Investment Factoids
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December 2005 Investment Factoids

The January Omen - Conrad De Aenlle, NY Times
End to Era of Small Caps - J. Alex Tarquinio, NY Times
Currency Trends Do Not Determine Foreign Stock Returns - Paul Lim, NY Times
The Yield Curve Debate - Mark Hulbert, NY Times & Tom Petruno, LA Times
ETFs That Turbocharge an Index - Jack Egan, NY Times
What Went Wrong with the Forecasts for 2005? - Gregory Zuckerman, WSJ
Mutuals Have Inherent Edge Over Other Fund Types - Chet Currier, Bloomberg
Most Investors Know Too Little - K Kristof, LA Times & the "Investor Survival Skills Survey"
Working Premise Falls Short - Scott Burns, Dallas Morning News
Cut Your Taxes on Investments - Paul Lim, NY Times
Playing Sleight on Hand with P/Es - Mark Hulbert, CBS Marketwatch
The Quanity Effect on Index vs. Active Funds - Jonathan Clements, WSJ
Having An Unknown Cost Basis - Charles Jaffe, CBS Marketwatch via The Seattle Times
The Mutual Fund Tax Dodge-'Em Game Hurts - Chet Currier, Bloomberg via Washington Post
Big Doesn't Always Mean Bad for Some Mutual Funds - Norm Alster, NY Times
Aging Hurts Investing Ability - Mark Hulbert, NY Times
Outsourcing Isn't Downsizing - Gene Epstein, Barrons
Fed Study Sees Sharp US House Price Drop As Nation Ages - C Walsh, Dow Jones Newswires

REIT Article Update

Houston Apartment Market - Nancy Sarnoff, Houston Chronicle
Forecast 2006: Reasons for Optimism - Stephane Fitch, Forbes
Forecast 2006: Morgan Stanley Sees REITs Netting 0-5% Returns - J Morrissey, Dow Jones Newswires
Forecast 2006: More Opinions - Vivian Marino, NY Times
Seattle Mall is a Family Business - Terry Pristin, NY Times
Southern California Office Rents Seen Rising - Roger Vincent, LA Times
Superior REITs Have Value Creation Strategies - Ralph Block, “The Essential REIT” Newsletter
Execs say Property Development, Offbeat Deals Are Best Bets - J Morrissey, Dow Jones Newswires
Real Estate Fund Flows Fall, But REIT Stocks Still Rally - J Morrissey, Dow Jones Newswires
Bumpy Year in 2006 for Retail REITs - David Bodamer, Retail Traffic
Retail Investors Undeterred - Dees Stribling, National Real Estate Investor
REIT Headlines, Public Offerings and M&A
Equity Rating Updates

REIT Stats for Office, Industrial & Apartment Sectors 12-30

REIT Stats for Retail, Health Care & Hospitality Sectors 12-30

MLP Valuations 12-30 & Article Update

Enbridge Completes $106 Million Sale of Midstream Natural Gas Assets - PrimeZone
Energy Transfer Announces Acquisition of Three Retail Propane Companies - Busines Wire
Energy Transfer Partners Declares Increase in Quarterly Distribution - Busines Wire
Holly May Sell Montana Refinery - PRNewsWire
Energy Companies Swarm Rockies, Drilling in Neglected Fields - David Ivanovich, Houston Chronicle
Kinder Morgan Announces 2006 Expectations - PRNewsWire
Magellan Midstream Adds of System Terminals - PRNewsWire
LNG News:    Bidding War Chills U.S. Plan To Import Gas - Russell Gold, WSJ
                        Qatar Finds a Currency of Its Own: Natural Gas - Simon Romero, NT Times

Bank Valuations 12-30 & Article Update

Can PNC Stick to Turnaround Plan? Clint Riley, WSJ
Does the Financial Stock Run-Up Have Legs? Buckingham, Gongloff, Patterson, WSJ
US Card Issuers Eye New Bankrupts - James Kelleher, Reuters
USB to Sell $2 Billion of Convertible Senior Debentures to do Buy-Back - Business Wire
Wells Fargo: A Top-Quality Dividend Payer - Lisa Dixon, Kiplinger
BB&T to Buy Main Street in $623 Millon Stock Swap - Reuters
Citigroup Sees Branch Expansion Overseas - Reuters
BancorpSouth Expands Alabama and Arkansas Franchises - PRNewswire
FNB to Merge with The Legacy Bank - PRNewswire
Little Banks+Big Prices=Problem - Ian McDonald, WSJ


November 2005 Investment Factoids

Dividends & Buybacks Set New Benchmark - Ian McDonald, WSJ
IRAs & 401(k)'s Seem to Lack Attention & Diversity - Arden Dale, Dow Jones Newswires
Growth Stocks Make Comeback - Paul Lim, NT Times
Why the Greenback Rose in 2005 - Jim Jubak, MSN
Small Caps vs. Large Caps - Gregory Zuckerman, WSJ & Rhonda Brammer, Barrons
Why Do Stocks Get Cheap? Don't Buy If You Don't Know - Pat Dorsey, CFA, MorningStar
Bad Timing Can Cause Index Investing to Go Bad - Sonya Morris, CPA, MorningStar
Is A Year-End Rally Likely? Browning and McDonald, WSJ
Why Conglomerates Underperform - Mark Hulbert, NY Times
Flood of Capital Spurs World-Wide Risk Taking - Greg Ip & Mark Whitehouse, WSJ
The Bond Market Faces Uncertainty - Paul Lim, NY Times

November 2005 REIT Article Update

Apartment Update - Michael Corkery, WSJ
Office Markets Vary With Job Growth - Jennifer Forsyth, WSJ
Nine Overvalued REITs - Richard Suttmeier, RealMoney
Retailers Go Upscale with Downscale Prices - Kris Hudson, WSJ
The Grocery Store is Gets a Makeover - New Food, New Look - Janet Adamy, WSJ
As Costs Climb, Builders Put Off Office Projects - Jennifer Forsyth, WSJ
NYC Office Vacancies Hit Lowest Level In 4 Years - Janet Morrissey, Dow Jones Newswires
Downsizing Grocery Stores: A Recipe for Success? - Matt Valley, National Real Estate Investor
Acquisitions vs. Development - Michael Fickes, NAREITs Portfolio Magazine
Equity Rating Updates

November 2005 MLP Stats 11-30 Update

NBP Income $0.98/unit vs. $0.69/ for Q3-04 - PRNewswire
TCLP Net Income $0.81/unit compared to $0.68/unit in Q2-04 - Business Wire
Valero Net Income $0.88/unit compared to $0.78/unit in Q2-04 - Business Wire
Kinder Morgan Prices Public Offering at $51.75 - PRNewswire
A Big Pipeline for Barnett Shale Gas - Dan Piller, Ft Worth Star-Telegram

November 2005 Bank Stats 11-30 Update

Bank of America Finds New CFO Aids Stock Price - Valerie Bauerlein, WSJ
Earnings Reports and Dividend Announcements for Mid-Cap Banks

