Canada: Housing and Finance Turbulence Dead Ahead

Interesting read about the Canadian housing market Read the full presentation here>>

http://www.docstoc.com/docs/113927295/Canada-Housing-and-Finance-Turbulence-Dead-Ahead?

The Best Business Advice on Donny Deutsch Show From the CEO

Before ending in December 2008, CNBC’s talk show “The Big Idea with Donny Deutsch” welcomed in successful businessmen and women to discuss their histories and philosophies, providing great advice for would-be entrepreneurs across the country. In 2006, Deutsch sat down with CEO of Sketchers Robert Greenberg to discuss what distinguishes successful businesses from unsuccessful ventures. Greenberg’s answer? Persistence. “If you start down any road, there’s always going to be a left or right turn. You just can’t see it from the starting line,” Greenberg says. “Just don’t ever stop trying.”

GMO 7 Year Forecasts 01/12

GMO 7-Year Asset Class Return Forecasts

Read the full details

Seth Godin: Ideas That Spread Win

In an address to the Greater Baltimore Technology Council in 2006, author, entrepreneur, and marketing expert Seth Godin summed up the importance of marketing with a very simple phrase: “Ideas that spread, win.” Godin cites how one of the greatest inventions of all time, sliced bread, wouldn’t be anywhere without marketing. In fact, for about 17 years after it was invented, no one bought sliced bread. There was no market for it, and people didn’t know why they would need sliced bread. It took another company, the Taggart Baking Company in Indianapolis, to market the style and make it popular. Taggart’s original creation, Wonder Bread, is now produced by three separate companies in three different countries.

Bill Ackman & Pershing Square’s Presentation on Canadian Pacific (CP)

Below is Bill Ackman & Pershing Square Capital’s presentation on Canadian Pacific (CP), entitled ‘The Nominees for Management Change.’ As we’ve detailed, Ackman has gone activist on CP and is seeking to shake-up management. In the presentation, the hedge fund highlights their past success with General Growth Properties (GGP), JC Penney (JCP), and more. Currently, CP is Pershing’s second largest investment as they own 14.2% of the company.

You can read the full presentation here>>

http://www.docstoc.com/docs/document-preview.aspx?doc_id=112591544

T2 Partners (Whitney Tilson) 2012-January Letter

Whitney Tilson and Glenn Tongue’s hedge fund T2 Partners investor letter, the letter mentions some of their longs: Pep Boys (PBY), Goldman Sachs (GS), Iridium (IRDM), Resource America (REXI), Dell (DELL), Howard Hughes (HHC), Citigroup (C), and Microsoft (MSFT). Also, they mention they are long SanDisk (SNDK) and bought more after the company provided weak guidance.

Read the full letter here >>

http://www.docstoc.com/docs/document-preview.aspx?doc_id=112589734

Can a “Green” Business Also Be a Profitable One?

While “going green” has been popular over the last decade, many businesses are still reluctant to switch over, fearing the cost of installing these systems outweighs the benefits. One YouTube video featuring Gary Hirshberg, president and CEO of organic food company Stonyfield Farm, explains how a business can go green and become environmentally responsible while still being profitable. Since going green 18 years ago, Hirshberg reports that Stonyfield Farm has grown over 24 percent annually the rest of the organic food industry, meanwhile, is only growing four percent annually. Hirshberg believes non-renewable energy is the most inflationary cost in society, and explains why every project presents an opportunity to practice sustainability and make a difference.

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