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888max
    11-Jul-2007 23:23  
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That's all for tonight bedtime reading.Smiley
 
 
888max
    11-Jul-2007 23:12  
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Long-Term Stock Market Forecast

The Investment U E-Letter: Issue # 438
Thursday, May 19, 2005

Long-Term Stock Market Forecast: What Can We Expect in the Next Three to Five Years?
By Dr. Steve Sjuggerud, Chairman, Investment U


Let's get to the point today?

There's no sense in watching the day-to-day fluctuations in the market. What matters is the long-term stock market forecast-specifically the next three to five years? not the next three to five weeks.

And there's no sense in wasting your time listening to analyst after analyst who, quite frankly, probably has less money invested than you do.

What we're doing today is simple. We're cutting to the heart of what matters. We're only looking out over the long term. And we're only doing it with people who have forecasted the stock market successfully for decades. Lastly, we only want their opinion on what they're good at.

So let's get started by looking at what five experts have to say about the long-term stock market forecast?

1. Warren Buffett on the Stock Market: HE'S NOT FINDING GOOD BUYS

Warren Buffett has run Berkshire Hathaway with fantastic success for more than four decades. It's now a $130 billion company.

In his most recent annual letter to shareholders, Buffett said he's "found very few attractive securities to buy." Therefore he ended 2004 with "$43 billion of cash equivalents" (from http://www.berkshirehathaway.com).

If Warren Buffett doesn't think he can make any money in the stock market, then how can the Regular Joe possibly expect to get rich in the stock market in the coming years?

2. Bill Gross on Bonds: HE'S BULLISH

Bill Gross, as head of bonds at PIMCO, is responsible for a half-trillion dollars in bond assets. That has to make him the world's biggest money manager.

"If we had to forecast? we believe a range of 3 - 4.5% for 10-year Treasuries will prevail during most of [the next three to five years] and that yields on Euroland bonds will be slightly lower" (from http://www.pimco.com).

If Bill is right, and bond yields go lower, then bond prices would actually go higher. You'd earn the 4% interest, PLUS a capital gain. A total return of 8% a year may not be something you tell your grandkids about. But Bill Gross is optimistic on the bond market.

3. Martin Fridson on High-Yield Bonds: HE'S BEARISH

Martin Fridson literally wrote the book on securities and credit analysis. And in 2000, Fridson became the youngest person ever inducted into the Fixed Income Analysts Society Hall of Fame. He is a superstar analyst. He was just interviewed in Barron's about his specialty - high yield bonds. He said:

"The outlook is for further deterioration in conditions. We reached a low point in spreads and the smallest risk premium earlier this year. The trend in the default rate over the next couple of years will very likely be higher, perhaps considerably higher."

Marty does great homework. Learn more about him at http://www.martinfridson.com.

4. Richard Russell on Bubbles: WATCH OUT IN REAL ESTATE

Richard Russell has written his newsletter, Dow Theory Letters, since 1958. With nearly a half-century's worth of writing about the markets under his belt, he's seen his share of bubbles come and go.

Right now, Richard Russell is saying: "Real estate today is where tech was in the year 2000" (http://www.dowtheoryletters.com).

After what I've seen here in Florida, I agree with him that we're near the end of the big run in real estate.

5. Jeremy Grantham on Where to Diversify Your Assets: TIME FOR TIMBER

Jeremy Grantham (http://www.gmo.com) has over three decades of Wall Street experience, and is a legendary money manager, known for his intelligent asset allocation. Where's an attractive place to allocate money for the long run?

As far as the stock market goes, timber is "cheaper than anything else because there is nothing in the world that is fairly priced," Grantham told Barron's. "It is a wonderful diversifier. It is the only commodity that has had a rising real price over the last 100 years, and certainly in the last 20 years? It is a mispriced asset class, it is still too cheap, and there are quite a few good decades ahead of it."

That's it. The long-term stock market forecast, short and sweet today, from the best and biggest in the business?
 
 
888max
    11-Jul-2007 22:35  
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Lets start with a Trivia question: Name an investment class that has beaten the stock market consistently over the long term? Here's a hint: The Harvard and Yale endowments invest hundreds of millions of dollars in this investment. The answer is timber.

So is timber really that good of an investment? And if so, how can you and I own the asset without the hassles of cutting down trees and hauling lumber to the yard?

First, timber is an asset class that has beaten the stock market consistently. From 1973-2002, managed timber returned roughly 15% annually as an investment, while stocks returned about 11%. Timber, like most commodities, is uncorrelated to stocks. Trees don't know about the rising oil prices or interest rate hikes. Even more important in today's rising inflationary environment, the price of timber has consistently beaten inflation. We should think of a timber investment as a good inflation hedge. According to legendary investor Jeremy Grantham, over the last century timber prices have risen at 3.3% above the rate of inflation. Add 5% a year in income, and you've got a timber investment asset that has returned double digits, competing with stocks over the long run.
 

 
888max
    11-Jul-2007 22:29  
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TIMBER STILL BEATS EVERYTHING AS AN INVESTMENT Open any financial publication printed in the past two months, and you'll see plenty of news on global warming, subprime bankruptcies, and the falling U.S. dollar. What you won't read about is timber? and that's just how we like it. We like it that everyone thinks timber is too boring to invest in. We like it that almost nobody realizes timber has been the single best investment of the past 30 years. That gives us plenty of uncovered opportunites in trees. From 1976-2005, an investor in timber saw average annual returns of more than 13.4%. In other words, if you had invested $10,000 in timber in 1972, you'd have made over half a million dollars. The past two years have been even better. Take Sjuggerud Confidential recommendation Pope Resources. The Seattle-based timber manager has gained a safe 35% since Steve's recommendation a few years ago. Timber companies Rayonier and Plum Creek Timber have posted similar gains. You may not hear much about it, but the bull market in timber is alive and well.
 
