I was recently interviewed on the Contrarian Investor Podcast. I spoke about a few of our holdings and thought I’d share. Content Highlights Big […] [Read More...]
Subs: 100% Leased
; Find another REIT out there growing this fast that is 100% leased… I’ll wait. ; The Release: Innovative Industrial Properties Announces Q3 2021 Operating, […] [Read More...]
Subs: Presentation
; This deck is rather self-explanatory (click here for pdf.). I am posting it to give newer readers more of an idea of the scale […] [Read More...]
Subs: 74
We are up to 74 properties and 6.9M sft of rentable space (2.5M sft under development). When we first bought this they had 8. They […] [Read More...]
Subs: SMA Cannabis
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...]
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...]
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...]
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...]
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: 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: 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: Boyar’s ‘Forgotten 40’ ….$500 off and a FREE Year of ValuePlays
Happy Holiday’s everyone. As we have done for several years now ValuePlays has teamed up with Boyar Research to offer their publication to our readers […] [Read More...]
The Move to The ‘Burbs
Ask any realtor you know, this is real and it is happening faster than people think. At the end of the day, people want safety, […] [Read More...]
Subs: S&P 500 Intrinsic Value Index Update
; “Davidson” submits: The Dallas Fed reported inflation(12mo Trimmed Mean PCE) at 1.87 with small revisions lower in previous reports. This places the current SP500 […] [Read More...]
Subs: $177 PT
Great analysis of the company. The PT is what it is, we here don’t pay to much attention to them but the analysis here of […] [Read More...]
Subs: Kinder
Richard Kinder has now spent ~$120MM of his own money buying KMI stock on the open market since Jan 2019. ; ; Additionally: The new […] [Read More...]
Subs: Selling Puts
Ackman has done this before in HHC. This is a real long-winded transaction. Basically PS had to pay $212M to settle previously contracted agreements. They […] [Read More...]