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SocialPicks Community
YTD Analysis of Lumber Prices Vs. Timber ETFs
IP
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+123.06%
in
363 days
<> The accompanying table [click to enlarge or download] includes a year-to-date analysis for near-month CME Random Length Lumber Futures (LB), Claymore/Clear Global Timber ETF (CUT), iShares S&P Global Timber & Forestry ETF (WOOD), and the S&P 500 ETF (SPY). The price of lumber has declined the least of all four with a YTD loss of about 33% versus a 46.8% loss for WOOD, a 57.7% loss for CUT, and a loss of 42.8% for SPY. An idea for a new commodity pool fund that invests in near-month lumber futures would p>...
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The Timber Trade: A New Commodity Pool Fund Idea
IP
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-41.04%
in
33 days
(closed on 11/23/08)
<> Given the low correlation of timber to other asset classes and two existing company-based ETFs, investors may be interested in a new idea for a commodity pool fund which tracks the global price of lumber and wood pulp. A new commodity pool fund could be structured as follows to trade near-month futures contracts (or the closest available month to the near-month) for lumber (Lumber futures will account for 67 – 75% of the portfolio based on higher average trading volumes than pulp) and wood pulp (Wood Pulp future< />< />< />< />< />< />>...
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Bullish on IP ...
IP
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-8.17%
in
447 days
International Paper Company operates as a paper and packaging company. Its Printing Papers segment produces printing and writing papers, including uncoated and coated papers, market pulp, and uncoated bristols. The company's Industrial Packaging segment manufactures containerboards. Its Consumer Packaging segment produces coated paperboard for various packaging and commercial printing end uses. The company's Distribution segment provides services and products to the commercial printer with printing papers and graphic art supplies; building services; away-from-home markets with facility supp...
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IP rally up on upbeat global earnings from weakening dollar
IP
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+2.39%
in
3 days
(closed on 02/02/08)
Will beat 4Q earnings Feb 7, '08 from weak ened dollar and growing global demand for pulp production in emerging markets. Trading at 5 P/E doesn't hurt either. Not everyone in the world enjoys email and internet access just yet!
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From the Blogosphere
Five Reasons China Is Not a Bubble
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This analysis is from Romeo Dator, co-manager of the China Region Fund (USCOX).A year ago, nobody thought China could manage 8 percent GDP growth in 2009. With year-to-date growth coming in at 7.7 percent through the first three quarters and getting stronger, China is poised to break that 8 percent mark rather easily.The success of the stimulus and the lofty economic numbers China has managed to produce amidst a global crisis has led many to claim China is the next great bubble.We see five reasons China is not a bubble and believe that its prospects remain strong for at least the next 20 ye...
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Trading Radar for 10/28: First Solar (FSLR), ConocoPhillips (COP), WellPoint (WLP), Goodyear (GT), Int. Paper (IP) Report
The Trading Radar highlights key earnings and economic announcements for tomorrow's trading session:<u>Before Market Opens:</u>Economics:8:30am ET- Durable Orders - Street Sees 1%
Earnings:ACCO Brands (NYSE: ABD) – consensus EPS $0.19Advanced Energy Industries (NASDAQ: AEIS) – consensus loss $0.28Alliance Resource Partners, L.P. (NASDAQ: ARLP) – consensus EPS $0.63Aluminum Corporation Of China Limited (NYSE: ACH) – no consensusArcelorMittal (NYSE: MT) – consensus loss $0.06Ariba (NASDAQ: ARBA) – consensus EPS $0.17Ashland (NYSE: ASH) – consensus EPS $0.9Auxilium Pharmaceuticals, Inc. (NASDAQ...
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Trading Radar for 10/28: First Solar (FSLR), ConocoPhillips (COP), WellPoint (WLP), Goodyear (GT), Int. Paper (IP) Report
The Trading Radar highlights key earnings and economic announcements for tomorrow's trading session:<u>Before Market Opens:</u>Economics:8:30am ET- Durable Orders - Street Sees 1.0%
Earnings:AK Steel Holding Corp (NYSE: AKS) – consensus EPS $0.00AMCORE Financial (NASDAQ: AMFI) – consensus loss $0.96Amedisys, Inc. (NASDAQ: AMED) – consensus EPS $1.27American Ecology (NASDAQ: ECOL) – consensus EPS $0.24AMETEK Inc. (NYSE: AME) – consensus EPS $0.40Anixter International Inc. (NYSE: AXE) – consensus EPS $0.56Baidu (NASDAQ: BIDU) – consensus EPS $1.78BE Aerospace (NASDAQ: BEAV) – consensus EPS $0.32...
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Comfort Zone Investing: Five stocks for income and growth
Filed under: Clorox Co (CLX), Verizon Communications (VZ), Comfort Zone Investing Many investors need income, especially as they reach retirement. They look for ancillary cash flow to supplement their Social Security payments and any retirement benefits from a company for which they've worked. But those aren't the only investors who should be interested in income. <>That's because studies show that dividends are a significant contributor to overall performance of a stock. When held for years, a stock's dividend can help diminish the volatility of a stock's price and keep returns reasonable, esp>...
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Ocean Tomo: Intellectual Property as Emerging Markets
If you think about it, a large proportion of the value of any company lies, not with its tangible assets, but with its intellectual property (IP). That is particularly true of pharmaceutical, technology, and consumer goods firms. A recent article distributed by Ocean Tomo makes the case that IP represents an asset class in itself--and an underappreciated one at that. <> <>Ocean Tomo has developed a proprietary method for evaluating patents held by companies and their value. With this method, they can then rank firms (and their stocks) based upon the quality of their patent portfolios. The Inn>>...
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