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In the December 2004 Investment Factoids
How Fund Categories Fared - Barrons November Jobs Report - Kemba Dunham, WSJ Hiring Strengthening - John MCauley, Dow Jones Newswires December 2004 REIT Stats Update Updated (12-31) Office, Industrial & Apartment Valuation Tables December 2004 REIT Stats Update Updated (12-31) Shopping Center, Mall & Health Care Valuation Tables December 2004 Financial Services Stats Update December 2004 MLP Stats Update In the November 2004 Investment Factoids
There Would Be Losers In the Perfect Market - Chet Currier, Bloomberg October Jobs Report - Eduardo Porter, NY Times Forecasters Look for Strong Job Growth - Martin Wolk, MSNBC Inflation, Portfolio Returns & Buying Power - Jeff Brown, Philadelphia Inquirer Why Coal is Hot Again - Simon Romero, NY Times What Wal-Mart Knows - Constance Hays, NY Times Dividend Payers Winning Again - Norm Alster, NY Times Eight Habits of Highly Effective People - Paul Brown, NY Times Earnings Update - Christopher Noble, CBS MarketWatch Analysts, Estimates & Stock Returns
A Study - The Reward for Beating Estimates - Gretchen Morgenson, NY Times REITs & The Tax Reform Bill - Vanessa Drucker, The Slatin Report The Pension Real Estate Association Conference - Peter Slatin, The Slatin Report Snapping Up Quality Office Buildings in San Francisco - R Chittum & S Muto, WSJ Westfield Spending to Let Visitors Shop in 'Hy-Style' - Roger Vincent, LA Times Time for Value-Added Plays - Amy S. Choi, CPN Commercial Mortgage Delinquency Declines - Sheila Muto, WSJ Boston's Office Rents Slide- Vacancy Rate Soars - Charles Stein, Boston Globe Why Investors Are Still Betting on REITs - Nicholas Yulico, PRIMEDIA Office Market Barometer - Peter Slatin, The Slatin Report November 2004 REIT Stats Update Updated (11-30) Office, Industrial & Apartment Valuation Tables November 2004 REIT Stats Update Updated (11-30) Shopping Center,, Mall & Health Care Valuation Tables In October 2004 Investment Factoids
McJobs/Retiree Exchange Rate - Scott Burns Dallas Morning News September Jobs Report - Greg Ip, WSJ Were More Jobs Created than Reported? Danielle DiMartino, Dallas Morning News Household Survey is the Clearer-Eyed Guide - Gene Epstein, Barrons Flat Shopping Season Seen - Reuters via LA Times The Flip Side of "Sell in May And Go Away" - M Ashbaugh, CBS.MarketWatch In October 2004 Factoids-Too Investment Factoids
A Credit Practice That Hurts Consumers - Kenneth Harney, LA Times CPG Outlet Mall Merger Reflects Shift - Terry Pristin, NY Times National Office Update - Ryan Chittum, WSJ NYC Office Vacancy Update - Janet Morrissey, Dow Jones Newswires Real Estate Sector's Outlook - Ray Smith, WSJ Site Offers New View of REITs - PR Newswires Multi-Family REITs SMT & CPT to Merge - Dow Jones Newswire Lease Extensions Signal a Weak Office Market - Steve Bergsman, Barrons The REITs & Rates Debate - Steve Bergsman, NAREIT's Potfolio Magazine October 2004 REIT Stats Update Updated (10-29) Office, Industrial & Apartment Valuation Tables October 2004 REIT Stats Update Updated (10-29) Shopping Center, Mall & Health Care Valuation Tables In September 2004 Investment Factoids
