Factoids Articles of Q3-2003
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Q3 - 2003 Index

In September 2003

The Worse the Company, the Better the Stock - Floyd Norris, NY Times
The New VIX - Mark Hulbert CBS.MarketWatch
Managers vs Indexes - Jonathan Clements, WSJ
Three Basic Types of Corporate Earnings - Jonathan Fuergringer, NY Times**
The Power of Rebalancing - Jonathan Clements, WSJ
Outlets Lure Drivers with Lower Gas Prices - Elizabeth Douglass, LA Times
Expectations as Earnings Season Nears - Hope Yen and Amy Baldwin, AP
More Forecasts - Michael Santoli, Barrons
Weak Boardrooms And Weak Stocks Go Hand in Hand - Ken Brown, WSJ
August Employment Report - Caroline Baum, Bloomberg
Underground Economy Skews Unemployment Stats - Daniel Akst, NY Times**
Five Touchstones for Fund Shoppers - Karen Damato, WSJ
Insider Selling Indicator - Mark Hulbert, CBS.MarketWatch
Academic Studies on Insider Trading
Insider Selling Not Aways Bearish - Mark Hulbert, NY Times
The No-Frills Middle Class - Jeff Madrick, NY Times
An Oppertunity in Tax-Exempt Bonds - Mark Hulbert, CBS MarketWatch
Bond Volatility Ratings - Stan Wilson, Fund Action
Fall-Winter Market Preview - Erin Schulte, WSJ
Fall Sector Outlook - Ken Brown, WSJ

'Just the Facts' Articles:
A Country on the Move - Associated Press
Fund Flow Update - Yuka Hayashi, WSJ
U.S. Workers Top World's Productivity - Reuters
Mail Order Rule - Paul Wenske, Kansas City Star

Sept 2003 REIT Article Update

Industrial REITs To See Early Rebound - J Morrissey, Dow Jones Newswires
Are REITs Too Hot? Stephane Fitch, Forbes
Munk, Trizec Sue Analyst - Dean Starkman, WSJ
Atlanta Update - Peralte Paul, Atlanta Journal-Constitution
Boston Office Update - Thomas Grillo, Boston Globe
D-FW Office-Industrial Update - Jennifer D. Duell, CPN
Number of Malls is Shrinking - Jennifer Duell, CPN
REITs Still Snapping Up Properties - Steve Brown, Dallas Morning News
Investors Still Bullish On Real Estate - NREI
Good News Outweighs the Bad - Suzann Silverman, CPN
Early Warning Signs - Suzann Silverman, CPN
Disappearing Knowledge Workers - Gene Epstein, Barrons
Wells & Unlisted REITs - Parke Chapman, National Real Estate Investor
Wells' Reply - Ben Johnson, Wells Real Estate Funds, Nat'l Real Estate Investor
Private REIT Wells [A Bad Deal] - Stephane Fitch, Forbes
Update: A Real World Experiment in Stock Picking

September 2003 REIT Stats Update

Updated (9-30) Office Valuation Tables
Updated (9-30) Industrial Valuation Tables
Updated (9-30) Apartment Valuation Tables

September 2003 REIT Stats Update

Updated (9-30) Shopping Center Valuation Tables
Updated (9-30) Mall Valuation Tables
Updated (9-30) Health Care Valuation Tables

Some days you're the dog; some days you're the hydrant.

In August 2003

The I Savings Bond - Scott Burns, Dallas Morning News
Second Look At Q2 - Caroline Baum, Bloomberg
Rally May Start Cooling Down - Jonathan Fuerbringer, NY Times
Bernstein's Shocking Words: Market Timing - Tom Lauricella, WSJ
Patriot Act & Mutual Funds - Ian McDonald, WSJ
Market Drives Up Yields - Jennifer Ablan, Barrons
Dollar Update - Jonathan Fuerbringer, NY Times
DRIP Tips (Avoiding Excessive Fees) - Terri Cullen, WSJ
Trading Costs & Momentum Strategies - Mark Hulbert, NY Times / Others
Job Growth in Household Survey - Floyd Norris, NY Times
The Dark Side of Q2 Earnings - Jesse Eisinger, WSJ
Rate Rise Makes a Bogus Bogeyman for Market - Chet Currier, Bloomberg
How Investors in Index Funds Got Ambushed by Bear - Chet Currier, Bloomberg
Beware of Holding Period In the New Dividend Law - Tom Herman, WSJ
Returns & Dividends - McKay & Davis, WSJ / Brown, Philadelphia Inquirer
Not All Taxes on Dividends Are Equal - Mark Hulbert, NY Times
Bond Prices Fall - Amy Baldwin, AP

