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 Fri, 3 Jul 2009 Sat, 4 Jul 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[Global Stockwatch 3-Jul-2009]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez76920|native|public Regions
  • Global

  • Americas

  • United States

  • North America


]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez76920|native|public|20090703110851 Fri, 3 Jul 2009 <![CDATA[US Stockwatch 3-Jul-2009]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez76919|native|public Regions
  • Global

  • Americas

  • United States

  • North America


]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez76919|native|public|20090703110655 Fri, 3 Jul 2009 <![CDATA[US Morning Research Notes 03-Jul-2009]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez76917|native|public Regions
  • Global

  • Americas

  • United States

  • North America


Subjects
  • Market Strategy / Comment

  • Morning Note

]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez76917|native|public|20090703050809 Fri, 3 Jul 2009 <![CDATA[E&C Weekly Blueprint "Engineering & Construction Update" 02-Jul-2009 Fisher]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez76916|native|public Regions
  • Global

  • Americas

  • United States

  • North America


Sectors
  • Global Heavy Construction

  • Global Industrial

  • Global Construction

  • Americas Heavy Construction

  • US Heavy Construction

  • Americas Industrial

  • US Industrial

  • Americas Construction

  • US Construction

  • North American Construction

  • North American Heavy Construction

  • North American Industrial


Companies
  • FWLT.O Foster Wheeler

  • MDR.N McDermott

  • WG.N Willbros Group

  • LAYN.O Layne Christensen

  • FLR.N Fluor

  • SGR.N Shaw Group

  • ATU.N Actuant Corporation

  • URS.N URS Corporation

  • TPC.N Tutor Perini

  • KBR.N KBR

  • JEC.N Jacobs Engineering

  • ACM.N AECOM Technology


Subjects
  • Industry Overview

  • Morning Note

]]> Steven Fisher, CFA FWLT.O MDR.N WG.N LAYN.O FLR.N SGR.N ATU.N URS.N TPC.N KBR.N JEC.N ACM.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez76916|native|public|20090703001428 Fri, 3 Jul 2009 <![CDATA[Global Generics "What's the Buzz in Global Generics?" 02-Jul-2009 Goodman]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez76914|native|public Regions
  • Global

  • Americas

  • United States

  • North America


Sectors
  • Global Pharmaceuticals

  • Global Healthcare

  • Americas Pharmaceuticals

  • US Pharmaceuticals

  • Americas Healthcare

  • US Healthcare

  • North American Pharmaceuticals

  • North American Healthcare


Companies
  • TEVA.O Teva Pharmaceuticals

  • GSK.L GlaxoSmithKline

  • STAGn.DE STADA

  • BMY.N Bristol-Myers

  • FRX.N Forest Labs

  • MYL.O Mylan Inc.

  • WPI.N Watson

  • SEPR.O Sepracor

  • CEPH.O Cephalon

  • SNTS.O Santarus

  • ENDP.O Endo


Subjects
  • Industry Overview

  • Morning Note

]]> Marc Goodman TEVA.O GSK.L STAGn.DE BMY.N FRX.N MYL.O WPI.N SEPR.O CEPH.O SNTS.O ENDP.O http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez76914|native|public|20090702220842 Thu, 2 Jul 2009 <![CDATA[U.S. Aerospace & Defense Playbook "The Week Ahead" 02-Jul-2009 Strauss]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez76913|native|public Regions
  • Global

  • Americas

  • United States

  • North America


Sectors
  • Global Aerospace

  • Global Industrial

  • Global Industrial Goods & Services

  • Americas Aerospace

  • Americas Industrial

  • Americas Industrial Goods & Services


Companies
  • BA.N Boeing

  • GD.N General Dynamics

  • GR.N Goodrich

  • LMT.N Lockheed Martin

  • NOC.N Northrop Grumman

  • RTN.N Raytheon

  • TXT.N Textron

  • UTX.N United Technologies

  • TGI.N Triumph Group

  • ATK.N Alliant Techsystems

  • ESL.N Esterline Tech.

  • COL.N Rockwell Collins

  • HXL.N Hexcel

  • TDG.N TransDigm

  • BEAV.O BE Aerospace

  • PCP.N Precision Castparts

  • SPR.N Spirit AeroSystems


Subjects
  • Industry Overview

  • Morning Note

]]> David E. Strauss BA.N GD.N GR.N LMT.N NOC.N RTN.N TXT.N UTX.N TGI.N ATK.N ESL.N COL.N HXL.N TDG.N BEAV.O PCP.N SPR.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez76913|native|public|20090702215743 Thu, 2 Jul 2009 <![CDATA[First Read: SAIC "DOJ lawsuit: headline risk or something more?" (Neutral)]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez76911|native|public Regions
  • Global

  • Americas

  • United States

  • North America


Sectors
  • Global Technology

  • Global Technology Services

  • Global Diversified Technology Services

  • Americas Technology

  • US Technology

  • US Technology Services

  • US Diversified Technology Services

  • Americas Technology Services

  • Americas Diversified Technology Services

  • North American Technology

  • North American Technology Services

  • North American Diversified Technology Services


Companies
  • MMS.N Maximus

  • CVG.N Convergys

  • GIB.N CGI Group Inc.

