UBS Research: United States Regional Highlights http://clientportal.ibb.ubs.com/portal/index.jsp?page=eqrschreghighunitedstates UBS Research: United States Regional Highlights en Copyright (C) UBS 2009. All rights reserved. eMarketing@ubs.com eMarketing@ubs.com Sat, 21 Nov 2009 Sun, 22 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[N.A. Mining, Metals & Gold Weekly "Silver outshines them all" 20-Nov-2009]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueu06037|native|public Regions
  • Global

  • Americas

  • Canada

  • United States

  • North America


Sectors
  • Global Mining

  • Global Basic Materials

  • Global Mining & Metals

  • Global Basic Resources

  • Americas Mining

  • Americas Basic Materials

  • Americas Mining & Metals

  • Americas Basic Resources

  • North American Basic Resources

  • North American Basic Materials

  • North American Mining & Metals


Companies
  • AEM.N Agnico-Eagle Mines

  • AGU.N Agrium Inc.

  • CCO.TO Cameco Corporation

  • EGO.N Eldorado Gold Corp

  • GG.N Goldcorp

  • IMN.TO Inmet Mining Corp.

  • KGC.N Kinross Gold

  • TCKb.TO Teck Resources

  • S.TO Sherritt Int'l

  • AA.N Alcoa

  • FCX.N Freeport-McMoRan

  • NEM.N Newmont Mining Corp.

  • HW.TO Harry Winston

  • IAG.N IAMGOLD

  • ABX.N Barrick Gold Corp

  • MEOH.O Methanex Corp.

  • FM.TO First Quantum

  • FNX.TO FNX Mining

  • CG.TO Centerra Gold

  • AUY.N Yamana Gold

  • CDE.N Coeur d'Alene

  • SLW.N Silver Wheaton

  • PAAS.O Pan American Silver

  • SSRI.O Silver Standard

  • QUA.TO Quadra Mining

  • HL.N Hecla Mining

  • UUU.TO Uranium One

  • TCM.TO Thompson Creek

  • AGI.TO Alamos Gold

  • LUN.TO Lundin Mining

  • HBM.TO HudBay Minerals

  • ELR.TO Eastern Platinum

  • EQN.TO Equinox

  • KAT.TO Katanga Mining

  • FNV.TO Franco-Nevada

  • MNB.TO Mirabela Nickel

  • RBI.TO Red Back Mining

  • OSK.TO Osisko Mining

  • SVM.N Silvercorp


Subjects
  • Company Update

  • Industry Overview

  • Morning Note

]]> Brian MacArthur, CFA AEM.N AGU.N CCO.TO EGO.N GG.N IMN.TO KGC.N TCKb.TO S.TO AA.N FCX.N NEM.N HW.TO IAG.N ABX.N MEOH.O FM.TO FNX.TO CG.TO AUY.N CDE.N SLW.N PAAS.O SSRI.O QUA.TO HL.N UUU.TO TCM.TO AGI.TO LUN.TO HBM.TO ELR.TO EQN.TO KAT.TO FNV.TO MNB.TO RBI.TO OSK.TO SVM.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueu06037|native|public|20091121001120 Sat, 21 Nov 2009 <![CDATA[US Biotechnology "UBS Biotech Weekly Check-Up: 11/20/09" 20-Nov-2009 Shenouda]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82889|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
  • GENZ.O Genzyme

  • ITMN.O Intermune

  • MDCO.O Medicines


Subjects
  • Industry Overview

  • Market Strategy / Comment

  • Morning Note

]]> Maged Shenouda GENZ.O ITMN.O MDCO.O http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82889|native|public|20091120230655 Fri, 20 Nov 2009 <![CDATA[UBS SemiBytes "AMD Debt Reduction Hat-trick. Week Ahead: ADI, HPQ Results"]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82888|native|public Regions
  • Global

  • Americas

  • United States

  • North America


Sectors
  • Global Semiconductors

  • Global Technology

  • Americas Semiconductors

  • US Semiconductors

  • Americas Technology

  • US Technology

  • North American Semiconductors

  • North American Technology


Companies
  • HPQ.N Hewlett-Packard

  • INTC.O Intel

  • MU.N Micron Technology

  • AMD.N Advanced Micro Dev.

