CDE $3.36, not rated) AND APEX SILVER (SIL $8.30, not rated); UPDATED COMPARISON OF LARGE SILVER STOCKS May 25, …
ANGLOGOLD (AU $39.29, rated Neutral) GOLD PRICE REVISIONS MOSTLY OFFSET BY INCREASED CASH COSTS May 23, 2008
FNX MINING (FNXMF $23.60 5-28-08, rated Overweight) MAY 29TH UPDATE FAVORABLE CONCERNING COSTS AND “SMALL DIMENSIONED” CONCERNING EXPLORATION May 29, 2008
FOREST PRODUCTS INDUSTRY‐‐ SITE VISIT TO SMURFIT KAPPA’S PAPER MILL IN BORDEAUX, FRANCE UNDERSCORES BETTER POSITION OF U.S. PRODUCERS May 30, 2008
U.S. STEEL (X $38.04, rating increased to Overweight from Neutral with $48 target) 8/2/2011
CENTURY ALUMINUM (CENX $11.69, rated Overweight with a $24 Target) POSSIBLE SIGNIFICANT REVISIONS PENDING 8/3/2011
WEYERHAEUSER (WY $18.96 rating increased to Neutral from Underweight) HOUSING MARKET CONDITIONS REMAIN BLEAK, BUT POSITIVE THIRD QUARTER OUTLOOK FOR CELLULOSE FIBERS 8/4/2011
ROCKTENN (RKT $55.28, rating increased to Neutral from Underweight) ROCKTENN’S INITIAL ANALYSIS OF SMURFIT’S ASSETS APPEARS TO HAVE BEEN INCOMPLETE. IT MANAGEMENT MAY FIND MORE ISSUES 8/5/2011
PLUM CREEK (PCL $36.19, rating increased to Neutral from Underweight) RATING INCREASED TO NEUTRAL AS PCL’S STOCK PRICE APPROACHES OUR TARGET 8/5/2011