UBS Research: First Read http://clientportal.ibb.ubs.com/portal/index.jsp?page=eqresearch UBS Research: First Read en Copyright (C) UBS 2009. All rights reserved. eMarketing@ubs.com eMarketing@ubs.com Fri, 6 Nov 2009 Sat, 7 Nov 2009 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: Goodrich "Surprising 2014 Target" (Buy) Strauss]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82317|native|public Regions
  • Global

  • Americas

  • United States

  • North America


Sectors
  • Global Aerospace

  • Global Industrial

  • Global Industrial Goods & Services

  • Americas Aerospace

  • US Aerospace

  • Americas Industrial

  • US Industrial

  • Americas Industrial Goods & Services

  • US Industrial Goods & Services

  • North American Aerospace

  • North American Industrial

  • North American Industrial Goods & Services


Companies
  • GR.N Goodrich


Subjects
  • Company Update

  • Morning Note

]]> David E. Strauss GR.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82317|native|public|20091106234619 Fri, 6 Nov 2009 <![CDATA[First Read: Biogen Idec Inc. "Updated Tysabri Label; No Major Changes"]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82311|native|public Regions
  • Global

  • Americas

  • United States

  • North America


Sectors
  • Global Biotechnology

  • Global Healthcare

  • US Biotechnology

  • Americas Biotechnology

  • Americas Healthcare

  • US Healthcare

  • North American Biotechnology

  • North American Healthcare


Companies
  • BIIB.O Biogen Idec Inc.


Subjects
  • Company Update

  • Morning Note

]]> Maged Shenouda BIIB.O http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82311|native|public|20091106221603 Fri, 6 Nov 2009 <![CDATA[First Read: Ocean Power "OPT announces big government award" (Buy) Feldman]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82301|native|public Regions
  • Global

  • Americas

  • United States

  • North America


Sectors
  • Global Electric Components & Equipment

  • Global Industrial

  • Global Industrial Goods & Services

  • Americas Electric Components & Equipment

  • US Electric Components & Equipment

  • Americas Industrial

  • US Industrial

  • Americas Industrial Goods & Services

  • US Industrial Goods & Services

  • North American Electric Components & Equipment

  • North American Industrial

  • North American Industrial Goods & Services


Companies
  • OPTT.O Ocean Power


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Jason Feldman OPTT.O http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82301|native|public|20091106184217 Fri, 6 Nov 2009 <![CDATA[First Read: TELUS Corporation "Q3 results remain soft; guidance lowered"]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueu05955|native|public Regions
  • Global

  • Americas

  • Canada

  • North America


Sectors
  • Global Fixed-Line Communications

  • Global Telecommunications

  • Canadian Fixed-Line Communications

  • Americas Fixed-Line Communications

  • Americas Telecommunications

  • Canadian Telecommunications

  • North American Fixed-Line Communications

  • North American Telecommunications


Companies
  • Ta.TO TELUS Corporation


Subjects
  • Company Update

  • Morning Note

]]> Phillip Huang, CFA Ta.TO http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueu05955|native|public|20091106161555 Fri, 6 Nov 2009 <![CDATA[First Read: Staffing industry "Payrolls weak, temps start to grow m/m"]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69325|native|public Regions
  • Europe Including UK

  • Europe Ex. UK

  • Global


Sectors
  • European Industrial Services

  • European Ex. UK Industrial Services

  • Global Industrial Services

  • European Industrial

  • European General Industrial Services

  • European Ex. UK Industrial

  • European Ex. UK General Industrial Services

  • Global Industrial

  • Global General Industrial Services

  • European Industrial Goods & Services

  • European Ex. UK Industrial Goods & Services

  • Global Industrial Goods & Services


Companies
  • ADEN.VX Adecco

  • HAYS.L Hays

  • RAND.AS Randstad

  • MPI.L Michael Page

  • USGP.AS USG People


Subjects
  • Industry Overview

  • Morning Note

]]> Jaime Brandwood, CFA ADEN.VX HAYS.L RAND.AS MPI.L USGP.AS http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69325|native|public|20091106143149 Fri, 6 Nov 2009 <![CDATA[First Read: Bronco Drilling "3Q Below Expectations, Stymied by Pricing"]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82291|native|public Regions
  • Global

