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Heller's 2013 Predictions: Follow-Up

4. Farmland, timber, water and other tangible assets should do well: So far so good here. In the agriculture and land space, Alico (ALCO) is up about 25% year to date, Cresud (CRESY) has risen 15%, and PICO Holdings has gained 7%. Limoneira (LMNR) has done little year to date and is flat. Timber-related names have done even better, with Plum Creek Timber (PCL), Rayonier (RYN) and Weyerhaeuser (WY) up an average of 15.2% year to date.

All in all, there were some good calls and some bad -- at least so far. I'll revisit these again at the end of the second quarter.

At the time of publication, Heller held long positions in ALCO, LMNR and PICO.

Stock quotes in this article: ALCO, CRESY, PICO, LMNR 
Jonathan Heller, CFA, is president of KEJ Financial Advisors, his fee-only financial planning company. Jon spent 17 years at Bloomberg Financial Markets in various roles, from 1989 until 2005. He ran Bloomberg's Equity Fundamental Research Department from 1994 until 1998, when he assumed responsibility for Bloomberg's Equity Data Research Department. In 2001, he joined Bloomberg's Publishing group as senior markets editor and writer for Bloomberg Personal Finance Magazine, and an associate editor and contributor for Bloomberg Markets Magazine. In 2005, he joined SEI Investments as director of investment communications within SEI's Investment Management Unit.

Jon is also the founder of the Cheap Stocks Web site, a site dedicated to deep-value investing. He has an undergraduate degree from Grove City College and an MBA from Rider University, where he has also served on the adjunct faculty; he is also a CFA charter holder.

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