REIT Stats for Office, Industrial & Apartment Sectors 11-30

REIT Stats for Retail, Health Care & Hospitality Sectors 11-30


In October 2005 Investment Factoids

Don't Ask Too Much From One Investment - Jonathan Clements, WSJ
Funds Managers that are Paid for Performance are Freed From the Herd - Mark Hulbert, NY Times
Some Pros & Cons of Concentrated Funds - Elizabeth Harris, NY Times
In a Flat Market, Active Managers Have an Edge - Meg Richards, Associated Press
When Will Sideways Market End? D. DiMartino, Dallas Morning News
Capital Gains from Funds are Making a Comeback - Paul Lim, NY Times
A New Place to Hunt for Dividends From Funds - Virginia Kahn, NT Times
The Top 10 Portfolio Pitfalls - Sue Stevens, MorningStar
Earning Surprises & Stock Returns - Toddi Gutner, BusinessWeek
Bulls See Dow 40,000 - Jon Markman, MSN-Money
Negative U.S. News & Global Investing - Mark Hulbert, MarketWatch
Individual Stockholder, R.I.P. - John Bogle, founder of Vanguard, WSJ
The Problem With High Profit Growth Expectations - Paul Lim, NY Times
Good Luck Finding Retirement Income - Jonathan Clements, WSJ
Buying Back Shares - Amy Feldman, NY Times
Watch Out for Inflation - Gregory Zuckerman, WSJ
How Fund Categories Fared - Barrons

October 2005 REIT Article Update

Malls & Branding Strategies - Meg Richards, Retail Traffic
Are Apartment REIT's a Good Bet? Vivian Marino, NY Times
Office Vacancies Hit 3-Year Low; Rents Rise - Ryan Chittum, WSJ
An Identity Crisis for Supermarkets - Melanie Warner, NY Times
U.S. Retail Market Trends - Coldwell Banker Viewpoint
U.S. Office Market Trends - Coldwell Banker Viewpoint
U.S. Multi-Family Market Trends - Coldwell Banker Viewpoint
National Industrial Market Trends - Coldwell Banker Viewpoint
Higher Energy Prices Seen Cutting REITs' FFO - J Morrissey, Dow Jones Newswires
Apartment Market Q3 Update - Michael Corkery, WSJ

October 2005 MLP Stats 10-31 Update

Magellan Midstream Partners Enhances Pipeline Flexibility to Texas Markets - PRNewswire
Kinder Morgan Increases Distribution to $0.79; Reports Record Net Income - PRNewswire
Crosstex Updates Guidance - PRNewswire
Crosstex Raises $105 Million & Raises Distribution - PRNewswire
ETP Announces Increased Pipeline Construction - BusinessWire
ETP Updates Guidance for 06 & Recommends Increase in Distribution - BusinessWire
Enterprise Products Partners Increases Distribution - BusinessWire
MLPs: Strong Total-Return Performance - Brian A. Toal, Oil and Gas Investor September 2005

October 2005 Bank Stats 10-31 Update

Breaking Up Citigroup May Be Solution - WSJ
Sleep Well With BB&T - Stephen Simpson, CFA Motley Fool
Bank of America Likely to Come Back - Sandler O'Neill & Partners Barrons
Wachovia, Wells Fargo, USB Earnings Outlook - Lisa Sanders, MarketWatch
Earning Reports for BAC, BK, BBT, C, FITB, JPM, KEY, NCC, NFB, PNC, RF, STI, USB, WB & WFC
Hurricanes to Factor in Southern Bank Results - Robert Schroeder, MarketWatch

REIT Stats for Office, Industrial & Apartment Sectors 10-31

REIT Stats for Retail, Health Care & Hospitality Sectors 10-31


In the September 2005 Investment Factoids

Foriegn Stocks Beat Domestic Stocks Again - Craig Karmin, WSJ
Retirees Can Spend More at First, Cut Back Later - Ilana Polyak, NY Times
Reality Retirement Planning: A New Paradigm for an Old Science - Ty Bernicke
Is the 'Safe' Initial Withdrawal Rate Too Safe? - Jonathan Guyton
Improved Credit Scores Could Save Consumers Billions - Christopher Conkey, WSJ
Actively Managed ETFs Arriving Soon - Jen Ryan, Dow Jones Newswires
ETF Options Provide a Method to Hedge Bets - Peter McKay, WSJ
Dig a Moat for Your Investments - Dreyfus Neenan, MorningStar
Location & Stock Returns - Mark Hulbert, NY Times
Mutual Fund Pop Quiz - Chuck Jaffe, MarketWatch
Bond Fund Pop Quiz - Chuck Jaffe, MarketWatch
Four Reasons to Worry - Jonathan Clements, WSJ
Bond-Index Funds Outperform - Jonathan Clements, WSJ
It May Be Time to Spread the Risk - Paul Lim, NY Times
Don't Invest in Dividends Only - Scott Burns, Dallas Morning News
20 Rules [for Stock Traders] To Stop Losing Money - Alan Farley, tradingday.com
The Wisdom of Jesse Livermore, the Greatest Trader Ever - Jim Wyckoff, Trade2win.com

September 2005 MLP Stats 9-30 Update

Texas Production Falls - Dan Piller, Fort Worth Star-Telegram
Pacific Energy Announces Pricing of 4,550,000 Units - Business Wire
Martin Midstream to Acquire Natural-Gas Processing Company - AP
Recent MLP IPO TransMontaigne Announces Results - Business Wire
Onshore Oil Facilities Struggle - John Fialka, WSJ

September 2005 Bank Stats 9-30 Update

A Closer Look at Bank Stocks - Stephen Simpson, CFA Motley Fool
Wachovia Agrees to Buy Westcorp - Valerie Bauerlein, WSJ
Fifth Third Shares Hit 5-year Low - Cincinnati Business Courier
Recovery In Hurricane-Stricken Region Will Aid Banks - Sidel, Bauerlein and Hagerty, WSJ

September 2005 REIT Article Update

Short Selling Activity Up In REIT Sector In September - J Morrissey, Dow Jones Newswires
Certain Apartment REITs Seen Benefiting From Katrina - Janet Morrissey, Dow Jones Newswires
Apartment REITs Get the Nod - Nicholas Yulico, TheStreet.com
Trend Makers in Retail Real Estate - Retail Traffic
Fitch Upgrades Realty Income - Business Wire

