Factoids Articles of Q2-2003
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Q2 - 2003 Index

In June 2003 Factoids

Earnings Estimates Update - Kenneth Gilpin, NY Times
Pre-Annoucements & Earnings Expectations - Josh Friedman, LA Times
Forecasts Getting Rosier - Harriet Johnson Brackey, Boston Herald
Four Signs Stocks Have Peaked - Jeff Opdyke, WSJ
More Blacks Than Whites Quit Stocks - Cheryl Winokur Munk, Dow Jones
History & The Bear Case - Scott Burns, Dallas Morning News**
Little Guy Is Being Lured Back to Wall Street - Friedman & Cho, LA Times
A Tax Hit for Bond Fund Holders - Chuck Jaffe, Boston Globe
Trusting Markets to Be Efficient - James Glassman, Washington Post
Four Indexing Mistakes - Jonathan Clements, WSJ **
Losses on Bonds Are Haunting Insurers - Norm Alster, NY Times
Dollar's Fall May Explain Recent Rally - Steve Liesman, WSJ
Soft Money & Fund Fees Connected - Eric Baum, Institutional Investor
Market's Gains Will End - Ian McDonald, WSJ
Weak Dollar May Aid Service-Oriented Stocks - Craig Karmin, WSJ
Recovery or Recession? Donald Ratajczak, Atlanta Journal-Constitution
10 Commandments of Fund Investing - Chuck Jaffe, Boston Globe**
Junk Bonds Still Have an Appeal - McGeehan, NY Times / McDonald, WSJ
Bond Market Is Bubbling - Caroline Baum, Bloomberg / Dave Kansas, WSJ
Turn Worries into Strategies - Chuck Jaffe, CBS.MarketWatch
Too Much Money Supply Growth - Jay Hancock, Baltimore Sun
Stock Yields as Market Predictors - Mark Hulbert, NY Times
Misperceptions About Retirement - Ian McDonald, WSJ

'Just the Facts' Articles:
Pre-Election Year Gains - Chet Currier, Bloomberg
Housing Update - Chris Reidy, Boston Globe
Positive Sentiment Not Kiss of Death - Dan Sullivan, The Chartist
Outside Directors & Company Results - Mark Hulbert, NY Times
Fund Flow Update - Josh Friedman, LA Times
Finance Magazines Thining Ranks - David Carr, NY Times

In June Factoids Too

Credit Score Simulators - Jennifer Bayot, NY Times
What a Test Drive Should Be - Jim Mateja, Chicago Tribune
Do Not Call List - Pugh, Phil Inquirer / Wenske, KC Star / Krim, Wash Post
Skyrocketing Health Costs Pit Worker vs Worker - Timothy Aeppel, WSJ
Biotechnology Heads for Store Shelves - Michael Barbaro, Washington Post
Lessons from Alexander the Great - D.C. Denison, Boston Globe
Men Negotiate Better Pay - Kimberly Blanton, Boston Globe
Canceling Canceled Checks - Mayer & Crenshaw, Washington Post
More Check Info - Hillebrand, Consumers Union
Check Truncation Benefits - Federal Reserve Vice Chairman Roger Ferguson

'Just the Facts' Articles:
Cash Back Cards - Jeff Gelles, Philadelphia Inquirer
Seniors & Divorce - Jeffrey Zaslow, WSJ
Low-Fat Grilling Ideas - Mayo Clinic Health Letter
Tech Tips
Mundane Fixes - Bill Husted Atlanta Journal-Constitution
Spam New Vehicle for Viruses - BBC
Turbo10 is Better than Google?? Kieren McCarthy, The Register

June 2003 REIT Article Update

Closed-End Fund Indicator & REITs - Mark Hulbert, NY Times
Houston Apartment Update - Ralph Bivins, Houston Chronicle
REITs Regain Favor, but Timing May Be Bad - Dean Starkman, WSJ
Apartment Update - Elizabeth Hayes, Bloomberg News via Chicago Tribune
High Rise Resurgence in Chicago - Robert Sharoff, NY Times
Discounters Become Chic to Mall Owners - Suzanne Kapner, NY Post
Alternative Mall Anchors - Jennifer Duell, CPN
Foreign Investors Decrease Purchases of U.S. Properties - Ray Smith, WSJ
History of Recapture Rates, Cap Gains and Depreciation - Ray Smith, WSJ**
Shadow-Space Update - Therese Fitzgerald, CPN
Market Rotations & REIT Valuation - Robert Falzon, Wharton Real Estate Review
Small Changes in REIT Dividend Taxation - Ray Smith, WSJ
Working the Cycle - Davis and Spears, Wall Street Transcript
Q1-03 Office Update - Darren Senger, Grubb & Ellis
Q1-03 Industrial Update - Ross Moore, Colliers International
Industrial Rebound - Amy Choi, CPN
Real Estate Still Has an Untamed Cycle - The Economist
Property Values Fall - Dean Starkman, WSJ
Capital Expenditures Rise, Returns Shrink - Ray Smith, WSJ
Opportunities in REOC's - Alan Lavine, Boston Herald
Update: A Real World Experiment in Stock Picking

