UBS Research: Canada Regional Highlights http://clientportal.ibb.ubs.com/portal/index.jsp?page=eqrschreghighcanada UBS Research: Canada Regional Highlights en Copyright (C) UBS 2010. All rights reserved. eMarketing@ubs.com eMarketing@ubs.com Wed, 10 Feb 2010 Wed, 10 Feb 2010 60 http://clientportal.ibb.ubs.com/portal/index.jsp?page=eqrschrss http://research.ibb.ubs.com:80/images/logo.gif UBS http://www.ubs.com 160 44 <![CDATA[First Read: ARC Energy Trust "In line Q4 - Announces record low F&D" (Buy) Wood]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueu06342|native|public Regions
  • Global

  • Americas

  • Canada

  • North America


Sectors
  • Global Oil Companies, Secondary

  • Global Energy

  • Americas Oil Companies, Secondary

  • Canadian Oil Companies, Secondary

  • Americas Energy

  • Canadian Energy

  • North American Energy

  • North American Oil Companies, Secondary


Companies
  • AET_u.TO ARC Energy Trust


Subjects
  • Company Update

  • Morning Note

]]> Travis Wood AET_u.TO http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueu06342|native|public|20100210053330 Wed, 10 Feb 2010 <![CDATA[Progress Energy "Setting up for the Long Haul" (Buy) Wood]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueu06341|native|public Regions
  • Global

  • Americas

  • Canada

  • North America


Sectors
  • Global Oil Companies, Secondary

  • Global Energy

  • Americas Oil Companies, Secondary

  • Canadian Oil Companies, Secondary

  • Americas Energy

  • Canadian Energy

  • North American Energy

  • North American Oil Companies, Secondary


Companies
  • PRQ.TO Progress Energy


Subjects
  • Company Update

  • Morning Note

]]> Travis Wood PRQ.TO http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueu06341|native|public|20100210053159 Wed, 10 Feb 2010 <![CDATA[Gildan Activewear "Growth redux; maintain Buy" (Buy) Shreedhar]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueu06340|native|public Regions
  • Global

  • Americas

  • Canada

  • North America


Sectors
  • Global Clothing & Fabrics

  • Global Consumer, Cyclical

  • Global Textiles & Apparel

  • Global Cyclical Goods & Services

  • Canadian Clothing & Fabrics

  • Americas Clothing & Fabrics

  • Americas Consumer, Cyclical

  • Americas Textiles & Apparel

  • Canadian Consumer, Cyclical

  • Canadian Textiles & Apparel

  • Americas Cyclical Goods & Services

  • Canadian Cyclical Goods & Services

  • North American Cyclical Goods & Services

  • North American Clothing & Fabrics

  • North American Consumer, Cyclical

  • North American Textiles & Apparel


Companies
  • GIL.TO Gildan Activewear


Subjects
  • Company Update

  • Morning Note

]]> Vishal Shreedhar GIL.TO http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueu06340|native|public|20100210051032 Wed, 10 Feb 2010 <![CDATA[Pacific Rubiales "Growing the Quifa Footprint" (Buy) Toriola]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueu06338|native|public Regions
  • Global

  • Americas

  • Canada

  • North America


Sectors
  • Global Oil Companies, Secondary

  • Global Energy

  • Americas Oil Companies, Secondary

  • Canadian Oil Companies, Secondary

  • Americas Energy

  • Canadian Energy

  • North American Energy

  • North American Oil Companies, Secondary


Companies
  • PRE.TO Pacific Rubiales


Subjects
  • Company Update

  • Morning Note

]]> George Toriola PRE.TO http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueu06338|native|public|20100210051022 Wed, 10 Feb 2010 <![CDATA[Inmet Mining Corp. "Taking the Las Cruces bull by the horns" (Buy) Rutten]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueu06337|native|public Regions
  • Global

  • Americas

  • Canada

  • North America


Sectors
  • Global Mining

  • Global Basic Materials

  • Global Mining & Metals

  • Global Basic Resources

  • Americas Mining

  • Canadian Mining

  • Americas Basic Materials

  • Americas Mining & Metals

  • Canadian Basic Materials

  • Canadian Mining & Metals

  • Americas Basic Resources

  • Canadian Basic Resources

  • North American Basic Resources

  • North American Basic Materials

  • North American Mining & Metals

  • North American Mining


Companies
  • IMN.TO Inmet Mining Corp.