REIT Stats for Office, Industrial & Apartment Sectors 9-30

REIT Stats for Retail, Health Care & Hospitality Sectors 9-30



In August 2005 Investment Factoids

Sharpe Ratio Risk Gauge Is Misused - Ianthe J Dugan, WSJ
Yield-Curve Inversion Chances Rise - M Mackenzie, Dow Jones Newswires
Katrina & Corporate Bonds - M Mackenzie, Dow Jones Newswires
It Pays to Diversify - Jonathan Fuerbringer, NY Times
Why Most Real-Estate Agents Aren't Getting Rich - Austan Goolsbee, Slate
30 Years of Housing Market Data - Mark Gilbert, Bloomberg
The VIX & Contrarians - Mark Hulbert, NY Times
Truth, Like the Devil, It Not in the Headlines, But in the Details - Justin LaHart, WSJ
Personal Finance
The High Cost of Families - Scott Burns, Dallas Morning News
Playing Numbers Game on FICO Credit Scores - Mary Umberger, Chicago Tribune
Credit Scores - Damon Darlin, NY Times
Mutual Fund News, Stats & Advice
Energy ETFs Aren't All the Same - Jen Ryan, Dow Jones Newswires
"Transfer-on-Death" Registration - Chuck Jaffe, CBS Marketwatch
Mutual Funds Get A Growing Slice Of Retirement Pie - Arden Dale, Dow Jones Newswires
More Small-Cap Managers Close Door To New Investors - Karen Talley, Dow Jones Newswires
Why Good Investors Cling To Lousy Mutual Funds - Jonathan Clements, WSJ
When to Sell a Losing Fund - Chuck Jaffe MarketWatch
Mutual-Fund Trading Fees Drop - I McDonald & D Gullapalli, WSJ
Fund Fees: Up or Down? Jim McTague, Barrons
Economic Updates
U.S. 10-Year Yield to Rise to 4.63% This Year, Bond Dealers Say - Bloomberg
Volatility in GDP Growth Gets Outsourced Abroad - Caroline Baum, Bloomberg
Q2 Earnings Update - Justin Lahart, WSJ
Employment Stats
July Jobs Report - Labor Dept, Reuters & WSJ
Why Job Creation Isn't What It Used to Be - Caroline Baum, Bloomberg

August 2005 REIT Article Update

Specialty REITs I - Vivian Marino, NY Times
Specialty REITs I / Biotech REITs - Nicholas Yulico, TheStreet.com
Rising Oil Prices Could Take Toll On Certain REITs - J Morrissey, Dow Jones Newswires
US Office Rents A Bargain Compared With Global Rents - J Morrissey, Dow Jones Newswires
KeyBanc Ups 2 Apartment REITs, Bullish On Sector's Outlook - J Morrissey, Dow Jones Newswires
Interview with Marty Cohen of Cohen & Steers - Sandra Ward, Barrons
Commercial Real Estate Values Climb - Global Real Analytics
Condo Speculators Push Rents Down - Ruth Simon, WSJ
Blackstone Sees Value in Hotels - Ryan Chittum, WSJ
REIT Deals Stay Hot - Christine Haughney, WSJ
Amid Boston Glut, Office Projects Shift to Condos - Susan Diesenhouse, NY Times
Cohen & Steers on Why REITs Fell
Your Monthly Reminder to "Sell REITs Now" Or You'll Be Sorry - Andrew Bary, Barrons
UBS Cuts 15 REITs On Valuation - Janet Morrissey, Dow Jones Newswires
Q2 Retail Update - Ryan Chittum, WSJ

August 2005 MLP Stats 8-31 Update

Atlas Pipeline Reports Second Quarter Results - Business Wire
HEP Reports Second Quarter Results - PRNewswire
Kinder-Morgan Pays $3 Billion for Pipeline Company - Tom Fowler, Houston Chronicle
Crosstex Reports Second Quarter Results - PR Newswire
Sunoco Logistics Announces Pricing of 1.5 Million Units - PR Newswire
Copano Energy Reports Second Quarter 2005 Results - PR Newswire
XTEX Buys Louisiana Processing and Fractionation Facilities - Factoids
MarkWest Energy Reports 2005 Second Quarter Results - PR Newswire
U.S. Orders Kinder Morgan to Analyze Pipelines - Reuters

August 2005 Bank Stats 8-31 Update

US Banks' Margins Fall to 15-year Low, FDIC Says - Jonathan Stempel, Reuters
The Banks Go Begging for Consumer Loans - Liz Moyer, Forbes
Aiding Profits At Some Banks: Setting Aside Less for Loan Losses - Valerie Bauerlein, WSJ

August 05 REIT Stats for Office, Industrial & Apartment Sectors 8-31

August 05 REIT Stats for Retail, Health Care & Hospitality Sectors 8-31


In July 2005 Investment Factoids

When Funds Add Share Classes, Performance Suffers - Charles Jaffe, MarketWatch
GDP - Born to Be Revised - Anna Bernasek, NY Times
Will Fame and Fortune Change Utility Stocks? Conrad De Aenlle, NY Times
Feeling No Fear May Aid Investing - Jane Spencer, WSJ via Seattle Times
A Portfolio That Let's You Own Capitalism - Scott Burns, Dallas Morning News
Persistent Money Myths - Michelle Singletary, Washington Post
How Fund Categories Fared - Barrons
In an Inherent Conflict Among Shareholders, Short-termers are Winning - Mark Hulbert, MarketWatch
Don't Waste Your Money Rebalancing - Paul Farrell, MarketWatch
Some People Pick the Stock - Others Choose the Moment - Condrad De Aenlle, NY Times
Pepless Rally Has Its Reasons - Michael Santoli, Barrons
Why Small-Cap Value Beats Large-Cap Growth - Mark Hulbert, NY Times
Economists Worry About Inflation, Oil, China and Fed - Hilsenrath & Gerena-Morales, WSJ
IRA Mistakes - Kelly Greene, WSJ / many other sources

July 2005 REIT Article Update

Federated/May Closings Will Affect Mall REITs - J Morrissey, Dow Jones Newswires
Snake Oil & SSNOI Growth - Factoids original content
Simon's China Expansion Seen As Strategic Plus - J Morrissey, Dow Jones Newswires
New Plan Excel Sells $968 Million of its Portfolio - press release
Yields Stink, NAV's Stink, & the Supply of Shares is Growing - David Bodamer, Retail Traffic
REIT Floating-Rate Debt Rises - Janet Morrissey, Dow Jones Newswires
Office-Market Turnaround - Ryan Chittum, WSJ
Insider Selling Soars 43% Among REITs In Q2 - Janet Morrissey, Dow Jones Newswires
Department Stores' are Being Replaced at the Mall - Maria Halkias, Dallas Morning News
Apartment Vacancy Rate Falls to Average of 6.4% - Michael Corkery, WSJ
EOP Sells Nearly $2B in Assets During First Half of 2005 - Dana Dubriwny, Globe Street
How Long Can REITs Stay Hot? Ben White, Washington Post