Bond Market Update - Aaron Lucchetti, WSJ Credit-Card Offers You Should Refuse - Kelly Spors, WSJ The 'Art' of Public-Opinion Polls - Sharon Begley, WSJ Trouble In a Shrinking World - Scott Burns, Dallas Morning News Roots of Adult Diseases Trace Back to Womb - Sharon Begley, WSJ Gadget Makes Plants Sing - Yuri Kageyama, AP via Seattle Times Tips & Facts on Check 21 Checks to Be Put on Fast Track - Kathy Kristof, LA Times More on 'Fast Track' - Michelle Singletary, Washington Post More Info & Tips on Check 21 - Gail Hillebrand, Consumers Union September 2004 REIT Article Update Tenant-in-Common Programs - Terry Pristin, NY Times A Slowdown in Outsourcing? Bruce Nussbaum, BusinessWeek Some REIT Investors Start to Worry - McDonald & Damato, WSJ Proposal Would Limit Superstores - Annys Shin, Washington Post Wal-Mart's Growth Surge Leaves Dead Stores Behind - Kortney Stringer, WSJ California Office Update - LA Times Time to Sell REITs? Peter Brimelow, CBS.MarketWatch FR Update - Marguerite Higgins, Washington Times Real Value In a Mall Sale Is in the Property - Jerry Knight, Washington Post Mexico Adopts REIT Concept - John Authers, Financial Times REITs Sell Record Amount of Bonds - Dena Aubin, Reuters September 2004 REIT Stats Update Updated (9-30) Office, Industrial & Apartment Valuation Tables September 2004 REIT Stats Update Updated (9-30) Shopping Center, Mall & Health Care Valuation Tables September Factoids Too Update Credit-Card Offers You Should Refuse - Kelly Spors, WSJ The 'Art' of Public-Opinion Polls - Sharon Begley, WSJ A Shrinking Industrial World - Scott Burns, Dallas Morning News Roots of Adult Diseases Trace Back to Womb - Sharon Begley, WSJ Gadget Makes Plants Sing - Yuri Kageyama, AP Checks to Be Put on Fast Track - Kathy Kristof, LA Times More Info & Tips on Check 21 - Gail Hillebrand, Consumers Union In the August 2004 Investment Factoids
Tweaking Your Portfolio - Paul Lim, NY Times Oil Price Spikes Caused Every U.S. Recession - Caroline Baum, Bloomberg Oil's Rise Fails to Curb Stocks - McKay & Richardson, WSJ Peril Trails an Oil Shock - Gretchen Morgenson, NY Times Oil Shocks & The Economy - Ip & Calmes, WSJ Stag-flation - Patrick Barta, WSJ New ETFs Aim to Beat Benchmarks - Tara Siegel Bernard, Dow Jones Newswires Bond Market Update - Michael Derby, Dow Jones Newswires New Study on P/E Ratios - Mark Hulbert, NY Times Why the Sidelines Are Looking Good - Carla Fried, NY Times Diversifying Your Dividends - Mathew Emmert, The Motley Fool The Importance of 'Guidance' - Jonathan Fuerbringer, NY Times Tough Times for Bond Investors - Kaja Whitehouse, WSJ Picking Funds Is a Whole New Game - Jonathan Clements, WSJ July Jobs Data - Greg Ip, WSJ ROE vs. MPG - Scott Burns, The Dallas Morning News U.S. Investors Buying Foreign Stocks at a Record Pace - Craig Karmin, WSJ IPO Performance Stats - Gary Rivlin, NY Times August 2004 REIT Article Update REITs Storm N.E. Retail - James Koury, Boston Business Journal A Mall Brawl - Julie Tamaki, LA Times The Results of a Big Box Freeze - Steve Brown, The Dallas Morning News REIT Sector Saw Increase In Short-Sellers In August - Janet Morrissey, Dow Jones Newswires Values Edge Up for Offices & Apartments - Ryan Chittum, WSJ A Muffled Boom in Houston - Bruce Nichols, The Dallas Morning News DC Area Office Q2 Update - Washington Post Dallas Q2 Retail Update - Steve Brown, The Dallas Morning News Office Q2 Update - Colliers International Office Q2 Update - REIS August 2004 REIT Stats Update Updated (8-31) Office, Industrial & Apartment Valuation Tables August 2004 REIT Stats Update Updated (8-31) Shopping Center, Mall & Health Care Valuation Tables In the July 2004 Investment Factoids
