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December 2006 Investment Factoids A New Way to Gauge a Start-Up’s Worth - Mark Hulbert, NY Times Wall Street Lifted in 2006 by What Didn't Happen - Tom Petruno, LA Times What Happened to Yield? J. Alex Tarquinio, NY Times Large Caps vs. Small Caps - Paul Lim, NY Times The Buzz Words of 2006 - Ransom & Badal, WSJ / Others Free Online Portfolio Checkups - Eleanor Laise, WSJ It's Exam Time for Your Portfolio - Tom Petruno, LA Tmes Factoids on Gift Cards - LA Times / WSJ If You Cheer for the Tortoise, Applaud for Dividends - Paul Lim, NY Times Your 401(k) Has Little Protection from Employer Theft - Kathy Kristof, LA Times At the Buyback Mall, It Pays to Shop Around - Barry Rehfeld, NY Times Sentiment Effect Varies by Sector - Mark Hulbert, NY Times / Baker & Wurgler How the Pros Tell If a Stock Is a Bargain - Gregory Zuckerman, WSJ It's Time, Not Timing - Jonathan Burton, WSJ MLP Valuations & News Update 12-29 WPZ Announces Equity Offering - PRNewswire Moody's Affirms Enbridge Energy Rating, Changes Outlook to 'Negative' - AP Large-Cap Bank Valuations & News Update 12-29 Regional Bank Valuations & News Update 12-29 BDC Update 12-29 BDCs May Have External or Internal Managements - Stephen Ellis, Motley Fool REIT Valuations for Office & Industrial Sectors 12-29 REIT Valuations for Retail & Mall Sectors 12-29 REIT Valuations for Health Care & Triple-Net Sectors 12-29 REIT Valuations for Apartment & Hospitality Sectors 12-29 November 2006 Investment Factoids The Fed Cries Wolf, But the Market Isn't Listening - Caroline Baum, Bloomberg The November Effect - Justin Lahart, WSJ Investors Are Turning Optimistic at Wrong Time - Paul Lim, NY Times The Moon and the Market - Mark Hulbert, NY Times Five Ways to Manage Money Effectively - Jonathan Clements, WSJ Fear that Markets are Rising Too Quickly is Unfounded - Mark Hulbert, MarketWatch Time for Value Investing to Show Mean Regression? Chet Currier, Bloomberg Is the Time Still Right for Foreign Bond Funds? J. Alex Tarquinio, NY Times P/E Ratios on U.S. Stocks Drop - Hilary Johnson, Bloomberg Cheaper Insurance Rates Point To Decline in Life & Business Risks - Liam Pleven, WSJ Leverage & Closed-end Fund Performance - Tim Paradis, Associated Press Why Skewness is an Arguement to Diversify - Jonathan Clements, WSJ Invest in Strategy that Fits You - Chuck Jaffe, MarketWatch Actively Managed Funds Are Pressed to Beat Benchmarks - Diya Gullapalli, WSJ Merrill Lynch's Ideas: Big Caps & Non-US Dividend Payers - J Burton, MarketWatch MLP Valuations & News Update 11-30 Earnings Announcements: ETP, CPNO, HLND, MMLP, MWE, RGNC, TPP, VLI, WPZ, USS, XTEX Duncan Energy Partners to IPO Bank Valuations & News Update 11-30 S&P puts 5 Largest U.S. Banks on Watch Positive - Nick Godt, MarketWatch Merrill Turns Cautious on Banks - Nick Godt, MarketWatch Bear Stearns Says Some Banks Bet Fed Will Cut Rates in 2007 - AP Concerns Rising Over Quality of WFC's Loan Portfolios - San Francisco Business Times CBSS and SKYF Increase Dividends REIT Valuations for Office & Industrial Sectors 11-30 REIT Valuations for Retail & Mall Sectors 11-30 REIT Valuations for Health Care & Triple-Net Sectors 11-30 REIT Valuations for Apartment & Hospitality Sectors 11-30 BDC Valuations Update & Intro 11-30 October 2006 Investment Factoids Don’t Expect to Win ‘Beat the Benchmark’ - Paul Lim, NY Times If Bears Are Smarter, Why Do Bulls Get the Money? Chet Currier, Bloomberg How Good Are Earnings Really? Conrad De Aenlle, NY Times Building a Better Gauge of Inflation - Scott Burns, Dallas Morning News The Reason Behind