July 2005 MLP Stats 7-29 Update

July 2005 Bank Stats 7-29 Update

July 2005 REIT Stats for Office, Industrial & Apartment Sectors

July 2005 REIT Stats for Retail, Health Care & Hospitality Sectors


In June 2005 Investment Factoids

Investment News & Advice
   Buidling a Better Index Fund - Tom Petruno, LA Times
   You May Own More Real Estate Than You Think - Paul Lim, NY Times
   Stock Sectors & Seasonality - Sam Stovall, BusinessWeek
   Technical Analysis: The Simple Reason for Why it Matters - Barry Ritholtz, RealMoney
   Prevalent Investment Mistakes - Barry Ritholtz, RealMoney
   Growth Stocks: So Cold They're Hot? Jeff Opdyke, WSJ
   Research Gets More Reliable - Suggests Improvement In Performance - Jane Kim, WSJ
   Should Your Portfolio Vote 'Yes' on European Stocks? Conrad De Aenlle, NY Times
   Vote No on Europe: Vintners Are Example of Europe Living in the Past - J Flanigan, LA Times

Words of Wisdom
   Five Ways to Tell You've Reached Money Maturity - Jeanne Sahadi, CNN/Money
   Advantages of Scale - Charles Munger
   Two Sides of Techological Change - Charles Munger
   The Secret of Winning Betters - Charles Munger

The Economy
   Knowing The Cause of Low Long Rates Would Give Us the Cure - Edmund Andrews, NY Times
   Interview With Nancy Lazar, International Strategy & Investment Group - Sandra Ward, Barrons
   Fed Helped Create Bubble in Housing & Foreign Debt - Greg Ip, WSJ
   Pin the Tail on the Economy - Paul Lim, NY Times
   May Jobs Report - Edmund Andrews, NY Times & Rex Nutting, MarketWatch

June 2005 REIT Article Update

Industrial Real Estate Sales Transactions Up - Ray Smith, WSJ
Fitch Says Condo Conversions Overheated In NYC, Vegas, Fla. - Janet Morrissey, Dow Jones Newswires
Winn-Dixie Closings Not Seen Having Major Impact On REITs - Janet Morrissey, Dow Jones Newswires
A Hot 05 for the NYC Office Market - John Holusha, NY Times
Morgan Stanley Upgrades 3 and Downgrades 6 REITs - Greg Morcroft, MarketWatch
Living At The Mall - Janet Morrissey, Dow Jones Newswires
Russell Rebalancing Seen Putting Selling Pressure On REITs - Janet Morrissey, Dow Jones Newswires
Acquisitions of Gables/Catellus Spur Debate Over Value - Ray Smith, WSJ
Risks of REITs Aren't Obvious - Karen DaMato & Ryan Chittum, WSJ
Standard & Poor's Equity Research REIT Update - Ray Mathis & Robert McMillan, BusinessWeek
Foreign, Institutional Investors Bidding Up Prices - Sheila Muto, WSJ
The Benefits Of Doing JVs - Peter Slatin, Slatin Report
Credit Ratings Update    On Gables, Prologis, Senior Housing Properties

June 2005 MLP Stats & Monthly [6-30] Update

June 2005 Bank Stats & Monthly [6-30] Update

June 2005 REIT Stats for Office, Industrial & Apartment Sectors

June 2005 REIT Stats for Shopping Centers, Malls and Health Care

Never go out to meet trouble. If you will just sit still, nine cases out of ten someone will intercept it before it reaches you. Calvin Coolidge

In May 2005 Investment Factoids

Tips for Avoiding ID Theft While on Vacation - Sandra Block, USA Today
How Supermarkets Use Psychology to Sell - Joyce Gemperlein, Washington Post
Speculation: It's Abundant and Worthless - Matt Stichnoth, Bankstocks.com
What the Yield Curve is Saying - Scott Burns, Dallas Morning News
The Yield Curve Has a Brain - Caroline Baum, Bloomberg
The Buy-Back Lie - Rachel Beck, AP via Chicago Sun Times
Investment News & Advice
Broad Index Offers a Way to Ride Commodities Express - Meg Richards, Associated Press
Wealthy Families Favor Alternative Investments - Kathy Chu, Dow Jones Newswires
Flat Market Plays No Role in Picker's Success - Bill Barnhart, Chicago Tribune
The Fed Funds Futures Indicator - Robert Hershey, NY Times
Why a Real Estate Crash Would Matter [and Hurt] - NY Times
The Truth About Real Estate - Jonathan Clements, WSJ
Eight Questions to Focus Your Investment Plan - Jonathan Clements, WSJ
Time to Juggle Sectors - Jack Ablin, CIO Harris Private Bank via Barrons
The Stock Market Is Still Pressing the Reset Button - Paul Lim, NY Times
Rates Usually Trump Earnings Growth - Mark Hulbert, MarketWatch
Target-Retirement Funds Vary - Karen DaMato, WSJ
The Fed Model - Jonathan Clements, WSJ
Some Investing Lessons People Might Never Learn - Chet Currier, Bloomberg
Going With the Flow Can Backfire - Justin Lahart, WSJ
The Return of Volatility - Jonathan Fuerbringer, NY Times

Economic & Employment Stats/News
April Jobs Report - WSJ
Average Family Medical Costs Will Exceed $12,200 - Kaja Whitehouse, Dow Jones Newswires
Mexicanized Jobs - Joel Millman, WSJ

May 2005 REIT Article Update

Growth in Underlying Value Of Commercial Real Estate Slows - Ray Smith, WSJ
Retail Update [Insider Interview] - Eugene Gilligan, CPN
The NAV Debate - Dean Starkman, Real Estate Portfolio Magazine
An Uptick in Office Rents - Parke Chapman, National Real Estate Investor
Shift in Defense Workers to Alter DC Office Market - Dana Hedgpeth, Washington Post
Talking REITs With Tuckerman's Amos Rogers - Gregg Greenberg, TheStreet.com
Builder Beware, Planned Construction is Up - Ray Smith, WSJ
Office Vacancy Falls to 14% in L.A. County - Roger Vincent, LA Times
Condo Fever Spreads - Terry Pristin, NY Times
Post Properties Goes Condo - Keat Foong, Multi-Housing News
Mall Sweet Home - Ilaina Jonas, Reuters
For Mall REITs, There Is More to Growth Than Retail - David Koch, Retail Traffic
Credit Ratings Update    On BRE, CLI, FR, PP, UDR

May 2005 MLP Stats & Monthly Update

May 2005 REIT Stats for Office, Industrial & Apartment Sectors

May 2005 REIT Stats for Shopping Centers, Malls and Health Care

May 2005 Bank Stats & Monthly Update

I have never been hurt by anything I didn't say. Calvin Coolidge

In April 2005 Investment Factoids

Investment News & Advice
    That Wall Of Worry - Kenneth L. Fisher, Forbes
    Twelve Steps to Investment Peace - Paul Farrell, MarketWatch
    When Investing, Women Tend To Err Less Often Than Men - Colleen Debaise, DJN
    Sweat The Right Stuff - Jonathan Clements, WSJ
    The Problem with Market Prophecies - Jonathan Clements, WSJ
    Analysts Keep Misfiring With 'Sell' Ratings - E.S. Browning, WSJ
    Remember the Caution You Wish You Had Back in 2000 - Tom Petruno, LA Times
    Making Money When the Market Is Mistaken - Conrad De Aenlle, NY Times
    Does Skin in the Game Matter? Judith Burns, Dow Jones Newswires

