UBS Research: United States Regional Highlights

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 2008. All rights reserved. eMarketing@ubs.com eMarketing@ubs.com Mon, 6 Oct 2008 Mon, 6 Oct 2008 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[Tech Today "UBS Global Tech Daily" 06-Oct-2008 Hillier]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez65286|native|public Regions

Global

Americas

United States

North America

Sectors

Global Technology

Americas Technology

US Technology

North American Technology

Companies

NOK1V.HE Nokia

ALUA.PA Alcatel-Lucent

ERICb.ST Ericsson

MASN.S Micronas

ASML.AS ASML

STM.PA STMicroelectronics

CCC.L Computacenter

ARM.L ARM Holdings

IFXGn.F Infineon

LOG.L Logica

CSR.L CSR

005930.KS Samsung Electronics

INFY.BO Infosys Technologies

WIPR.BO Wipro

SATY.BO Satyam

066570.KS LG Electronics

AAPL.O Apple

HPQ.N Hewlett-Packard

INTC.O Intel

MOT.N Motorola

MU.N Micron Technology

NT.N Nortel Networks

AMAT.O Applied Materials

QCOM.O Qualcomm

ALTR.O Altera

ATML.O Atmel

MCHP.O Microchip Technology

ADCT.O ADC Telecom

NVLS.O Novellus Systems Inc

LRCX.O LAM Research Corp.

KLAC.O KLA-Tencor Corp.

KLBN4.SA Klabin

DELL.O Dell

VARI.O Varian

RIMM.O Research in Motion

SNDK.O SanDisk

ESLR.O Evergreen Solar

APH.N Amphenol

GPN.N Global Payments

ENER.O Energy Conversion

QI.N Qimonda

SPWRB.O SunPower

SOLR.O GT Solar Intl.

TEL.N Tyco Electronics

FSLR.O First Solar

CTV.N CommScope

Subjects

Industry Overview

Morning Note

]]> James F. Hillier NOK1V.HE ALUA.PA ERICb.ST MASN.S ASML.AS STM.PA CCC.L ARM.L IFXGn.F LOG.L CSR.L 005930.KS INFY.BO WIPR.BO SATY.BO 066570.KS AAPL.O HPQ.N INTC.O MOT.N MU.N NT.N AMAT.O QCOM.O ALTR.O ATML.O MCHP.O ADCT.O NVLS.O LRCX.O KLAC.O KLBN4.SA DELL.O VARI.O RIMM.O SNDK.O ESLR.O APH.N GPN.N ENER.O QI.N SPWRB.O SOLR.O TEL.N FSLR.O CTV.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez65286|native|public|20081006000000 Mon, 6 Oct 2008 <![CDATA[TelMeDaily "Research in Focus" 06-Oct-2008 Hodulik]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez65285|native|public Regions

Global

Americas

United States

North America

Sectors

Global Telecommunications

Americas Telecommunications

US Telecommunications

North American Telecommunications

Companies

SPT.L Spirent

CW.L Cable & Wireless

TEF.MC Telefonica

NOK1V.HE Nokia

TLIT.MI Telecom Italia

VOD.L Vodafone Group

BEZQ.TA Bezeq

PTC.LS Portugal Telecom

TEL2b.ST Tele2

DTEGn.F Deutsche Telekom

OTEr.AT OTE

FTE.PA France Telecom

ELI1V.HE Elisa Corporation

FNTG.DE Freenet

KPN.AS KPN

SCMN.VX Swisscom

VIP.N VimpelCom

KCOM.L KCOM Group

NPNJn.J Naspers

THUS.L Thus

PTNR.TA Partner

MTNJ.J MTN

FWB.MI Fastweb

TKC.N Turkcell

MBT.N MTS

TEL.OL Telenor

TELA.VI Telekom Austria

BT.L BT Group

TKGJ.J Telkom SA

TLSN.ST TeliaSonera

ITV.L ITV

BCOM.BR Belgacom

MICsdb.ST MIC

ILD.PA Iliad

ISA.L Inmarsat

CEL.N Cellcom

TNET.BR Telenet

005930.KS Samsung Electronics

017670.KS SK Telecom

015940.KS LG Dacom

STEL.SI Singapore Telecom

TEL.PS PLDT

TLKM.JK Telkom Indonesia

0941.HK China Mobile

SPRM.SI Singapore Press

030200.KS KT

033630.KQ Hanaro Telecom

032390.KS KTF

0762.HK China Unicom

2412.TW Chunghwa Telecom

3045.TW Taiwan Mobile

032640.KS LG Telecom

DSOM.KL Digi.com

BRTI.BO Bharti Airtel

MONE.SI MobileOne

0728.HK China Telecom

000063.SZ ZTE - A

BCE.TO BCE

QBRb.TO Quebecor Inc.

RCIb.TO Rogers Comms Inc.

SJRb.TO Shaw Communications

TELMEXL.MX Telmex

TLVACPO.MX Grupo Televisa

AAPL.O Apple

VZ.N Verizon

CMCSK.O Comcast Corporation

S.N Sprint Nextel

MOT.N Motorola

NT.N Nortel Networks

T.N AT&T Inc.

BRTO4.SA Brasil Telecom SA

TMAR5.SA Telemar Op. (PN)

QCOM.O Qualcomm

CVC.N Cablevision Systems

LVLT.O Level 3 Comm.

Q.N Qwest Communications

TNLP4.SA Tele Norte Leste(PN)

BRTP4.SA Brasil Tel Part (PN)

VIVO4.SA Vivo Holdings (PN)

TCSL4.SA TIM Part. (PN)

NETC4.SA NET Servicos

CTL.N CenturyTel

TRI.N Thomson Reuters

Ta.TO TELUS Corporation

MBT.TO Manitoba Telecom

AMT.N American Tower

CCI.N Crown Castle Intl.

