Our Competitor is What’s His Name (Fleet Boston sells branches to weaker competitor Sovereign Bancorp) (Informer), Forbes December 27, 1999, p. 30.
Look Before You Give (Ratings of 100 significant charities for fundraising efficiency, charitable commitment and donor dependency) (with sidebar), Forbes, December 27, 1999, p. 206
Must Be Heavy Props (Lincoln Center for the Performing Arts paid five stagehands more than $200,000 each, higher than most executives) (Informer), Forbes, December 13, 1999
Did Anyone Send Calendars? (Bear Stearns seeks to overturn a $2.5 million arbitration judgment) (Informer), Forbes, December 13, 1999, p. 30
Bill Gates, Trader (Microsoft chairman, selling $5.6 billion worth of his own shares since 1996, captured 47% of the daily high-low spread) (Informer, with co-author) Forbes, December 13, 1999, p. 30.
Next Job: Selling a Bridge? (Scott Gilman, ``Anonymous’’ stockbroker author of License to Steal, worked at dubious shops D.H. Blair & Co. and Lew Lieberbaum & Co., and has a background that includes personal bankruptcy, a bad-check charge dismissed upon restitution and several civil judgments) (Informer, with co-author), Forbes, November 29, 1999, p. 30.
U-turn (AmeriCredit Corp. of Fort Worth, Texas, led by Clifton H. Morris Jr. and once called Urcarco, revitalizes itself around by acknowledging error), Forbes, November 1, 1999, p. 258.
What the Doctor Ordered (Hooper Holmes of Basking Ridge, N.J., led by James McNamee, refocuses its medical examination business and gets boost from Internet), Forbes, November 1, 1999, p. 248.
From P.T. Barnum & Sons? (Tell-all book from HarperCollins, License to Steal: The Secret World of Wall Street Brokers and the Systematic Plundering of the American Investor, lists lead author as Anonymous even though trade pub recently identified him as stockbroker Scott Gilman) (Informer, with co-author), Forbes, November 1, 1999, p. 30.
Our Gossipmonger (William P. Barrett to edit the revived Forbes gossip page, the Informer), Forbes, October 18, 1999, p. 22.
Fishy Collateral (Zapata Corp., run by Tampa Bay Buccaneers owner Malcolm Glazer, and BT Alex. Brown failed to check dubious claim that a pending deal was backed by $120 million of gold in a Las Vegas warehouse (Informer), Forbes, October 18, 1999, p. 30.
Hot Number (Forbes publishes secret telephone number on which William Morris Agency posts advance word of movie box office receipts) (Informer), Forbes, October 18, 1999, p. 30.
End of an Era (Famous tycoons like John D. Rockefeller used to own seats on the exclusive New York Stock Exchange, but now seatholders are largely anonymous, and soon anyone will be able to own a piece of a seat), Forbes, October 11, 1999, p. 121.
``I Don’t Like Making Mistakes’’ (Sidney Kimmel, billionaire CEO of Jones Apparel Group, has no wife or children and plans to give away his entire fortune to charity), Forbes, October 11, 1999, p. 158.
The hidden cost of trading (Pay attention to market impact cost, the extent to which trading by mutual fund managers adversely affects returns, and annual turnover), Forbes, August 23, 1999, p. 122.
Second act (Profile of Mesa Air Group head Jonathan Ornstein, a successful airline executive following a career as a stockbroker with disciplinary problems), Forbes, August 9, 1999, p. 113.
The unloved fund company (Mutual fund operator Federated Investors, headed by J. Christopher Donahue, trades at a low price-earnings multiple), Forbes, July 26, 1999, p. 272.
Investigate, then invest (Use the World Wide Web to investigate investment opportunities, here a pitch by Antares Corp., Culver City CA, and its president, Dana M. Bashor, to sell vending machines under its Natural Choice USA program), Forbes, June 14, 1999, p. 322, and Forbes Global & Finance, p. 99.
Unique selling proposition (Hillsdale College, Hillsdale, Mich., and President George Roche III have enjoyed fund-raising success since giving up federal funding), Forbes, May 17, 1999, p. 100.
Old but still kicking (Tiny, decades-old life insurance policies may still have real value), Forbes, May 17, 1999, p. 343.
Coming clean (The Courage to Be Rich, by financial advice guru Suze Orman, cleans up some inflated resume claims made during her rise to author and television talk-show fame), Forbes, April 5, 1999, p. 22.
Waste not (With a big merger, Allied Waste Industries becomes No. 2 in the waste hauling business), Forbes, April 5, 1999, p. 22.