Global Investing - Global Outlook
    Trade Deficit With China Is Misleading - James Flanigan, LA Times
    Globalization Is Doing a World of Good for U.S. - James Flanigan, LA Times
    Slow Growing Europe & Japan also Slow US Growth - Daniel Gross, NY Times
    European Investors Shy From Buying U.S. Stocks - Michael Sesit, WSJ
    Why Hasn't a Weak Dollar Slowed Imports? Louis Uchitelle, NY Times

Mutual Fund Update
    How Fund Categories Fared - Barrons
    Merrill Finds Value & Growth Funds Yield Similar Portfolios - Arden Dale, DJNs
    Funds Made Math Mistakes on Fees - Karen Damato, WSJ
    Funds Not Tough Enough On Small Accounts - Eric Baum, Fund Marketing Alert

In the April [part two] 2005 Investment Factoids

Market Trends - Economic Trends
    Boomers Won't Wreck the Market - Mark Hulbert, NY Times
    Fed to Rest? Not Likely - Danielle DiMartino, Dallas Morning News
    When Fed Is Tightening, a So-So Market Isn't Bad - J Fuerbringer, NY Times
    A Rash of Possible Bubbles - Tom Petruno, LA Times
    Economy Shows Multiple Signs of a Soft Patch - Greg Ip & Jon Hilsenrath, WSJ
    High-Yield Market Faces Increased Risks - Jacqueline Doherty, Barrons
    Why Rates are Low - Terry Keenan, NY Post
    Reasons for Some Optimism - Jon Markman, MSN Money
    Several Factors May Ease Interest Rate Pressures - John M. Berry, Bloomberg

Alternative Investments: BDCs, PCBs, Pimco "Real Return" Funds & Options
      BDC's: Private Equity for the Little Guy - Jonathan Clements, WSJ
      Pimco Funds to Overcome The Nightmare of Inflation - Karen Damato, WSJ
      Premium Callable Bonds - Virginia Munger, NY Times
      ETFs & Options - Barrons
      Historical Return Distributions for Calls, Pits, and Covered Calls - Benesh & Compton
      Risk and Return of Covered Calls: Australian Evidence - El-Hassan, Hall & Kobarg

March Jobs Report - WSJ

April 2005 REIT Article Update

NaREIT Study Shows Potential Tax Benefits of REITs - Jeff Opdyke, WSJ
Some Real-Estate Advisers See Challenges Ahead - Ray Smith, WSJ
Mall Update            Mall Rents Down, Strip-Malls' Up - Ryan Chittum, WSJ
Industrial Update     Industrial Building Binge - H. Lee Murphy, NREI
Office Update          American Financial Realty Trust Profile - Terry Pristin, NY Times
        Why Office REITs Are Building Again - Stan Luxenburg, NREI
        Revival in San Francisco - Dan Levy, San Francisco Chronicle
        Midwest Commercial Update - Erin Suess, St. Louis Daily Record
        Office Rents Post First Quarterly Rise in 4 Years - Ryan Chittum, WSJ
        Office Rents up in NYC - Amisha Padnani, Newsday
Apartment Update     National Q1 Apartment Update - Ray Smith, WSJ
        Midwest Multifamily Update - Erin Suess, St. Louis Daily Record
        Rents in Southern California Forecast to Keep Rising - LA Times
        D-FW Q1 Apartment Update - Steve Brown, Dallas Morning News
        DC Q1 Apartment Update - Tom Ramstack, Washington Times
        Apartment-Rental Market May Pick Up This Year - Ray Smith, WSJ
Credit Ratings Update    On GGP, DDR, HCP

April 2005 REIT Stats for Office, Industrial & Apartment Sectors

April 2005 REIT Stats for Shopping Centers, Malls and Health Care

April 2005 Bank Stats & Monthly Update

April 2005 MLP Stats & Monthly Update

If I had permitted my failures, or what seemed to me at the time a lack of success, to discourage me I cannot see any way in which I would ever have made progress. Calvin Coolidge

In March 2005 Investment Factoids

Upward Earnings-Estimates & Returns - Justin Lahart, WSJ
"Quality" of Earnings is Slipping - Gretchen Morgenson, NY Times

Alternative Investments: Hedge Funds & Commodities
Alternative Investments - Gregory Zuckerman, WSJ
If I Only Had a Hedge Fund - Jenny Anderson & Riva Atlas, NY Times
What a Steadfast Contrarian Says Now - Jonathan Clements, WSJ
At Hedge-Funds, Not Everyone Is Equal - C Mollenkamp & D Reilly, WSJ

Tried and True Triumphs - Jeff Brown, Philadelphia Inquirer
ETFs Can Build a Better Portfolio - Scott Burns, Dallas Morning News
Bank Loan Funds, Laddering Bonds & Market-Neutral Funds - Paul J. Lim, NY Times

Oil Market Update
Oil Could Become Obsolete - Scott Burns, Dallas Morning News
Study Sees Green Power Reaching $100 billion a Year - Reuters
Energy Stocks Encounter Skepticism - Reuters
Oil Markets Focus on Long Term & Ignores Inventories - Tom Fowler, Houston Chronicle
Human Nature & Rising Oil Prices - James Flanigan, LA Times
Sour Crude Yields Sweet Profits - Brad Foss, Associated Press

Boomers Faring Better than Elders - John Strahinich, Boston Herald
Wallets Look Fat, but Aren't - Danielle DiMartino, Dallas Morning News
Nasdaq Lesson in 'Shorting' - Hal Varian, NY Times
Companies Behaving Badly - Gretchen Morgenson, NY Times
No Pain - No Gain - ThinkBlog

Economic & Employment Stats/News
February Jobs Report - Eduardo Porter, NY Times
Underlying Job Trends - Gene Epstein, Barrons
Rise in Payrolls, Spending Boosts Stocks - T Aeppel & K Dunham, WSJ

In March 2005 Academic Studies on Investments - Factoids III

'Celebrity' CEO's & Stock Returns - Mark Hulbert, NY Times
Governance and CEO Turnover - Raymond Fisman, Rakesh Khurana, Matthew Rhodes-Kroff
Are You Gambling or Investing? Mark Hulbert, MarketWatch
Who Gambles In The Stock Market? Alok Kumar
Diversification Decisions of Individual Investors and Asset Prices - William Goetzmann & Alok Kumar
The Geography of Investment: Informed Trading and Asset Prices - Joshua Coval & Tobias Moskowitz