  • ALTR.O Altera

  • DELL.O Dell

  • ADI.N Analog Devices

  • MRVL.O Marvell Technology


Subjects
  • Industry Overview

  • Morning Note

]]> Uche Orji HPQ.N INTC.O MU.N AMD.N ALTR.O DELL.O ADI.N MRVL.O http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82888|native|public|20091120224012 Fri, 20 Nov 2009 <![CDATA[K-Sea Transportation "Cautions Endure; Lowering Price Target" (Neutral) Barone]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82887|native|public Regions
  • Global

  • Americas

  • United States

  • North America


Sectors
  • Global Marine Transport

  • Global Energy

  • Global Industrial

  • Global Industrial Transportation

  • Global Industrial Goods & Services

  • Americas Marine Transport

  • US Marine Transport

  • Americas Energy

  • Americas Industrial

  • Americas Industrial Transportation

  • US Energy

  • US Industrial

  • US Industrial Transportation

  • Americas Industrial Goods & Services

  • US Industrial Goods & Services

  • North American Energy

  • North American Industrial

  • North American Industrial Goods & Services

  • North American Marine Transport

  • North American Industrial Transportation


Companies
  • KSP.N K-Sea Transportation


Subjects
  • Company Update

  • Morning Note

]]> Ronald J. Barone KSP.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82887|native|public|20091120215057 Fri, 20 Nov 2009 <![CDATA[Harley-Davidson "HOG Looks Likely to Stay In York" (Neutral) Farley]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82886|native|public Regions
  • Global

  • Americas

  • United States

  • North America


Sectors
  • Global Recreational Products & Services

  • Global Consumer, Cyclical

  • Global Leisure Goods & Services

  • Global Cyclical Goods & Services

  • US Recreational Products & Services

  • Americas Recreational Products & Services

  • Americas Consumer, Cyclical

  • Americas Leisure Goods & Services

  • US Consumer, Cyclical

  • US Leisure Goods & Services

  • Americas Cyclical Goods & Services

  • US Cyclical Goods & Services

  • North American Cyclical Goods & Services

  • North American Consumer, Cyclical

  • North American Leisure Goods & Services

  • North American Recreational Products & Services


Companies
  • HOG.N Harley-Davidson


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Robin M. Farley HOG.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82886|native|public|20091120211345 Fri, 20 Nov 2009 <![CDATA[US Contextual Diary "Two Weeks Ahead" 20-Nov-2009 Avila]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82883|native|public Regions
  • Global

  • Americas

  • United States

  • North America


Subjects
  • Market Strategy / Comment

  • Morning Note

]]> Ruben Avila http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82883|native|public|20091120173235 Fri, 20 Nov 2009 <![CDATA[Salesforce.com "User Conf; Spoke w/10+ Partners; Key Pts" (Neutral) Thill]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82881|native|public Regions
  • Global

  • Americas

  • United States

  • North America


Sectors
  • Global Software

  • Global Technology

  • Americas Software

  • US Software

  • Americas Technology

  • US Technology

  • North American Software

  • North American Technology


Companies
  • CRM.N Salesforce.com


Subjects
  • Company Update

  • Morning Note

]]> Brent Thill CRM.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82881|native|public|20091120154229 Fri, 20 Nov 2009 <![CDATA[Hansen Natural "HANS Share Gains Accelerate" (Buy) Gajrawala]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82880|native|public Regions
  • Global

  • Americas

  • United States

  • North America


Sectors
  • Global Soft Drinks

  • Global Consumer, Non-Cyclical

  • Global Food & Beverage

  • Global Beverage

  • US Soft Drinks

  • Americas Soft Drinks

  • Americas Consumer, Non-Cyclical

  • US Consumer, Non-Cyclical

  • Americas Food & Beverage

  • US Food & Beverage

  • Americas Beverage

  • US Beverage

  • North American Beverage

  • North American Food & Beverage

  • North American Consumer, Non-Cyclical

  • North American Soft Drinks


Companies
  • KO.N Coca-Cola

  • PEP.N PepsiCo

  • PAS.N PepsiAmericas

  • CCE.N Coca-Cola Ent.