RIMM.O Research in Motion

PALM.O Palm

DISH.O DISH Network

DTV.O DIRECTV Group

AMXL.MX America Movil

VMED.O Virgin Media

FTR.N Frontier

NTLS.O NTELOS Holdings

NIHD.O NII Holdings Inc.

PCS.N Metro PCS

CBB.N Cincinnati Bell

WIN.N Windstream

AXTELCPO.MX Axtel

GVTT3.SA GVT Holding

EQ.N Embarq Corp

BRTP3.SA Brasil Tel Part (ON)

ATNI.O Atlantic Tele-Networ

BA_u.TO Bell Aliant Reg. Com

TWC.N Time Warner Cable

MEGACPO.MX Megacable

TELINTL.MX Telmex Internacional

TEL.NZ Telecom NZ

TLS.AX Telstra

MCG.AX Macquarie Comms Infr

9432.T NTT

9433.T KDDI

9984.T Softbank

9437.T NTT DoCoMo

9409.T TV Asahi

STAR.SI StarHub

0906.HK China Netcom

0763.HK ZTE

BCM.AX B & B Capital

RLCM.BO Reliance Comm

REF.AX Reverse Corp

IDEA.BO Idea

SPCM.BO Spice Communications

0552.HK CCS

BTEL.JK Bakrie Tel

600050.SS China Unicom - A

Subjects

Industry Overview

Morning Note

]]> John C. Hodulik, CFA SPT.L CW.L TEF.MC NOK1V.HE TLIT.MI VOD.L BEZQ.TA PTC.LS TEL2b.ST DTEGn.F OTEr.AT FTE.PA ELI1V.HE FNTG.DE KPN.AS SCMN.VX VIP.N KCOM.L NPNJn.J THUS.L PTNR.TA MTNJ.J FWB.MI TKC.N MBT.N TEL.OL TELA.VI BT.L TKGJ.J TLSN.ST ITV.L BCOM.BR MICsdb.ST ILD.PA ISA.L CEL.N TNET.BR 005930.KS 017670.KS 015940.KS STEL.SI TEL.PS TLKM.JK 0941.HK SPRM.SI 030200.KS 033630.KQ 032390.KS 0762.HK 2412.TW 3045.TW 032640.KS DSOM.KL BRTI.BO MONE.SI 0728.HK 000063.SZ BCE.TO QBRb.TO RCIb.TO SJRb.TO TELMEXL.MX TLVACPO.MX AAPL.O VZ.N CMCSK.O S.N MOT.N NT.N T.N BRTO4.SA TMAR5.SA QCOM.O CVC.N LVLT.O Q.N TNLP4.SA BRTP4.SA VIVO4.SA TCSL4.SA NETC4.SA CTL.N TRI.N Ta.TO MBT.TO AMT.N CCI.N RIMM.O PALM.O DISH.O DTV.O AMXL.MX VMED.O FTR.N NTLS.O NIHD.O PCS.N CBB.N WIN.N AXTELCPO.MX GVTT3.SA EQ.N BRTP3.SA ATNI.O BA_u.TO TWC.N MEGACPO.MX TELINTL.MX TEL.NZ TLS.AX MCG.AX 9432.T 9433.T 9984.T 9437.T 9409.T STAR.SI 0906.HK 0763.HK BCM.AX RLCM.BO REF.AX IDEA.BO SPCM.BO 0552.HK BTEL.JK 600050.SS http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez65285|native|public|20081006000000 Mon, 6 Oct 2008 <![CDATA[Global Stockwatch 6-Oct-2008]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez65284|native|public Regions

Global

Americas

United States

North America

]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez65284|native|public|20081006000000 Mon, 6 Oct 2008 <![CDATA[First Read: OSI Pharmaceuticals "BETA-Lung Misses Primary Endpoint" (Buy)]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez65283|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

OSIP.O OSI Pharmaceuticals

Subjects

Company Update

Morning Note

]]> Maged Shenouda OSIP.O http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez65283|native|public|20081006000000 Mon, 6 Oct 2008 <![CDATA[US Stockwatch 6-Oct-2008]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez65282|native|public Regions

Global

Americas

United States

North America

]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez65282|native|public|20081006000000 Mon, 6 Oct 2008 <![CDATA[US Homebuilding "What's the Catalyst?" 06-Oct-2008 Goldberg]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez65281|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

CTX.N Centex Corp

PHM.N Pulte Homes

RYL.N Ryland Group

TOL.N Toll Brothers

DHI.N D.R. Horton

Subjects

Industry Overview

Morning Note

]]> David Goldberg CTX.N PHM.N RYL.N TOL.N DHI.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez65281|native|public|20081006000000 Mon, 6 Oct 2008 <![CDATA[Actuant Corporation "Actuant Fiscal Q4 2008 Earnings" (Neutral) Fisher]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez65280|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

ATU.N Actuant Corporation

Subjects

Company Update

Operating Results

Morning Note

]]> Steven Fisher, CFA ATU.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez65280|native|public|20081006000000 Mon, 6 Oct 2008 <![CDATA[First Read: Metro PCS "Upside surprise in 3Q subscriber metrics" (Buy) Hodulik]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez65279|native|public Regions

Global

Americas

United States

North America

Sectors

Global Wireless Communications

Global Telecommunications

US Wireless Communications

Americas Wireless Communications

Americas Telecommunications

US Telecommunications

North American Wireless Communications

North American Telecommunications

Companies

PCS.N Metro PCS

Subjects

Company Update

Morning Note

]]> John C. Hodulik, CFA PCS.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez65279|native|public|20081006000000 Mon, 6 Oct 2008 <![CDATA[Morning Expresso - United States "Monday 6 October 2008"]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez65276|native|public Regions

Global

Americas

United States

North America

Companies

NOK1V.HE Nokia

LAFP.PA Lafarge

SSABa.ST SSAB

ICL.TA Israel Chemicals

XTA.L Xstrata Plc

ASML.AS ASML

IMPJ.J Implats

TKAG.F ThyssenKrupp

AAL.L Anglo American

ANTO.L Antofagasta

URKA.RTS Uralkali

ISPA.AS ArcelorMittal

KSP.I Kingspan

005930.KS Samsung Electronics

VALE5.SA Vale (PN)

GG.N Goldcorp

POT.N Potash Corporation

AAPL.O Apple

CAT.N Caterpillar

CVX.N Chevron Corp.

