This post provides links to a number of interesting articles I have read over the past few days that you may also enjoy.

• Rob Arnott (Research Affiliates) The “3-D” hurricane force headwind, November 2009. The heroic rally of the past eight months has many thinking the good ole days are back and that mainstream 60/40 investing is alive and well. But flourishing pines at the mountain’s base do not constitute a thriving and shelter-providing forest in the heights above. A longer term perspective reveals that some powerful gales of inflation may surprise us on the trail to real returns over the coming decades. Most investors have very little invested in assets that are likely to serve them well in that brave new world. None of these observations is likely to help us in the weeks and months ahead. But, the long term does matter; institutional

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ValueClick Inc. (VCLK) is set to announce its third quarter results on Oct 27. We expect the company to report in-line third quarter results, if not higher than the guidance, due to the continued deterioration in the lead generation business.   Headquartered in Westlake Village, California, ValueClick is a diversified provider of Internet advertising solutions and online marketing services for online advertisers and website publishers.   ValueClick directly competes only with Marchex (MCHX) for placing web advertisements on affiliate networks. However, large Web portals such as Google (GOOG), Yahoo! (YHOO) and MSN continue to increase competition for ValueClick’s display ad business. Over the long-term, we are very positive on online advertising growth; however, current economic conditions are creating significant headwinds for ValueClick and others in the industry. We have a neutral rating on ValueClick.   Revenue Outlook   For the third quarter, the company expects ...

Ugly, just plain ugly -- that's the best way to describe the September employment report. The economy dropped 263,000 jobs in the month, and 7.2 million now since the start of the recession back in December of 2007. The total number of unemployed rose to 15.1 million, an increase of 7.6 million since the recession began. That brought the unemployment rate up to 9.8%. Silver linings were few and far between in this report. One of the few good news items was that the number of jobs lost in August was revised to 201,000 from 216,000. However, July was revised down to a loss of 304,000 jobs from 276,000. This is the highest unemployment rate since the middle of 1983. Back in the early 1980’s, demographics (Baby Boomers and women entering the labor force) made the natural rate of unemployment much higher than it is today, so ...

POINT ROBERTS, WA and DELTA, BC - September 23, 2009 - www.Investorideas.com and www.water-stocks.com, an investor and industry research portal covering the water sector, present an industry report by Lisa Springer CFA, Equity research analyst, on the oil-water separation technology industry multi-billion dollar opportunity.

By just about any measure, this has been the worst recession since the Great Depression. While I think we are coming out of it, the employment market is the last thing to turn, particularly if we follow the pattern of the last two recessions and their aftermath. We have seen a steady pattern of lower job losses since January, when we hemorrhaged over 700,000 jobs in that single month. August’s loss of 216,000 is sure an improvement over that, and is even a big improvement over the 276,000 lost in July, which in turn was a huge improvement over the 463,000 lost in June. It is, however, not good enough -- the economy needs to add jobs, not just avoid losing them. Every year, the workforce grows by a little over a million, so just to stay even we should be adding about 100,000 a month. To recoup the 6.9 million ...

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Friday August 14, 2009

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Crescent Financial Corporation (Nasdaq:CRFN), parent company of Crescent State Bank headquartered in Cary, North Carolina, announced that earnings for the second quarter of 2009 have been revised to fully account for the FDIC special assessment. The Company had previously been accruing for the estimated assessment over the year and has now recorded the entire special assessment in the second quarter of 2009. The revision effectively shifts expense which would have been recognized over the last half of the year into the second quarter. Unaudited net income for the three months ended June 30, 2009, before adjusting for the effective dividend on preferred

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EXOU, Exousia Advanced Materials Inc, EXOU.OB

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Tuesday August 11, 2009

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Exousia Provides Progress Report on Ongoing Projects

Exousia Advanced Materials, Inc. (OTC Bulletin Board: EXOU), a manufacturer of advanced industrial coatings for worldwide infrastructure applications and engineered composites for eco-friendly wood substitutes, takes this opportunity to provide progress reports on the status of several of the company’s ongoing projects. “We continue to move forward with our strategic business partners and are showing signs of progress both domestically and internationally,” said Exousia President & CEO, J. Wayne Rodrigue.

A brief synopsis of Exousia’s Projects follows:

China United Engineering Corporation (CUC): Based on ongoing product success, the company has now

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EXOU, Exousia Advanced Materials Inc, EXOU.OB

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Monday August 10, 2009

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Exousia Provides Progress Report on Ongoing Projects

Exousia Advanced Materials, Inc. (OTC Bulletin Board: EXOU), a manufacturer of advanced industrial coatings for worldwide infrastructure applications and engineered composites for eco-friendly wood substitutes, takes this opportunity to provide progress reports on the status of several of the company’s ongoing projects. “We continue to move forward with our strategic business partners and are showing signs of progress both domestically and internationally,” said Exousia President & CEO, J. Wayne Rodrigue.

A brief synopsis of Exousia’s Projects follows:

China United Engineering Corporation (CUC): Based on ongoing product success, the company has now

...

EXOU, Exousia Advanced Materials Inc, EXOU.OB

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Friday August 7, 2009

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Exousia Provides Progress Report on Ongoing Projects

Exousia Advanced Materials, Inc. (OTC Bulletin Board: EXOU), a manufacturer of advanced industrial coatings for worldwide infrastructure applications and engineered composites for eco-friendly wood substitutes, takes this opportunity to provide progress reports on the status of several of the company’s ongoing projects. “We continue to move forward with our strategic business partners and are showing signs of progress both domestically and internationally,” said Exousia President & CEO, J. Wayne Rodrigue.

A brief synopsis of Exousia’s Projects follows:

China United Engineering Corporation (CUC): Based on ongoing product success, the company has now received

...

EXOU, Exousia Advanced Materials Inc, EXOU.OB

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Thursday August 6, 2009

DrStockPick News Report!

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Exousia Provides Progress Report on Ongoing Projects

Exousia Advanced Materials, Inc. (OTC Bulletin Board: EXOU), a manufacturer of advanced industrial coatings for worldwide infrastructure applications and engineered composites for eco-friendly wood substitutes, takes this opportunity to provide progress reports on the status of several of the company’s ongoing projects. “We continue to move forward with our strategic business partners and are showing signs of progress both domestically and internationally,” said Exousia President & CEO, J. Wayne Rodrigue.

A brief synopsis of Exousia’s Projects follows:

China United Engineering Corporation (CUC): Based on ongoing product success, the company has now

...