Corporate Bonds with Inflation Protection - Jeff Opdyke, WSJ Apartment Q2 Update - Suzann Silverman, CPN LA Office Q2 Update - Roger Vincent, LA Times Motivated Office Landlords - Nancy Sarnoff, Houston Chronicle Retail Q2 Update - Ryan Chittum, WSJ NYC Office Q2 Update - Ryan Chittum, WSJ Apartment Q2 Update - Ray Smith, WSJ Insier Sales Q2 Update - Janet Morrissey, Dow Jones Newswires Analyst Opinion Round-Up - Bloomberg News Office Q2 Update - Ryan Chittum, WSJ Global Real Analytics Report - Sheila Muto, RealEstateJournal July 2004 REIT Stats Update Updated (7-30) Office, Industrial & Apartment Valuation Tables July 2004 REIT Stats Update Updated (7-30) Shopping Center, Mall & Health Care Valuation Tables In June 2004 Investment Factoids
Rising Rates and the American Household - Louis Uchitelle, NY Times Fear of Rising Rates Overblown - Petruno & Kristof, LA Times Rate Increase Winners - E.S. Browning, WSJ Stuck in a Trading Range - Jonathan Fuerbringer, NY Times Bullish Defend Lofty Targets - Erin Schulte, WSJ Market Timers - Mark Hulbert, CBS MarketWatch Market Cycles Make Comeback - E.S. Browning, WSJ Index's Vulnerable to High Financial Sector Exposure - G Morgenson, NY Times Investor Irrationality Rationally Explained - Whitney Tilson, The Motley Fool Confidence Level Can Hamper Good Investing - Jonathan Clements, WSJ Inflation Update - Caroline Baum, Bloomberg Big Chunk of 401(k) Money Still in Employer's Stock - Bruce Meyerson, AP Regulators See Pattern Of Abuse In Annuity Sales - B Masters, Washington Post Three Problems with Small Caps - Paul Lim, NY Times Investors Can Gird Against Inflation - Jeff Opdyke, WSJ Money-Market Funds - Damato & McDonald, WSJ TIPS Lack One Protection - Lucchetti & McDonald, WSJ Inflation Looms - E.S. Browning, WSJ Rising Inflation and Rising Stocks? Mark Hulbert, NY Times The Difference Between Expansion & Recovery - C Pummer, CBS MarketWatch Economy Becomes More Vibrant - Englund & MacDonald, Action Economics Memorial Day - original content Market Lemmings - Chet Currier, Bloomberg Knowing When to Sell - Paul Lim, NY Times / U.S. News & World Report Facing Oil's Realities - Scott Burns, The Dallas Morning News Bubble-Like 27% Price Increases for Homes in Southern California - LA Times Index's are Tough Competitor - Mark Hulbert, CBS.MarketWatch Economic & Employment Stats/News May Jobs Data - WSJ Newly Created Jobs are 'Quality' Jobs - Caroline Baum, Bloomberg Q1 Productivity is Higher - Michael Schroeder, WSJ June 2004 REIT Article Update Floating Rate Risk in REITs - Ray Smith, WSJ Multilevel Shopping Centers - Nancy Sarnoff, Houston Chronicle D.C. Apartment Update - Tim Lemke, Washington Times Office Construction Up 81% - WSJ Merrill Lynch Downgrades 25 - Mark Cotton, CBS.MarketWatch Outsourcing & Office Demand - Ray Smith & Alex Frangos, WSJ Mold & Real Estate - Terry Pristin, NY Times REIT Dispositions Attract Savvy Investors - National Real Estate Investor Convenience Stores Moving into Malls and Office Buildings - Kortney Stringer, WSJ Apartments and Industrial Properties Outlook - Wall Street Transcript "Why Real Estate?" for Institutional Investors - Hudson-Wilson, Fabozzi and Gordon June 2004 REIT Stats Update Updated (6-30) Office, Industrial & Apartment Valuation Tables June 2004 REIT Stats Update Updated (6-30) Shopping Center, Mall & Health Care Valuation Tables In May 2004 Investment Factoids