June 2003 REIT Stats Update

Updated (6-30) Office Valuation Tables
Updated (6-30) Industrial Valuation Tables
Updated (6-30) Apartment Valuation Tables

June 2003 REIT Stats Update

Updated (6-30) Shopping Center Valuation Tables
Updated (6-30) Mall Valuation Tables
Updated (6-30) Health Care Valuation Tables

It may be that your sole purpose in life is simply to serve as a warning to others.

In May 2003 Factoids

3D Printing - Peter Wayner, NY Times
Data Wall Street's Slow to Share - Michael Brush, MSN Money
Dividend Tax Cut & Preferred's - Coombes, CBS.MarketWatch / Petruno, LA Times
Drugs Work Best at Certain Times - Amy Dockser Marcus, WSJ
Just Say Sell - Chuck Jaffe, Boston Globe**
Does It Pay for Your Spouse to Work? Scott Burns, Dallas Morning News
Merrill Lynch Fund Manager Survey - Kansas City Star
Investor's Guide to Budget Deficits - Chet Currier, Bloomberg
Euro's Run Hasn't Hurt Europe's Stocks - Silvia Ascarelli, WSJ / Others
Food Portion Inflation - Tara Parker-Pope, WSJ
Changes Since 1970 Have Been Good - Scott Burns, Dallas Morning News**
Currency Paradox - Moises Naim, Financial Times
Bond-Fund Yield Confusion - Karen Damato, WSJ
Yields Quoted in Fund Ads Are Poor Indicator - J. Alex Tarquinio, NY Times
Stocks vs Bonds vs Currency - Michael Santoli, Barrons
In Everything There is Some Good - Ralph Bivins, Houston Chronicle
Currency Update - Blustein, Washington Post / Landler, NY Times
Why the Dollar Fell - Donald Ratajczak, Atlanta Journal
Cable vs the Networks - Joe Flint, WSJ
Mystery Behind the Curtain - Charles Jaffe, Boston Globe
Why Winners Tend to Keep Winning - Mark Hulbert, NY Times
Do-It-Yourself Grocery Check-Out - Ratner, Baltimore Sun / Smith, NandO
We Have Met the Enemy - And He is Us - Jay Hancock, Baltimore Sun
How to Rasie Your FICO - Anne Kadet, WSJ / Kathy Kristof, LA Times
401(k) Update - Ruth Simon, WSJ
Fraud On-line - Beckett & Sapsford, WSJ
New Risks for Trustees - Rachel Silverman, WSJ
High Turnover Hurts Mutual Funds - Aaron Lucchetti, WSJ

'Just the Facts' Articles:
Store Brands Source Stays Secret - Bruce Mohl, Boston Globe
Inflation Update - Opdyke & Higgins, WSJ
Reform Lite - Charles Jaffe, Boston Globe
Social Security Shortfall - Scott Burns, Dallas Morning News
Reduce Your Bond Portfolio's Risk - Jonathan Clements, WSJ**
More Bond Tips (if Rates Go Up) - Gregory Zuckerman, WSJ
Back-loads Fees Top Front-loads at Some Funds - Eric Baum, NY Times

May 2003 REIT Stats Update

Updated (5-23) Office Valuation Tables
Updated (5-23) Industrial Valuation Tables
Updated (5-23) Apartment Valuation Tables
Updated (5-30) Shopping Center Valuation Tables