JPM.N JPMorgan Chase

CMI.N Cummins Engine

FWLT.O Foster Wheeler

HD.N Home Depot

HP.N Helmerich & Payne

HPQ.N Hewlett-Packard

IP.N International Paper

LOW.N Lowe's Cos.

MOT.N Motorola

NAV.N Navistar Intl

NT.N Nortel Networks

NUE.N Nucor Corp.

OXY.N Occidental Petroleum

PCAR.O PACCAR

PH.N Parker Hannifin

WMB.N Williams Cos

WMT.N Wal-Mart

WY.N Weyerhaeuser

X.N United States Steel

XOM.N ExxonMobil

AMAT.O Applied Materials

MCK.N McKesson

ABX.N Barrick Gold Corp

APC.N Anadarko Petroleum

APA.N Apache Corp.

EP.N El Paso

WG.N Willbros Group

AKS.N AK Steel

MYL.N Mylan Laboratories

WPI.N Watson

LAYN.O Layne Christensen

QCOM.O Qualcomm

STT.N State Street

BRL.N Barr Pharmaceuticals

CAH.N Cardinal Health

ADCT.O ADC Telecom

NBL.N Noble Energy

BBY.N Best Buy

BJ.N BJ's Wholesale Club

COST.O Costco

GGBR4.SA Gerdau

NVLS.O Novellus Systems Inc

LRCX.O LAM Research Corp.

KLAC.O KLA-Tencor Corp.

DELL.O Dell

SCHW.O Charles Schwab

GS.N Goldman Sachs

ESRX.O Express Scripts

VARI.O Varian

VSEA.O Varian Semiconductor

DGX.N Quest Diagnostics

RIMM.O Research in Motion

PALM.O Palm

EGN.N Energen

NFG.N Nat Fuel Gas

STR.N Questar

COG.N Cabot Oil & Gas

CRL.N Charles River

FLR.N Fluor

URI.N United Rentals

CNX.N CONSOL Energy

MHS.N MedcoHealth

WCC.N Wesco International

WSM.N Williams-Sonoma

HEES.O H&E Equipment

TX.N Ternium

ICE.N ICE

JEC.N Jacobs Engineering

EROC.O Eagle Rock Energy

ATN.N Atlas Energy

SE.N Spectra Energy Corp.

ACM.N AECOM Technology

ENP.N Encore Energy

CMC.N Commercial Metals

PSE.N Pioneer Southwest

RRR.N RSC Holdings

IVZ.N Invesco

CTV.N CommScope

8035.T Tokyo Electron

BUMI.JK Bumi Resources

Subjects

Market Strategy / Comment

Morning Note

]]> Caspar Luard NOK1V.HE LAFP.PA SSABa.ST ICL.TA XTA.L ASML.AS IMPJ.J TKAG.F AAL.L ANTO.L URKA.RTS ISPA.AS KSP.I 005930.KS VALE5.SA GG.N POT.N AAPL.O CAT.N CVX.N JPM.N CMI.N FWLT.O HD.N HP.N HPQ.N IP.N LOW.N MOT.N NAV.N NT.N NUE.N OXY.N PCAR.O PH.N WMB.N WMT.N WY.N X.N XOM.N AMAT.O MCK.N ABX.N APC.N APA.N EP.N WG.N AKS.N MYL.N WPI.N LAYN.O QCOM.O STT.N BRL.N CAH.N ADCT.O NBL.N BBY.N BJ.N COST.O GGBR4.SA NVLS.O LRCX.O KLAC.O DELL.O SCHW.O GS.N ESRX.O VARI.O VSEA.O DGX.N RIMM.O PALM.O EGN.N NFG.N STR.N COG.N CRL.N FLR.N URI.N CNX.N MHS.N WCC.N WSM.N HEES.O TX.N ICE.N JEC.N EROC.O ATN.N SE.N ACM.N ENP.N CMC.N PSE.N RRR.N IVZ.N CTV.N 8035.T BUMI.JK http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez65276|native|public|20081006000000 Mon, 6 Oct 2008 <![CDATA[Global Payments "Risk/reward, val'n supports Neutral view" (Neutral) Frisch]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez65274|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

GPN.N Global Payments

MA.N MasterCard

V.N Visa Inc.

Subjects

Change in Recommendation

Company Update

Morning Note

]]> Adam B. Frisch GPN.N MA.N V.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez65274|native|public|20081006000000 Mon, 6 Oct 2008 <![CDATA[U.S. Morning Meeting Highlights 06-Oct-2008]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez65273|native|public Regions

Global

Americas

United States

North America

Subjects

Market Strategy / Comment

Morning Note

]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez65273|native|public|20081006000000 Mon, 6 Oct 2008 <![CDATA[The Coal Miner "Down 64%......Capitulation? ..."]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez65245|native|public Regions

Global

Americas

United States

North America

Sectors

Global Coal

Global Energy

Americas Coal

US Coal

Americas Energy

US Energy

North American Coal

North American Energy

Companies

MEE.N Massey Energy

BTU.N Peabody Energy

ACI.N Arch Coal

CNX.N CONSOL Energy

ANR.N Alpha Natural

FCL.N Foundation Coal

ICO.N International Coal G

JRCC.O James River Coal

PCX.N Patriot Coal

Subjects

Company Update

Industry Overview

Market Strategy / Comment

Smaller Capitalised Companies

Morning Note

]]> Shneur Z. Gershuni, CFA MEE.N BTU.N ACI.N CNX.N ANR.N FCL.N ICO.N JRCC.O PCX.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez65245|native|public|20081006000000 Mon, 6 Oct 2008 <![CDATA[U.S. Consumer " "Trouble for Spending" And Earnings" 06-Oct-2008 Currie]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez65249|native|public Regions