Why Short-Sellers Love ETFs - Ian McDonald, WSJ Using Alternative Investments When Rates Increase - V Kahn, NY Times Two Options for Bond Investors - MacKay Shields LLC & Columbia Funds The Classic Strategy Used When Rates Go Up - Jesse Eisinger, WSJ Eleven Reason to Sell a Mutual Fund - Paul Merriman, CBS.MarketWatch Three Simple Rules - James Glassman, The Washington Post Time for Big Caps? Tarquinio, NY Times/ Currier, Bloomberg Employment & Economic Information April Employment Data - David Leonhardt, NY Times Falling Exports & U.S. Labor Markets - Michael Niemira, ICSC via Barrons Productivity & Labor Costs - Neil Irwin, Washington Post Economic Gains Push Companies to Hire - Adam Geller, AP An Increase in Higher-Pay Jobs - Hilsenrath & Dunham, WSJ Quick Facts The Hedge Fund Effect - Floyd Norris, NY Times Record Year for Dividends - Karen Talley, WSJ Diminished Expectations Reminder - Jonathan Clements, WSJ Individual Bonds vs Bond Funds - Jonathan Clements, WSJ May 2004 Factoids Too Investment Factoids A New Checking Account Scam - Mayer & Witte, Washington Post The Risk of Being a Co-Signer - Kelly Spors, WSJ J.D. Power Survey - Tom Brown, Reuters & Joe White, WSJ Busting the Biggest PC Myths - Gregg Keizer, PC World Credit-Report Errors - Amy Doolittle, Washington Times How to Check Credit Bureau Reports - Kathy Kristoff, LA Times More FICO/Credit Questions - Pamela Yip, The Dallas Morning News Better-Tasting Beef Through Genetic Testing - Regalado & Killman, WSJ Some States Extend Prescription-Writing Powers - Jane Spencer, WSJ Homeownership Falls for Working Families - Associated Press Virtual Credit Account Numbers - Kathy Chu, WSJ / Jennifer Bayot, NY Times Employee Reviews Fail to Communicate - Andrea Coombes, CBS MarketWatch J.D. Power Initial Quality Survey - Hakim, NY Times & O'Dell, LA Times Shady Credit-Card Traps - Ray Martin, CBS.MarketWatch Credit-Card Fees Are Rising Faster - Ruth Simon, WSJ May 2004 REIT Article Update REIT Volatility Fueled By Short Sellers - Janet Morrissey, Dow Jones Newswires Landlords Push Renters Insurance - Ray Smith, WSJ Reis Q1 Stats for Office & Apartments - Ryan Chittum, WSJ Industrial Property Q1 Update - Ray Smith, WSJ Retail Market Rankings - Ray Smith, WSJ Thornburg Mortgage - James Glassman, Washington Post EOP: Office Market is Still Tough - Michael McHugh, Dow Jones Newswires PLD/Eaton Vance Buy KTR - Janet Morrissey, Dow Jones Newswires Changing Conditions are Making Medical Offices Hot - Terry Pristin, NY Times REITs: Not Throught with Their Correction? - James Glassman, Washington Post Big Retailers Reclaim Niche and Cachet - Anne D'innocenzio, Associated Press May 2004 REIT Stats Update Updated (5-28) Office, Industrial & Apartment Valuation Tables May 2004 REIT Stats Update Updated (5-28) Shopping Center, Mall & Health Care Valuation Tables In the April 2004 Investment Factoids