March 2005 REIT Article Update

Bets Against Real-Estate Sector Increase Nearly 7% - J Morrissey, Dow Jones Newswires
Rising Interest Rates Pressuring REIT Valuations - J Morrissey, Dow Jones Newswires
Zell's Fancy Turns from Real Estate - Alby Gallun, ChicagoBusiness.com
The Wrong Time for REITs? June Kim, BusinessWeek
Office Update
Vornado & EOP's CEOs Bullish On Real Estate - J Morrissey, Dow Jones Newswires
Office Markets Hit by Tech Bubble Show Gains - Ray Smith, WSJ
Why Office Owners Can't Resist the Quick Flip - Joe Gose, National Real Estate Investor
Fear of Commitment in Office Leases - Matt Hudgins, National Real Estate Investor
NYC Office Vacancies, Rents Down In February - Dow Jones Newswires
Office Occupancy, Rents Seen Slowly Improving In '05, '06 - J Morrissey, Dow Jones Newswires
Apartment Update
Gap of Being a Tenant Vs. Owner Hits Widest Level In a Decade - Ruth Simon & Ray Smith, WSJ
Some REITs See Student Housing Investments As A Smart Bet - J Morrissey, Dow Jones Newswires
Why Apartment Owners Should Be Optimistic - Doug Bibby, National Real Estate Investor
Apartment REITs' Condo Plays Spur Concerns - Ray Smith, WSJ
Retail/Mall Update
Retail REITs Must Broaden Their Focus - Ray Smith, WSJ
Mall Merchant Update: The Limited Grows Non-Apparel Sales - Amy Merrick, WSJ
Investment Update
REITs M&A - Natalie Kostelni, Philadelphia Business Journal
Short Sellers Rose 9.6% In REITs In Past Month - Janet Morrissey, Dow Jones Newswires
REIT hot, right now - but for how long? John Waggoner, USA TODAY
Investing in Commercial Real Estate Abroad - Dorothy Hinchcliff, Financial Advisor

March 2005 REIT Stats for Office, Industrial & Apartment Sectors

March 2005 REIT Stats for Shopping Centers, Malls and Health Care

March 2005 Bank Stats & Monthly Update

March 2005 MLP Stats & Monthly Update

No person was ever honored for what he received. Honor has been the reward for what he gave. 
Calvin Coolidge

In the current issue February 2005 Investment Factoids

Foreign Stocks Can Still Reduce a Portfolio's Risk - Mark Hulbert, NY Times
The Odds of an Economist Survey Being Right Are . . - Justin Lahart, WSJ
Baby Boomers Will Rely on Pros To Manage Assets - Arden Dale, Dow Jones Newswires
When Greenspan Is Stumped, Investors Should Play It Safe - Jonathan Fuerbringer, NY Times
Taking Investment Lessons from the Code of the West - Charles Jaffe, CBS MarketWatch
The Courageous and Contrarian Should Look at Stocks - Steve Liesman, WSJ
Economists Expect Key Rate to Hit 3.75% - Tim Annett, WSJ
When is a Bear a Bull? ThinkBlog
Wanted: Credit Ratings. Objective Ones - Gretchen Morgenson, NY Times
If Profits Grow, How Can the Market Sink? Mark Hulbert, NY Times
Financial Services' Debits and Credits - Beth Piskora BusinessWeek

Economic & Employment Stats/News
January Jobs Report - Eduardo Porter, AP
White-collar Workers are Back in Demand - Ron Scherer, The Christian Science Monitor

February 2005 REIT Article Update

REIT Outlook Is Mixed - Jane Kim and Ray Smith
REIT Report Card - Forbes

Mall Update
Federated/May Merger Store Closings Could Affect REITs - Janet Morrissey, Dow Jones Newswires
Apparel Spending Hits a Snag - Teri Agins, WSJ
Store Merger Fever - Associated Press
Big 3 Pants Makers Sales Fall Flat - Maria Halkias, Dallas Morning News
The Endangered Department Store - Keith Reed, Boston Globe
Shopping Centers, Malls & Hybrids - Bob Hirschfeld, Retail Traffic
The Differences Between Federated & May Customers - Annys Shin, Washington Post 3-02-05
Shopping Malls Adopting New Strategies to Survive - Terry Pristin, NY Times
Department Stores Try Makeovers - Tracie Rpzhon, NY Times

Office Update
A Lexington Ave. Deal Is Now Looking Up for SL Green - John Holusha, NY Times
NYC Leasing Strategy Pays Off for SL Green - J.W. Elphinstone, CPN
Vornado Chief Keeps Competitors on Their Toes - Terry Pristin, NY Times
Office-Building Values Jumped 3.3% in Q4 - Ryan Chittum, WSJ

Apartment Update
Condo Conversions Swipe Low-Priced Apartment Stock - Jennie Bell, CPN
Apartment Shortfall in D-FW - Steve Brown, Dallas Morning News

Shopping Center Update
Regency in JV Buys 101 Centers for $2.74 Billion - Vanessa Drucker, Slatin Report
Sizing Up the Supermarket Industry - Patricia Kirk, National Real Estate Investor

Is Senior Housing the Next Comeback Kid? - Stan Luxenberg, National Real Estate Investor
Supply, Demand & Improved Fundamentals Could Keep Real Estate Values High - Tony Downs, NREI

February 2005 Bank Stats Update

February 2005 MLP Stats Update

February 2005 REIT Stats Update

2-28 Office Valuation Tables
2-28 Industrial Valuation Tables
2-28 Apartment Valuation Tables

February 2005 REIT Stats Update

2-28 Shopping Center Valuation Tables
2-28 Mall Valuation Tables
2-28 Health Care Valuation Tables

The most common commodity in this country is unrealized potential. Calvin Coolidge

In the current issue January 2005 Investment Factoids

The Crystal Ball's Verdict on the Market's Future: Hazy - Jonathan Fuerbromger, NY Times
Fund Flows - Josh Friedman, LA Times

Commodity Investing
Study of Commodities Trading Debunks Stereotypes - Mark Hulbert, MarketWatch
The Case for Commodities - Marshall Loeb, MarketWatch
Facts and Fantasies about Commodity Futures - Gary Gorton & K. Geert Rouwenhorst

The Mystery of the Sleeping Long Bonds - Rich Miller, BusinessWeek
Weak Inflation to Keep Long-Bond Yields Sliding - Christopher Farrell, BusinessWeek
Why Greenspan Isn't That Worried About Inflation - Rich Miller, BusinessWeek
New Stocks, Same Governance Problems - Gretchen Morgenson, NY Times
Have Investors Gone On a Low-Risk Diet? Craig Karmin, WSJ
High Yield Issuers Default Rate Fell 63% In 04 - Saha-Bubna, Dow Jones Newswires
Home-Equity Loans Hit Record Levels - Ruth Simon, WSJ
ETF Portfolio Products - Tara Siegel Bernard, Dow Jones Newswires
Fund Stats - Chet Currier, Bloomberg via Boston Globe
Personality Can Shape Investing - Pamela Yip, Dallas Morning News
Economy to Rely Less on Consumer Spending - Danielle DiMartino, Dallas Morning News
Bull Markets Were in Abundance in '04 - Tom Petruno, LA Times
Before Slicing, Make Sure That the Pie Is Big - Paul Lim, NY Times