Those Stockpiles of Corporate Cash - Mark Hulbert, NY Times Cardholders, Read the Fine Print - Michelle Singletary, Washington Post Wrestling With a Retirement Bear - Jonathan Clements, WSJ Investors' Focus Shifts to Growth - Tom Petruno, LA Times Stocks Look Good, But Do Bonds Look Better? Paul Lim, NY Times Buy-Write Funds - Tim Gray, NY Times It's the Most Wonderful Time of Year [for Stocks] - Chet Currier, Bloomberg Inverted Yield Curve May Yet Upend Stock Market - Caroline Baum, Bloomberg Is the Corporate Profit Machine About to Sputter? Norm Alster, NY Times Cyclical Bulls & Secular Bears - Paul Lim, NY Times Bonds Remain The Simple Way To Diversify - Jonathan Clements, WSJ MLP Valuations & News Update 10-31 Enterprise to Build Shenzi Oil Export Pipeline in GoM - BusinessWire ETP Announces Agreement with CenterPoint - BusinessWire Distribution Increase & Earnings Announcements Bank Valuations & News Update 10-31 Earnings Updates: BAC, C, JPM, KEY, MEL, NCC, RF, STI, STT, USB, WB, WFC Earnings: ASBC, BXS, CBCF, CBSS, CMA, CYN, FNB, FMER, FULT, HBAN SNV, TCB, UB, VLY, WL REIT Valuations for Office & Industrial Sectors 10-31 REIT Valuations for Retail & Mall Sectors 10-31 REIT Valuations for Health Care & Triple-Net Sectors 10-31 REIT Valuations for Apartment & Hospitality Sectors 10-31 September 2006 Investment Factoids U.S. Foreign Debt Poses Long-Term Threat To Nation's Living Standards - Mark Whitehouse, WSJ Sustainable Withdrawals Depend on Several Decisions - Scott Burns via Seattle Times Some Tax Changes for IRAs and Roths - Paul Lim, NY Times Big Trends May Begin to Drag the Economy Down - Jesse Eisinger, WSJ The Stats Behind That Growing Sense of Job Insecurity - Daniel Gross, NY Times The Case for Income from Individual Stocks - Josh Peters, Motley Fool Foreign Investing Pays Off - Karen Richardson, WSJ Why the Tide Hasn’t Turned Toward Growth Stocks - Paul Lim, NY Times Index ETF Tracking Errors - Lawrence Carrel, Smart Money MLP Valuations & News Update 9-29 Valero LP Will Change Name - AP Enterprise Products Files For Secondary Offering - BullMarket Energy Transfer Partners to Acquire Transwestern Pipeline - BusinessWire Bank Valuations & News Update 9-29 Citigroup: Cleaned Up but Falling Behind - Mara Der Hovanesian, BusinessWeek Finding the Most-Attractive U.S. Banking Markets - Jaime Black, CFA, CPA, MorningStar Housing Chill Begins to Pinch Nation's Banks - Robin Sidel, WSJ Regional Banks' Pinch Foreshadow National Woes - Nick Godt, Dow Jones Newswires Regional Banks Covet Investment Boutiques Amid M&A Boom - Clint Riley, WSJ REIT Valuations for Office & Industrial Sectors 9-29 Commercial Property May Be Undervalued - Barron's ARE, LRY & OFC Announce Dividend Increases REIT Valuations for Retail & Mall Sectors 9-29 Merrill Lynch Analyst Downgrades Several Retail REITs on Valuation - AP Mall REITs' Winning Streak Cools - Ryan Chittum, WSJ REIT Valuations for Health Care & Triple-Net Sectors 9-29 Health Care REIT [HCN] to Buy Windrose [WRS] - MarketWatch Ventas to Buy 67 Properties for $649 Million - AP REIT Valuations for Apartment & Hospitality Sectors 9-29 It’s a Good Time to Be a Landlord - Vivian Marino, NY Times Equity Inns, Highland and Host Hotels & Resorts Announce Dividend Increases August 2006 Investment Factoids Companies Are Rolling in Cash - Ian McDonald, WSJ The Implications of the Pension Protection Act - Paul Lim, NY Times Companies on a Borrowing Binge - Gregory Zuckerman, WSJ Three Questions to Ask Before Selling - Dave Mock, Motley Fool Is a Futures Stampede Keeping Oil Prices High? Norm Alster, NY Times Firms' Global