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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

PLUM CREEK (PCL $41.84, Overweight) EARNINGS ESTIMATES CUT DUE TO UNFAVORABLE UNIT COST, VOLUME AND SALES PRICE TRENDS; SHARE REPURCHASES A PLUS, THOUGH CASH FLOWS SLOWING 10/24/2007

METALS MARKETS MIXED, BUT STEEL AND COPPER SHOW GOOD SIGNS 10/21/2007

DULUTH METALS (DM.TO C$3.55, rated Overweight) NOTES FROM MANAGEMENT BREAKFAST MEETING WE HOSTED OCTOBER 19TH 10/21/2007

FORTESCUE METALS ENJOYS CONSISTENT VOLUMES, COST REDUCTIONS AND DEBT REDUCTIONS 4/13/2016

CVRD (RIO $34.23, rating under development) ANALYSIS OF WORLD’S LARGEST EVER METALS CAPITAL BUDGET 10/16/2007

MANY PRICES AND MOST INVENTORIES RISE 10/14/2007

ALLEGHENY TECHNOLOGIES (ATI $100.04, rated NEUTRAL WEIGHT) IMPLICATIONS OF FOURTH-QUARTER OUTLOOK REVISION DEPEND ON SPECIFIC CAUSES 10/14/2007

ALUMINUM INDUSTRY CAPACITY UPDATE AS UC RUSAL PLANS 3.1 MMT NEW CAPACITY TO TOTAL 7 MMT BY 2011 WITH NEW 1.05 MMT SMELTER IN SARATOV, RUSSIA ANNOUNCED OCTOBER 9TH 10/11/2007