  • Americas

  • United States

  • North America


Sectors
  • Global Energy

  • Global Oil Drilling, Equipment & Services

  • Americas Energy

  • US Energy

  • US Oil Drilling, Equipment & Services

  • Americas Oil Drilling, Equipment & Services

  • North American Energy

  • North American Oil Drilling, Equipment & Services


Companies
  • BRNC.O Bronco Drilling


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Andrew Coleman BRNC.O http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82291|native|public|20091106142823 Fri, 6 Nov 2009 <![CDATA[First Read: FreightCar America "3Q: End markets remain very weak" (Neutral)]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82290|native|public Regions
  • Global

  • Americas

  • United States

  • North America


Sectors
  • Global Heavy Machinery

  • Global Industrial

  • Global Industrial Goods & Services

  • Global Industrial Equipment

  • Americas Heavy Machinery

  • US Heavy Machinery

  • Americas Industrial

  • US Industrial

  • Americas Industrial Goods & Services

  • US Industrial Goods & Services

  • Americas Industrial Equipment

  • US Industrial Equipment

  • North American Industrial

  • North American Industrial Equipment

  • North American Industrial Goods & Services

  • North American Heavy Machinery


Companies
  • RAIL.O FreightCar America


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Jason Feldman RAIL.O http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82290|native|public|20091106142225 Fri, 6 Nov 2009 <![CDATA[First Read: Watson Wyatt "Strong Q1, Raising Estimates" (Buy) Fones]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82289|native|public Regions
  • Global

  • Americas

  • United States

  • North America


Sectors
  • Global Industrial Services

  • Global Industrial

  • Global General Industrial Services

  • Global Industrial Goods & Services

  • US Industrial Services

  • Americas Industrial Services

  • Americas Industrial

  • Americas General Industrial Services

  • US Industrial

  • US General Industrial Services

  • Americas Industrial Goods & Services

  • US Industrial Goods & Services

  • North American Industrial Services

  • North American Industrial

  • North American Industrial Goods & Services

  • North American General Industrial Services


Companies
  • WW.N Watson Wyatt


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Andrew Fones WW.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82289|native|public|20091106141956 Fri, 6 Nov 2009 <![CDATA[First Read: Employment Update "Leading Temp Strong, Lagging UE Weaker"]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82288|native|public Regions
  • Global

  • Americas

  • United States

  • North America


Sectors
  • Global Consumer Services

  • Global Consumer, Non-Cyclical

  • Global Non-Cyclical Goods & Services

  • US Consumer Services

  • Americas Consumer Services

  • Americas Consumer, Non-Cyclical

  • US Consumer, Non-Cyclical

  • Americas Non-Cyclical Goods & Services

  • US Non-Cyclical Goods & Services

  • North American Consumer Services

  • North American Non-Cyclical Goods & Services

  • North American Consumer, Non-Cyclical


Companies
  • MAN.N Manpower, Inc.

  • RHI.N Robert Half

  • APOL.O Apollo Group

  • KFY.N KornFerry

  • MWW.N Monster Worldwide

  • HSII.O Heidrick & Struggles

  • ASGN.O On Assignment

  • FCN.N FTI Consulting

  • HURN.O Huron Consulting


Subjects
  • Industry Overview

  • Morning Note

]]> Andrew Fones MAN.N RHI.N APOL.O KFY.N MWW.N HSII.O ASGN.O FCN.N HURN.O http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82288|native|public|20091106141828 Fri, 6 Nov 2009 <![CDATA[First Read: LifePoint Hospitals "Rev / Cost Controls Drive Q3 Upside" (Neutral)]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82287|native|public Regions
  • Global