Reach Lets Performance Diverge From Domestic Trends - Alistair MacDonald, WSJ Economic Update: Soft Landings are Rare - Edmund Andrews, NY Times / Mark Gongloff, WSJ WSJ's Economist Survey Paint Gloomier Picture - Phil Izzo, WSJ Mutual Fund/ETF Update: Commodity ETFs & ETNs - John Spence, MarketWatch 'Closet Index' Mutual Funds - Tom Lauricella, WSJ There's a Difference Between Fund Returns and What Investors Experience - Tom Lauricella, WSJ Doubting Conventional Wisdom: Ten Football Myths - Allen Barra, WSJ DVRs Were Expected to Kill Commercial TV, But . . - Frank Ahrens, Washington Post Investment Maxims vs. Myths - Barbara Wall, International Herald Tribune Employment Update: Job Market Has Stopped Improving - Danielle DiMartino, Dallas Morning News Wages Fall Behind Inflation - Michael Mandel, BusinessWeek MLP Valuations & News Update 8-31 Earnings Updates: HLND, MMLP, MWE, OKS, TLP, WPZ, XTEX Wildcatters Hoping for Next Big Field in West Texas - Russell Gold, WSJ Citi and Dow Jones Create MLP Indexes - Forbes Bank Valuations & News Update 8-31 Fed Rate Pause May Not Help Banks - David Enrich, WSJ Louisiana & Mississippi Regional Banks are Doing Well - V Bauerlein & S Chen, WSJ REIT Valuations for Office & Industrial Sectors 8-31 Changes on the Horizon in Industrial Market - Art Gering, NAREIT's Portfolio magazine Equity Office Announces Huge 2007 Disposition Plans - BusinessWire Glenborough to Be Acquired - WSJ REIT Valuations for Retail & Mall Sectors 8-31 Joint Ventures: History, Types, Rationale - Steve Bergsman, NARIET Portfolio Magazine REIT Valuations for Health Care & Triple-Net Sectors 8-31 Ventas Expected to Reap Windfall From Higher Rent - Janet Morrissey, WSJ REIT Valuations for Apartment & Hospitality Sectors 8-31 College-Town Real Estate: The Next Big Niche? Vivian Marino, NY Times Education Realty Trust Drops 2006 Outlook - AP July 2006 Investment Factoids
It's a Good Omen When IPOs Fall Short - Mark Hulbert, NY Times Distribuition & Earnings Announcements Atlas Pipeline Holdings [GP], Valero GP & Buckeye GP to IPO - MarketWatch Pipeline Deals Up 30%, But Prices Turn Off Buyers - Caroline Humer, Reuters Oil Rigs Stage Exodus From Gulf of Mexico - Mike Spector, WSJ Bank Valuations & News Update 7-31 Earnings Updates: BAC, BK, C, JPM, KEY, MLE, MI, NCC, PNC, RF, STI, USB, WFC Earnings: ASBC, BXS, CBSS, CNB, CMA, CYN, FHN, FMER, FULT, HBAN, SKYF, SNV, TCB, VLY, WL REIT Valuations for Office & Industrial Sectors 7-31 Commercial Real Estate Maintains Its Strength - Jennifer Forsyth, WSJ Morgan Stanley Analyst Says REIT Performance Increasingly Tied to Bond Prices - AP REIT Valuations for Retail & Mall Sectors 7-31 As the Big Stores Wilt, Malls Look to Food and Cinema - Ylan Q. Mui, Washington Post Heritage Property Investment Trust to be Acquired by Centro Properties - PRNewswire Equity One Trims Forecast - AP Kimco Realty to Acquire Pan Pacific - WSJ Q2 Rents & Abosorbtion - Ryan Chittum, WSJ REIT Valuations for Health Care & Triple-Net Sectors 7-31 National Retail Properties [NNN] and Senior Housing Properties Trust [SNH] Raise Dividends REIT Valuations for Apartment & Hospitality Sectors 7-31 Apartment REITs upgraded at Deutsche Bank - John Spence, MarketWatch GMH Communities Prepared to Solicit Acquisition Bids - MarketWatch Tougher Tests Lie Ahead for Apartment REITs - Kemba Dunham, WSJ June 2006 Investment Factoids
