Malo sam pregledao ove kompanije i ništa loše nisam nasao. Čak stavise sama ideja o drvetu mi se svidja mada sam skeptik oko oporavka housing marketa u USA. Uostalom svima nam je svjeze ovo što se desavalo oko Sinoforest i parama koje su bile u igri.

Svakakao preporucujem da se malo pomnije pogledaju linkovi a kompanije, ako ništa drugo, stave na watch listu i pomno prate.

Ja sa mojim prijateljima radim na nekim stokovima koji placaju dobre dividende pa ću o tome malo vise kad se zavrsi ovo putovanje sa CUU.

Samo za Informaciju i Fundamentalnu analizu:

Plum Creek Timber PCL:NY, the largest private firm in the USA. With 6.5 million acres in 19 states, the firm offers investors a mixed of timber assets.

Guggenheim Timber ETF (NYSE: CUT). It invests in the timber, lumber and paper businesses, this ETF is the global wood business.

timber je picio 2012 zbog pada nezaposlenosti koji se sada ustalio na 7.8%. ne mislim da će nezaposlenost dalje padati, bar do druge polovine 2013. a do tada će i evropa da se vrati sa svojim problemima, recesija, porast nezaposlenosti, bankrot grcke, napustanje eura od strane finske itd. u takvim uslovima kompanije ne samo da neće zaposljavati nego će i vrlo oprezno ulagati u kapitalna dobra. nije iskljuceno da će se nezaposlenost vratiti iznad 8% u prvoj polovini 2013. jer izbori su zavrseni a time i igre s brojkama nezaposlenosti podzaposlenosti itd. to će direktno uticati na timber i housing, prema nekim procjenama i 25% daljni pad housinga.

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Insider Trades: Tuesday,15 January,2013

11:41 AM EST - COPPER FOX METALS INC. (CUU):
David Macdonald purchased 7,000 shares at 94 xents on 01-15-2013 bringing his total stake to 12,557,800 shares.

nisam radio u chemerici al glavu dajem da je slično ko u kenjadi. da se razumijemo: bar dva puta je bolje nego u kenjadi, al zato je 10 puta gore nego u njemackoj. govorim u globalu, uvijek će u nekoj garazi biti neko ko zna znanje i napraviti nešto, al u globalu chemerika je prnula u chabar kao i kenjada. naravno, oni su svojim bezvrijednim papirima tipa CDO, SIV i sl. preplavili i evropu i evropa se sad koprca. radi se na amortizovanju neizbjeznog: bar jedna zemlja eu napustice euro. bar jedna zemlja eu bankrotirace. al kad tačno, ne zna se.

evega jedan sposoban amerikanac:

By all accounts, Bob was a model employee, a software developer who consistently wrote clean code for his company and never missed deadlines. Then investigators found out it wasn't Bob who was doing his job.

Turns out Bob had outsourced his work to China, paying a lowly overseas surrogate a fraction of his six-figure salary to do his 9-to-5 job. All the while, Bob sat at his desk, pretending to be busy while actually surfing the Internet, updating his Facebook page and watching cat videos.

Bob isn't his real name, but his story is real, says Andrew Valentine of Verizon's RISK team, which uncovered the elaborate workplace scam for a business client described only as a „U.S. critical infrastructure company.”

„Every now and again a case comes along that, albeit small, still involves some unique attack vector – some clever and creative way that an attacker victimized an organization. It's the unique one-offs, the ones that are different that often become the most memorable and most talked about amongst the investigators,” Valentine writes this week on the Verizon RISK team’s Security Blog.

The scam was uncovered in 2012. According to Valentine, here’s how it went down:

The U.S. company called in Verizon security investigators after noticing some unusual activity on their VPN, or virtual private network, logs. VPNs allow employees and companies to share and access information from any computer anywhere.

The company was startled to discover that someone appeared to be accessing the network from Shenyang, China, while the worker whose credentials were being used was sitting at his desk in the office.

„Plainly stated, the VPN logs showed him logged in from China, yet the employee is right there, sitting at his desk, staring into his monitor,” Valentine writes.

The company initially suspected a hacker.

Related: Homeland Security says criminal virus shuttered power plant

Verizon investigators noticed that the network connections from China were happening almost daily, and occasionally lasted the entire workday. They turned their attention to Bob.

They examined the data on Bob’s computer and hard drive and found hundreds of PDF invoices from a third-party contractor/developer in Shenyang.

„As it turns out, Bob had simply outsourced his own job to a Chinese consulting firm,” Valentine says. „Bob spent less than one-fifth of his six-figure salary for a Chinese firm to do his job for him. Authentication was no problem, he physically FedExed his RSA token to China so that the third-party contractor could log-in under his credentials during the workday. It would appear that he was working an average 9 to 5 work day. Investigators checked his web browsing history, and that told the whole story.”

A typical „workday” for Bob, according to investigators, looked like this:

9 a.m. – Arrive and surf Reddit for a couple of hours. Watch cat videos.

11:30 a.m. – Take lunch.

