“Chip” Dillon Citigroup Global Markets

New TWST Issue: 7.9.07

Paper & Forest Products Report – 42 pages of exclusive interviews, featuring:
Outlook for Paper & Wood Products – C.A. “Chip” Dillon, Citigroup Global Markets
Investing in Paper & Wood Product Companies – Stephen Atkinson, BMO Capital Markets
Canadian Lumber & Building Materials Companies – Richard Kelertas, Dundee Securities Corporation
Canadian Paper & Forest Products – Robert Duncan, MGI Securities
Canadian Paper & Forest Products – Daryl Swetlishoff, Raymond James
CEO Interviews – Bemis Company, International Absorbents, IPL, Inc., Owens-Illinois and Rock-Tenn Company.
Topics covered include: Spring/summer building season – Pulp markets – Pricing expectations – Wood products arena – Demand and capacity in China – Commodity prices – US housing market – Mill closures – Canadian dollar value – Fine paper market
Companies mentioned include: Weyerhaeuser (WY), Bowater (BOW), Abitibi-Consolidated (ABY), Domtar (UFS), Smurfit-Stone (SSCC), Louisiana-Pacific (LPX), Plum Creek (PCL), Packaging Corp. (PKG), Cascades (CAS:TSX), Sino-Forest (TRE:TSX), Catalyst Paper (CTL:TSX), Mercer International (MERC), Fraser Papers (FPS:TSX), Canfor Pulp Income Fund (CFX_UN:TSX) and West Fraser (WFT:TSX).