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Onno Rutten IMN.TO http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueu06337|native|public|20100210051029 Wed, 10 Feb 2010 <![CDATA[Western Coal "Q3 went well, focus back on F2011 outlook" (Buy) Lichtenheldt]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueu06339|native|public Regions
  • Global

  • Americas

  • Canada

  • North America


Sectors
  • Global Coal

  • Global Energy

  • Americas Coal

  • Canadian Coal

  • Americas Energy

  • Canadian Energy

  • North American Coal

  • North American Energy


Companies
  • WTN.TO Western Coal


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Chris Lichtenheldt, CFA WTN.TO http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueu06339|native|public|20100210013648 Wed, 10 Feb 2010 <![CDATA[First Read: Suncor Energy Inc. "Asset Sale & U1 Fire Update" (Buy) Potter]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueu06336|native|public Regions
  • Global

  • Americas

  • Canada

  • North America


Sectors
  • Global Oil Companies, Secondary

  • Global Energy

  • Americas Oil Companies, Secondary

  • Canadian Oil Companies, Secondary

  • Americas Energy

  • Canadian Energy

  • North American Energy

  • North American Oil Companies, Secondary


Companies
  • SU.TO Suncor Energy Inc.


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Andrew Potter SU.TO http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueu06336|native|public|20100209235026 Tue, 9 Feb 2010 <![CDATA[OPTI "Long Lake Makes Small Progress" (Buy) Potter]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueu06335|native|public Regions
  • Global

  • Americas

  • Canada

  • North America


Sectors
  • Global Oil Companies, Secondary

  • Global Energy

  • Americas Oil Companies, Secondary

  • Canadian Oil Companies, Secondary

  • Americas Energy

  • Canadian Energy

  • North American Energy

  • North American Oil Companies, Secondary


Companies
  • OPC.TO OPTI


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Andrew Potter OPC.TO http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueu06335|native|public|20100209233203 Tue, 9 Feb 2010 <![CDATA[Teck Resources "Teck continues to pay down debt" (Buy) MacArthur]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueu06334|native|public Regions
  • Global

  • Americas

  • Canada

  • North America


Sectors
  • Global Mining

  • Global Basic Materials

  • Global Mining & Metals

  • Global Basic Resources

  • Americas Mining

  • Canadian Mining

  • Americas Basic Materials

  • Americas Mining & Metals

  • Canadian Basic Materials

  • Canadian Mining & Metals

  • Americas Basic Resources

  • Canadian Basic Resources

  • North American Basic Resources

  • North American Basic Materials

  • North American Mining & Metals

  • North American Mining


Companies
  • TCKb.TO Teck Resources


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Brian MacArthur, CFA TCKb.TO http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueu06334|native|public|20100209211018 Tue, 9 Feb 2010 <![CDATA[First Read: Nexen "Long Lake Update" (Buy) Potter]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueu06333|native|public Regions
  • Global

  • Americas

  • Canada

  • North America


Sectors
  • Global Oil Companies, Secondary

  • Global Energy

  • Americas Oil Companies, Secondary

  • Canadian Oil Companies, Secondary

  • Americas Energy

  • Canadian Energy

  • North American Energy

  • North American Oil Companies, Secondary


Companies
  • NXY.TO Nexen


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Andrew Potter NXY.TO http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueu06333|native|public|20100209151449 Tue, 9 Feb 2010 <![CDATA[Agrium Inc. "Weak Retail Results Lead to EPS Miss" (Buy) Carson]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez86082|native|public Regions
  • Global

  • Americas

  • Canada

  • North America


Sectors
  • Global Chemicals, Specialty

  • Global Basic Materials

  • Global Chemicals

  • Canadian Chemicals, Specialty

  • Americas Chemicals, Specialty

  • Americas Basic Materials

  • Americas Chemicals

  • Canadian Basic Materials

  • Canadian Chemicals

  • North American Basic Materials

  • North American Chemicals

  • North American Chemicals, Specialty


Companies
  • AGU.N Agrium Inc.


