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SEVERAL SHORT SALE IDEAS 11/12/2019

METALS EXPANSIONS- – VOLUME 53 WE NOTE 6 NEW METALS PLANTS AND 16 SHUT OR DELAYED PLUS FOUR FOREST CLOSURES IN OCTOBER. 11/8/2019

PACKAGING CORPORATION EARNINGS ESTIMATES REDUCED DUE TO LOWER CONTAINERBOARD PRICES AND HIGHER TAX RATE 11/8/2019

FOREST PRODUCTS – – CONTAINERBOARD PRICE REALIZATIONS FELL MORE THAN WE EXPECTED THUS FAR IN 2019  11/8/2019

METALS AND RELATED RESOURCE INDUSTRIES – – IMPAIRMENTS EXCEED $93 BILLION PRETAX IN 2016-19 FALLING FROM 2015 $123.5 BILLION RECORD 10/30/2019

WEYERHAEUSER SALE OF MICHIGAN TIMBER FUNDS MUCH OF CASH FLOW TO PAY 2020 DIVIDEND AS WOOD PRICES REBOUND  10/25/2019

FORTESCUE METALS SEPTEMBER QUARTER PRICING ABOUT $4/T BETTER THAN ESTIMATED; WE ENCOURAGE FORTESCUE TO LIST ON NYSE TO IMPROVE TRADING VOLUMES 10/24/2019

ALUMINUM INDUSTRY DEMAND GROWTH LEADS COMMODITIES; CONUNDRUM OF LOW ALUMINUM PRICES AS SUPPLIES FALL 10/22/2019

WORTHINGTON INDUSTRIES “SQUEEZED” BY HIGHER STEEL INPUT PRICES. BUT HIGHER EQUITY INCOME AND BUYBACKS OFFSET  10/16/2019

METALS INVENTORIES FALL NEARER TO CRISIS SHORTAGES DUE TO FALLING OUTPUT AND FALLING REINVESTMENTS  10/15/2019