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  • Back To The Haynesville? - Conflicting Views From Chesapeake And Encana [View article]
    There is potential for some very large gas wells that can be economical at the $4 / mcf pricing. EOG (and others) continue to be active in the Haynesville. They're not drilling yet but are very active with seismic work to locate these "super" sweet spots.
    Feb 14 08:42 PM | Likes Like |Link to Comment
  • Plum Creek Timber - A Unique REIT Worth Watching [View article]
    LPX owns no land and should not be considered a "land" company.
    Jun 24 03:46 PM | Likes Like |Link to Comment
  • Investing Long-Term In Timber: Sometimes Boring Is Good [View article]
    Buy some timberland and grow your own. With a professional forester, it's not complicated, and the federal and state property tax deductions for reforestation are attractive. The 9% mentioned is correct in nominal terms, or about a 6% real rate of return. Timber is a long term investment with payouts around the 12 year, 18 year, and 23 year horizons. It's a fantastic inflation hedge.
    Sep 21 09:09 PM | Likes Like |Link to Comment
  • Latest Housing, Employment Numbers Suggest Q1 Correction [View article]
    There is no abandonment of title - someone owns the deed to a defaulted mortgage. They'll be a lot of litigation that will stretch out for many years (with the defaulters eventually being forced out of their homes). I believe the banks will survive. Don't get too excited over the Ibanez case.
    Jan 9 09:14 AM | 1 Like Like |Link to Comment
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