May 2003 REIT Article Update

Updated (5-30) Mall Valuation Tables
Updated (5-30) Health Care Valuation Tables
Siegel Sees Fragile Office Recovery Gaining Steam - James Murdock, CPN
Industrial REIT Update - Ray Smith, WSJ
REIT Correlation Stats - James Glassman, Washington Post
S&P to Rank 93 REITs - Ray Smith, WSJ
Pennsylvania REIT, Crown Amer Realty Trust Merge - Dow Jones Newswires
Store-Closing Figures - Therese Byrne, Reis via WSJ
Bad News for Malls & Their Anchors - Curt Hazlett, Retail Traffic
Composite Real Estate Trend Forecast for Top U.S. Markets - Reis
Office Market Overview 2003 - Society of Industrial and Office Realtors
Could a Surging Stock Market Sideline REITs? Steve Bergsman, Property Magazine
Update: A Real World Experiment in Stock Picking
An Explanation of the Change in the Experimental Portfolio

The stock market has felt like a weapon of mass destruction over the past three years. - Ian McDonald

In April 2003

Sector Update: Natural Gas - James Glassman, Washington Post / Others
Corporate Nice Guys Can Finish First - Gretchen Morgenson, NY Times
Rx Interactions - Scott Hensley, WSJ
A New (or Second) S&P 500 - Jonathan Burton, CBS.MarketWatch
Earnings Season News - Ratajczak, Atlanta Journal-Constitution / McKay, WSJ
Homeowners Tax Brakes Vary - Scott Burns, Dallas Morning News
Homeowner Tax Brakes & Extra Principal Payments - Jonathan Clements, WSJ
Great Time To Look for Good Companies - James Glassman, Washington Post
Mean Regression Now on Our Side - Chet Currier, Bloomberg
Investing Psych 101 - Jonathan Clements, WSJ
When Reading Proxies - Berkowitz & Rampell, WSJ
Consumers, Banks Clash on ATM Fraud - E. Scott Reckard, LA Times
Reporting ID Theft - Kathy Kristof, LA Times
Credit Card Fees Rise - Jennifer Bayot, NY Times
Turning Past Fund Losses to Your Advantage - Mark Hulbert, CBS.MarketWatch
Whatever Happened to the Great Dividend Revival? Chet Currier, Bloomberg
Changes Coming to Vanguard Index Funds - Charles Jaffe, Boston Globe
Follow the Spenders, Not the Talkers - Gretchen Morgenson, NY Times
Multimedia Projectors Go Mainstream - Mike Langberg, Knight Ridder via AJC
The Importance of Being Diversified - Charles Jaffe, Boston Globe
How Fund Categories Fared - Barrons
The Importance of Being Steadfast - Mark Hulbert, NY Times
Stealth Recovery - James Flanigan, LA Times
Four (Tires) is Enough - John O'Dell, LA Times
Some Muni's Going Up in Smoke - Aaron Lucchetti, WSJ

'Just the Facts' Articles:
Average Pay Drops - NY Times via Houston Chronicle
Gender Bias in Bond Fund Market - Reuters via Houston Chronicle
Pension Update - Albert Crenshaw, Washington Post
Photocopy Your Wallet - Boston Globe
Fund Fees Kill Your Profits - James Glassman, Washington Post
More on Fund Fees - Pamela Yip, Dallas Morning News
Homes as Investments - Jonathan Clements, WSJ
Wanger Echoes 'Trading Range' Prediction - Ian McDonald, WSJ

'Tech' Articles:
Vivisimo is Worth a Try - Factoids original content
Common-Sense Steps Keep Computer Running - Bill Husted, AJC
Custom CD's - Matthew Mirapaul, NT Times
Google Tricks - Frank Bajak, Associated Press
E-Mail Security - Sue Whitehouse, Emazing

April 2003 REIT Stats Update

Updated (4-25) Office Valuation Tables
Updated (4-25) Industrial Valuation Tables
Updated (4-25) Apartment Valuation Tables
Updated (4-17) Shopping Center Valuation Tables

April 2003 REIT Article Update

Updated (4-17) Mall Valuation Tables
Updated (4-17) Health Care Valuation Tables
S California Apt. Update - Jesus Sanchez, LA Times
Retail Occupancies, Rents Rise in Q1 - Bloomberg
A REIT Alternative, Canadian Trusts - Bernard Simon, NY Times
Office Vacancy Rates Rose in Q1 - Dean Starkman, WSJ
Cushman & Wakefield Office Stats - Steve Kerch, CBS.MarketWatch
More on Office Vacacies - National Real Estate Investor
Apartment Vacancy Rate Rose in Q1 - Ray Smith, WSJ
JP Morgan REIT Ratings Changes
Yellow Warning Signals - John Shipman, Barrons
Office REITs May Rise Up Again - Lawrence Strauss, Barrons
Update: A Real World Experiment in Stock Picking


** denotes a 'don't miss' article


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