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May 23, 2007
USG Sees the Future Both Near and Far Term
Analysis of: USG to Cut 500 Jobs Due to Housing Slump | biz.yahoo.com
Author: Dwight "Rick" Tomlinson, Consultant, Rick Tomlinson Consulting
USG Sees the Future Both Near and Far Term
Analysis of: USG to Cut 500 Jobs Due to Housing Slump | biz.yahoo.com
Author: Dwight "Rick" Tomlinson, Consultant, Rick Tomlinson Consulting
USG is cutting labor. What else are they doing that the rest of the industry will be following?
April 27, 2007
DEAD IN MIAMI
Analysis of: Is Housing Headed for the Basement? | www.fool.com
Author: GLG Expert Contributor
Analysis of: Is Housing Headed for the Basement? | www.fool.com
Author: GLG Expert Contributor
The market is heading for the basement. The market is dead, because of greedy builders. Miami has over 71,000 condos for sale. 3 years ago prices were normal. Greedy builders decided to double the prices and build, build and build. Buyers’ incomes did not go up. So, we have a Bomb in Miami. No one is...
January 12, 2007
Elk Story Not Over Yet
Analysis of: ElkCorp Board Advises Against BMCA Offer | www.forbes.com
Author: Dwight "Rick" Tomlinson, Consultant, Rick Tomlinson Consulting
Elk Story Not Over Yet
Analysis of: ElkCorp Board Advises Against BMCA Offer | www.forbes.com
Author: Dwight "Rick" Tomlinson, Consultant, Rick Tomlinson Consulting
Elk happens to be in the position of being desired by two different companies. One they planned for, and the other they did not. One road leads to survival and a continuation of the brand, the other, well, probably not!
January 9, 2007
Is the Home Depot Ship Changing Course?
Analysis of: A $210 Million Parachute | www.thestar.com
Author: Dwight "Rick" Tomlinson, Consultant, Rick Tomlinson Consulting
Is the Home Depot Ship Changing Course?
Analysis of: A $210 Million Parachute | www.thestar.com
Author: Dwight "Rick" Tomlinson, Consultant, Rick Tomlinson Consulting
Articles on Nardelli being paid too much or not shareholder friendly abound. This article goes further into the direction of Home Depot and the General Electric way of doing things. Changing a cowboy culture and cutting costs were seen by Nardelli as the right thing. ...
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When data is vague or inconclusive, look at the real world
August 28, 2008
Housing Inventory - Information Asymmetry
August 27, 2008
FINANCIALS SHOT IN THE FOOT
August 26, 2008
Once again the major rating agencies are getting it wrong
August 20, 2008
LAS VEGAS: REAL ESTATE RECOVERY UNDERWAY?
August 19, 2008

