User 5045

Apple, Research In Motion Both Continue to Win

I apologize for that and read may of your newsletters.
Andrew Corn


On Aug 06 09:33 AM mikedano wrote:

> I just wanted to point out that the above information did not come
> from GigaOM, but instead from FierceWireless.com. You can see for
> yourself in the GigaOM post, which cites FierceWireless.com as the
> source. The complete, original story is here:
> www.fiercewireless.com...
>
>
> Thanks,
> Mike Dano
> Managing Editor
> FierceWireless.com

How An Immigrant's Lesson Influenced McDonald's Corporate Culture

Great profile and firm.

Yes, I am long MCD

One Year Analysis of Lumber Prices vs. Timber ETFs

The Clear Global Timber Index does not seek to replicate timber prices. It is a proxy for timberland which has characteristics of timber (lumber, pulp and packaging), real estate and other natural resources. Next, with some research at clearindexes.com one would see that the index is weighted based on where land ownership is rather than where the public company is domiciled.

Research In Motion vs. Apple: The Smartphone Showdown

Bottom line, look at the stock chart of these firms for 3, 6, 12 and 18 months. Go 24 or 30 months. This is an investing post, not about which firm makes the best gizmo.
For 15 years (MFST) was “the” investment although no one thought they made the “in” or best software.

Investors seek the best investment period. Professional investors have a fiduciary obligation to do so. Our portfolios have owned and profited from both stocks, but long tern (RIMM) has proven the superior investment. Ultimately, when seeking my daughter’s birthday present, I may purchase, after due diligence, a product not inline with my investments.

That is the rub.

Sowing Profits with the Claymore/Clear Global Timber ETF

The message of this note is threefold
1) Timber is not a short-term investment thesis.
2) The post is picking up someone else’s observation which I added to

Perhaps my motives are to educate people about the investment thesis. When I saw Don Miller’s piece it was informative.

The demographics and trends in the BRIC counties are undeniable. The environment for many of the indexes constituents, in our opinion, we believe long-term this may change.

Weak Dollar is Bad For America - and ETFs

Carl,
I am vacationing in Barcelona. The middle class has been priced out. It is a shame what has happened to the dollar.
AC

Homeownership: The Root of All Evil, or the American Dream?

My point is that mortgage companies and banks are overcharging based on today's rates. Let's see if they normalize over the next month.

More Questions Than Answers on Bear

From TheDeal.com

Indeed, J.P. Morgan's CFO, Michael Cavanagh, indicated in a conference call Sunday that the bank is building a $6 billion "cushion" for transaction costs, which includes litigation, severance payments, integration and deleveraging. Taken with the share-payments to Bear shareholders, that gives the broker-dealer a market value of about $44 a share, or $5.2 billion, according to Jefferies & Co. analyst Andy Baker.

That number is still much lower than the $84 a share in book value that Bear reported at the end of November.

The Mosaic Company: A Fertilizer Spin-off With Potential To Grow

Looking at its stock chart since this post reveals a solidly growing stock price. The fact that spin-offs out perform is demonstrated not in every spin-off, but the majority, (MOS) included.
Let's check back again at year end.
ac

RIMM versus AAPL: Which Stock Would You Buy For Your Investors?

Clearly AAPL is a great software developer and we have held their stock for gains several times of the last two years and have published favorable research. The corporate/home and niche use analogy is still clear until iPhone addresses enterprise use, cracks the corporate market and focuses on the productivity of business people.

Awaiting A Global Exchange ETF

It was launched quietly last week. It is the Claymore/Clear Global Exchanges, Brokers and Asset Managers (EXB).
Please note he construction and constituents at www.clearindexes.com/I...;sub=3.
Disclosure: my firm publishes the index and has the analytics.

US Mid Cap ETFs

There is another mid cap index, Claymore/Clear Mid-Cap Growth (MCG). Although it is new, it is derived from the actively managed Clear Mid Cap Growth portfolio which ranks in the top quartile since inception in Q4 of 2004 among separate account managers in most of the leading performance measurement databases. It is worth a thorough diligence.
Disclosure: my firm is the publisher of the index. ClearIndexes.com/mcg

Chicago Bridge & Iron Company Continues Its Growth

finance.yahoo.com/q/pr...

yes

The Impact Of Trading Volume On ETF Price

Most creation units are performed by a human, but the purchasing of the index constituents supporting the units is automatic. It is true that there are arbitrage plays on tracking error, they are usually small. In a just launched ETF this is more likely than when the specialist gets into their groove trading the ETF. I have received comments via email by specialists and have encouraged them to post on this topic, perhaps this coming week.

ETF Idea: U.S. Financial Exchanges

Roger,
Clear Indexes LLC has a global index of exchanges, brokers and asset managers (roughly one third of each exposure) publishing today; the index ticker is (CGE).

Claymore Securities is launching an ETF licensed from this index during May, the filling was around 90 days ago. Feel free to contact me for details.

Andrew Corn
Clear Indexes LLC
[e-mail]