This is worrisome. History is rife with acquisitions outside of one’s core competency that do not work out.  At its core, HHC is a real […] [Read More...]

People get so caught up in daily stock prices they do not see what is happening right in front of them.  I am perfectly happy […] [Read More...]

People who think safe banking is going to unleash a flood of money into the cannabis space are going to be disappointed.  Dispensaries will be […] [Read More...]

If I’m being honest I never expect it to happen this quick…… I think there is still plenty more….what the new watches can do for […] [Read More...]

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...]

; 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...]

; 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...]

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...]

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...]

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...]

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...]

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...]

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...]

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...]

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...]

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...]

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...]

; 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...]