FNX MINING (FNXMF $29.00, rated Overweight) FAVORABLE COMMENTS FROM SEPTEMBER 6TH VISITS DOWN LEVACK AND PODOLSKY MINES 9/9/2007
GOLDILOCKS SCENARIO WANES AS OUTWARD SHIFT OF “PHILLIPS CURVE” 9/9/2007
OSISKO GOLD ROYALTIES MODEL UPDATED FOR SHORTER ELEONORE MINE LIFE, 11.431 MM NEW SHARES, AND THE ISLAND GOLD ROYALTY 4/11/2016
WORTHINGTON INDUSTRIES – – WOR SURVIVES STEEL PRICE PLUNGE; SHARE BUYBACKS TO MODERATE; PRICE TARGET RAISED 4/11/2016
TECK (TCK $55.32, rated OVERWEIGHT WITH $95 TARGET) PROJECT QUEUES DETAILED REVIEW AS PROJECT TIMING CLEARER 2/28/2011
MEADWESTVACO (MWV $29.71, rated Neutral from Overweight) SHARE PRICE APPRECIATION AND LOWER SALES LEAD TO LOWER RATING 2/28/2011
TEMPLE-INLAND (TIN $23.84, Rated OVERWEIGHT) UPGRADED FROM NEUTRAL TO OVERWEIGHT AS EARNINGS UPSIDE EXISTS IF CONTAINERBOARD PROFITS ARE COMBINED WITH HIGHER WOOD PRODUCTS PRICES IN A RECOVERING HOUSING AMRKET. 2/28/2011
BHP BILLITON (BHP $92.11, rated OVERWEIGHT from NEUTRAL; Price Target raised to $113 from $103) ACQUISITION OF FAYATTEVILLE SHALE ASSETS; CURRENT SHARE BUYBACK PROGRAM INCREASED to $10 BILLION; HIGHER METALS PRICES 2/23/2011
LOUISIANA-PACIFIC (LPX $11.13, rated Neutral with $11 target) COMMENTS FROM FEBRUARY 14TH VISIT IN NASHVILLE FOCUS ON EVENTUAL MARKET REBOUND AND EMPHASIS ON HIGHER-VALUE PRODUCTS 2/15/2011
INTERNATIONAL PAPER (IP $30.06, rated Neutral with $31 target) COMMENTS FROM FEBRUARY 14TH VISIT IN MEMPHIS FOCUS ON COMPLETION OF PAST CORPORATE INITIATIVES 2/15/2011