Global

Americas

United States

North America

Sectors

Global Consumer, Cyclical

Global Consumer, Non-Cyclical

Global Retail

Americas Consumer, Cyclical

Americas Consumer, Non-Cyclical

Americas Retail

US Consumer, Cyclical

US Consumer, Non-Cyclical

US Retail

North American Consumer, Cyclical

North American Consumer, Non-Cyclical

North American Retail

Companies

TAP.N Molson Coors

ACV.N Alberto-Culver

AVP.N Avon

OMX.N OfficeMax

BUD.N Anheuser-Busch

CAG.N ConAgra

CC.N Circuit City

CL.N Colgate-Palmolive

CLX.N Clorox

CPB.N Campbell Soup

TGT.N Target

DRI.N Darden Restaurants

GIS.N General Mills

HAS.N Hasbro

HD.N Home Depot

HNZ.N Heinz

HSY.N The Hershey Company

K.N Kellogg

KO.N Coca-Cola

KR.N Kroger Co.

LDG.N Longs Drug Stores

LOW.N Lowe's Cos.

MAT.N Mattel

MCD.N McDonalds

MO.N Altria Group

PEP.N PepsiCo

PG.N Procter & Gamble

RAD.N Rite Aid

SVU.N Supervalu

SYY.N Sysco Corp.

RSH.N RadioShack

UST.N UST

WAG.N Walgreen

WEN.N Wendy's Intl.

PAS.N PepsiAmericas

WMT.N Wal-Mart

CCE.N Coca-Cola Ent.

EL.N Estée Lauder

AZO.N AutoZone

DF.N Dean Foods

BBY.N Best Buy

BJ.N BJ's Wholesale Club

COST.O Costco

KMX.N CarMax

PIR.N Pier 1 Imports

CVS.N CVS Caremark Corp.

SPLS.O Staples

SWY.N Safeway

YUM.N Yum! Brands

PBG.N Pepsi Bottling Group

ODP.N Office Depot

WFMI.O Whole Foods Market

RAI.N Reynolds American

BBBY.O Bed Bath & Beyond

STZ.N Constellation

COT.N Cott

BFb.N Brown-Forman

EAT.N Brinker Intl.

SBUX.O Starbucks

KFT.N Kraft Foods

HOG.N Harley-Davidson

LO.N Lorillard

CHD.N Church & Dwight

AAP.N Advance Auto Parts

DKS.N Dick's Sporting Good

ORLY.O O'Reilly Automotive

PETM.O PETsMART

BGFV.O Big 5

LTM.N Life Time Fitness

WSM.N Williams-Sonoma

CPWM.O Cost Plus World Mrkt

HAIN.O Hain Celestial Group

BKC.N Burger King

HGG.N hhgregg

TA.A TravelCenters

HANS.O Hansen Natural

TSCO.O Tractor Supply

PM.N Philip Morris Int'l

DPS.N Dr Pepper Snapple

Subjects

Change in Recommendation

Company Update

Industry Overview

Morning Note

]]> Neil Currie TAP.N ACV.N AVP.N OMX.N BUD.N CAG.N CC.N CL.N CLX.N CPB.N TGT.N DRI.N GIS.N HAS.N HD.N HNZ.N HSY.N K.N KO.N KR.N LDG.N LOW.N MAT.N MCD.N MO.N PEP.N PG.N RAD.N SVU.N SYY.N RSH.N UST.N WAG.N WEN.N PAS.N WMT.N CCE.N EL.N AZO.N DF.N BBY.N BJ.N COST.O KMX.N PIR.N CVS.N SPLS.O SWY.N YUM.N PBG.N ODP.N WFMI.O RAI.N BBBY.O STZ.N COT.N BFb.N EAT.N SBUX.O KFT.N HOG.N LO.N CHD.N AAP.N DKS.N ORLY.O PETM.O BGFV.O LTM.N WSM.N CPWM.O HAIN.O BKC.N HGG.N TA.A HANS.O TSCO.O PM.N DPS.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez65249|native|public|20081006000000 Mon, 6 Oct 2008 <![CDATA[Deeper Recession: Reduced S&P upside "S&P 500 12-month target cut to 1500"]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez65267|native|public Regions

Global

Americas

United States

North America

Companies

ABT.N Abbott Laboratories

APD.N Air Products & Chem.

AVP.N Avon

BAC.N Bank of America

BHI.N Baker Hughes

CSCO.O Cisco Systems

CMI.N Cummins Engine

GE.N General Electric

INTC.O Intel

ITW.N Illinois Tool Works

KO.N Coca-Cola

MIL.N Millipore

MSFT.O Microsoft

NSC.N Norfolk Southern

NUE.N Nucor Corp.