 
888max
    11-Jul-2007 13:47  
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12:01:27 0.325 10,000 Sell Down
12:01:01 0.325 82,000 Buy Up
12:00:56 0.325 20,000 Buy Up
12:00:56 0.325 50,000 Buy Up
12:00:21 0.325 20,000 Buy Up
11:59:53 0.325 100,000 Buy Up
11:59:50 0.325 100,000 Buy Up
11:59:15 0.325 1,000,000 Buy UpSmiley
11:58:47 0.325 20,000 Buy Up
 
 
888max
    11-Jul-2007 11:48  
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Corrections & profits taking are over. Smiley
 

 
888max
    11-Jul-2007 04:10  
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888max
    10-Jul-2007 10:06  
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Look like UFS likely to trade sideline for today.Smiley
 
 
888max
    10-Jul-2007 07:18  
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If you compare to  Golden agri & Wilmar, this counter is really heavily undervalue.

All are into agri & plantation business.

Just that the above 2 stocks are into palm oil while Unifiber is into timber business.

Woods and palm oil, both are heavily source after commoditiy products.Smiley

If you included the future new pulp mill earnings into the book, UFS easily surpass the billion $$ mark for year 2009. Both wood chips mill & Pulps mill production orders already booked 80% in advance by Cornell group & CMEC (China). With addition booming sg construction business orders from now to  IR casino in 2009.... OMG !!Smiley

Like I said earlier on, International hedge funds which  bought 7.6% into Unifiber not aiming for peanuts profits. They're after the big $$$$. Smiley 

Today will create another' new high' again.

Hopefully, can hit above 0.35cts .Smiley

 

 

 

 

 

 
 
 
pong888
    10-Jul-2007 03:04  
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heavily under valued..................
 

 
SilverFern
    09-Jul-2007 16:54  
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Maybe 0.335 !!
 
 
888max
    09-Jul-2007 16:14  
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Look like today may close @0.33cts. Smiley
 
 
888max
    09-Jul-2007 14:25  
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As 11 aug 2007 getting nearer, the rally will get more intense.Smiley

 

 
 
 
SilverFern
    09-Jul-2007 14:00  
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Have been waited for 2 weeks, hope to see 0.35 soon and 0.50 by next month :)

 
 
 
888max
    09-Jul-2007 09:15  
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Imagine our beloved counter everyday trying to find 'new high' for us !!! Smiley

Huat arrh........!!! SmileySmiley
 

 
jm2212
    09-Jul-2007 08:54  
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hi  max888, market depth data shows that strong buying Q, should open higher this morning, and certainly hope that it will close high as well.
 
 
888max
    09-Jul-2007 08:43  
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I think I can 'smell' 0.35cts coming this week. Smiley
 
 
888max
    08-Jul-2007 21:49  
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Tomorrow Unifiber will test 'new high' for 2007. Smiley
 
 
888max
    07-Jul-2007 08:08  
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Indonesia govt providing funds into reforestation program.
This will not only benefit the environment but also provide a good source of raw materials for wood chips mills and pulps mill companies like Unifiber for future usage. Smiley



Reforestation to provide livelihoods for forest dwellers
The Jakarta Post, Jakarta

July 7,2007

People living in the remote regencies of Sumatra and Kalimantan will be able to earn extra income by the end of the year by participating in reforestation schemes funded by low-interest loans from the Reforestation Finance Agency (BPPH).

The agency, which has been established by the Forestry Ministry, is gearing up to provide loans of up to Rp 6.34 million (around US$698) per hectare for those interested in planting trees on denuded or degraded land.

"The agency has selected 28 fast-growing species, including Acacia, which can be harvested for timber after seven to eight years," said Roni Saefulloh, head of the directorate general of cooperation at the Forestry Ministry during a panel discussion held by a not-for-profit environmental organization, the Elsda Institute, on Wednesday.

The agency has earmarked 5.4 million hectares for the project, which covers eight provinces in Sumatra and Kalimantan, most of which have been badly affected by illegal logging.

Roni said that the reforestation program should provide livelihoods for 360,000 families, each of which could plant up to 15 hectares.

"Each family will have to plant 1.75 hectares in the first year, and another 1.75 hectares in each subsequent year," said Roni, adding that scheme had been specially designed to be gradual so as to enable the agency to oversee its progress.

"If they are allowed to cultivate all of the 15 hectares at once, we are afraid they might spend the loans on something else," said Roni.

Sumiati, a unit head at the Finance Ministry and member of the agency, said that the interest charged on the loans would be based on the interest rate set by the Deposit Insurance Agency (LPS), which currently stands at 8.5 percent, below the average commercial lending rate of some 14 percent.

Roni said that those taking out loans would have to repay them after their first harvests, which meant seven to eight years down the track.

In addition to providing loans to individuals, the program will also target timber firms, Roni said, adding that in total the agency intended to disburse Rp 1.4 trillion in loans to both individuals and firms.

The loans will be taken from the reforestation fund, which holds monies paid to the Forestry Ministry by companies operating in the timber industry.

Roni said, however, that the loans to the timber firms would carry commercial interest rates.

"The agency has identified 3.6 million hectares for the industry reforestation program, with the loans amounting to between Rp 8.2 million and Rp 11 million per hectare," said Roni. (12
)



 
 
888max
    07-Jul-2007 00:29  
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Next week TP 0.35cts then follow by 0.40cts.

1 year TP $1.00.

International hedge funds Stark vested some 7.8% in Unifiber @0.27cts .

FYI , these BBs don't go for peanut profits to waste their time.

Look out for CMEC US$863 million pulp mill investment with Unifiber.

They're going to annouce this piece of good news soon.Smiley
 
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