METALS, CONTAINERBOARD, WOOD AND FARM GRAPHS (PART 2) 12/21/2012
METALS, CONTAINERBOARD, WOOD AND FARM GRAPHS (PART 2) 12/21/2012
Archives: Downloads
METALS INDUSTRY – – – FIRING ENGINEERING FIRMS TO INCREASE SHAREHOLDER VALUE 12/18/2012
METALS INDUSTRY – – – FIRING ENGINEERING FIRMS TO INCREASE SHAREHOLDER VALUE 12/18/2012
INTERNATIONAL PAPER (IP: $38.16 rated Overweight with $47 price target maintained) IP’S SALE OF TEMPLE INLAND BUILDING PRODUCTS SEGMENT FOR $750 MILLION EXCEEDS OUR ESTIMATE OF $477 MILLION; OTHER OFFSETTING MODEL CHANGES 12/18/2012
INTERNATIONAL PAPER (IP: $38.16 rated Overweight with $47 price target maintained) IP’S SALE OF TEMPLE INLAND BUILDING PRODUCTS SEGMENT FOR $750 MILLION EXCEEDS OUR ESTIMATE OF $477 MILLION; OTHER OFFSETTING MODEL CHANGES 12/18/2012
WEYERHAEUSER ($27.25 rated Overweight up from Neutral with $30 up from $24 price target) HIGHER NEAR TERM WOOD PRODUCTS OPERATING MARGINS AS PRICES REMAIN HIGH. STRONG LONG TERM FUNDAMENTALS DUE TO RECOVERING US HOUSING MARKET 12/14/2012
WEYERHAEUSER ($27.25 rated Overweight up from Neutral with $30 up from $24 price target) HIGHER NEAR TERM WOOD PRODUCTS OPERATING MARGINS AS PRICES REMAIN HIGH. STRONG LONG TERM FUNDAMENTALS DUE TO RECOVERING US HOUSING MARKET 12/14/2012
LOUISIANA PACIFIC (LPX $17.59 rated Neutral with $19 up from $12 price target) STRONGER OSB VOLUMES DRIVEN BY HIGHER HOUSING STARTS AND PRICE REALIZATIONS BENEFIT VALUATION 12/11/2012
LOUISIANA PACIFIC (LPX $17.59 rated Neutral with $19 up from $12 price target) STRONGER OSB VOLUMES DRIVEN BY HIGHER HOUSING STARTS AND PRICE REALIZATIONS BENEFIT VALUATION 12/11/2012
GRAPHIC REVIEW OF 38 DATA SERIES DATING BACK UP TO 25 YEARS OF METALS PRICES, INVENTORIES, GLOBAL SUPPLY and GLOBAL DEMAND 12/11/2012
GRAPHIC REVIEW OF 38 DATA SERIES DATING BACK UP TO 25 YEARS OF METALS PRICES, INVENTORIES, GLOBAL SUPPLY and GLOBAL DEMAND 12/11/2012
FREEPORT-McMORAN COPPER AND GOLD (FCX $32.04, rated Overweight, price target $56) IMPACT ON FINANCIAL STATEMENTS VERSUS THE IMPACT ON DIVIDENDS & SHARE BUYBACKS VERSUS THE FCX SHARE PRICE 12/11/2012
FREEPORT-McMORAN COPPER AND GOLD (FCX $32.04, rated Overweight, price target $56) IMPACT ON FINANCIAL STATEMENTS VERSUS THE IMPACT ON DIVIDENDS & SHARE BUYBACKS VERSUS THE FCX SHARE PRICE 12/11/2012
TAHOE RESOURCES INC. (TAHO $17.62, $29 target, rated OVERWEIGHT) MORE DATA ACCUMULATING TO UPGRADE OUR FORECASTS AFTER NEXT UPDATED 43-101 RESOURCES CALCULATED; COMMENTS FROM GUATEMALA SITE VISIT 12/07/2012
TAHOE RESOURCES INC. (TAHO $17.62, $29 target, rated OVERWEIGHT) MORE DATA ACCUMULATING TO UPGRADE OUR FORECASTS AFTER NEXT UPDATED 43-101 RESOURCES CALCULATED; COMMENTS FROM GUATEMALA SITE VISIT 12/07/2012
FREEPORT-McMORAN COPPER AND GOLD (FCX $32.17, rated Overweight, price target $56) REITERATE BUY RATING BASED ON PRE-MERGER CASH FLOWS, PROPOSED MERGER OR CHANGES TO PROPOSED MERGER 12/7/2012
FREEPORT-McMORAN COPPER AND GOLD (FCX $32.17, rated Overweight, price target $56) REITERATE BUY RATING BASED ON PRE-MERGER CASH FLOWS, PROPOSED MERGER OR CHANGES TO PROPOSED MERGER 12/7/2012
STEEL INDUSTRY – – LEAD INDICATOR OF RISING STEEL IMPORTS, FALLING EXPORTS, FAILED PRICE HIKES AND POOR PROFITS 12/6/2012
STEEL INDUSTRY – – LEAD INDICATOR OF RISING STEEL IMPORTS, FALLING EXPORTS, FAILED PRICE HIKES AND POOR PROFITS 12/6/2012