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Paired Trade: Buy Shoe Carnival, Sell Collective Brands

Sun, 21 Jun 2009 14:56:55 GMT

This is the 6th in a series of articles that attempt to identify relative value discrepancies between two closely related securities. So far, the first five (but not the most recent one - ouch!) have been modestly successful in aggregate, though it's a little early to be drawing conclusions: [More...]

The Bull Market No One Is Talking About

Tue, 30 Sep 2008 21:25:00 GMT

The financial world didn’t get its relief yesterday. The bailout plan and any accompanying reprieve just weren’t in the cards. The Dow tumbled and investors rushed to the exits. I’m not going to harp on the bad news again, I’m sure you’ve heard it all by now. That’s because opportunity is knocking right now. I will say the bailout plan, or some form of it, will be formalized and approved. Too many politicians have too much riding on it. And then all will go back to normal…for a few days. We could even get a nice bounce in the markets following the new (and therefore better?) bailout plan that eventually gets approved. If by some miracle the door is slammed shut on banking problems by a swipe of the pen, the next door will open. I’m afraid, what is behind the next door is a lot uglier: the economy. That’s what really matters here. The economy…it’s always the economy. When bailout euphoria hit the[More...]

Adding Wood To Your Portfolio

Sat, 05 Jul 2008 20:46:00 GMT

Are you interested in generating returns that consistently on-average beat the S&P 500, have a low correlation with other assets, and have low volatility of returns? Looking to get into the commodity markets, but worried that crude oil, natural gas, coal, and the soft food commodities have gotten ahead of themselves? No need to worry. We have the prefect investment for you - wood. No kidding, wood. And when I say investment, I mean investment. Waiting around for trees to grow is not for active day traders.As reported by IndexUniverse, it turns out that timber investments have outperformed stocks, bonds, and commodities over the long run. In fact, the NCREIF Timberland Index, which is the standard benchmark for this asset class, increased 18.4% last year, versus a 5.5% rise for the S&P 500. Over time, the Timberlan[More...]

Food is Gold, So Billions Invested in Farming

Fri, 06 Jun 2008 02:01:01 GMT

Thanks to the multiple (5!) readers who sent me this same article - most have been with me for a long while so they know one theme I proposed starting in the winter - the value of farmland and hard assets in the agriculture industry.[More...]

Sowing Profits - Jun 2 2008 1:24AM

Mon, 02 Jun 2008 05:18:45 GMT

As the fluctuating cost of oil has drastically altered the economic outlooks of this country and many of our trading partners, certain sectors and industryies have been materily effected. For example the airline industry has been adversely effected while[More...]

Sowing Profits - May 29 2008 12:17AM

Thu, 29 May 2008 04:11:58 GMT

BAM / BPP Floater Credit Inversion

Fri, 23 May 2008 20:36:26 GMT

In the last edition of PrefLetter I pointed out a significant inversion in the floating rate sector, with BPO Properties Ltd. Fltg Rate Pr Series “J”, for instance (BPP.PR.J) trading at a higher price than Brookfield Asset Management Inc Cl A Pr Ser 13 (B[More...]

Average? I Like Average, if It’s My Average. (Part II)

Fri, 16 May 2008 15:13:56 GMT

Finishing off the average 10, the slightly better 5…[More...]

Forget the Banks, look at Weyerhaeuser (WY)

Mon, 17 Mar 2008 15:09:49 GMT

In my sum-of-parts valuation for forest products giant Weyerhaeuser Company (Public, NYSE:WY), I suggested a conservative valuation of $5 billion for the company’s Containerboard, Packaging, and Recycling (CPBR) unit. Turns out I wasn’t too far off. In t[More...]

Barron's Summary (SPWR could double; PCL - Timber!; AKAM, JDSU)

Mon, 11 Feb 2008 16:53:34 GMT

Barron’s cover discusses food producers, with P/E ratios below the median P/Es of the past 10yrs, and most have secure and growing dividends. Nestlé (NSRGY) and Kellogg (K) are standouts owing to attractive valuations and solid growth prospects. (CPB, CAG[More...]

Corporate Reputations: Colin Byrne, Weber Shandwick - Beware of the 'Badvocates'

Sat, 19 Sep 2009 02:52:00 GMT

To protect your corporate reputation online, you need to keep closing the window for sabotage.
A recent Weber Shandwick study, Risky Business: Reputations Online, in cooperation with the Economist IntelligenceUnit, was conducted among senior executives from 20 industries in 62 countries.
It set out a number of ways thatcompanies can harness the power of digital and online media in order to protect and enhance their corporatereputation.

: iStockAnalyst.com Symbols Feed

Paired Trade: Buy Shoe Carnival, Sell Collective Brands

The Bull Market No One Is Talking About

Adding Wood To Your Portfolio

Food is Gold, So Billions Invested in Farming

Sowing Profits - Jun 2 2008 1:24AM

Sowing Profits - May 29 2008 12:17AM

BAM / BPP Floater Credit Inversion

Average? I Like Average, if It’s My Average. (Part II)

Forget the Banks, look at Weyerhaeuser (WY)

Barron's Summary (SPWR could double; PCL - Timber!; AKAM, JDSU)

Corporate Reputations: Colin Byrne, Weber Shandwick - Beware of the 'Badvocates'

A Renewed Source of Renewable Energy

Small Hydro Plant Provides 'Green' Power

Bank Sues Big Brokerage: SAYS MERRILL LYNCH TO BLAME FOR $577,000 QUARTERLY LOSS

Retailers: Back-to-School Outlook

Taiga Building Products Ltd. - First Quarter Earnings Turnaround due to Cost Reductions and Foreign Exchange Gains

Timberland Reports Second-Quarter 2009 Results

The Timberland Company Names Mark Bryden VP and GM of North America

Timberland Announces Release Date for Second-Quarter 2009 Financial Results

Timberland Takes Sustainability One Giant Step Forward with Its First Recyclable Footwear

Timberland Boot Company Debuts Premium Footwear Collection for Women

Timberland Reports First-Quarter 2009 Results

From the Power of One to the Effort of Many, Timberland Celebrates Earth Day by Recognizing Earthkeepers around the World

From the Power of One to the Effort of Many, Timberland Celebrates Earth Day by Recognizing Earthkeepers around the World

Timberland and Soles4Souls Launch Nationwide In-Store Shoe Donation Program

Form 3 Teffner Carrie W. For: Sep 28 (10K)

Form 4 TIMBERLAND CO For: Jul 17 Filed by: McCarthy Eugene R (10K)

Form 4 SWARTZ JEFFREY B For: Mar 05 (10K)

Form 4 TIMBERLAND CO For: May 21 Filed by: MONEYPENNY EDWARD W (10K)

Form 4 Moore Peter R For: May 21 (10K)

Form 4 Ussery Terdema L II For: May 21 (10K)

Form 4 KENT VIRGINIA H For: May 21 (10K)

Form 4 ESTEVES IRENE M For: May 21 (10K)

Form 4 FITZSIMMONS JOHN A For: May 04 (10K)

Form 4 Fitzgerald John J. Jr. For: Mar 05 (10K)