  • Americas

  • United States

  • North America


Sectors
  • Global Healthcare Providers

  • Global Healthcare

  • Americas Healthcare Providers

  • US Healthcare Providers

  • Americas Healthcare

  • US Healthcare

  • North American Healthcare

  • North American Healthcare Providers


Companies
  • LPNT.O LifePoint Hospitals


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Justin Lake, CFA LPNT.O http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82287|native|public|20091106140557 Fri, 6 Nov 2009 <![CDATA[First Read: Gran Tierra "2009 Capex reduced" (Buy) Toriola]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueu05949|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
  • GTE.TO Gran Tierra


Subjects
  • Company Update

  • Morning Note

]]> George Toriola GTE.TO http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueu05949|native|public|20091106140525 Fri, 6 Nov 2009 <![CDATA[First Read: Scripps Networks "Ads & Costs Slightly Ahead of Estimates"]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82284|native|public Regions
  • Global

  • Americas

  • United States

  • North America


Sectors
  • Global Entertainment

  • Global Consumer, Cyclical

  • Global Media

  • US Entertainment

  • Americas Entertainment

  • Americas Consumer, Cyclical

  • US Consumer, Cyclical

  • Americas Media

  • US Media

  • North American Consumer, Cyclical

  • North American Media

  • North American Entertainment


Companies
  • SNI.N Scripps Networks


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Michael C. Morris, CFA SNI.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82284|native|public|20091106133705 Fri, 6 Nov 2009 <![CDATA[First Read: Suncor Energy Inc. "Q3/09 Results In-Line With UBSe" (Buy) Potter]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueu05948|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=ueu05948|native|public|20091106121754 Fri, 6 Nov 2009 <![CDATA[First Read: Smith & Nephew "Feedback from Q309 results call" (Neutral) Wales]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69312|native|public Regions
  • Europe Including UK

  • United Kingdom

  • Global

  • UBSW EMEA

  • Americas

  • United States

  • North America


Sectors
  • British Advanced Medical Devices

  • European Advanced Medical Devices

  • Global Advanced Medical Devices

  • European Healthcare

  • European Medical Products

  • British Healthcare

  • British Medical Products

  • Global Healthcare

  • Global Medical Products

  • US Advanced Medical Devices

  • Americas Advanced Medical Devices

  • Americas Healthcare

  • Americas Medical Products

  • US Healthcare

  • US Medical Products

  • North American Healthcare

  • North American Advanced Medical Devices

  • North American Medical Products


Companies
  • SN.L Smith & Nephew


Subjects
  • Company Update

  • Morning Note

]]> Martin Wales, PhD SN.L http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69312|native|public|20091106100430 Fri, 6 Nov 2009 <![CDATA[First Read: Smartrac N.V "Asset purchase from OTI for E8.5m" (Buy) Iffert]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69311|native|public Regions
  • Germany

  • Europe Including UK

  • Europe Ex. UK

  • Global

  • UBSW EMEA


Sectors
  • German Advanced Industrial Equipment

  • European Advanced Industrial Equipment

  • European Ex. UK Advanced Industrial Equipment

  • Global Advanced Industrial Equipment

  • German Industrial

  • European Industrial

  • European Ex. UK Industrial

  • Global Industrial

  • German Industrial Goods & Services

  • European Industrial Goods & Services

  • European Ex. UK Industrial Goods & Services

  • Global Industrial Goods & Services


Companies
  • SM7.DE Smartrac N.V


Subjects
  • Company Update

  • Morning Note

]]> Joern Iffert SM7.DE http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69311|native|public|20091106100141 Fri, 6 Nov 2009 <![CDATA[First Read: Tenaris "3Q: Soft profits on lower volumes" (Buy) Brooks]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69309|native|public Regions
  • Europe Including UK

