The casino industry has been one of the worst hit by the global downturn. But Jim Stanton says last week’s impressive rally could signal a bottom for sector “stalwarts” like LVS, WYNN and MGM . And mutual fund GACFX is a great way to spread risk on gaming sector investments.

Conclusion of the sum-of-parts valuation for Weyerhaeuser (WY), and whether or not the stock is a buy right now.

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.

"Weyerhaeuser's asset value may exceed more than $100 a share, some 50% above its current stock price of 68." This conclusion caught my attention. What do you think of the analysis?

Great post talking about the differences between a split-offs and spin-offs. These offer some of the same benefits as spin-offs but are sometimes more advantageous for the little guy than it is for larger investors.

I'm not sure if it bad form to link to this before George has, but it has been posted for several hours and I didn't want anyone to miss their Sunday night reading.

David Winters discusses Wintergreen Fund's first year of existence. Winters was "delighted" with his fund's 2006 return of 20.1%. Major positions at year end included Consolidated Tomoka (CTO), Reynolds American (RAI), Weyerhaeuser (WY), and HSBC (HBC). Winters also discusses his approach to investing in the letter.

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.