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SPRING SEASONAL 10%-15% PRICE RALLY MINIMUM TARGET 12/23/2007

ABSENCE OF LARGE INVENTORY RISES A PLUS, ALTHOUGH HIGHER REPORTED INFLATION SUGGESTS HIGHER INTEREST RATES AND LESS RAPID GLOBAL GROWTH 12/15/2007

ATTRACTIVE POST-HOLIDAY REBOUND TRADING OPPORTUNITIES 12/9/2007

CRUDE RISE, SUBPRIME CREDIT MELT AND RELATED RISKS SUBSIDE 12/1/2007

RIO TINTO (RTP $436.05, rated Overweight) FEBRUARY 6TH DEADLINE FOR BHP BILLITON ($70.00, rated Neutral) BID; 15 MMT SPOT PRICING FOR IRON ORE; RIO TINTO PRICE TARGET RAISED 12/26/2007

STEEL INDUSTRY – COMMENTS FROM VISIT TO SEVERCORR NEW STEEL MILL IN COLUMBUS, MS ON NOVEMBER 9-10th; HALF OF A 5 M.T. OUTPUT ULTIMATELY COULD BE EXPORTED 11/11/2007

WEYERHAEUSER (WY $71.78 11/16/07, Overweight) EARNINGS ESTIMATES LOWERED DUE TO CONTINUED POOR HOUSING MARKETS. 11/16/2007

STEEL INDUSTRY – RECORD EXPORTS LIKELY TO INCREASE EVEN MORE WITH WEAK DOLLAR AND CONSTRUCTION OF NEW GULF STEEL MILLS 11/11/2007

BASE METALS PLUNGE WHILE PRECIOUS METALS SURGE AS “RESOURCE CURRENCIES” WEAKEN WITH RECESSION FEARS AND “RESERVE CURRENCIES” APPRECIATE 11/24/2007

GOLD AND ALUMINUM PRICES STRONGER WHILE COPPER WEAK; ALL INVENTORIES RISE EXCEPT ALUMINUM 11/4/2007