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GLG News by Commercial Printing Market Experts

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Rick SheaJanuary 10, 2008
Who wins , who loses with higher food prices ?
Analysis of: Higher Food prices Start to Pinch Consumers | online.wsj.com
Author: Rick Shea, President, Shea Marketing Consulting Inc.
Commodity prices continue to rise driving prices higher in the grocery aisle.Wheat ,corn,dairy and oil prices continue to climb creating a very challenging environment for food manufacturers and retailers.The rising prices begs the question of who will this benefit and who will this hurt over 2008 ?...
Brad FranchiJanuary 7, 2008
The rise and fall (and rise again?) of the Reverse Morris Trust (RMT)
Analysis of: Reviving the Reverse Morris Trust for Mergers | www.cfo.com
Author: Brad Franchi, President, Forest Strategies, LLC.
Think back to about a decade ago, things in the Integrated Forest Products were going well. The Mega take over’s and Corporate Raids were pretty much over – Sir James Goldsmiths et al. had raided Crown Zellerback, and forced Champion International to "White Night" Saint Regis to avoid being dismantled....
Brad FranchiJanuary 2, 2008
What is the predominant software used for mapping gas, oil, minning, and forestry operations?
Analysis of: SAP and ESRI Collaborate on Enterprise Services | esri.com
Author: Brad Franchi, President, Forest Strategies, LLC.
When building an enterprise wide geographic information system GIS, utilize the industry data standards that are already in place.  By far the largest developer of software in the GIS area ESRI, which was founded in 1969 in California.  Today the flagship product of ESRI...
Brad FranchiJanuary 2, 2008
What if I really want to do is take the tax advanteges of a REIT, and the operating flexability of C-Corp ownership?
Analysis of: Weyerhaeuser Names Fulton President | biz.yahoo.com
Author: Brad Franchi, President, Forest Strategies, LLC.
This line of reasoning is pretty close to the Timber Relief legislation that WY has been lobbying pretty heavily for, especially from the states of Washington and Arkansas, which contain many acres of Weyerhaeuser lands. The logic is that C-Corp (or Fee) timberlands are "double taxed" as...
January 2, 2008
Will Lexmark continue to be a "Dog" stock?
Analysis of: The Dogs of Wall Street | www.businessweek.com
Author: James Howes, President, Data Doctors Computer Services
In 2007 Lexmark again had a significant earning miss and their stock has lost almost half of its value. This happened even though the company poured a huge amount of cash into stock repurchases. It is irrational for a management team to make these repurchases if they had any idea that they were so far...
Brad FranchiJanuary 2, 2008
Will the Abitibi-Bowater merger process drive more profit to the bottom line?
Analysis of: DEPARTMENT OF JUSTICE REQUIRES DIVESTITURE IN ABITIBI /BOWATER MERGER | usdoj.gov
Author: Brad Franchi, President, Forest Strategies, LLC.
The BOW-ATB merger was completed on Oct 29th, 2007, and the DOJ is mandating the sale of the Abitibi newsprint mill located at Snowflake, AZ, which ironically, is one of the best newsprint mill in the US.   The really difficult decisions are production curtailment or reallocation of tonnage...
Brad FranchiDecember 27, 2007
If becoming a REIT is such an attractive alternative for integrated forest products companies, why not implement imediately?
Analysis of: Weyerhaeuser Names Fulton President | biz.yahoo.com
Author: Brad Franchi, President, Forest Strategies, LLC.
Okay so now you decide to form a REIT.  What are the rules and regulations which must be followed to convert our timberlands to a REIT?   1.  The 100 owner rule states that there can be no more than 100 owners,  and one individual owner cannot have more than 9.9% of the...
Brad FranchiDecember 26, 2007
With new ledearship, Will WY succomb to change, or stay the course?
Analysis of: Weyerhaeuser Names Fulton President | biz.yahoo.com
Author: Brad Franchi, President, Forest Strategies, LLC.
Over the last 10 years over 20 million acres of C-Corp ownership have been converted from fee simple to Timber Management Organization (TIMOs) and REITs.  The last holdout and the one of the largest landowners of all time is the Weyerhaeuser Corporation.  WY owns about 6.8 million acres of...
Dave HillmanDecember 26, 2007
Pulp & Paper Industry in North America - consolidation and contraction
Analysis of: Forest-Products Company's Trim Assets | www.fool.com
Author: Dave Hillman, Independent Consultant, Dave Hillman
Three important industry segments, newsprint (and its related grades of SC and mechanical specialites), Uncoated FreeSheet (UFS) and Coated FreeSheet have all experienced significant declines in overall North American demand.  Something has to be done if prices are going to keep up with rising...
December 26, 2007
HDTV Update for North America
Analysis of: Sharp teaming up with Toshiba for LCDs | news.yahoo.com
Author: James Meyers, Chief Executive Officer , Alpha Media
1.  Sharp recently regained the number one spot for sales of HD LCD TV’s from Vizio.  2. 60% households who are planning to purchase a new television in the next six months are planning to buy an HDTV set.      3.  DIRECTV is achieving strong HD growth.

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