Fed May Have Acted on False Alarms - Greg Ip, WSJ REITs: A Contrarian View - Edward Stavetski, RealMoney.com California Apartment Update - Arlene Martínez, LA Times RCF [Retained Cash Flow] & REITs - Christopher Edmonds, RealMoney.com DC Replaced as Nation's Top Office Market - Tim Lemke, Washington Times Store Closings Hurt Retail Real-Estate Sector - Ryan Chittum, WSJ 'Big Box' Chains Redesign Stores to Fit In - Ann Zimmerman, WSJ Capitalization Rates 101 - Howie Gelbtuch, Reis Q1-04 Sets Record REIT Bond Issuance - Jennifer Duell, CPN Productivity & the Industrial Sector - Neil Weilheimer, CPN Booming REIT Sector Starts To Show Stress Cracks - E.S. Browning, WSJ Regional Mall Prices Cause Sticker Shock - Amy Choi, CPN Over-Supply of Mall Space? - Shelia Muto, WSJ Office & Apartment Update - Chittum & Smith, WSJ Green Street Advisors Talks REIT Valuations - Sandra Ward, Barrons April 2004 REIT Stats Update Updated (4-30) Office, Industrial & Apartment Valuation Tables April 2004 REIT Stats Update Updated (4-30) Shopping Center, Mall & Health Care Valuation Tables In the March 2004 Investment Factoids
Closed-End Funds Keep On Rolling - Gretchen Wilson, WSJ LA County Apartment Rents to Climb 6% in 2004 - Roger Vincent, LA Times Investors Fear Price Slump For Office Space - Ray Smith, WSJ Abandoning the Mall - Kortney Stringer, WSJ Industrial Acquisitions Prove Sector Is Improving - Lindsey Myers, CPN Industrial Outllok - Hugh F. Kelly, CIRE Office Valuation Update - Sheila Muto, WSJ Office Outllok - Hugh F. Kelly, CIRE Cushman & Wakefield Office Forecast - Ryan Chittum, WSJ Malls Are Creations of Developers - Margaret Webb Pressler, Washington Post Multifamily Demand to Improve in 04 - Primedia Apartments Likely to Lose Value - Anne Kasper, CPN California vs Big-Boxed Wal-Mart - John Ritter, USA Today The Blight of Dark Big-Box Stores - Patricia Kirk, Retail Traffic Putting New Life Into Dead Spaces - Lee Murphy, National Real Estate Investor WiFi @ the Mall - Leslie Walker, Washington Post St Louis Update - Gretchen Pienta, CIRE March 2004 REIT Stats Update Updated (3-26) Office, Industrial & Apartment Valuation Tables March 2004 REIT Stats Update Updated (3-26) Shopping Center, Mall & Health Care Valuation Tables In the Feb-March 'Late Trading' / 'Market Timing' Update
Look Beyond the Headlines - Chuck Jaffe, Boston Globe In the February 2004 Investment Factoids
Portolio Size Matters - Mark Hulbert, CBS MarketWatch More MLP Information from Wachovia Securities More MLP Information - Lauren Rudd, Pittsburg Post-Gazette MLPs vs Royalty Trusts - Dorothy Hinchcliff, Financial Advisor Magazine MLP Valuation Data & MLP Dividend History Muni Pricing - Joe Mysak, Bloomberg Financial Plans: A Service or Selling Aid? Ruth Simon, WSJ Earnings Quality Matters - Gretchen Moregenson, NY Times Deloitte's 401(l) Survey - Tom Petruno, LA Times Applying for Refund may be Time Misspent - Chuck Jaffe, Boston Globe Treasury Ending E-Bond Roll-Over - Albert Crenshaw, Washington Post In the February 2004 Factoids Too
Victoria's Real Secret - Jessica Seigel, NY Times Decrease in Values Of Office Buildings Slows - Ryan Chittum, WSJ U.S. REIT Outlook Stable - Moody's Investors Service Office Space is Rebounding in Boston - Davis Bushnell, Boston Globe Trends in Real Estate - Ray Smith, WSJ Analysts See End To Great REIT Returns - J Morrissey, Dow Jones Newswires Cost Cutting Warehouses - Terry Pristin, NY Times Green Street Advisors' Sullivan on Industrail REITs - Sam Truitt, Reis 2004 Raymond James Outlook - Puryear, Crow & Avalos, Raymond James 2004 Reis Office Outlook - Lloyd Lynford, Reis 2004 Reis Apartment Outlook - Lloyd Lynford, Reis 2004 Reis Retail Outlook - Lloyd Lynford, Reis February 2004 REIT Stats Update Updated (2-27) Office, Industrial & Apartment Valuation Tables February 2004 REIT Stats Update Updated (2-27) Shopping Center, Mall & Health Care Valuation Tables February 2004 Financial Services Update Updated (2-27) Money Center Bank Valuation Tables Finding Money in Banks - James Glassman, Washington Post Bank Update - Thomas Brown, Second Curve Capital via NY Times Updated (2-27) Broker Valuation Tables Brokerage Stocks - Porus Cooper, Philadelphia Inquirer Online Brokers Update - Greg Morcroft, CBS.MarketWatch In the January 2004 Investment Factoids
