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GLG News by OSB Experts

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September 18, 2007
Coal to Liquid Commercial Fischer Tropsch
Analysis of: Big Coal Tries to Recruit Military to Kindle a Market | online.wsj.com
Author: GLG Expert Contributor
Recent Cancellation of several thousand MWs of coal-fired power plant capacity adds additional impetus for US Coal companies to develop a coal liquefaction market Federal Government, not private sector, better positioned to develop a commercial Coal-to-Liquid [CTL] facility
July 25, 2007
Focus and Finish
Analysis of: Grocery War Heating Up | www.twincities.com
Author: GLG Expert Contributor
This is important to understand not only for the supermarket industry but for all business.  Understanding how to "expand your pond" even when the the competition is superior in size and strength. A great book to read is "Every Business is a Growth Business"
July 6, 2007
Home Improvement Giants and Service
Analysis of: Self-Serve Retail: the trouble with Lowes and Home Depot | retailstore.blogspot.com
Author: GLG Expert Contributor
Issues with Lowes and Home Depot is about consistency or lack of.  There are many extremely competent designers however there are not enough of them to create a postive image with the consumers. or to cover the long retail hours.  Additionally the environment in which to make a large...
Ron MusolinoJuly 2, 2007
GP strengthens position as major plywood panel producer
Analysis of: Georgia-Pacific Completes Acquisition of International Paper Wood Products Facilities | www.gp.com
Author: Ron Musolino, President, RM Consulting
Plywood prices remain high in spite of depressed housing market.  GP's purchase of IP plants will help to strengthen those levels.  However, it will not affect its market position nor prestige as a major paper products manufacturer. 
Ron MusolinoJune 11, 2007
The Housing Market: Poised for a Sudden Reversal?
Analysis of: U.S.: Is The Housing Recession Starting To Recede? | www.businessweek.com
Author: Ron Musolino, President, RM Consulting
April's new home sales data showed the largest monthly gain in 14 years.  Could this signal the start of the next housing boom?  Several negative factors indicate otherwise.
Ron MusolinoMay 30, 2007
The Depressed Housing Market: How Long Can Building Products Companies Hold On?
Analysis of: Building Plans Fall to 10-Year Low, But Some See Hope | www.investors.com
Author: Ron Musolino, President, RM Consulting
Who among all the participants will survive the continuing slow housing market?  In this integrated industry, the pain from declining revenues and profits in the red span the gamut of participants, from builders down to wood cutters in the forest?  Is anyone exempt?  Who is positioned...
May 25, 2007
USG not withstanding construction spending expected to stay strong
Analysis of: USG to Cut 500 Jobs Due to Housing Slump | biz.yahoo.com
Author: GLG Expert Contributor
Health care, higher education and water/wastewater will be among the hottest markets for design and construction firms in 2007, A/E/C industry will outperform the U.S. economy in 2007, while only 12% expect the industry to lag.  , Health care, higher education and water/wastewater will be among...
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 is cutting labor.  What else are they doing that the rest of the industry will be following?
May 21, 2007
U.S. refiners continue to struggle to supply the U.S. market.
Analysis of: Oil refinery capacity on the rise | money.cnn.com
Author: GLG Expert Contributor
U.S. just won't give up driving, despite high gasoline prices. Refiners still adding capacity to meet demand. The new gasoline formula keeps refiners adjusting their units.
May 4, 2007
Timber REITs: do they behave like direct timberland investments?
Analysis of: Industry’s First Public, Nontraded Timberland Investment | atlanta.dbusinessnews.com
Author: Brooks Mendell, President, Forisk Consulting
Publicly-traded timber REITs - such as Plum Creek and Rayonier - provide a liquid and tax efficient structure for investor participation in timberland-related investments.  Non-traded timber REITs retain the tax efficiency, but sacrifice certain liquidity benefits, depending on the operating agreements. ...

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