Johnny One-note (WD-40 Co., led by Garry Ridge, has a famous product but hasn’t exploited its brand name), Forbes, March 8, 1999, p. 76, and Forbes Global & Finance, same date, p. 54.
The office park deduction (H. Garrett Thornburg Jr. and John Grab, a/k/a Jay Grab, create American Foundation Realty, Santa Fe NM, a real estate investment trust specializing in acquiring property from charitable donors, Forbes, February 22, 1999, p. 68.
Fraud per capita (The Salt Lake City Olympics scandal shouldn’t surprise anyone familiar with the area’s history as a center of financial shenanigans), Forbes, February 8, 1999, p. 56, and Forbes Global & Finance, same date, p. 25.
Indestructible (American Locker Group of Jamestown NY was No. 1 on the last Forbes 200 Best Small Companies in America list, but faces new hurdles), Forbes, February 8, 1999, p. 76, and Forbes Global & Finance, same date, p. 55.
Hunter or hunted? (Lower-than-expected oil prices forced Ocean Energy into a merger with Seagull Energy, relegating co-founder James Flores into the No. 2 spot), Forbes, January 11, 1999, p. 20.
Suze Orman v. Forbes Magazine (San Francisco Chronicle business columnist Mark Veverka checks out December 28, 1998, article about financial planner Suze Orman, finds it accurate and declares ``Chalk up one for Barrett and the magazine‘s fact-checkers’’), San Francisco Chronicle, January 6, 1999, p. B1 (summary).
Sizzling Suze (The biography of Suze Orman—author of The 9 Steps to Financial Freedom, a frequent guest on the Oprah Winfrey show and America’s latest hot financial advice guru—contains a few discrepancies), Forbes, December 28, 1998, p. 118.
Do they know something you don’t know? (Some 76% of companies going public after appearing on the Forbes 500 Top Private Companies list underperform the market, discussing Guess?, Donna Karan International, Estee Lauder Cos., Lexmark International Group, Berg Electronics, Dominick‘s Supermarkets, Essex International and Amkor Technology) (with chart), Forbes, November 30, 1998, p. 194.
Not in the family (Central Newspapers, which owns The Indianapolis Star, The Indianapolis News, and The Arizona Republic, is no longer controlled by the Eugene C. Pulliam family, giving CEO Louis A. ``Chip‘’ Weil III a free hand), Forbes, November 16, 1998, p. 142.
Canada Dry (Tycoon Ernest J. Olde and his Olde Discount Corp. are unsuccessful in their $200 million lawsuit over a Worth Magazine article and then have to pay nearly $7 million in fines), Text of Actual Documents, April 15, September 10 and November 3, 1998.
Thinking outside the box (Boston Acoustics, led by Andrew Kotsatos, returns to the Forbes 200 Best Small Companies List after a rocky patch), Forbes, November 2, 1998, p. 208.
How Carlsbad got WIPPed (Economy of Carlsbad, NM, whose city fathers vigorously lobbied the Federal Government to build the Waste Isolation Pilot Plant, or WIPP, which will store nuclear waste just outside the city), Forbes, October 19, 1998, p. 135.
Winning streak (Thurlow Growth Fund, run by Thomas F. Thurlow, has had one swell year, but take performance claims with a grain of salt, especially in turbulent markets), Forbes, October 5, 1998, p. 191, and Forbes Global Business and Finance, same date, p. 70.
The Vanguard of Texas (Mutual fund family USAA has low costs and good bond funds), Forbes, September 21, 1998, p. 266.
You want cables with that? (Brothers Eric Crown and Tim Crown use cold-calling to build Insight Enterprises Inc. of Tempe AZ into a computer-reseller powerhouse), Forbes, August 24, 1998, p. 80, and Forbes Global Business and Finance, same date, p. 78.
Mutual fund supermarkets (Mutual fund supermarkets have many advantages provided you are willing to limit your freedom of choice), Forbes, August 24, 1998, p. 122.
Powerball amid the cornstalks (The Multi-State Lottery Association of West Des Moines IA, headed by Charles Strutt, runs the Powerball Lottery, which has produced the 10 largest single-winner payments in world history and has a $1.6 billion investment portfolio), Forbes, August 10, 1998, p. 45.
Tax torture, local style ( State tax departments collectively are as oppressive as the Internal Revenue Service, including specific problems with the North Carolina Department of Revenue, New Mexico Taxation & Revenue Department, California Franchise Tax Board, Indiana Department of Revenue, Ohio Department of Taxation, Arizona Department of Revenue, Michigan Department of Treasury, Nebraska Department of Revenue, Kentucky Revenue Cabinet, Wisconsin Department of Revenue, Oklahoma Tax Commission, Connecticut Department of Revenue Services, Kansas Department of Revenue and Minnesota Department of Revenue), Forbes, July 6, 1998, p. 80.
