Topic Archives: Rayonier (RYN)

This is just a quick note to let you know that I sold my holdings in Rayonier (RYN) after the earnings release this morning. I did so with some reluctance, since their strategic changes are going to make Rayonier a better company going forward… but I also think they will make it a worse investment […]

A quick note for you during the lunch break for today’s congress: I heard some very good presentations backed up by stupendously thorough analysis this morning, including a great presentation by Kyle Bass on Japan’s debt and the debt of other heavily leveraged countries, and an argument from Michael Kao that the convertible bonds of […]

Comments

  • That differs quite a bit depending on the investment, at least for me. Unless there is a specific catalyst or change I ...

  • Haven't looked very closely at Redwood Trust, they are investors in mortgages and real estate debt but they seem to be m...

  • Subscribed from 2002-2007. Very interesting to read, made some good money on early picks like Rayonier. Unfortunately, h...

  • Thanks folks. The folks I know of who collect the list of monthly dividend payers (and again, the vast majority are clo...

  • Good point, Ponce. I like timber, too, particularly as a hedge (I've held Rayonier for years in the "timber" portion of...

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