  • Europe Ex. UK

  • Global

  • Italy

  • UBSW EMEA

  • Emerging Markets

  • Americas

  • Argentina

  • Latin America

  • Latin America Emerging


Sectors
  • European Energy

  • European Ex. UK Energy

  • Global Energy

  • Italian Energy

  • Italian Oil Drilling, Equipment & Services

  • European Oil Drilling, Equipment & Services

  • European Ex. UK Oil Drilling, Equipment & Services

  • Global Oil Drilling, Equipment & Services

  • Global Emerging Energy

  • Global Emerging Oil Drilling, Equipment & Services

  • Argentinan Energy

  • Latin American Energy

  • Argentinan Oil Drilling, Equipment & Services

  • Latin American Oil Drilling, Equipment & Services

  • Latin America Emerging Energy

  • Latin America Emerging Oil Drilling, Equipment & Services


Companies
  • VLLP.PA Vallourec

  • TS.N Tenaris


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Alex Brooks, CFA VLLP.PA TS.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69309|native|public|20091106092404 Fri, 6 Nov 2009 <![CDATA[First Read: Seadrill "3Q: Big dividend & asset sales possible" (Sell) Brooks]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69307|native|public Regions
  • Europe Including UK

  • Europe Ex. UK

  • Global

  • Norway

  • Nordic

  • UBSW EMEA


Sectors
  • European Oil Companies, Major

  • European Ex. UK Oil Companies, Major

  • Global Oil Companies, Major

  • European Energy

  • European Ex. UK Energy

  • Global Energy

  • Norwegian Energy

  • Norwegian Oil Drilling, Equipment & Services

  • European Oil Drilling, Equipment & Services

  • European Ex. UK Oil Drilling, Equipment & Services

  • Nordic Energy

  • Nordic Oil Drilling, Equipment & Services

  • Global Oil Drilling, Equipment & Services


Companies
  • SDRL.OL Seadrill


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Alex Brooks, CFA SDRL.OL http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69307|native|public|20091106085926 Fri, 6 Nov 2009 <![CDATA[First Read: Professional Publishing "Thomson Reuters read across" 06-Nov-2009]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69303|native|public Regions
  • Europe Including UK

  • Global


Sectors
  • European Consumer, Cyclical

  • Global Consumer, Cyclical

  • European Media

  • Global Media


Companies
  • WLSNc.AS Wolters-Kluwer

  • REL.L Reed Elsevier plc

  • TRI.N Thomson Reuters


Subjects
  • Industry Overview

  • Market Strategy / Comment

  • Morning Note

]]> Polo Tang WLSNc.AS REL.L TRI.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69303|native|public|20091106082729 Fri, 6 Nov 2009 <![CDATA[First Read: RBS Group "Taking time to turn" (Neutral) Crutchley]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69299|native|public Regions
  • Europe Including UK

  • United Kingdom

  • Global

  • UBSW EMEA


Sectors
  • European Banks

  • British Banks

  • Global Banks

  • European Financial

  • British Financial

  • Global Financial

  • British Banks, Ex-S&L

  • European Banks, Ex-S&L

  • Global Banks, Ex-S&L


Companies
  • RBS.L RBS Group


Subjects
  • Company Update

  • Morning Note

]]> John-Paul Crutchley RBS.L http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69299|native|public|20091106081531 Fri, 6 Nov 2009 <![CDATA[First Read: UBM "Reaching an inflexion point" (Buy) Reid]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69297|native|public Regions
  • Europe Including UK

  • United Kingdom

  • Global

  • UBSW EMEA


Sectors
  • British Publishing

  • European Publishing

  • Global Publishing

  • European Consumer, Cyclical

  • British Consumer, Cyclical

  • Global Consumer, Cyclical

  • European Media

  • British Media

  • Global Media


Companies
  • UBM.L UBM


Subjects
  • Company Update

  • Morning Note

]]> Alastair Reid UBM.L http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer69297|native|public|20091106080239 Fri, 6 Nov 2009