Bedlam (Given the same case study, five top financial planners and one computer program, Quicken Financial Planner, come up with wildly different results), Forbes, June 15, 1998, p. 156.
Optimistic on oil (Profile of L. Decker Dawson, president of Dawson Geophysical Co., of Midland TX, who is bullish on oil and busier than ever), Forbes, May 18, 1998, p. 102, and Forbes Global Business and Finance, same date, p. 25.
The Curse of Lew Wallace (Continuing political legacy of 19th century New Mexico governor—and author of Ben-Hur—who wrote, ``All calculations based on our experiences elsewhere fail in New Mexico’’) Crosswinds, May 1998, p. 8.
Bargain hunter (Louisiana oilman James Flores took clever advantage of low oil prices in the 1980s to build Flores & Rucks into a significant oil and gas producer now called Ocean Energy, which just merged with United Meridian), Forbes, May 4, 1998, p. 92.
Delaying tactics (Bristol-Myers Squibb uses various measures, including patents, to preserve near-monopoly on its ``unpatentable’’ but very profitable cancer-fighting drug Taxol, a derivative of paclitaxel), Forbes, March 23, 1998, p. 68.
Billie Sol Nutso (poem about the latest legal problems of the famous Texas swindler Billie Sol Estes, a man with convictions), Web site exclusive, February 1998.
Mousetrapped (Declining sales, slow adoption of technology and other problems of The H.W. Wilson Co., publisher of the Readers’ Guide to Periodical Literature), Forbes, December 29, 1997, p. 68.
An American original (profile of entrepreneur Spencer Hays, sometimes misspelled as Spencer Hayes, and his collection of private companies, including Southwestern/Great American Co., the Tom James Co., Oxxford Clothes and Athlon Sports Communications) Forbes, December 1, 1997, p. 170.
I have no lawsuit (1993 Forbes profile of securities class-action plaintiff lawyer William Lerach cited by Dallas federal judge in denying Lerach’s firm the right to participate in class action lawsuit against CellStar Corp.), Forbes, November 17, 1997, p.14.
The perils of success (why small, hot-growth companies have fallen off past Forbes lists of the Best Small Companies in America, mentioning: Safety 1st, CareerCom, Geonex, Traditional Industries, USA Detergents, Minntech Corp., Today’s Man, Coastal Physician Group, Bollinger Industries, Centennial Technologies, Mercury Finance and Martech USA), Forbes, November 3, 1997, p. 129.
Talking trash (growth of Allied Waste Industries Inc. and profile of CEO Thomas H. Van Weelden), Forbes, October 20, 1997, p. 258.
Shoot-out at the Crowder corral (Charles Crowder, water rights and his faltering border development at Santa Teresa, NM), Forbes, October 6, 1997, p. 52.
Another match, please (rebuilding of Three-Five Systems and profile of CEO David R. Buchanan), Forbes, September 8, 1997, p. 130.
Enough already (Pauzé Tombstone Fund, run by founder Philip C. Pauzé, charges high fees for an index fund and has a track record not based on actual performance), Forbes, August 25, 1997, p. 159.
Brotherly love (American Coin Merchandising Inc., makers of skill crane machines, and its CEO, Jerome ``Jerry’’ Lapin), Forbes, July 28, 1997, p. 74.
Poetic Injustice (FBI monitoring of the poet John Ciardi), The Star-Ledger, Newark NJ, July 20, 1997, Perspective Section, page 1.
UFO bonds? (Offering documents for new Roswell NM municipal debt to contain emblem of spaceship and alien plus history-making UFO cautionary language that tourist-fueled UFO-mania may not last), Forbes, July 28, 1997, p.14.
FBI Foolishness: The Georgia O’Keeffe files, Crosswinds, July 1997, p. 7.
Who Owns New Mexico: The 40 largest private landowners in the state (with co-authors and profiles), Crosswinds, June 1997, p. 8.
Fund Families Best to Worst (evaluation of country’s 30 largest mutual fund operations), Worth, May 1997, p. 76 (with sidebar).
This Land is Their Land (list of country’s 100 family landowners, with profiles), Worth, February 1997, p. 78.
The Best Financial Advisers (list of 200 professionals), Worth, October 1996, p. 106 (with sidebars).
The 25 Richest People in New Mexico, Crosswinds, October 1996, p. 6 (with co-authors and runners-up list).
Now Where Was It Those Aliens Crashed? (The famous, much-investigated Roswell Incident has six different alleged impact sites), Crosswinds, August 1996, p. 14.