What the Fed Is Up to, and Why You Shouldn't Fret - Paul Lim, NY Times Boardwalk, Energy Transfer and ONEOK Propose Midcontinent Pipeline - BusinessWire PAA to Acquire PPX - PRNewswire Provident Files for MLP IPO - Gas Processors Report Eagle Rock files for IPO - David Givens, Gas Processors Report Bank Valuations & News Update 6-30 Bank Shares Fall On Profit Warnings and Rate Fears - David Enrich, Dow Jones Newswires Investment Banks are Placing Bigger Bets - Business Week REIT Valuations for Office & Industrial Sectors 6-30 Brookfield Properties Buys Trizec Firms for $4.8 Billion - Dave Carpenter, AP REIT Valuations for Retail & Mall Sectors 6-30 Top Mall REITs Diverge - Nicholas Yulico, TheStreet.com REIT Valuations for Health Care & Triple-Net Sectors 6-30 Bulging Sale-Leaseback Pipeline - Beth Mattson-Teig, National Real-Estate Investor REIT Valuations for Apartment & Hospitality Sectors 6-30 Cooling Housing Market Adds To Apartment Demand - Ruth Simon, WSJ May 2006 Investment Factoids
Why Does Tech Teem With Analysts? Karen Richardson, WSJ Earnings Updates: APL, BWP, CPNO, HLND, MWE, MMLP, NBP, PAA, PPX, TGP, TLP, TPP, USS & WPZ SXL Announces Public Offering and Sale of Senior Notes - PRNewswire Atlas Pipeline Partners Raises $20 Million in Units Sales to Wachovia - Businesswire Crosstex & Devon to Acquire Barnett Shale Assets From Chief - PRNewswire Bank Valuations & News Update 5-31 Out of the Brokers and into the Banks - Greg Morcroft, MarketWatch Bank Stocks Offer Solid Long-term Gains with Little Risk Shawn Tully, Fortune Credit-Card Issuers' Problem: People Are Paying Their Bills - Robin Sidel, WSJ Do All Banks Have Moats? - Jim Callahan, CFA MorningStar Regions to Merge With AmSouth - Berman & Bauerlein, WSJ REIT Valuations for Office & Industrial Sectors 5-31 REIT Valuations for Retail & Mall Sectors 5-31 Retail Property Demand Strong, Despite Weaker Forecast Ilaina Jonas, Reuters REIT Valuations for Health Care & Triple-Net Sectors 5-31 Government Properties Trust to Explore Strategic Alternatives - Busineswire REIT Valuations for Apartment & Hospitality Sectors 5-31 Getting to Know RevPAR - Sean Smith, The Motely Fool April 2006 Investment Factoids
P/E's Fall When Bond Yields or Inflation Rises - Paul Lim, NY Earnings Updates for ETP, KMP & SXL Q2 Distribution Updates: EPD, CPNO, NBP, KMP, MMLP, MWE TLP, PAA, SXL, VLI & XTEX Pacific Energy to Build Pipeline to Cheyenne & Salt Lake City - BusinessWire Williams Partners Buys Assets & Files to Sell 7 Million Units - BusinessWire Kinder Morgan Inc. Receives Commitments for Chicago-Area Pipeline - PRNewswire EPCO Proposes to Eliminate Teppco's 50% GP Incentive Distribution Rights - Businesswire Getting Gas to Markets Takes a Pipeline - Elizabeth Souder, Dallas Morning News New Pipeline Links D-FW Area with Eastern U.S. - Dan Piller, Ft Worth Star-Telegram Highlights from the Annual Bentek Report - Gas Processors Report Bank Valuations & News Update 4-28 Earnings Updates: BAC, BK, BBT, C, FITB, KEY, MEL, MI, RF, STI, UBS, WB, WFC Fed Lifts Yearlong Ban On Citigroup Acquisitions - Clint Riley, WSJ Lehman Sees Accelerating Bank M&A - Greg Morcroft, MarketWatch Valley National Declares Stock Dividend - AP Earnings Updates: ASBC, ASO, BXS, CBCF, CBSS, CNB, CYN, FNB, FHN, HBAN, SKYF, TCB, UB, WL REIT Stats for Office, Industrial & Apartment Sectors 4-28 REIT Stats for Retail, Health Care & Hospitality Sectors 4-28 March 2006 Investment Factoids