ORCL.O Oracle

OXY.N Occidental Petroleum

COP.N ConocoPhillips

PG.N Procter & Gamble

ABI.N Applied Biosystems

PX.N Praxair

SLB.N Schlumberger

JAVA.O Sun Microsystems

TXT.N Textron

UNP.N Union Pacific

UTX.N United Technologies

WMT.N Wal-Mart

RIG.N Transocean

CCL.N Carnival

STT.N State Street

DHR.N Danaher

TMO.N Thermo Fisher

FLR.N Fluor

LLTC.O Linear Technology

COL.N Rockwell Collins

ACN.N Accenture

PLD.N ProLogis

PRU.N Prudential Financial

WFR.N MEMC Electronic

NWSa.N News Corporation

BHP.AX BHP Billiton Limited

Subjects

Market Strategy / Comment

Morning Note

]]> David Bianco ABT.N APD.N AVP.N BAC.N BHI.N CSCO.O CMI.N GE.N INTC.O ITW.N KO.N MIL.N MSFT.O NSC.N NUE.N ORCL.O OXY.N COP.N PG.N ABI.N PX.N SLB.N JAVA.O TXT.N UNP.N UTX.N WMT.N RIG.N CCL.N STT.N DHR.N TMO.N FLR.N LLTC.O COL.N ACN.N PLD.N PRU.N WFR.N NWSa.N BHP.AX http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez65267|native|public|20081006000000 Mon, 6 Oct 2008 <![CDATA[Global FIGLeaf-European edition 06-Oct-2008]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50799|native|public Regions

Global

Emerging Markets

Asia

Singapore

Taiwan

Asia Pacific

Asia Pacific Ex. JP

Americas

United States

North America

Asia Emerging

Sectors

Global Banks

Global Diversified Financial

Global Investment Services

Global Insurance, Life

Global Insurance, Property & Casualty

Global Financial

Global Insurance

Global Financial Services

Global Banks, Ex-S&L

Asian Banks

Asian Diversified Financial

Singaporean Banks

Taiwanese Banks

Taiwanese Diversified Financial

Taiwanese Insurance, Life

Asian Insurance, Life

Asian Financial

Asian Insurance

Singaporean Financial

Taiwanese Financial

Taiwanese Insurance

Asian Financial Services

Taiwanese Financial Services

Taiwanese Banks, Ex-S&L

Asian Banks, Ex-S&L

Asian Pacific Banks, Ex-S&L

Asian Pacific Banks

Asian Pacific Financial

Asian Pacific Diversified Financial

Asian Pacific Financial Services

Asian Pacific Insurance, Life

Asian Pacific Insurance

Asian Pacific Ex. JP Banks, Ex-S&L

Asian Pacific Ex. JP Banks

Asian Pacific Ex. JP Financial

Asian Pacific Ex. JP Diversified Financial

Asian Pacific Ex. JP Financial Services

Asian Pacific Ex. JP Insurance, Life

Asian Pacific Ex. JP Insurance

Americas Banks

Americas Investment Services

US Banks

US Investment Services

Americas Insurance, Property & Casualty

Americas Financial

Americas Insurance

US Financial

Americas Financial Services

US Financial Services

North American Banks

North American Financial

North American Financial Services

North American Investment Services

Pakistani Banks

Asia Emerging Banks, Ex-S&L

Asia Emerging Banks

Asia Emerging Financial

Asia Emerging Diversified Financial

Asia Emerging Financial Services

Asia Emerging Insurance, Life

Asia Emerging Insurance

Subjects

Industry Overview

Morning Note

]]> Preeti Jasrasaria http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50799|native|public|20081006000000 Mon, 6 Oct 2008 <![CDATA[General Dynamics "Cites Continued Confidence in Deliveries & Backlog" (Neutral)]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez65271|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

GD.N General Dynamics

Subjects

Company Update

Morning Note

]]> David E. Strauss GD.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez65271|native|public|20081006000000 Mon, 6 Oct 2008 <![CDATA[US Morning Research Notes 06-Oct-2008]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez65270|native|public Regions

Global

Americas

United States

North America

Subjects

Market Strategy / Comment

Morning Note

]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez65270|native|public|20081006000000 Mon, 6 Oct 2008 <![CDATA[Machinery Analysis "Outlook Remains Bleak, While Credit Environment Adds ..."]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez65253|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

CAT.N Caterpillar

CMI.N Cummins Engine

ITW.N Illinois Tool Works

NAV.N Navistar Intl

PCAR.O PACCAR

PH.N Parker Hannifin

TEX.N Terex Corporation

JOYG.O Joy Global

URI.N United Rentals

HEES.O H&E Equipment

RRR.N RSC Holdings

KMT.N Kennametal

Subjects

Industry Overview

Morning Note

]]> Henry Kirn, CFA CAT.N CMI.N ITW.N NAV.N PCAR.O PH.N TEX.N JOYG.O URI.N HEES.O RRR.N KMT.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez65253|native|public|20081006000000 Mon, 6 Oct 2008 <![CDATA[Mylan Laboratories "Reducing PT to $14 " (Buy) Goldwasser]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez65261|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

MYL.N Mylan Laboratories

Subjects

Company Update

Morning Note

]]> Ricky Goldwasser MYL.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez65261|native|public|20081006000000 Mon, 6 Oct 2008 <![CDATA[15th Quarterly Truck Survey "Trucking outlook remains bleak; Lowering ..."]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez65252|native|public Regions

Global

Americas

United States

North America

Sectors

Global Land Transportation Equipment

Global Industrial

Global Industrial Transportation

Global Industrial Goods & Services

Americas Land Transportation Equipment

Americas Industrial

Americas Industrial Transportation

Americas Industrial Goods & Services

Companies

VOLVb.ST Volvo B

CMI.N Cummins Engine

NAV.N Navistar Intl

PCAR.O PACCAR

TEX.N Terex Corporation

JOYG.O Joy Global

JBHT.O JB Hunt Transport

HTLD.O Heartland Express

KNX.N Knight Transport

ACW.N Accuride Corp.

Subjects

Industry Overview

Morning Note

]]> Henry Kirn, CFA VOLVb.ST CMI.N NAV.N PCAR.O TEX.N JOYG.O JBHT.O HTLD.O KNX.N ACW.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez65252|native|public|20081006000000 Mon, 6 Oct 2008 <![CDATA[Starwood Hotels "Lowering Timeshare Estimates 50%; RevPAR -4% and no share ..."]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez65231|native|public Regions

Global

Americas

United States

North America

Sectors

Global Lodging

Global Consumer, Cyclical

Global Leisure Goods & Services

Global Cyclical Goods & Services

Americas Lodging

US Lodging

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 Lodging

Companies

MAR.N Marriott Intl.