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Don Carson AGU.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez86082|native|public|20100209145718 Tue, 9 Feb 2010 <![CDATA[Agrium Inc. "Weak Retail Results Lead to EPS Miss" (Buy) MacArthur]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueu06332|native|public Regions
  • Global

  • Americas

  • Canada

  • North America


Sectors
  • Global Chemicals, Specialty

  • Global Basic Materials

  • Global Chemicals

  • Canadian Chemicals, Specialty

  • Americas Chemicals, Specialty

  • Americas Basic Materials

  • Americas Chemicals

  • Canadian Basic Materials

  • Canadian Chemicals

  • North American Basic Materials

  • North American Chemicals

  • North American Chemicals, Specialty


Companies
  • AGU.N Agrium Inc.


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Brian MacArthur, CFA AGU.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueu06332|native|public|20100209145651 Tue, 9 Feb 2010 <![CDATA[First Read: Western Coal "On the right track" (Buy) Lichtenheldt]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueu06331|native|public Regions
  • Global

  • Americas

  • Canada

  • North America


Sectors
  • Global Coal

  • Global Energy

  • Americas Coal

  • Canadian Coal

  • Americas Energy

  • Canadian Energy

  • North American Coal

  • North American Energy


Companies
  • WTN.TO Western Coal


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Chris Lichtenheldt, CFA WTN.TO http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueu06331|native|public|20100209142035 Tue, 9 Feb 2010 <![CDATA[First Read: OPTI "Long Lake Makes Small Progress" (Buy) Potter]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueu06330|native|public Regions
  • Global

  • Americas

  • Canada

  • North America


Sectors
  • Global Oil Companies, Secondary

  • Global Energy

  • Americas Oil Companies, Secondary

  • Canadian Oil Companies, Secondary

  • Americas Energy

  • Canadian Energy

  • North American Energy

  • North American Oil Companies, Secondary


Companies
  • OPC.TO OPTI


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Andrew Potter OPC.TO http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueu06330|native|public|20100209122631 Tue, 9 Feb 2010 <![CDATA[Morning Expresso - Canada "Tuesday 09 February 2010"]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueu06329|native|public Regions
  • Global

  • Americas

  • Canada

  • North America


Companies
  • AAPL.O Apple

  • APD.N Air Products & Chem.

  • EMR.N Emerson Electric

  • HAS.N Hasbro

  • LNCR.O Lincare Holdings

  • HSE.TO Husky Energy

  • ESS.N Essex Property Trust

  • NNN.N National Retail

  • XEC.N Cimarex

  • NKO.TO Niko Resources

  • BWP.N Boardwalk Pipeline

  • WZR.V WesternZagros


Subjects
  • Market Strategy / Comment

  • Morning Note

]]> Stephanie Phillips, CA, CFA AAPL.O APD.N EMR.N HAS.N LNCR.O HSE.TO ESS.N NNN.N XEC.N NKO.TO BWP.N WZR.V http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueu06329|native|public|20100209111639 Tue, 9 Feb 2010 <![CDATA[Niko Resources "Niko adds Voyager in Trinidad" (Buy) Toriola]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueu06328|native|public Regions
  • Global

  • Americas

  • Canada

  • North America


Sectors
  • Global Oil Companies, Secondary

  • Global Energy

  • Americas Oil Companies, Secondary

  • Canadian Oil Companies, Secondary

  • Americas Energy

  • Canadian Energy

  • North American Energy

  • North American Oil Companies, Secondary


Companies
  • NKO.TO Niko Resources


Subjects
  • Company Update

  • Morning Note

]]> George Toriola NKO.TO http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueu06328|native|public|20100209051022 Tue, 9 Feb 2010 <![CDATA[First Read: Husky Energy "Another China Discovery But Resource Estimate ..."]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueu06327|native|public Regions
  • Global