Economic & Employment Stats/News
November Jobs Report - Leigh Strope, Associated Press
Service Sector Grows in December - Bloomberg
U.S. Paychecks Remain in Recovery - Barbara Rose, Chicago Tribune

January 2005 Factoids Too

U.S. Retirement Savings - Are We Prepared? Are We on the Right Track?
Some Retirees' Nest Eggs Appear to Have Cracks - Kathy Chu, Dow Jones Newswires
EBRI Issue Brief No. 277 / Retirement & Wealth
Hewitt Associates Retirement Survey - Albert B. Crenshaw, Washington Post
401(k) Stats - Jonathan Clements, WSJ
Ten Ways Employers Benefit from Benefits Plans - Ellen Schultz, WSJ
Delayed 401(k) Deposits - Jonathan Burton, MarketWatch

Tech Update
How I Beat Junk Mail - Andrew Blackman, WSJ
Free From Google, Updated Photo-Editing - Leslie Walker, Washington Post
Searching TV Text - Saul Hansell, NY Times

January 2005 REIT Stats Update

Updated (1-31) Office Valuation Tables
Updated (1-31) Industrial Valuation Tables
Updated (1-31) Apartment Valuation Tables

January 2005 REIT Stats Update

1-31 Shopping Center Valuation Tables
1-31 Mall Valuation Tables
1-31 Health Care Valuation Tables

January 2005 REIT Article Update

Absorption Strong in U.S. Industrial Market - PRNewswire
Echoes of the 80's: Japanese Return to U.S. Market - Terry Pristin, NY Times
West Coast Leads Apartment-Markets Rankings - Ray Smith, WSJ
Stephane Fitch Bullish On Real Estate Investing - Forbes
Lehman Lowers Outlook for REIT Sector - Reuters
Look for REITs to come Back on Earth - Gregg Greenberg, TheStreet.com
NAR Economist Predicts Demand for Commercial Space Will Increase - Kansas City Daily Record
What's in Store for Category Killers? Robert Spector, Seattle Times
Fourth Experiment in Stock Picking

January 2005 Large and Mid Cap Banks Stats Update

January 2005 MLP Stats Update

Doubters do not achieve; skeptics do not contribute; cynics do not create.  Calvin Coolidge

June Diversions 2004

    Stumped? Blocked? Need ideas on how to move forward with a project, with dinner plans, with life? Check out the Oblique Strategies page on enoweb.co.uk. Oblique Strategies is a "game" invented by Brian Eno years ago - pick a card, get a question; the answers to those questions are meant to jolt creative thought processes. (Maureen Ryan, Chicago Tribune 6-19)

    Ever wonder how many frogs you'll have to kiss before you find your prince -- or princess? Wonder no longer. The Soulmate Calculator will tell you "the number of American singles you must meet to find your soulmate." Find it at www.solvedating.com/soulmatecalculator.asp. (Maureen Ryan, Chicago Tribune 6-19)

Wedding: the point at which a man stops toasting a woman and begins roasting her. - Helen Rowland

May Diversion 2004

    The Movie Review Query Engine is an online directory of movie reviews. Just type in the name of a movie, and it will provide links to reviews. www.mrqe.com (www.searchengineguide.com 5-30)

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

April Diversions

    Since 1994 Joan Heemskerk and Dirk Paesmans, collaborating under the name Jodi, have created a series of Internet-based artworks that deliberately cause computers to do the wrong thing. Viewers of these online works will find their screens filled with meaningless text and needlessly blinking graphics. Web-browser windows spawn smaller windows that race maddeningly around the screen. Links that appear to lead somewhere yield dead ends. Like a sci-fi thriller, this could be delightful, except that the underlying premise is of computers in complete control. There work can be viewed online at www.jodi.org, asdfg.jodi.org, 404.jodi.org, wrongbrowser.com and wwwwwwwww.jodi.org. (Matthew Mirapaul, NY Times 4-21)

There will always be death and taxes - however, death doesn't get worse every year.

December Diversions - Shopping Sites

Bluefly     Catalogs.Google     ClassicCloseouts     DealCatcher     Evalueville
FatWallet     Froogle     NexTag     Overstock     PriceGrabber
Shopping.com     SmartBargains     Yahoo Shopping

Time may be a great healer - but it's a lousy beautician.

November-December 2002 REIT Update

The Alpine Fund & ARE, CHP, iStar - Tom Locke, Dow Jones Newswires
Update: An Experiment in Stock Picking - Original Content
Apartments & Demographics - Gene Epstein, Barrons
Apartment Valuations Table - Barrons / WSJ / original content
Malls are Staying Alive - Dean Starkman, WSJ
REITS & Special Tax Treatments - IRS & Original Content
Property-Rich Firms Are Cashing In - Scott Nelson, Boston Globe
Remaking Malls - Gerry Khermouch, Business Week
An Interview with Raymond Torto & William Wheaton - S Ward, Barrons
Shadow Space - Neil Irwin, Washington Post
More REIT Mergers Ahead? Jeffrey Goldfarb, Reuters
Good Times May be Over - Neil Irwin, Washington Post
Slump Dogs REITs - D Levy & K Zito, San Franciso Chronicle
REIT Timing and Closed-End Funds - Ray Smith, WSJ
EQR Sees Hope In Apt. Rent Decline - Ray Smith, WSJ /Others
Oil/Gas/Coal Royalty Trusts - An Alternative to REITS - Paul Sturm, Smart Money

I believe in looking reality straight in the eye and denying it. -Garrison Keillor

October 2002 REIT Update

REITs Face Tough Test - Dean Starkman, WSJ
REITs May Not Remain a Haven - Stan Hinden, Washington Post
Dividends Look Shaky - Dean Starkman, WSJ
REIT Sector Performance - REIT Week
REIT Valuation Tables
An Experiment in Stock Picking - Original Content
Smaller Town Malls - Ray Smith, WSJ

Amateurs built the ark. Professionals built the Titanic.