HOT.N Starwood Hotels

Subjects

Company Update

Morning Note

]]> William B. Truelove MAR.N HOT.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez65231|native|public|20081006000000 Mon, 6 Oct 2008 <![CDATA[Rental Equipment Industry Survey #67 "Business conditions continue to ..."]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez65248|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

CMI.N Cummins Engine

TEX.N Terex Corporation

JOYG.O Joy Global

URI.N United Rentals

HEES.O H&E Equipment

RRR.N RSC Holdings

Subjects

Industry Overview

Morning Note

]]> Henry Kirn, CFA CMI.N TEX.N JOYG.O URI.N HEES.O RRR.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez65248|native|public|20081006000000 Mon, 6 Oct 2008 <![CDATA[Capital Markets - What to Watch Monthly "A September to Forget" 06-Oct-2008]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez65235|native|public Regions

Global

Americas

United States

North America

Sectors

Global Banks

Global Diversified Financial

Global Investment Services

Global Financial

Global Financial Services

Global Banks, Ex-S&L

Americas Banks

Americas Diversified Financial

Americas Investment Services

US Banks

US Diversified Financial

US Investment Services

Americas Financial

US Financial

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 Investment Services

Companies

CSGN.VX CS Group

DBKGn.DE Deutsche Bank

BAC.N Bank of America

BK.N Bank of New York

C.N Citigroup

JPM.N JPMorgan Chase

MER.N Merrill Lynch

MS.N Morgan Stanley

STT.N State Street

NTRS.O Northern Trust

BEN.N Franklin Resources

TROW.O T. Rowe Price

ETFC.O E*TRADE

SCHW.O Charles Schwab

GS.N Goldman Sachs

AMTD.O TD Ameritrade

FII.N Federated Investors

JNS.N Janus Capital Group

CME.O CME Group

GHL.N Greenhill

CNS.N Cohen & Steers, Inc.

NDAQ.O The NASDAQ OMX Group

NYX.N NYSE Euronext

ICE.N ICE

MF.N MF Global

PZN.N Pzena

IVZ.N Invesco

Subjects

Industry Overview

]]> Glenn Schorr, CFA CSGN.VX DBKGn.DE BAC.N BK.N C.N JPM.N MER.N MS.N STT.N NTRS.O BEN.N TROW.O ETFC.O SCHW.O GS.N AMTD.O FII.N JNS.N CME.O GHL.N CNS.N NDAQ.O NYX.N ICE.N MF.N PZN.N IVZ.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez65235|native|public|20081006000000 Mon, 6 Oct 2008 <![CDATA[U.S. Aerospace & Defense Playbook "The Week Ahead" 06-Oct-2008 Strauss]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez65247|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

HON.N Honeywell Intl. Inc.

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

CPII.O CPI

SPR.N Spirit AeroSystems

DRS.N DRS Technologies

Subjects

Industry Overview

Morning Note

]]> David E. Strauss BA.N GD.N GR.N LMT.N NOC.N RTN.N TXT.N UTX.N HON.N TGI.N ATK.N ESL.N COL.N HXL.N TDG.N BEAV.O PCP.N CPII.O SPR.N DRS.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez65247|native|public|20081006000000 Mon, 6 Oct 2008 <![CDATA[Wyndham Worldwide "Lowering EPS Estimates 10-21% on Lower Timeshare Sales; ..."]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez65232|native|public Regions

Global

Americas

United States

North America

Sectors

Global Lodging

Global Consumer, Cyclical

Global Leisure Goods & Services

Global Cyclical Goods & Services

Americas Lodging

US Lodging

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 Lodging

Companies

IHG.L InterContinental

MAR.N Marriott Intl.

HOT.N Starwood Hotels

WYN.N Wyndham Worldwide

Subjects

Company Update

Morning Note

]]> William B. Truelove IHG.L MAR.N HOT.N WYN.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez65232|native|public|20081006000000 Mon, 6 Oct 2008 <![CDATA[Energy Sector "Mid/Small Cap E&P Valuation Update" 06-Oct-2008 Coleman]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez65264|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

FST.N Forest Oil

SFY.N Swift Energy

COG.N Cabot Oil & Gas

DNR.N Denbury Resources

XEC.N Cimarex

PQ.N PetroQuest

HK.N Petrohawk Energy

PXP.N Plains Exp. & Prod.

UNT.N Unit Corp

Subjects

Industry Overview

Morning Note

]]> Andrew Coleman FST.N SFY.N COG.N DNR.N XEC.N PQ.N HK.N PXP.N UNT.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez65264|native|public|20081006000000 Mon, 6 Oct 2008 <![CDATA[Varian "Downgrade to Neutral on Growth Concerns" (Neutral) de Bruin]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez65238|native|public Regions

Global

Americas

United States

North America

Sectors

Global Advanced Industrial Equipment

Global Industrial

Global Industrial Goods & Services

Americas Advanced Industrial Equipment

US Advanced Industrial Equipment

Americas Industrial

US Industrial

Americas Industrial Goods & Services

US Industrial Goods & Services

North American Industrial

North American Industrial Goods & Services

North American Advanced Industrial Equipment

Companies

VARI.O Varian

Subjects

Change in Recommendation

Company Update

Morning Note

]]> Derik de Bruin, Ph.D. VARI.O http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez65238|native|public|20081006000000 Mon, 6 Oct 2008 <![CDATA[Property Casualty Insurance "Some Compelling Values Even After Marks"]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez65262|native|public Regions

Global

Americas

United States

North America

Sectors

Global Insurance, Property & Casualty

Global Financial

Global Insurance

Americas Insurance, Property & Casualty

Americas Financial

Americas Insurance

Companies

CB.N Chubb Corp.

TRV.N Travelers Cos

ALL.N Allstate Corp.

XL.N XL Capital

ACE.N ACE Ltd.