1 p.m. – eBay time.

2 p.m.-ish -- Facebook updates, LinkedIn.

4:30 p.m. – End of day update e-mail to management.

5 p.m. – Go home.

It was the last thing his bosses suspected of Bob, described as a skilled software developer in his mid-40s who had been with the company for quite a while. He was „a family man, inoffensive and quiet,” and „someone you wouldn’t look at twice in an elevator.”

His employer wasn't the only one Bob fleeced. Verizon investigators uncovered evidence that he had the same scam going across multiple companies in the area.

The best part?

„Investigators had the opportunity to read through his performance reviews while working alongside HR. For the last several years in a row he received excellent remarks. His code was clean, well-written, and submitted in a timely fashion. Quarter after quarter, his performance review noted him as the best developer in the building.”

Bob, of course, no longer works for the company.

His workplace antics drew stunned and amused reaction from readers of Valentine’s blog post.

„This is nearly unbelievable. Is he overpayed or are the chinese underpayed?” one reader wrote.

„Sounds like someone read 'The 4 Hour Work Week' and decided to try it out,” wrote another.

One reader called Bob „an American hero” for his work savvy. „Sooo… where’s the problem? He improved his personal profit and the quality and efficiency of his work, obviously. And all that by using standard business practices – get money to do the job, then pay someone else less to actually do it,” the reader wrote.

amerikanac imao platu $120,000, radio na razvoju softvera ali umjesto da on to radi on nasao kineze u sangaju na internetu i platio ih nešto malo da mu razvijaju programe. poslao im svoju security kartu fedexom da se iz sangaja vpn-om uloguju kao on na internu mrezu kompanije i rade na razvoju programa. za to vrijeme on igrao fejsbuk i razne igrice itd. otpustili ga kad su otkrili

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Insider Trades: Wednesday,23 January,2013

„3:25 PM EST - COPPER FOX METALS INC. (CUU):
David Macdonald purchased 150,000 shares at 88 cents on 01-23-2013 bringing his total stake to 12,225,800 shares.”

uče (22.Jan.) su na BNN emisiji Agriculture and Timber Stock - Market call u 2 PM govorili o lumber - timber situa

Ja sam slusao na bnn-u dva konja u 2 mjeseca koji su se kleli da Bonavista neće skresati dividendu od 8-10%. Još su konji preporucili buy na 16.5. Jednog konja da ne poslusam ali dva konja koja se ukupno 50god bave energijom hajde rekoh dva su razlicita konja, nisu možda u dosluhu jedan s drugim, nezavisni istrazivaci specijalizovani za gas. Kaže jedan Bonavista može da proda sredstva ako bude potrebe pa će da odrzi dividendu. Prave tirade o Bonavisti. Ja srećom sacekah malo pa na 14 i kusur uletim. Naravno, skinuse dividendu 50%. 5.9% nije loše plus skoro sam na svom, ali lekcija je nikad ne slusaj konje na bnn-u. U 90% slučajeva igraj suprotno

Profesore, ne znam bas mnogo o kanadskim Income trust, možeš li neke da preporucis i napises zašto? Hvala!

Pa, trast mi treba jer moram neke pare da ulozim u nešto sigurnije i da imam neki inkam, dok ne kupim neku nekretninu, a ne znam gde... Nemam zelju da placam nikakve mutual funs fee, ni da idem kod raznih advajsera, pa sam se setila tih trastova...

Bila sam ja, pitala, oni vole da savetuju ljude koji imaju vise miliona i srećni da dobiju sigurnih 1-3% godisnje, tako i ja mogu biti advajser... A malo para da ti neko obrne, teško, čak je 10% dobiti teško, jedi ako hoćeš da reskiras i stavis pare u Ukrainsku banku koje daju i od 20 do 50%! (bar su mi tako pricali).
Jedan is Nesbitt Barnsa mi je čak rekao da ako nisam spremna da izgubim 50% od kapitala, ne treba ni da ulazem!

Visnja, Taurus je predlozio dobar savet, pogledaj informacije na
Google ili Wikipedia za Income Trusts.

Saljem ovu informaciju:

Investor's Digest of Canada
Vol. 45, No. 2
Feb. 1, 2013

Strana: 31

Naslov: INCOME TRUSTS: Total distribution

objavljena su imena oko 35 Income Trusts i simboli.

Hvala, Taurus i Profesor! Za Rule#1 sam odavno čula čak mi se čini da sam i knjigu narucivala, to je sličan sistem Baffeta, koji je birao undervalued companije, ali koje su imale tangible asset veci nego untangible. Ipak, to su bila bolja vremena, posle rata su sve akcije isle gore i nije se bas moglo pogresiti, ali sada su drugacija vremena, nepedvidiva, ko ima vremena da se bavi svakom kompanijom, a i niko ne zna šta će se sa njom desiti sem onih koji njom upravljaju...
Profesore, kad otvorim racun kod brokera i rascistim kako se koriste stopovi i limiti, pretplaticu se na Investor's digets, bas vam hvala!