  • PBG.N Pepsi Bottling Group

  • HANS.O Hansen Natural


Subjects
  • Company Update

  • Morning Note

]]> Kaumil S. Gajrawala KO.N PEP.N PAS.N CCE.N PBG.N HANS.O http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82880|native|public|20091120152540 Fri, 20 Nov 2009 <![CDATA[ADC Telecom "PT to $6, Weak Outlook Overshadows Sept Qtr Beat" (Neutral)]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82879|native|public Regions
  • Global

  • Americas

  • United States

  • North America


Sectors
  • Global Communications Technology

  • Global Technology

  • Americas Communications Technology

  • US Communications Technology

  • Americas Technology

  • US Technology

  • North American Communications Technology

  • North American Technology


Companies
  • ADCT.O ADC Telecom


Subjects
  • Company Update

  • Morning Note

]]> Nikos Theodosopoulos ADCT.O http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82879|native|public|20091120151459 Fri, 20 Nov 2009 <![CDATA[UBS FIG Overdraft 20-Nov-2009]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82878|native|public Regions
  • Global

  • Americas

  • United States

  • North America


Sectors
  • Global Banks

  • Global Diversified Financial

  • Global Savings & Loan

  • Global Investment Services

  • Global Insurance, Life

  • Global Insurance, Property & Casualty

  • Global Financial

  • Global Insurance

  • Global Financial Services

  • Global Banks, Ex-S&L

  • Americas Banks

  • Americas Diversified Financial

  • Americas Savings & Loan

  • Americas Investment Services

  • US Banks

  • US Diversified Financial

  • US Savings & Loan

  • US Investment Services

  • US Insurance, Life

  • US Insurance, Property & Casualty

  • Americas Insurance, Life

  • Americas Insurance, Property & Casualty

  • Americas Financial

  • Americas Insurance

  • US Financial

  • US Insurance

  • Americas Financial Services

  • US Financial Services

  • US Banks, Ex-S&L

  • Americas Banks, Ex-S&L

  • North American Banks, Ex-S&L

  • North American Banks

  • North American Financial

  • North American Diversified Financial

  • North American Financial Services

  • North American Insurance, Life

  • North American Insurance, Property & Casualty

  • North American Insurance

  • North American Savings & Loan

  • North American Investment Services


]]> Andrew Kligerman http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82878|native|public|20091120151303 Fri, 20 Nov 2009 <![CDATA[D.R. Horton "Results Reflect Operating Conditions" (Sell) Goldberg]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82877|native|public Regions
  • Global

  • Americas

  • United States

  • North America


Sectors
  • Global Home Construction

  • Global Consumer, Cyclical

  • Global Home Construction & Furnishings

  • Global Cyclical Goods & Services

  • Americas Home Construction

  • US Home Construction

  • Americas Consumer, Cyclical

  • Americas Home Construction & Furnishings

  • US Consumer, Cyclical

  • US Home Construction & Furnishings

  • Americas Cyclical Goods & Services

  • US Cyclical Goods & Services

  • North American Cyclical Goods & Services

  • North American Consumer, Cyclical

  • North American Home Construction & Furnishings

  • North American Home Construction


Companies
  • PHM.N Pulte Homes

  • BZH.N Beazer Homes

  • RYL.N Ryland Group

  • TOL.N Toll Brothers

  • SPF.N Standard Pacific

  • DHI.N D.R. Horton


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> David Goldberg PHM.N BZH.N RYL.N TOL.N SPF.N DHI.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82877|native|public|20091120142737 Fri, 20 Nov 2009 <![CDATA[First Read: Huron Consulting "Strong Q3 Proves Value Propostition" (Buy) Fones]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82876|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
  • HURN.O Huron Consulting


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Andrew Fones HURN.O http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82876|native|public|20091120141641 Fri, 20 Nov 2009 <![CDATA[Cashin's Comments 20-Nov-2009]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82875|native|public Regions
  • Global

  • Americas

  • United States

  • North America


Subjects
  • Market Strategy / Comment

  • Morning Note

]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82875|native|public|20091120141041 Fri, 20 Nov 2009 <![CDATA[Cincinnati Bell "Strong Liquidity; Focus on Data Centers " (Buy) Levi]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82874|native|public Regions
  • Global