  • Americas

  • Canada

  • North America


Sectors
  • Global Oil Companies, Secondary

  • Global Energy

  • Americas Oil Companies, Secondary

  • Canadian Oil Companies, Secondary

  • Americas Energy

  • Canadian Energy

  • North American Energy

  • North American Oil Companies, Secondary


Companies
  • HSE.TO Husky Energy


Subjects
  • Company Update

  • Morning Note

]]> Andrew Potter HSE.TO http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueu06327|native|public|20100208234329 Mon, 8 Feb 2010 <![CDATA[WesternZagros "Kurdamir-1 hits the Gulneri" (Buy) Toriola]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueu06326|native|public Regions
  • Global

  • Americas

  • Canada

  • North America


Sectors
  • Global Oil Companies, Secondary

  • Global Energy

  • Americas Oil Companies, Secondary

  • Canadian Oil Companies, Secondary

  • Americas Energy

  • Canadian Energy

  • North American Energy

  • North American Oil Companies, Secondary


Companies
  • WZR.V WesternZagros


Subjects
  • Company Update

  • Morning Note

]]> George Toriola WZR.V http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueu06326|native|public|20100208203147 Mon, 8 Feb 2010 <![CDATA[Implied Equity Risk Premium 8-Feb-2010]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez85999|native|public Regions
  • Germany

  • Europe Including UK

  • Europe Ex. UK

  • United Kingdom

  • Global

  • UBSW EMEA

  • Asia Pacific

  • Asia Pacific Ex. JP

  • Americas

  • Canada

  • United States

  • North America

  • Australia

  • Australasia

  • Japan


]]> Jennifer Delaney, CFA http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez85999|native|public|20100208145810 Mon, 8 Feb 2010 <![CDATA[Morning Expresso - Canada "Monday 08 February 2010"]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueu06325|native|public Regions
  • Global

  • Americas

  • Canada

  • North America


Companies
  • XTA.L Xstrata Plc

  • VOES.VI Voestalpine

  • ANGJ.J Anglogold

  • ARIJ.J ARM

  • AAL.L Anglo American

  • ANTO.L Antofagasta

  • KAZ.L Kazakhmys

  • ENRC.L ENRC PLC

  • 1102.TW Asia Cement

  • 1171.HK Yanzhou Coal

  • BBDb.TO Bombardier

  • BCE.TO BCE

  • QBRb.TO Quebecor Inc.

  • RCIb.TO Rogers Comms Inc.

  • AA.N Alcoa

  • FMC.N FMC Corp

  • HW.TO Harry Winston

  • LEA.N Lear Corp.

  • ATVI.O Activision Blizzard

  • CM.TO CIBC

  • BMO.TO Bank of Montreal

  • RY.TO RBC Financial Group

  • AVB.N AvalonBay

  • BNS.TO Scotiabank

  • TD.TO TD Bank

  • NA.TO National Bank

  • VMC.N Vulcan Materials

  • Ta.TO TELUS Corporation

  • MBT.TO MTS Allstream

  • AIV.N AIMCO

  • TA.TO TransAlta

  • CBL.N CBL & Assoc. Prop.

  • BTU.N Peabody Energy

  • FTS.TO Fortis Inc.

  • BPO.N Brookfield Prop.

  • HAIN.O Hain Celestial Group

  • CDE.N Coeur d'Alene

  • UTS.TO UTS Energy

  • VALE.N Vale ADR (ON)

  • NOA.TO N.A. Energy Partners

  • CSR.AX CSR Ltd

  • BHP.AX BHP Billiton Limited

  • NCM.AX Newcrest Mining

  • 1051.HK G-Resources


Subjects
  • Market Strategy / Comment

  • Morning Note

]]> Stephanie Phillips, CA, CFA XTA.L VOES.VI ANGJ.J ARIJ.J AAL.L ANTO.L KAZ.L ENRC.L 1102.TW 1171.HK BBDb.TO BCE.TO QBRb.TO RCIb.TO AA.N FMC.N HW.TO LEA.N ATVI.O CM.TO BMO.TO RY.TO AVB.N BNS.TO TD.TO NA.TO VMC.N Ta.TO MBT.TO AIV.N TA.TO CBL.N BTU.N FTS.TO BPO.N HAIN.O CDE.N UTS.TO VALE.N NOA.TO CSR.AX BHP.AX NCM.AX 1051.HK http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueu06325|native|public|20100208112442 Mon, 8 Feb 2010