A couple of items: Disclosure still needs to improve. Was wondering how they would post the first full quarter of a C-corp… no balance sheet […] [Read More...]
Subs: Vote Date Set
This will get approved. Warrant holders will not get a vote. I do think once approved and finalized the stock starts moving. We are up […] [Read More...]
Recession Plan?
We will have one eventually….gotta have a plan for when it comes.. ; “Davidson” submits: In conjunction with the “Widening rate spread = Expanding lending […] [Read More...]
Subs: New Buy (updated)
UPDATE: Hearing from some folks Schwab and Interactive Brokers are difficult to buy these from. Others have used Etrade with zero issues. I expect things […] [Read More...]
Subs: Energy Supply to Remain Restricted
I believe this thought process is correct. Oil and gas are not going anywhere in most of our lifetimes and to think we can easily […] [Read More...]
Employment Update
; ; “Davidson” submits: Employment is reported higher with Household Survey reporting a gain of 208,000 and the Establishment report a gain of 379,000. Government […] [Read More...]
Traffic Picking Up
; “Davidson” submits: The 10day TSA Passenger traffic rise is very rapid in this daily series. Now 53.4% of the 2012 trend line when 10days […] [Read More...]
Subs: New Division
As a general rule stuff like this makes me nervous. On the one hand, it is a space that needs this type of help and […] [Read More...]
Subs: Hughes (updated)
UPDATE TICKER ALERT: HHC Howard Hughes resumed with a Buy at BWS Financial; tgt $150 (102.08) BWS Financial resumes coverage of HHC with a Buy […] [Read More...]
Subs: CODI
This was a really solid year for CODI. We bought this in 2009 for $8.86, have received $16.72 in dividends from it, and are up […] [Read More...]
Subs: Innovative
I know the stock slid after hours because they “missed estimates”…. Let’s remember where they were last year and what this Q represents: YOY Growth […] [Read More...]
Subs: Out
; Zero desire to go through this a 4th time. AIG has been reorganizing and shifting divisions almost annually since Benmosche left. This will be […] [Read More...]
Subs: Biden’s Gift Continued
Check out the map below. The very crude black line in the New Mexico border with Texas. The vast majority of that land is Federal […] [Read More...]
A Top?
; “Davidson” submits: There is no doubt that there have been some wild trading days and massive over-valuation in some issues the past 12mos. Many […] [Read More...]
Subs: Building Essentially Over…..
KMI has stated what we’ve been saying since 1/21, building new large pipeline projects just isn’t gonna happen. So, to expand, M&A seems to be […] [Read More...]
Subs: BAC
I’m still holding BAC. I love Moynihan as a CEO and the bank has a massive capital buffer now that will continuously be used up […] [Read More...]
Subs: Driving, 4th and 1 With 2 Min Left Ball at The 50…….. Treasury/FHFA Punt
This was my fear earlier this fall and the reason I sold most of my GSE holdings. There are a ton of people on Twitter […] [Read More...]
Robinhood or Institutions Driving Market?
A common theme is that the “Robinhood trader” is driving the market higher….but is it true? ; “Davidson” submits: Institutional Money Funds correlate more strongly […] [Read More...]
2020 In The Rearview Mirror, Looking Forward to 2021
; 2020 has been a year we’d like to forget but clearly never will. I’ll skip the typical “year in review” type stuff and maybe […] [Read More...]
Historical Unemployment vs Recessionary Periods
; ‘Davidson” submits: The current US Unemployment Rate is 6.7% and falling sharply. The history of the Unemployment Rate vs Recession Periods shows that at […] [Read More...]
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