'Just the Facts' Articles:
Revision of Q2 GDP - Joseph Schuman, WSJ
The Future Looks Good - Michael Moe, ThinkThoughts
The Future Looks Bad - Roger Tweed, Tweed Report
Emerging-Market Update - Craig Karmin, WSJ
SEC To Implement Style-Drifting Surveillance - Stan Wilson, Instituional Investor
Morgan Stanley Changes Allocations - Washington Post
10 Yr Bond Yield = GDP Growth Rate - Edward Yardeni, Prudential

In August Factoids Too

Beware Credit Cards' Rate 'Promises' - Jeff Gelles, Philadelphia Inquirer
Devil's in Credit Card Details - Chuck Jaffe, Boston Globe
A Man's Attractiveness Influences His Salary - Hal Varian, NY Times
Spyware & Pop-Up Ads - J Hagerty & D Berman, WSJ
Close Out Old Cards To Improve Credit Score - Kelly Spors, WSJ
Consumers are Likely to Pay Cost of Debit-Credit Card War - Dow Jones/AP
Big Auto Rebates Aren't Always Big Savings - David Kiley, USA Today
Switching Banks and Brokers is Now Harder - M Higgins, WSJ
Track of Your Car & Save on Insurance - Andrew Blackman, WSJ
Collaborative Health Care Could Reduce Costs - Scott Burns, Dallas Morning News
A Tale of Two Housing Markets - David Leonhardt, NY Times**
Mini-Movies @ NBC During Ads to Aid Audience Retention - B Carter, NY Times
Your Real-Estate Agent Is Cheating You - Stephen Dubner, NY Times
Flash Mobs - Otto Pohl, NY Times

'Just the Facts' Articles:
Household Products Database - Leslie Walker, Washington Post

'Tech' Articles:
Google Calculator - Leslie Walker, Washington Post
Google's E-Mailed News - Leslie Walker, Washington Post

The highest reward for a man's toil is not what he gets for it but what he becomes by it. - John Ruskin

August 2003 REIT Article Update

REITs Share of the Commercial Real-Estate Market at 12.5% - Ray Smith, WSJ
One-Tenant Buildings Are Popular Investments - Terry Pristin, NY Times
Real Estate Investors Settle for Smaller Cap Rates - Mark Ruda, Globe St
Blaim India for Future Office Vacancies - David Bodamer, CPN
Mortgage REITs Down on Rising Rates - Dean Starkman, WSJ
Dallas-Ft.Worth Retail Property Market - Andrea Jares, Ft Worth Star-Telegram
Dallas Office Update - Dallas Business Journal
Market Softens for Retail Space - Terry Pristin, NY Times
Calif. Budget Woes & Property Taxes - J Morrissey, Dow Jones Newswires
Industial Update - Carrie Rossenfeld, CPN
Real Estate Still Risky - Hope Yen, AP
DC Office Market - Neil Irwin, Washington Post
Dept Stores Struggling for Survival - Lorraine Mirabella, Baltimore Sun
Lord & Taylor Closings Could Hurt Mall REITs - J Morrissey, Dow Jones Newswires
Update: A Real World Experiment in Stock Picking

August 2003 REIT Stats Update

Updated (8-29) Office Valuation Tables
Office Q2 FFO Results and Expectations
Updated (8-29) Industrial Valuation Tables
Updated (8-29) Apartment Valuation Tables

August 2003 REIT Stats Update

Updated (8-29) Shopping Center Valuation Tables
Updated (8-29) Mall Valuation Tables
Updated (8-29) Health Care Valuation Tables

The highest reward for a man's toil is not what he gets for it but what he becomes by it. - John Ruskin

