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Round-Trip Round-Up: Timberrr!, Oil, Lenders, Guarantors, and Airlines

June 24th, 2008 by

James Cullen

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How Oil is Actually Priced: Be Worried (Jim Kingsdale's Energy Investmen..., 9/29/08)

Bubbles: Nasdaq vs. Homebuilders vs. Oil? (Kirk's Market Thoughts, 6/17/08)

How Many Barrels of Oil Will One Ounce of Gold Buy? (Kirk's Market Thoughts, 6/22/08)

Read more on Oil Prices, Airlines at Wikinvest

See more ABK, AXP, Financials, Housing, Industrials, James Cullen, MA, MBI, Oil and Gas, PCL, PRS, RYN, USB, V, WFC, WY | 3 Comments »

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

June 16th, 2008 by

James Cullen

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The Top 5 Global Paper Producers (ADRUniverse.com, 11/1/08)

Running The Numbers – Fletcher Building (FBU.NZ) (Valuecruncher, 10/21/08)

Advance Retail Sales: Record Low (Grace Cheng, 11/14/08)

Read more on Building Materials, Weyerhaeuser Company at Wikinvest

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

Weyerhaeuser (WY): A Buy on Sum of Parts, Early-Cycle Housing?

February 11th, 2008 by

James Cullen

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CreditSights: Tough times for builders (Option ARMageddon, 2/10/08)

Barack vs. Hillary on Housing (Option ARMageddon, 1/31/08)

How to Miss the Housing Crash (World Beta - Engineering Targete..., 10/1/08)

Read more on Weyerhaeuser Company, U.S. Housing Market at Wikinvest

See more Housing, Industrials, James Cullen, LPX, PCH, PCL, RYN, WY | 7 Comments »