1. Rob Payak

4.  http://www.bloomberg.com/news/2012-09- 24/caterpillar-cuts-2015-outlook-as-mining- spending-falls.html?cmpid=yhoo http://www.bloomberg.com/news/2012-09- 24/caterpillar-cuts-2015-outlook-as-mining- spending-falls.html?cmpid=yhoo  Caterpillar reduced its 2015 outlook due to lack in capital expenditures (people investing in new equipment)  With a global recession still possible it is forecasting moderate to little growth through 2015, previously said profits of $15-20/share now $12-18/share  Also new construction in emerging markets isn’t expanding much either  Shares dropped 2% in after hours trading after yesterday’s close

5.  http://www.bloomberg.com/news/2012-09-24/lennar- earnings-more-than-quadruple-on-demand-for-new- houses.html?cmpid=yhoo http://www.bloomberg.com/news/2012-09-24/lennar- earnings-more-than-quadruple-on-demand-for-new- houses.html?cmpid=yhoo  Lennar Corp. (LEN), the third-largest U.S. homebuilder by revenue, said its quarterly profit more than quadrupled as demand for new houses climbed and a real estate recovery gained traction. Lennar Corp. (LEN)  Lennar has gained 88 percent this year while PulteGroup Inc. (PHM), the largest U.S. homebuilder by revenue, has jumped 166 percent to lead gains in the industry.PulteGroup Inc. (PHM)  Purchases of new homes in the U.S. have begun to rebound as low mortgage rates help lure buyers amid a tight supply of existing properties. Builders broke ground on new single-family homes at an annual pace of 535,000 in August, the highest rate since April 2010mortgage ratessupply