Investing in Bonds Earnings Updates for APL, CPNO, MMLP, TransMontaigne and Williams Boardwalk Pipeline Partners Announces $575 Million Pipeline Expansion - BusinessWire Hiland Announces $93 Million Acquisition of Gathering Assets From Enogex - PRNewswire PAA to Acquire Natural Gas Liquids Businesses & Sell Shares - PRNewswire Valero Energy Files IPO Registration Statement fpr Valero GP Holdings - Businesswire LNG Companies Mull Conversion to MLPs - Investment Dealers' Digest Texas Oil & Gas Update - Dan Piller, Fort Worth Star-Telegram A Tale of Two Fields: Giddings & Barnett Shale - Dan Piller, Fort Worth Star-Telegram New Spreadsheet for MLP Closed-end Funds Bank Valuations & News Update 3-31 New Minimum Payment Requirements Seen Hurting Bank Profits - Joe Bel Bruno, AP REIT Article Update Multi-Housing's Competition from Home Ownership May Fall Sharply - Mark Obrinsky, MultiHousing News Medical Property Update - Vivian Marino, NY Times Apartment Development Heats Up on Coasts - Michael Corkery, WSJ REIT Stats for Office, Industrial & Apartment Sectors 3-31 REIT Stats for Retail, Health Care & Hospitality Sectors 3-31 February 2006 Investment Factoids
Don't Blame the Fund Manager? Mark Hulbert, NY Times Magellan [MGG] & Energy Transfer Equity [ETE] IPO - PRNewswire/Reuters Texas Gas Issues Limited Waiver on Storage Draws - Reuters SXL Acquires Texas Crude Oil Pipeline From Alon - PRNewswire RGNC IPOs - Businesswire/Dallas Business Journal Oneok Sells Assets to NBP, Becomes GP, Both Raise Forecasts - AP Earnings Updates for BWP, HLND, PAA, PPX, SXL, TCLP The Big Three Pipeline Companies - J. Tarquinio, NY Times Bank Valuations & News Update 2-28 Banks Dangle High Teaser Rates - Jane Kim, WSJ Why Are Bank P/Es So Low? - Vitaliy Katsenelson, Mootley Fool Critics Fear a Wal-Mart Move Into Banking - Kathleen Day, Washington Post REIT Article Update Kimco Sees Growing Assets By At Least 25% A Year - J Morrissey, Dow Jones Newswires Strip-Mall Rents Gain, Mall Rents Flat - Ryan Chittum, WSJ Stifel Nicolaus Bullish On Healthcare REITs - Janet Morrissey, Dow Jones Newswires REIT Stats for Office, Industrial & Apartment Sectors 2-28 REIT Stats for Retail, Health Care & Hospitality Sectors 2-28 January 2006 Investment Factoids
Testosterone & Fund Returns - Mark Hulbert, NY Times Martin Midstream to Offer 3 Million Units & Increases Distribution - PRNewswire Weather Plays Lead Role In Volatile Natural-Gas Market - S Jakab, Dow Jones Newswires Barnett Shale a Hot Property - Dan Piller, Ft Worth Star-Telegram Distribution Updates: APL, BPL, EPD, ETP, HEP, HLND, MMLP, MMP, PAA, PPX, SXL & XTEX Earnings Updates for BPL, EPD, ETP, HEP, KSP, MMP, SXL & VLI Bank Valuations & News Update 1-31 Banc of America analyst McDonald Downgrades Citigroup, Wells Fargo - Jonathan Stempel, Reuters Converging Bond Yields & Bankruptcies Threaten Bank's Profits - David Enrich, Dow Jones Newswires Modest Earnings Seen for Southern Banks - Robert Schroeder, MarketWatch Margin Pressure Will Squeeze Results for MidWest's Banks - David Weidner, MarketWatch REIT Article Update Prudential Restarts REITs Coverage; Sullivan To Retire - Janet Morrissey, Dow Jones Newswires REITs Seen Delivering Returns As High As 12% In 2006 - Janet Morrissey, Dow Jones Newswires REIT Yields Fall Below 10-Yr Treasury - Janet Morrissey, Dow Jones Newswires Office Market Improved Last Year - Jennifer Forsyth, WSJ Merrill Lynch on REITs in '06 - Greer Johnson, SNL Beware of Warnings About Real Estate - Vivian Marino, NY Times Investment Outlook Grows Brighter For Apartments - Charles Krawitz, National Real Estate Investor MOB Appeal - Joe Gose, National Real Estate Investor Health Care REITs 101 - Matt Hudgins, National Real Estate Investor Student Housing REITs - Christine Perez, National Real Estate Investor The Upside of Upscale Hotels - Dees Stribling, National Real Estate Investor REIT Stats for Office, Industrial & Apartment Sectors 1-31 REIT Stats for Retail, Health Care & Hospitality Sectors 1-31 |