Metals and Mining Report

April 16, 2012

Buy ($175)

Topics covered: Global Iron Ore Production, Emerging Market Infrastructure Construction, Chinese Demand for Industrial Metals -Precious Metal Companies Yield Dividends

Companies covered: Tetra Tech, Inc. (NASDAQ:TTEK), Sterling Construction Company Inc (NASDAQ:STRL), Jacobs Engineering Group Inc. (NYSE:JEC), Granite Construction Incorporated (NYSE:GVA), VALE S.A. (NYSE:VALE), National Steel Company (NYSE:SID), Gerdau S.A. (NYSE:GGB), BHP Billiton Limited (NYSE:BHP), Quanta Services, Inc. (NYSE:PWR), MYR Group, Inc. (NASDAQ:MYRG), Fluor Corporation (NYSE:FLR), Dycom Industries, Inc. (NYSE:DY), New York Community Bancorp Inc, AAON, Inc. (NASDAQ:AAON)