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...]
Subs: Liquidators.
; Here is the good news, prior to COVID, SSS were trending up 4% for the quarter. Clearly Q2 is going to be a washout […] [Read More...]
Subs: Investor Presentation
; Note from a subscriber. I am using because I agree with 100% of it: ; Take a few minutes to at least read through […] [Read More...]
Subs: April 14th
; ; The Release: CHESAPEAKE ENERGY CORPORATION SETS EFFECTIVE DATE FOR REVERSE STOCK SPLIT ; OKLAHOMA CITY, April 9, 2020 – Chesapeake Energy Corporation (NYSE: […] [Read More...]
Subs: Asset Sale
People are still working. Not everything is shutting down. This is a solid move and the timing is good as I sure we will start […] [Read More...]
Subs: 53
Not everyone has stopped working due to Coronavirus…at $66 if you are investing for longer than the next tick on the SPY, I’d have a […] [Read More...]
Subs: 47
In the 17 months we’ve owned this they’ve gone from 8 to 47 properties. In the first 4 quarters we owned this we got $1.75 […] [Read More...]
Subs: “The Best Oil Investment”
It seems more and more people are noticing TPL….. this is very good ; Bloomberg: (Bloomberg) — Texas Pacific Land Trust, a land bank that […] [Read More...]
Sibs: Bizarre
This is just odd….. The stock went up 20%. If he was serious about taking it private or combining it with his current company and […] [Read More...]