  • Americas

  • United States

  • North America


Sectors
  • Global Fixed-Line Communications

  • Global Telecommunications

  • US Fixed-Line Communications

  • Americas Fixed-Line Communications

  • Americas Telecommunications

  • US Telecommunications

  • North American Fixed-Line Communications

  • North American Telecommunications


Companies
  • CBB.N Cincinnati Bell


Subjects
  • Company Update

  • Morning Note

]]> Batya Levi CBB.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82874|native|public|20091120134118 Fri, 20 Nov 2009 <![CDATA[First Read: Ann Taylor "3Q Beats Handily on Gross Margin" (Buy) Meyer]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82873|native|public Regions
  • Global

  • Americas

  • United States

  • North America


Sectors
  • Global Retailers, Specialty

  • Global Consumer, Cyclical

  • Global Retail

  • US Retailers, Specialty

  • Americas Retailers, Specialty

  • Americas Consumer, Cyclical

  • Americas Retail

  • US Consumer, Cyclical

  • US Retail

  • North American Consumer, Cyclical

  • North American Retailers, Specialty

  • North American Retail


Companies
  • ANN.N Ann Taylor


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Roxanne Meyer, CFA ANN.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82873|native|public|20091120133743 Fri, 20 Nov 2009 <![CDATA[US Tobacco "Aren't You Glad You Didn't Quit?" 20-Nov-2009 Modi]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82872|native|public Regions
  • Global

  • Americas

  • United States

  • North America


Sectors
  • Global Tobacco

  • Global Consumer, Non-Cyclical

  • Global Non-Cyclical Goods & Services

  • Americas Tobacco

  • US Tobacco

  • Americas Consumer, Non-Cyclical

  • US Consumer, Non-Cyclical

  • Americas Non-Cyclical Goods & Services

  • US Non-Cyclical Goods & Services

  • North American Non-Cyclical Goods & Services

  • North American Consumer, Non-Cyclical

  • North American Tobacco


Companies
  • MO.N Altria Group

  • RAI.N Reynolds American

  • LO.N Lorillard


Subjects
  • Industry Overview

  • Morning Note

]]> Nik Modi MO.N RAI.N LO.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82872|native|public|20091120131013 Fri, 20 Nov 2009 <![CDATA[Global Stockwatch 20-Nov-2009]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82871|native|public Regions
  • Global

  • Americas

  • United States

  • North America


]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82871|native|public|20091120123537 Fri, 20 Nov 2009 <![CDATA[US Stockwatch 20-Nov-2009]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82870|native|public Regions
  • Global

  • Americas

  • United States

  • North America


]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82870|native|public|20091120122836 Fri, 20 Nov 2009 <![CDATA[Alpha Preferences - US "Changes to US Alpha Preferences" 20-Nov-2009 Ching]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82869|native|public Regions
  • Global

  • Americas

  • United States

  • North America


Sectors
  • Global Investment Services

  • Global Financial

  • Global Consumer, Non-Cyclical

  • Global Food & Beverage

  • Global Financial Services

  • Global Beverage

  • Americas Investment Services

  • US Investment Services

  • Americas Financial

  • Americas Consumer, Non-Cyclical

  • US Financial

  • US Consumer, Non-Cyclical

  • Americas Food & Beverage

  • Americas Financial Services

  • US Food & Beverage

  • US Financial Services

  • Americas Beverage

  • US Beverage

  • North American Beverage

  • North American Financial

  • North American Food & Beverage

  • North American Financial Services

  • North American Consumer, Non-Cyclical

  • North American Investment Services


Companies
  • LMT.N Lockheed Martin

  • NSM.N National Semiconduct

  • TXT.N Textron

  • AMD.N Advanced Micro Dev.

  • CCE.N Coca-Cola Ent.

  • ISIL.O Intersil

  • TDG.N TransDigm

  • SPR.N Spirit AeroSystems


Subjects
  • Market Strategy / Comment

  • Morning Note

]]> Michael Ching LMT.N NSM.N TXT.N AMD.N CCE.N ISIL.O TDG.N SPR.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82869|native|public|20091120122602 Fri, 20 Nov 2009 <![CDATA[Morning Expresso - United States "Friday 20 November 2009"]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82866|native|public Regions
  • Global

  • Americas

  • United States

  • North America


Subjects
  • Market Strategy / Comment

  • Morning Note

]]> Ruben Avila http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez82866|native|public|20091120115842 Fri, 20 Nov 2009