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Round-Up: Paper/Forestry/Building Materials; Eggs; Asymmetric Risk/Reward; Market Internals

July 8th, 2008 by

James Cullen

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Read Hear and See for October 9th (Fusion Investing and Analysis, 10/9/08)

Seth Klarman Files 13-HR (Todd Sullivan's - ValuePlays, 5/15/09)

Read more on Domtar at Wikinvest

See more CALM, HW, IP, James Cullen, PRS, Stock Market, TIN, UFS, USG | 3 Comments »

Is it Time to Buy Paper/Forestry or Building Materials?

June 16th, 2008 by

James Cullen

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See more IP, Industrials, James Cullen, PCL, RYN, TIN, UFS, WY | No Comments »

Weyerhaeuser (WY) Sells CBPR Unit to International Paper (IP)

March 17th, 2008 by

James Cullen

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International Paper: Upgraded Now? (The Razor's Edge, 4/15/09)

From The Mailbag: International Paper (Barel Karsan, 10/30/08)

Dividend Investors Watch Out (The Razor's Edge, 3/2/09)

Read more on Weyerhaeuser Company, International Paper Company at Wikinvest

See more Housing, IP, Industrials, James Cullen, WY | 1 Comment »

Weyerhaeuser (WY): Do Market Price, Sum-of-Parts Disagree?

February 10th, 2008 by

James Cullen

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See more DRYS, Housing, IP, Industrials, James Cullen, SHW, WY | 7 Comments »