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Tom Kametz

 
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  • Rayonier's Mea Culpa Creates Long Opportunity
       • Sat, Nov. 15 RYN 47 Comments

    Summary

    • On Monday Rayonier reported 3rd quarter results.
    • It also announced five mea culpas.
    • The takeaway for investors: who cares?
  • State Of The Timber REITs 2014
    Mon, Nov. 10 PCH, PCL, POPE 11 Comments

    Summary

    • Timber REIT performance improved slightly.
    • Main factors are new acquisitions and real estate.
    • Still waiting for Godot.
  • Comments On Plum Creek's Q2 2014 Results
    Thu, Jul. 31 PCL 1 Comment

    Summary

    • Still not much new in Q2.
    • PCL reducing harvest in 2014.
    • Some positive signs but pine sawtimber prices remain flat.
  • Potlatch Corporation's Q2 2014 Results
    Wed, Jul. 23 PCH 2 Comments

    Summary

    • Not much new in Q2.
    • Weather conditions affected operations.
    • No recovery yet in southern pine prices.
  • Timberland Values Increase 9.69% In 2013
    Sat, Mar. 15 ACAZF, CTT, PCH 23 Comments

    Summary

    • The 2013 NCREIF index for timberland showed a 9.69% increase over 2012.
    • The index is also broken down by region.
    • The index can also be applied to timber REIT land holdings.
  • CatchMark Timber Trust: The Newest Timber REIT
    Sun, Feb. 9 CTT 8 Comments
  • Deltic Timber Corp., A Second Look
    Dec. 9, 2013 DEL 9 Comments
  • Comments On Rayonier's Q3 2013 Results
    Nov. 7, 2013 RYN 17 Comments
  • Comments On Plum Creek's Q3 2013 Results
    Oct. 31, 2013 PCL 12 Comments
  • Comments On Weyerhaeuser's Q3 2013 Results
    Oct. 30, 2013 WY 9 Comments
  • Things Are Happening At Weyerhaeuser
    Jun. 27, 2013 WY 8 Comments
  • An Under The Radar Timber Investment
       • Jun. 10, 2013 ACAZF 21 Comments
  • Timberland Investments Return 7.76% In 2012
    Apr. 9, 2013 BAM, PCH, PCL 6 Comments
  • Comments On Rayonier's 2012 Results
    Feb. 22, 2013 RYN 10 Comments
  • Comments On Potlatch's 2012 Results
    Feb. 21, 2013 PCH 4 Comments
  • Comments On Plum Creek's 2012 Results
    Feb. 14, 2013 PCL 5 Comments
  • Comments On Weyerhaeuser's 2012 Results
    Feb. 13, 2013 WY 6 Comments
  • U.S. Timberlands: Who Owns Them And Where Are They?
    Dec. 21, 2012 PCH, PCL, POPE 13 Comments
  • Comments On Pope Resources Third Quarter Results
    Nov. 8, 2012 POPE 9 Comments
  • Comments On Plum Creek's Third Quarter Results
    Nov. 2, 2012 PCL 9 Comments
  • Comments On Weyerhaeuser Third Quarter Results
    Oct. 30, 2012 WY Comment!
  • Comments On Rayonier's 3rd Quarter Results
    Oct. 27, 2012 RYN 2 Comments
  • Analysis Of Potlatch Corporation 3rd Quarter Results
    Oct. 23, 2012 PCH 6 Comments
  • Weyerhaeuser: Behind The Numbers
    Oct. 2, 2012 WY 8 Comments
  • Update On The Timber REITs Plus One
    Sep. 6, 2012 PCH, PCL, POPE 8 Comments
  • Analysis Of Potlatch Second Quarter Results
    Jul. 28, 2012 PCH Comment!
  • Pope Resources: A Diamond In The Rough
    Jun. 20, 2012 POPE 3 Comments
  • Weyerhaeuser, The Last Timber REIT
    Jun. 6, 2012 WY 7 Comments
  • A Timber REIT Analysis Of Rayonier
    May. 23, 2012 RYN 16 Comments
  • Plum Creek Or Potlatch: Which Is The Better Timber REIT?
    May. 3, 2012 PCL 18 Comments
  • A Layman's Analysis Of Plum Creek Timber
    Apr. 18, 2012 PCL 25 Comments
  • Understanding An Investment In Timber REITs
    Mar. 15, 2012 PCH, PCL, POPE 39 Comments