In July 2003 Factoids

Retirement Plans Reduce Choices - Rachel Silverman, WSJ
Investors Face Slim Pickings - Ian McDonald, WSJ
VIX & Overconfidence - Hope Yen, AP
Good News in Higher Interest Rates/Inflation - Scott Burns, Dallas Morning News
Bad News in Higher Interest Rates/Inflation - Gregory Zuckerman, WSJ
The 90% Rule - Dan Sullivan, The Chartist via Washington Post
Bond Update - Christopher Oster, WSJ
Capital Spending Forecast - Angela Shah, Dallas Morning News
Poverty & Possessions - Gene Epstein, Barrons
A $100,000 Mystery - Scott Burns, Dallas Morning News
Fees too High to Justify - Gretchen Morgenson, NY Times
Don't Trust History - Jonathan Clements, WSJ
Social Responsibility Has a Cost - Mark Hulbert, NY Times
Cost to Stay Public Soars - Bill Deener Dallas Morning News
The New Economic Reality - Louis Uchitelle, NY Times
Investors Lack Market Timing - Ian McDonald, WSJ / Chuck Jaffe, Boston Globe**
Higher Yields Will Not Derail Recovery - Jennifer Ablan, Barrons
Dividend Plan Puzzles International Stock Fund Managers - Yuka Hayashi, WSJ
Mutual Fund Stats - Ian McDonald, WSJ
Academic Studies on Analysts' Recommendations
Are Growth Funds Playing It Too Safe? Josh Friedman, LA Times
Fund Manager's Role in Fund's Success - Mark Hulbert, NY Times
Balanced Funds Can Be Aggressive or Conservative - Gregory Jordan, NY Times**
How Fund Categories Fared - Barrons
Un-Employment Report - Caroline Baum, Bloomberg
Reaction to Job Report is Bearish - Mark Hulbert, CBS.MarketWatch
Second Half Expectations - Erin Schulte, WSJ

'Just the Facts' Articles:
Health Care was Sensitive to Economic Downturn - Jesse Eisinger, WSJ
Durable Goods Orders Up - AP
ETF Couch Potato - Scott Burns, Dallas Morning News
The Institutional Imperative - Edward Wyatt quoting Warren Buffett, NY Times
More 'Sell' Ratings than Last Year - Matt Krantz, USA Today
Mutual Fund Dividend Tax Bill - Harriet Johnson Brackey, Boston Herald

In July Factoids Too

Rewards With No Annual Fee - Ron Lieber, WSJ
Hidden Car Group Discounts - Joseph White, WSJ
Big Spending Means Big Deficit - Caroline Baum, Bloomberg
Technology Lets Lenders Get Daily Reports On Customers - Ron Lieber, WSJ
Gas isn't Gauge of Car Costs - Scott Burns, Dallas Morning News**
Truths about the Graveyard Shift - Kate Hazelwood, BusinessWeek
Downwardly Mobility - Linda Stern, Reuters
Shrinking Space for Men's-wear - Tracie Rozhon, NY Times
Basil Wrap - Journal of Agricultural and Food Chemistry
Ghosts in the Machine - Bill Husted, Atlanta Journal-Constitution

July 2003 REIT Article Update

Assisted-Living Background & History - Terry Pristin, NY Times
Industrial Update - Chittum & Smith, WSJ
Office vs Apartment Sector Comparision - Timothy Middleton, MSN Money
Capital Inflow to REITs May Slow - Neil Weilheimer, CPN
Houston Office Update - Ralph Bivins, Houston Chronicle
Health-Care REITs Update - Janet Morrissey, Dow Jones Newswires
Retail Update - Ryan Chittum, WSJ
Slower Relative REIT Profit Growth - Janet Morrissey, Dow Jones
Don't Mess with Texas - Steve Brown, Dallas Morning News
Real-Estate Funds Still in Favor - Hope Yen, AP
Dropout Rate Seen Rising For Apartment Investors - Ray Smith, WSJ
Insider Selling Rises In 2Q -Janet Morrissey, Dow Jones Newswires
Update: A Real World Experiment in Stock Picking

July 2003 REIT Stats Update

Updated (7-18) Office Valuation Tables
Updated (7-18) Industrial Valuation Tables
Updated (7-18) Apartment Valuation Tables

July 2003 REIT Stats Update

Updated (7-18) Shopping Center Valuation Tables
Updated (7-18) Mall Valuation Tables
Updated (7-18) Health Care Valuation Tables


** denotes a 'don't miss' article


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