LOUISIANA-PACIFIC (LPX $16.46, rated Neutral) PROSPECTS FOR SMALLER LOSSES AND LESSER CASH OUTFLOWS COULD PERMIT BULL TRADE FROM FOURTH QUARTER SEASONAL LOW TO MAY/SPRING SEASONAL HIGH 10/30/2007
NEWMONT MINNG (NEM $50.90, Overweight) EARNINGS ESTIMATE RAISED 11/1/2007
BARRICK GOLD (ABX $44.13, rated Overweight) TWO ACQUISITIONS BENEFIT RESOURCE BASE; EARNINGS SUFFER LOW GRADES 11/1/2007
MEADWESTVACO (MWV $32.92 1-1-07, rated Neutral) GOOD RESULTS AND LAND SALES FUND CONTINUED SHARE REPURCHASES 10/26/2007
FREEPORT-McMORAN COPPER AND GOLD (FCX $95.00, 9-19-05, rated Overweight) MANY OFFSETTING INFLUENCES IN QUARTERLY RESULTS 10/28/2007
ALLEGHENY TECHNOLOGIES (ATI $101.90, rated NEUTRAL WEIGHT) ESTIMATES CUT MORE 10/27/2007
METALS DEMAND: IMPRESSIONS OF SIXTEEN DAY CHINA TRIP 10/26/2007
METALS DEMAND: IMPRESSIONS OF SIXTEEN DAY CHINA TRIP 10/26/2007
SMURFIT-STONE CONTAINER (SSCC $11.93, rated Underweight) STRONG INDUSTRY CLIMATE PERMITS OPERATING PROFITABILITY 10/25/2007
NUCOR (NUE $61.19, 10-24-07, rated Neutral Weight) INVESTMENT RATING RAISED TO NEUTRAL OWING TO LIKELY FIRST-HALF 2008 STEEL MARKET REBOUND, TEMPERED BY 11X P/E AND 20% SHEET MARKET CAPACITY ADD 10/25/2007