PGR.N Progressive

RNR.N RenaissanceRe

PRE.N PartnerRe

WRB.N W. R. Berkley

ACGL.O Arch Capital Group

VR.N Validus Holdings

Subjects

Industry Overview

Morning Note

]]> Brian Meredith CB.N TRV.N ALL.N XL.N ACE.N PGR.N RNR.N PRE.N WRB.N ACGL.O VR.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez65262|native|public|20081006000000 Mon, 6 Oct 2008 <![CDATA[US Self-Storage REIT Perspectives "Fundamentals Should Continue to Worsen"]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez65260|native|public Regions

Global

Americas

United States

North America

Sectors

Global Real Estate

Global Financial

Global Financial Services

Companies

EXR.N Extra Space Storage

PSA.N Public Storage

Subjects

Industry Overview

Morning Note

]]> Omotayo T. Okusanya, II, CFA EXR.N PSA.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez65260|native|public|20081005000000 Sun, 5 Oct 2008 <![CDATA[US Data Center REIT Perspectives "Lowering PTs But Stocks Still Attractive"]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez65259|native|public Regions

Global

Americas

United States

North America

Sectors

Global Real Estate

Global Financial

Global Financial Services

Companies

DLR.N Digital Realty Trust

DFT.N DuPont Fabros

Subjects

Industry Overview

Morning Note

]]> Omotayo T. Okusanya, II, CFA DLR.N DFT.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez65259|native|public|20081005000000 Sun, 5 Oct 2008 <![CDATA[UBS Global I/O: Steel "Cutting Europe, Global Steel Price View" 05-Oct-2008]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50766|native|public Regions

Europe Including UK

Global

Americas

United States

North America

Sectors

European Steel

Global Steel

European Basic Materials

European Mining & Metals

Global Basic Materials

Global Mining & Metals

European Basic Resources

Global Basic Resources

Americas Steel

US Steel

Americas Basic Materials

Americas Mining & Metals

US Basic Materials

US Mining & Metals

Americas Basic Resources

US Basic Resources

North American Basic Resources

North American Basic Materials

North American Mining & Metals

North American Steel

Companies

KCOGn.DE Klöckner

SSABa.ST SSAB

VOES.VI Voestalpine

RTRKS.HE Rautaruukki

TKAG.F ThyssenKrupp

CHMFq.L Severstal

NLMKq.L Novolipetsk

MTL.N Mechel

HK1q.L Evraz

ISPA.AS ArcelorMittal

SZGG.DE Salzgitter

2002.TW China Steel

SAIL.BO SAIL

TISC.BO Tata Steel

NUE.N Nucor Corp.

X.N United States Steel

AKS.N AK Steel

USIM5.SA Usiminas

CSNA3.SA CSN

GGBR4.SA Gerdau

STLD.O Steel Dynamics

RS.N Reliance Steel

TX.N Ternium

GNA.N Gerdau Ameristeel

CMC.N Commercial Metals

SCHN.O Schnitzer Steel

JSTL.BO JSW Steel

Subjects

Industry Overview

Morning Note

]]> Andrew Snowdowne KCOGn.DE SSABa.ST VOES.VI RTRKS.HE TKAG.F CHMFq.L NLMKq.L MTL.N HK1q.L ISPA.AS SZGG.DE 2002.TW SAIL.BO TISC.BO NUE.N X.N AKS.N USIM5.SA CSNA3.SA GGBR4.SA STLD.O RS.N TX.N GNA.N CMC.N SCHN.O JSTL.BO http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50766|native|public|20081005000000 Sun, 5 Oct 2008 <![CDATA[AK Steel "Challenges Loom; Initiating at Neutral" (Neutral) Tanners]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez65256|native|public Regions

Global

Americas

United States

North America

Sectors

Global Steel

Global Basic Materials

Global Mining & Metals

Global Basic Resources

Americas Steel

US Steel

Americas Basic Materials

Americas Mining & Metals

US Basic Materials

US Mining & Metals

Americas Basic Resources

US Basic Resources

North American Basic Resources

North American Basic Materials

North American Mining & Metals

North American Steel

Companies

AKS.N AK Steel

Subjects

Company Update

Initiating Coverage

Morning Note

]]> Timna Tanners AKS.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez65256|native|public|20081005000000 Sun, 5 Oct 2008 <![CDATA[Communications Equipment "Macroeconomic Headwinds Pressure 2009 Growth"]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez65254|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

CSCO.O Cisco Systems

NT.N Nortel Networks

TLAB.O Tellabs Inc.

ADTN.O Adtran

ADCT.O ADC Telecom

CIEN.O Ciena

JNPR.O Juniper Networks

FFIV.O F5 Networks

RVBD.O Riverbed Technology

CTV.N CommScope

Subjects

Company Update

Industry Overview

Morning Note

]]> Nikos Theodosopoulos CSCO.O NT.N TLAB.O ADTN.O ADCT.O CIEN.O JNPR.O FFIV.O RVBD.O CTV.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez65254|native|public|20081005000000 Sun, 5 Oct 2008 <![CDATA[Alcoa "Target down on much lower Al forecasts" (Buy) MacArthur]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueu04362|native|public Regions

Global

Americas

United States

North America

Sectors

Global Aluminum

Global Basic Materials

Global Mining & Metals

Global Basic Resources

US Aluminum

Americas Aluminum

Americas Basic Materials

Americas Mining & Metals

US Basic Materials

US Mining & Metals

Americas Basic Resources

US Basic Resources

North American Aluminum

North American Basic Resources

North American Basic Materials

North American Mining & Metals

Companies

AA.N Alcoa

Subjects

Company Update

Morning Note

]]> Brian MacArthur, CFA AA.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueu04362|native|public|20081006000000 Mon, 6 Oct 2008 <![CDATA[TECO Energy "Lowering EPS on Dimmed Coal Outlook" (Neutral) Barone]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez65244|native|public Regions