  • SAPE.O Sapient

  • SRX.N SRA Intl.

  • HEW.N Hewitt Associates

  • CACI.N CACI

  • ICFI.O ICF International

  • SAI.N SAIC


Subjects
  • Company Update

  • Morning Note

]]> Jason Kupferberg MMS.N CVG.N GIB.N SAPE.O SRX.N HEW.N CACI.N ICFI.O SAI.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez76911|native|public|20090702212150 Thu, 2 Jul 2009 <![CDATA[HealthSpring "Med Adv Debate to Heat Up in 2H'09" (Neutral) Lake]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez76909|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
  • HS.N HealthSpring


Subjects
  • Company Update

  • Morning Note

]]> Justin Lake, CFA HS.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez76909|native|public|20090702194506 Thu, 2 Jul 2009 <![CDATA[UBS Railroads Weekly "Parting of the Waters" 02-Jul-2009 Paterson]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez76908|native|public Regions
  • Global

  • Americas

  • Canada

  • United States

  • North America


Sectors
  • Global Railroads

  • Global Industrial

  • Global Industrial Transportation

  • Global Industrial Goods & Services

  • Americas Railroads

  • Canadian Railroads

  • US Railroads

  • Americas Industrial

  • Americas Industrial Transportation

  • Canadian Industrial

  • Canadian Industrial Transportation

  • US Industrial

  • US Industrial Transportation

  • Americas Industrial Goods & Services

  • Canadian Industrial Goods & Services

  • US Industrial Goods & Services

  • North American Industrial

  • North American Industrial Goods & Services

  • North American Railroads

  • North American Industrial Transportation


Companies
  • CNR.TO Canadian National

  • BNI.N Burlington Northern

  • CSX.N CSX

  • NSC.N Norfolk Southern

  • UNP.N Union Pacific

  • KSU.N Kansas City Southern

  • CP.TO Canadian Pacific


Subjects
  • Industry Overview

  • Morning Note

]]> Rick Paterson CNR.TO BNI.N CSX.N NSC.N UNP.N KSU.N CP.TO http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez76908|native|public|20090702193948 Thu, 2 Jul 2009 <![CDATA[US Natural Gas Insight "A Little Support from Weather" 02-Jul-2009 Barone]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez76907|native|public Regions
  • Global

  • Americas

  • United States

  • North America


Sectors
  • Global Gas Utilities

  • Global Utilities

  • Americas Gas Utilities

  • US Gas Utilities

  • Americas Utilities

  • US Utilities

  • North American Gas Utilities

  • North American Utilities


Companies
  • WMB.N Williams Cos

  • EP.N El Paso

  • EGN.N Energen

  • EQT.N EQT Corporation

  • STR.N Questar


Subjects
  • Industry Overview

  • Morning Note

]]> Ronald J. Barone WMB.N EP.N EGN.N EQT.N STR.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez76907|native|public|20090702185855 Thu, 2 Jul 2009 <![CDATA[Endo "Watching Transformation" (Neutral) Goodman]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez76906|native|public Regions
  • Global

  • Americas

  • United States

  • North America


Sectors
  • Global Pharmaceuticals

  • Global Healthcare

  • Americas Pharmaceuticals

  • US Pharmaceuticals

  • Americas Healthcare

  • US Healthcare

  • North American Pharmaceuticals

  • North American Healthcare


Companies
  • ENDP.O Endo


Subjects
  • Company Update

  • Morning Note

]]> Marc Goodman ENDP.O http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez76906|native|public|20090702185800 Thu, 2 Jul 2009 <![CDATA[First Read: MasterCard "Litigation pre-payment is slightly accretive" (Buy)]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez76905|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
  • MA.N MasterCard


Subjects
  • Company Update

  • Morning Note

]]> Jason Kupferberg MA.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez76905|native|public|20090702165224 Thu, 2 Jul 2009 <![CDATA[ACT Research Truck Orders "June Class 8 orders improve sequentially, but ..."]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez76904|native|public Regions
  • Global

  • Americas

  • United States

  • North America


Sectors
  • Global Industrial, Diversified

  • Global Heavy Machinery

  • Global Industrial

  • Global Industrial Goods & Services

  • Global Industrial Equipment

  • Americas Industrial, Diversified

  • Americas Heavy Machinery

  • US Industrial, Diversified

  • US Heavy Machinery

  • Americas Industrial

  • US Industrial

  • Americas Industrial Goods & Services

  • US Industrial Goods & Services

  • Americas Industrial Equipment

  • US Industrial Equipment

  • North American Industrial, Diversified

  • North American Industrial

  • North American Industrial Equipment

  • North American Industrial Goods & Services

  • North American Heavy Machinery


Companies
  • CMI.N Cummins Engine

  • ETN.N Eaton Corp

  • NAV.N Navistar Intl

  • PCAR.O PACCAR

  • AURD.OB Accuride Corp.