Six Signs We're Too Bullish - Chris Pummer, CBS MarketWatch The Level & Persistence of Growth Rates - Chan, Karceski & Lakonishok Forecasting Profitability & Earnings - Eugene Fama & Kenneth French Forecasting Profitability & Earnings: A Study of the UK Market - Allen & Salim Beating Forecasts Will Get Tougher - E.S. Browning, WSJ Lost Jobs & Rising Incomes? Gene Epstein, Barrons Trade Creates More Jobs than it Kills - Andrew Cassel, Philadelphia Inquirer The In-shoring Trend - Irwin Kellner, CBS.MarketWatch Fund Incubation - Mark Hulbert, NY Times How Fund Categories Fared - Barrons Outlook 2004 - Tom Petruno, LA Times / Ken Brown, WSJ Outlook 2004 - John Berry, Washington Post Outlook 2004 - Eileen Ambrose, The Baltimore Sun Outlook 2004 - Kelly Spors, WSJ The Boldest 2004 Predictions - Constance Mitchell Ford, WSJ High P/E Ratios - Jonathan Fuerbringer, NY Times Vanguard Dives Into ETF Market - Yuka Hayashi, WSJ A Dark Side To Stock Buy-Backs - Gretchen Morgenson, NY Times Junk Bond Update - Tom Petruno, LA Times December Employment Report - Caroline Baum, Bloomberg Dividend Update - Tom Petruno, LA Times High [Priced] Tech - Jesse Eisinger, WSJ In the January 2004 Factoids Too
'Combos' Treat Two Disorders With One Pill - Scott Hensley, WSJ
Investigators Find Abuses in Annuities - Joseph Treaster, NY Times Q4 Retail Real Estate Update - Ryan Chittum, WSJ Apartment Developers are Still Building Units - Steve Brown, Dallas Morning News More National Apartment Stats - Ray Smith, WSJ Apartment Market Improving - Anne Kasper, CPN Class-A Apartments Attracting Renters - G Willett, CRBE's Multi-Housing Monitor Large Retailers Snapping Up Vacant Sites - Steve Quinn, Dallas Morning News A Big-Box Building Spree - USA Today Have REITs Taken a Wrong Turn? Michael Kahn, Barrons Insider Selling Among REITs Up 14-Fold - J Morrissey, Dow Jones Newswires LA Office Update - Roger Vincent, LA Times LA Apartment & Retail Update - Jennifer Duell, CPN DC Apartment Update - Dana Hedgpeth, Washington Post DC Office Update - Neil Irwin, Washington Post More DC Stats - Tim Lemke, Washington Times Boston Office Update - Boston Globe Boston Apartment Update - S Butler & B St.John, CRBE's Multi-Housing Monitor Industrial Update - Ray Smith, WSJ Souteastern Industrial Market - National Real Estate Investor NYC Office Update - Therese Fitzgerald, CPN Chicago Apartment Update - Reis Insights Houston Office Update - Jennifer Duell, CPN Chase/Bank One Merger Will Hurt Office Vacencies - R Bivins, Houston Chronicle Apartment Markets Forecast 2004 - Ray Smith, WSJ Conditions Exist for Weak REIT Year - Triangle Business Journal Secondary Offerings Led to Under-Performing Stocks - David Bodamer, CPN An Experiment in Stock Picking January 2004 REIT Stats Update Updated (1-30) Office, Industrial & Apartment Valuation Tables January 2004 REIT Stats Update Updated (1-30) Shopping Center, Mall & Health Care Valuation Tables January 2004 Financial Services Update |