Global

Americas

United States

North America

Sectors

Global Electric Utilities

Global Utilities

Americas Electric Utilities

US Electric Utilities

Americas Utilities

US Utilities

North American Electric Utilities

North American Utilities

Companies

TE.N TECO Energy

Subjects

Company Update

Morning Note

]]> Ronald J. Barone TE.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez65244|native|public|20081006000000 Mon, 6 Oct 2008 <![CDATA[Metals & Mining Commodity Update "Revised base metal price forecasts"]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueu04354|native|public Regions

Global

Americas

Canada

United States

North America

Sectors

Global Precious Metals

Global Basic Materials

Global Mining & Metals

Global Basic Resources

Americas Precious Metals

Canadian Precious Metals

US Precious Metals

Americas Basic Materials

Americas Mining & Metals

Canadian Basic Materials

Canadian Mining & Metals

US Basic Materials

US Mining & Metals

Americas Basic Resources

Canadian Basic Resources

US Basic Resources

North American Basic Resources

North American Basic Materials

North American Mining & Metals

North American Precious Metals

Companies

AEM.N Agnico-Eagle Mines

CCO.TO Cameco Corporation

GG.N Goldcorp

IMN.TO Inmet Mining Corp.

KGC.N Kinross Gold

TCKb.TO Teck Cominco

S.TO Sherritt Int'l

AA.N Alcoa

FCX.N Freeport-McMoRan

NEM.N Newmont Mining Corp.

ABX.N Barrick Gold Corp

FM.TO First Quantum

FNX.TO FNX Mining

CG.TO Centerra Gold

QUA.TO Quadra Mining

UUU.TO Uranium One

TCM.TO Thompson Creek

LUN.TO Lundin Mining

HBM.TO HudBay Minerals

EQN.TO Equinox

KAT.TO Katanga Mining

FNV.TO Franco-Nevada

MNB.TO Mirabela Nickel

Subjects

Industry Overview

Morning Note

]]> Brian MacArthur, CFA AEM.N CCO.TO GG.N IMN.TO KGC.N TCKb.TO S.TO AA.N FCX.N NEM.N ABX.N FM.TO FNX.TO CG.TO QUA.TO UUU.TO TCM.TO LUN.TO HBM.TO EQN.TO KAT.TO FNV.TO MNB.TO http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=ueu04354|native|public|20081005000000 Sun, 5 Oct 2008 <![CDATA[MLP Sector Comment "Adjusting Marine Transport Segment PTs" 06-Oct-2008 Barone]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez65242|native|public Regions

Global

Americas

United States

North America

Sectors

Global Coal

Global Marine Transport

Global Pipelines

Global Energy

Global Industrial

Global Industrial Transportation

Global Industrial Goods & Services

Americas Coal

Americas Marine Transport

Americas Pipelines

US Coal

US Marine Transport

US Pipelines

Americas Energy

Americas Industrial

Americas Industrial Transportation

US Energy

US Industrial

US Industrial Transportation

Americas Industrial Goods & Services

US Industrial Goods & Services

North American Coal

North American Energy

North American Industrial

North American Industrial Goods & Services

North American Marine Transport

North American Pipelines

North American Industrial Transportation

Companies

APU.N AmeriGas Partners

EPD.N Enterprise Products

FGP.N Ferrellgas Partners

GEL.A Genesis Energy

ETP.N Energy Transfer

KMP.N Kinder Morgan Energy

EEP.N Enbridge Energy

OKS.N Oneok Partners

PAA.N Plains All American

SPH.N Suburban Propane

TCLP.O TC PipeLines

TPP.N TEPPCO Partners

MMP.N Magellan Midstream

NS.N NuStar Energy L.P.

PVR.N Penn Virginia

SXL.N Sunoco Logistics

NRGY.O Inergy L.P.

BPL.N Buckeye Partners

KSP.N K-Sea Transportation

NRP.N Natural Resource

HEP.N Holly Energy

KYN.N Kayne Anderson MLP

TGP.N Teekay LNG

TLP.N Transmontaigne LP

ETE.N Energy Transfer Eq

RGNC.O Regency Energy LP

BWP.N Boardwalk Pipeline

DPM.N DCP Midstream

KED.N Kayne Anderson Dev

NSH.N NuStar GP Holdings

BGH.N Buckeye GP Holdings

PVG.N Penn Virginia GP

EROC.O Eagle Rock Energy

NGLS.O Targa Resources Part

CPNO.O Copano Energy

ATN.N Atlas Energy

DEP.N Duncan Energy

KGS.P Quicksilver Gas

CPLP.O Capital Product

SEP.N Spectra Energy

ENP.N Encore Energy

PSE.N Pioneer Southwest

EPB.N El Paso Pipeline

WES.N Western Gas Partners

OSP.N OSG America

Subjects

Industry Overview

Morning Note

]]> Ronald J. Barone APU.N EPD.N FGP.N GEL.A ETP.N KMP.N EEP.N OKS.N PAA.N SPH.N TCLP.O TPP.N MMP.N NS.N PVR.N SXL.N NRGY.O BPL.N KSP.N NRP.N HEP.N KYN.N TGP.N TLP.N ETE.N RGNC.O BWP.N DPM.N KED.N NSH.N BGH.N PVG.N EROC.O NGLS.O CPNO.O ATN.N DEP.N KGS.P CPLP.O SEP.N ENP.N PSE.N EPB.N WES.N OSP.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uez65242|native|public|20081006000000 Mon, 6 Oct 2008 <![CDATA[Qimonda "Focus remains on M&A" (Neutral) Gaudois]]> http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50745|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

QI.N Qimonda

Subjects

Company Update

Morning Note

]]> Nicolas Gaudois QI.N http://research.ibb.ubs.com:80/servlet/SrchDoc?rss=uer50745|native|public|20081006000000 Mon, 6 Oct 2008