I know a lot of readers are currently investing in cannabis stocks based on the number of calls and emails I’ve been getting. As I’ve […] [Read More...]
Subs: Bank of America
Apologies everyone. I wrote this yesterday and clearly forgot to hit the “post” button when I was finished… There is nothing in this that concerns […] [Read More...]
Bitcoin
People confuse “intrinsic value” with “price” most of the time. Financial history is full of periods when asset groups (tulips, metals, railroads, dotcom etc etc) […] [Read More...]
Subs: No Stress
I go back and forth on this. BAC’s dividend yield is at the lower end of the payout scale for the large US banks so […] [Read More...]
Supreme Court to GSE Shareholders… “It’s Over”
; 9 months to the day I announced my GSE stocks sale and was lambasted online for “selling on the eve of a SCOTUS victory”, […] [Read More...]
Subs: 32% YOY Dividend Increase
At $1.40 this brings our annual yield on the original investment to 14.7% and growing (it’ll be higher when they raise it again next quarter. […] [Read More...]
It’s Getting Expensive Out There
Still not a “bubble” but getting very pricy. Be careful… ; “Davidson” submits: 12mo Trimmed Mean PCE is reported at 1.79%. A rise from 1.6% […] [Read More...]
Subs: Acquisition
I absolutely love them getting bigger in the Northeast US. It is also the hardest place in the US to build new pipelines so this […] [Read More...]
Subs: 72
Think about the spread they are getting. They just got $300M at 5.5% and are turning that around for 15% returns on leases. Literally printing […] [Read More...]
Subs: 71
Well, that did not take long… Here is another way of looking at this. IIPR has 6.5M sft of cultivation space it rents, sells no […] [Read More...]
Subs: Residential vs Retail
It is unfortunate as the residential side of the business is doing just fantastic and looks to have an even stronger 2021 coming. I think […] [Read More...]
Subs: Bigger Buyback Please
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...]
- 1
- 2
- 3
- …
- 6
- Next Page »