Unidentified Flying Dollars (How Roswell NM benefits from UFO interest), Forbes, July 15, 1996, p. 49.
Houdini and the White House (description of a 1926 seance scandal in the White House), The New York Times, July 4, 1996, Op-Ed page.
Rating the Fund Families (evaluation of the country’s 20 biggest mutual fund groups), Worth, March 1996, p. 73 (with co-author and sidebars).
The phoenix of Phoenix (fall and rise of Phoenix entrepreneur Karl Eller), Forbes, January 1, 1996, p. 44.
The Family Name (profile of Olde Discount owner Ernest J. Olde and his questionable dealings), Worth, September 1995, p. 90 (with sidebar).
Deposit Uninsurance (Home Savings & Loan Association of Oklahoma City thrives despite dropping federal deposit insurance), Worth, June 1995, p. 93.
8 Million, 2 Million ... but Who’s Counting? (How a widely publicized estimate of telecommuting employees is overstated), Worth, July/August 1995, p. 80.
Holy Terrors (battle by Evangelical Lutheran Church in America clergyman Thomas Basich against his pension plan), SmartMoney, December 1994, p. 122.
The New Growth Stocks (seven up-and-coming stocks likely to benefit from economic conditions), SmartMoney, September 1994, p. 81.
When a House is Not a Home (saga of Lancaster PA couple Nevin Smith and Karen Smith, who discovered house they were buying had not been for sale and that buyers for own house were phony), SmartMoney, July 1994, p. 118.
The Best & Worst Discount Brokers (evaluation of the country’s 16 largest cut-rate stockbrokers), SmartMoney, July 1994, p. 92 (with sidebar on winner Jack White & Co., San Diego).
Class Encounters (what to do when a class-action settlement notice arrives), SmartMoney, March 1994, p. 124.
Study showing banks here discriminate is flawed (Defect in data conclusion is cited) The Albuquerque Tribune, December 20, 1993, op-ed page.
Fallout (profile of Los Alamos NM and whether the nuclear laboratory-dominated economy will survive peace), Forbes, December 6, 1993, p. 158.
Silicon Valley’s septuagenarian (Bernard Vonderschmitt and Xilinx Inc.), Forbes, December 6, 1993, p. 114.
Selling nostalgia and whimsy (watchmakers Tom Kartsotis and Fossil Inc.), Forbes, November 8, 1993, p. 224.
Peace in the family (History of Toledo’s Block family, owner of the Toledo Blade and the Pittsburgh Post-Gazette), Forbes, November 8, 1993, p. 130.
I have no clients (profile of plaintiff securities class-action lawyer William Lerach), Forbes, October 11, 1993, p. 52 (with sidebar).
``The bordello is over there’’, (Larry and Linda Link bought the ghost town of Steins, NM), Forbes, September 13, 1993, p. 178.
As the company turns (Artisoft Inc. boardroom battles), Forbes, August 16, 1993, p. 67.
You may have confronted mystery illness before—in `Arrowsmith’, (New Mexico Hantavirus scare bears strong resemblance to famous novel), The Albuquerque Tribune, June 28, 1993, p. A-9. (Also printed in The Arizona Republic and the Salt Lake Tribune.)
Ozzie & Harriet, L.P. (Description of family limited partnerships as used by H&H Bagels), Forbes, June 21, 1993, p. 196.
Quick buck story (Phoenix investors lost more than $10 million as the Woodington family sold them unregistered stock), Forbes, June 21, 1993, p. 236.
Crapshoot (Problems with Arabian Shield Development Co. and chairman Jack Crichton), Forbes, May 24, 1993, p. 174.
A great place to visit, but ... (economic development problems in New Mexico), Forbes, May 24, 1993, p. 92.
Monument (Denver International Airport bonds), Forbes, April 26, 1993, p. 96.
The mother of all truck stops (Giant Travel Center, world’s largest truck stop, near Gallup NM), Forbes, April 12, 1993, p. 116.
``We’ve got to take more risk’’, (profile of Southwestern Public Service Co. and CEO Bill Helton), Forbes, March 1, 1993, p. 66.
A gnat grows in Phoenix (profile of Arizona Stock Exchange), Forbes, February 1, 1993, p. 54.
Scavenger (profile of Basin Exploration Inc. and CEO Michael Smith), Forbes, February 15, 1993, p. 192.
The land of bombardment (lawyers and chiropractors conspire in New Mexico), Forbes, February 1, 1993.
Copyright 2008 William P. Barrett. All Rights Reserved
By and About William P. Barrett
Published Material 1993-1999