Metals and Mining

April 12, 2013

Buy ($175)

Topics covered: Precious Metals, Midcap and Small-Cap Consolidation Activity, Global Iron Ore Production, Emerging Market Infrastructure Construction

Companies covered: Comstock Mining, Inc. (NYSEAMERICAN:LODE), Worthington Industries, Inc. (NYSE:WOR), Universal Stainless & Alloy Products, Inc. (NASDAQ:USAP), Schnitzer Steel Industries, Inc. (NASDAQ:SCHN), RTI International Metals, Inc. (NYSE:RTI), Haynes International, Inc. (NASDAQ:HAYN), Carpenter Technology Corporation (NYSE:CRS), Castle (A.M.) & Co. (NYSE:CAS), Dynamic Materials Corporation (NASDAQ:BOOM), Allegheny Technologies Incorporated (NYSE:ATI), Quaterra Resources Inc., Olympic Steel, Inc. (NASDAQ:ZEUS), United States Steel Corporation (NYSE:X), Walter Energy, Inc. (NYSE:WLT), Thomson S.A., Steel Dynamics, Inc. (NASDAQ:STLD), Reliance Steel & Aluminum Co. (NYSE:RS), Nucor Corporation (NYSE:NUE), Kaiser Aluminum Corporation (NASDAQ:KALU), GrafTech International Ltd (NYSE:GTI), Commercial Metals Company (NYSE:CMC), Cliffs Natural Resources Inc. (NYSE:CLF), Peabody Energy Corporation (NYSE:BTU), National Steel Company (NYSE:SID), Boeing Company (The) (NYSE:BA), AK Steel Holding Corporation (NYSE:AKS), VALE S.A. (NYSE:VALE), Teck Resources Ltd. (NYSE:TECK), Thompson Creek Metals Company Inc. (NYSE:TC), Royal Gold, Inc. (NASDAQ:RGLD), Plains Exploration & Productio, Newmont Corporation (NYSE:NEM), McMoRan Exploration Co., Freeport-McMoran, Inc. (NYSE:FCX), Barrick Gold Corporation (NYSE:GOLD)