July-August 2002 REIT Update

Reit Valuation Tables
REITs Are Not Haven From Volatility - J. Alex Tarquinio, NY Times
North Texas Retail Update - Steve Brown, Dallas Morning News
REIT Purchases Rise - Ray Smith, WSJ
Office Market Sales - Joe Gose, Barrons
Investment Update - Prudential Real Estate Investors
REIT Mutual Funds - Amey Stone, BusinessWeek
NYC Office Update - Janet Morrissey, Dow Jones Newswires
LA Update - Jesus Sanchez, LA Times
Retail Update - Ray Smith, WSJ
Strip Center Investing - Therese Byrne, Reis Insights
Houston Industrial Market - Reis Insights
Apartment Update - Ray Smith, WSJ
Dallas Industrial Market - Steve Brown, Dallas Morning News
Forecasting Demand for Industrial Space - Ray Smith, WSJ
Office Space Update - Peter Grant, WSJ

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

June 2002 REIT Update

Los Angeles Retail Market - Reis
REIT Valuations by Sector - Macquarie Capital Partners
Household Formation Forecast - Partick Barta, WSJ
Sublease Complications - Scott Kapilian, Boston Business Journal
REITs & the Russel Indices Re-Shuffle - Ray Smith, WSJ
Real Estate Cycles - Torto Wheaton, Outlook 2002 / Green Street Advisors
Praising Dividends - Ralph Block, REITWEEK
High-Profile Properties at Hefty Prices - Steve Brown, Dallas Morning News
Betting That Chicago Needs New Office Space - Jill Chanen, NY Times
Great Moments in REIT's Brief History - Barra RogersCasey
REIT History & RMA - SNL Real Estate Securities Weekly
History of New Capital Raised in REIT Market - Barra RogersCasey
Cousins REIT - Barry Vinocur, Property / Atlanta Journal-Constitution
A Book Store Closes (why vacancies happen) - Dina ElBoghdady, Wash. Post
Apartment Update - Sam Truitt, Reis Insights
RERC Institution Investor Survey on REIT Sectors - Real Estate Portfolio
Small Cap vs Big Cap REITs - Darlene Bremer, Real Estate Portfolio
Sustainable Dividends - Property

It's been a rough day. I got up this morning ... put a shirt on and a button fell off. I picked up my briefcase, and the handle came off.  I'm afraid to go to the bathroom! - Rodney Dangerfield

May 2002 REIT Update

Reis.com REIT Indices (May Ending)
Office Tenants Look to Time Market - Bill Archambeault, Boston Business Journal
Rouse Update - Sabrina Jones, Washington Post
Yr-over-Yr FFO per Share Growth for Real Estate Stocks - NAREIT
Office Leases Begin to Expire - Peter Grant, WSJ
Apartment Outlook - Ray Smith, WSJ
REIT to Market Correlations - Clint Willis, Reuters
Two Bears See Bubble - John Dobosz, Silicon Investor
The Terrorism Insurance Problem - Peter Grant, WSJ
Office Real Estate & The Economy - Neil Irwin, Washington Post
REITs & BioTech - Sheila Muto, WSJ
A New TrizecHahn - Starkman, WSJ / Cohen, Reuters / Marr, Nat'l Post
Valuations on Major Mall REITs
Valuations on Major Shopping Center REITs
Valuations on Major Office REITs
Atlanta Office Update - Atlanta Journal-Constitution
Shorten Leases Keeping Industrial Sector Afloat - Ray Smith, WSJ
Three REITs Pay Dividends Monthly - Ray Smith, WSJ
EOP Update - Robert Burgess, Bloomberg

History has shown us all too often the consequences of dreaming poorly or not at all. - Jeff VanderMeer

In April 2002 REIT Update

A Focus on Apartment REITS

Property Magazine's Guide to REITs Apartment Valuations
Apartment REIT Valuations by Unit (Q1-02)
3 Valuation Tables on Major Apartment REITs
Mold & Insurance Increase Ray Smith, WSJ
Are REITs a Good Option For Pension Funds? - Dean Starkman, WSJ
REITs are at a Premium - Bloomberg
LA Office Vacency Rate Up - Jesus Sanchez, LA Times
REITs Construct Strong Takeout Multiples - Cohen, M&A Report
D-FW Apt. Occupancy Falling - Brown, Dallas Morning News
REITs are at a Premium Part 2 - Morrissey, Dow Jones Newswires
Office Space Per Employee Rises - Sheila Muto, WSJ
Apartment/Office Vacancies Increase - Peter Grant, WSJ
'Flex Space' - Bob Howard, LA Times
Property Taxes and Vacancies - St. Anthony, Star Tribune
Focus on Cap-Ex - Christopher Edmonds, TheStreet.Com
Top 50 REIT/REOCs by Market-Cap Sorted by Type - NARIET
What is a REOC? SNL Financial

The only real mistake is the one from which we learn nothing. - John Powell

February Diversions

From SearchDay 2-13-02: When you're looking for short biographies, skip the major search engines and use the specialized biographical database. Examples:
Biography.com A searchable database of 25,000 famous people, from the folks who produce the TV show Biography.
The Biographical Dictionary Biographies of more than 28,000 notables from ancient times to the present day.
Dead People Server Answers to the question, "Is this person still alive?"
World Biographical Index About 2.8 million short biographical entries for "eminent individuals."

Only those who risk going too far can possibly find out how far one can go. - T.S. Eliot

January Diversions

From Scout Report 12-21:     Google Catalog Search [Beta] offers catalogs from major retailers. Google has scanned in the catalogs and enabled them for text searching - though they warn that searching may not be perfect, given the technologies involved.

If you smoke after sex, then you are doing it too fast - Woody Allen

September Diversions

From the Scout Report 6-22: Teoma.com
This new keyword search engine sets itself apart by offering three types of returns at once. In addition to the usual individual sites ranked by relevance, Teoma Search also returns topic groups and directory pages, giving users the option to pursue their search on several fronts.

More on Teoma from The Search Engine Report 7-2
Google examines link structures all over the web. It gives every page a popularity rating known as "PageRank" (the more links TO the page, the higher the rank). URLs with high PageRanks are more likely to be listed first. However, this will only happen if the pages also match other criteria, such as containing your search terms or being identified as being relevant to your search terms by analyzing the context of links.
Teoma operates in an opposite fashion. When you do a search, Teoma looks across the entire web to find pages that contain your search terms or which are considered relevant to those terms based on link context. After finding a matching set of documents, which it calls a "community", Teoma then examines the links between just this set, to determine which are the most popular.


March Diversions

Columbia Encyclopedia, Sixth Edition - Bartleby.com has relaunched its electronic version of the Columbia Encyclopedia with numerous updates, including improved search and navigation features. The sixth edition contains close to 51,000 entries, including 17,000 biographies, with over 80,000 hypertext cross-references, as well as links to other resources such as maps, speeches, and additional full-text collections held by Bartleby.com. (Scout Report 3-16)

The walls we build around us to keep sadness out also keeps out the joy. - Jim Rohn

November Diversions

The Open Directory Project      BrightPlanet

I have always wanted to be somebody, but I see now I should have been more specific. - Lily Tomlin

June Diversions

Validea assesses experts doling out stock picks via the Internet, magazines and other media.

I was drowning my sorrows, but my sorrows, they learned to swim. - U2, Until the End of the World

May Diversions

    The new and fast search engine Raging.com, the simi-new and well rated search engine Google.

If, at first, you do succeed, try to hide your astonishment.

December Diversions

  RadioSpy   All-in-One Biblical Resources Search    SpeechBot

DoUBlveInLuv@1stSItOrShlIWlkByAgn?

October Diversions

    Hearme.com     Encyclopaedia Britannica

Before you criticize someone, you should walk a mile in their shoes.
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