This was another good call. Expectation beat and a very conservative forecast for Q4.
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This was a good one and macro trends are supporting more success
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The Global Economic Picture $$
A picture is indeed worth a million words….
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General Growth's JV in IPO $$
Nice little monetization
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General Growth’s JV in IPO $$
Nice little monetization
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Subs: Earning Call Notes $$
Sorry a bit late but some great information none the less…
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Subs: Miscellaneous
Some odds and ends…
Now, we have been saying here for a while Dow was going to report much stronger than expected results but I did not expect them to be this strong.
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"Davidson" on PMI $$
The recovery continues…..
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“Davidson” on PMI $$
The recovery continues…..
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Subs: Another Extension……. $$
Can’t stand sitting in limbo…
Yes, we care very little whether or not Phil sees his shadow tomorrow. Truth be told, a longer winter means more outdoor hockey for the kids…..bring it on.
If you look at where were are vs. 6 months ago, CRE is clearly back from the precipice. The question now is, does it continue to move or stall?
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Subs: Adding $$
Just a quick pickup
Makes a nice case that either Phillip Morris (PM) is under prices OR Altria (MO) is over priced.