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Weyerhaeuser (WY): Do Market Price, Sum-of-Parts Disagree?

By JellyRollCapital on Mon, 2008-02-11 10:29
(via collegeanalysts.com)

First of a two-part analysis of forestry giant Weyerhaeuser (WY), which has been slammed by lower product demand due to the downturn in housing.

Looking for Profitable Ideas? Follow the "CalPERS' Effect."

By Nick on Tue, 2007-03-20 16:10
(via 10qdetective.blogspot.com)

Excerpt: "The fund [CalPERS]warned it would start or step up existing efforts to push for changes if the companies do not act quickly themselves. Calpers is already pursuing shareholder proposals at four of the 11 companies."

I found the thought of CalPERS as a potential activist investor very interesting.

The New Domtar: The Upgrade is Not Just On Paper

By Nick on Thu, 2007-03-08 11:17
(via seekingalpha.com)

I'm linking to this article for a couple of reasons:

1. The new Domtar might be a good spinoff/splitoff opportunity.
2. Now that the tender offer is complete I'd like to mentiom that FatPitchFinancials.com's Contributors Corner had identified this opportunity well in advance. Infact through tendering WY shares for Domtar shares you had the opportunity to make a very quick 11% on your investment.