Subjects
  • Industry Overview

  • Morning Note

]]> Henry Kirn, CFA CMI.N ETN.N NAV.N PCAR.O AURD.OB http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez76904|native|public|20090702155657 Thu, 2 Jul 2009 <![CDATA[Natural Gas Storage "Injection Below Consensus but In Line with UBS Estimate"]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez76903|native|public Regions
  • Global

  • Americas

  • United States

  • North America


Sectors
  • Global Oil Companies, Secondary

  • Global Energy

  • Americas Oil Companies, Secondary

  • US Oil Companies, Secondary

  • Americas Energy

  • US Energy

  • North American Energy

  • North American Oil Companies, Secondary


Companies
  • OXY.N Occidental Petroleum

  • APC.N Anadarko Petroleum

  • XTO.N XTO Energy Corp.

  • NFX.N Newfield Exploration

  • SWN.N Southwestern Energy


Subjects
  • Industry Overview

  • Morning Note

]]> William A. Featherston OXY.N APC.N XTO.N NFX.N SWN.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez76903|native|public|20090702154002 Thu, 2 Jul 2009 <![CDATA[First Read: US Chemicals "Potash Suppliers Hold Line on India Tender"]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez76902|native|public Regions
  • Global

  • Americas

  • United States

  • North America


Sectors
  • Global Basic Materials

  • Global Chemicals

  • Americas Basic Materials

  • Americas Chemicals

  • US Basic Materials

  • US Chemicals

  • North American Basic Materials

  • North American Chemicals


Companies
  • POT.N Potash Corporation

  • MOS.N Mosaic

  • IPI.N Intrepid Potash


Subjects
  • Industry Overview

  • Market Strategy / Comment

  • Morning Note

]]> Don Carson POT.N MOS.N IPI.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez76902|native|public|20090702153346 Thu, 2 Jul 2009 <![CDATA[Johnson & Johnson "JNJ secures high profile Alzheimer's asset" (Buy) Nudell]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez76901|native|public Regions
  • Global

  • Americas

  • United States

  • North America


Sectors
  • Global Advanced Medical Devices

  • 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
  • JNJ.N Johnson & Johnson


Subjects
  • Company Update

  • Morning Note

]]> Bruce Nudell, PhD JNJ.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez76901|native|public|20090702150735 Thu, 2 Jul 2009 <![CDATA[Employment Update "Despite June Payrolls We See Stabilization" 02-Jul-2009 Fones]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez76900|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=uez76900|native|public|20090702141815 Thu, 2 Jul 2009 <![CDATA[Property Casualty Insurance "Reinsurance Renewals Update " 02-Jul-2009 Meredith]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez76899|native|public Regions
  • Global

  • Americas

  • United States

  • North America


Sectors
  • Global Insurance, Property & Casualty

  • Global Financial

  • Global Insurance

  • US Insurance, Property & Casualty

  • Americas Insurance, Property & Casualty

  • Americas Financial

  • Americas Insurance

  • US Financial

  • US Insurance

  • North American Financial

  • North American Insurance, Property & Casualty

  • North American Insurance


Companies
  • RNR.N RenaissanceRe

  • PRE.N PartnerRe

  • AHL.N Aspen Insurance

  • AXS.N Axis Capital

  • VR.N Validus Holdings


Subjects
  • Industry Overview

  • Morning Note

]]> Brian Meredith RNR.N PRE.N AHL.N AXS.N VR.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez76899|native|public|20090702140629 Thu, 2 Jul 2009 <![CDATA[First Read: MSCI "Q2 Results Beat Expectations" (Buy) Fones]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez76898|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
  • MXB.N MSCI


Subjects
  • Company Update

  • Operating Results

  • Morning Note

]]> Andrew Fones MXB.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez76898|native|public|20090702140232 Thu, 2 Jul 2009 <![CDATA[Alcon "Phase II Glaucoma Drug Discontinued; No Change in Positive View on ..."]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez76897|native|public Regions
  • Global

  • Americas

  • United States

  • North America


Sectors
  • Global Pharmaceuticals

  • Global Healthcare

  • Americas Pharmaceuticals

  • US Pharmaceuticals

  • Americas Healthcare

  • US Healthcare

  • North American Pharmaceuticals

  • North American Healthcare


Companies
  • ACL.N Alcon


Subjects
  • Company Update

  • Morning Note

]]> Marc Goodman ACL.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez76897|native|public|20090702135832 Thu, 2 Jul 2009