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February 03, 2012
Plum Creek has a respectable yield and is probably not overpriced, but it's not a great bargain today either.
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November 09, 2011
Recovery could still be long away for Louisiana-Pacific.
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October 17, 2011
UFPI is handling the downturn well, but cash flow is becoming a worry.
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September 14, 2011
Neenah Paper was spun-off by Kimberly-Clark in December of 2004. Since then it's been mostly downhill, but there are ...
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September 01, 2011
Casella Waste has neither the momentum nor the capital structure to excite investors.
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August 01, 2011
Plum Creek is getting by, but there's no imminent reason to buy it.
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June 28, 2011
A bad housing market continues to ripple through the industry.
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May 12, 2011
A dead housing market has taken the steam out of demand, but LPX should rebound strongly.
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April 27, 2011
Timber is a great long-term asset, but timing still matters if investors want to avoid short-term losses.
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January 13, 2011
The rail traffic rebound picked up a little steam in December.
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July 14, 2010
Alcoa gives an upbeat outlook in the midst of economic uncertainty.
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March 11, 2009
This paper company is trading as low as it has in decades, but it faces an uncertain future.
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October 06, 2008
Twelve NFL statiums offer naming rights held by publicly traded companies. I'll determine what kind of portfolio ...
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April 09, 2007
The best time to buy a downtrodden cyclical is when it’s downtrodden.
