TMFRoyal

James Royal

Jim is a special-situations investor focusing on transactional events (such as spinoffs, recapitalizations, or reorganizations, among others) that create advantageous stock mispricings.

TMFRoyal’s Activity

Yesterday

NL

Boards Post

TMFRoyal replied to the Jim Royal board. 6:13 PM

Re: NRF Declares $0.40 Dividend

Hi, vanliew,

It still does look interesting to me. And at today's prices, you've got the 40 cent dividend already accrued into it, so you're buying at an effective price that's 40 cents lower. I was buying around $17 and lower, but today's [more]

Special Ops Boards Post

TMFRoyal posted to the Special Ops boards. 4:35 PM

Special Ops article.

TMFRoyal published an . 4:32 PM

NL

Boards Post

TMFRoyal replied to the Jim Royal board. 4:15 PM

Re: SHLD rights offering

Ha. This is a situation where the titans are controlling things such that I don't see the endgame (clearly). Plenty of ways to get burned with Lampert and Berkowitz calling the shots. I'm very suspicious that Lampert will try to steal the company [more]

NL

Boards Post

TMFRoyal posted to the Jim Royal board. 4:03 PM

RHDGF

http://otcadventures.com/?p=1480

Here's one that I've followed for a while that looks quite cheap. When a catalyst will happen, however, is unclear.

Jim

Special Ops Boards Post

TMFRoyal posted to the Special Ops boards. 3:44 PM

Special Ops Boards Post

TMFRoyal posted to the Special Ops boards. 2:18 PM

Special Ops article.

TMFRoyal published an . 2:14 PM

NL

Boards Post

TMFRoyal replied to the Jim Royal board. 2:09 PM

Re: NRF Declares $0.40 Dividend

Ah, someone goes out on a limb for NRF and NSAM. The market has not woken up to this NRF/NSAM story yet, but it will.

Jim

NL

Boards Post

TMFRoyal posted to the Jim Royal board. 2:04 PM

VEC

And it's been off to the races today! The stock spiked on a contract win. My position is up nicely, after buying in at about $20.50 about a month ago. I expect more good news and stock moves to follow over the coming year.

Jim

Special Ops Boards Post

TMFRoyal posted to the Special Ops boards. 1:55 PM

NL

Boards Post

TMFRoyal replied to the Jim Royal board. 1:16 PM

Re: NRF Declares $0.40 Dividend

NSAM doesn't own any NRF, however.

Jim

NL

Boards Post

TMFRoyal replied to the Jim Royal board. 12:54 PM

Re: If you had $100K to invest NOW

I tend to stay away from energy-related stocks, since it's so outside my circle of competence. Volatile commodity prices can change the underlying value in a hurry.

I've heard good things about KMI and they have a good track record, so it's [more]

NL

Boards Post

TMFRoyal replied to the Jim Royal board. 12:51 PM

Re: EXETF Settlement

Vanliew, I'm really starting to wonder what's going on here, with no announcement and a seemingly very interested suitor. They'll have to give us some update on the call next week, there's no way around it. I'm still very convinced of the value in [more]

Special Ops Boards Post

TMFRoyal replied to the Special Ops boards. 12:38 PM

Special Ops Boards Post

TMFRoyal replied to the Special Ops boards. 12:29 PM

NL

Boards Post

TMFRoyal replied to the Jim Royal board. 12:02 PM

Re: ENSG spinoff -- CTRE

Rob, depends on what kind of return you want. The dilution that will happen will be less (marginally) at higher stock prices, but it's a slow drag. The dividend is fully taxable, so you might have to pay tax rates as high as 40% if you hold it in a [more]

NL

Boards Post

TMFRoyal replied to the Jim Royal board. 11:48 AM

Re: CPWR?

Rob, you can run me through the specifics of the cash buyout, but I think I get what you're saying. Yeah, you might be able to do some merger arbitrage here, if the buyout price is more than the current trading price. Merger arb is not my kind of [more]

Thu Oct 30

NL

Boards Post

TMFRoyal posted to the Jim Royal board. 7:21 PM

SHLD rights offering

http://www.bloombergview.com/articles/2014-10-30/sears-has-a...

This is an excellent review of the SHLD rights offering. The offering [more]

NL

Boards Post

TMFRoyal replied to the Jim Royal board. 7:00 PM

Re: NRF Declares $0.40 Dividend

This is one of the shortest periods between ex-div day and payday that I've ever heard of. Usually it's at least two weeks and it's not all that uncommon for a company to wait a month between the two. Is there some advantage of one approach over the [more]

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CAPS Player Rating 98.09
Player Rank 1437 out of 75062
Score 1858.53
Score Change Today +20.39
Accuracy 69.69%
Active Picks 141
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Boards Stats & Trivia

Big red star, 1000 posts Old School Fool CAPS All Star
Board Posts 2049
Recs Received 2952
People who have rec'd these posts 479
Recs to Posts Ratio (last 30 days) 7.20
Threads Started 790
Threads Started Percentage 38.56 %
Most Frequent Board Jim Royal
Very First Post A HGS: FARO Technologies post. (3/10/2005)
Percentage of Posts Rec'd 46.85 %
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