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 posted to the Jim Royal board. 4:57 PM

Draft filing for XLS spinoff

http://www.sec.gov/Archives/edgar/data/1601548/0001193125141...

This is so rough that the company-to-be-spun, Vectrus, does not have a logo [more]

Special Ops Boards Post

TMFRoyal posted to the Special Ops boards. 4:44 PM

Tue Apr 15

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Boards Post

TMFRoyal posted to the Jim Royal board. 10:25 PM

My latest buy -- FFNW

http://www.fool.com/investing/general/2014/04/15/im-buying-m...

Back for more again.

Jim

NL

Boards Post

TMFRoyal replied to the Jim Royal board. 5:52 PM

Re: Extendicare

Nothing for the moment, Patrick. Just biding our time.

Jim

Special Ops Boards Post

TMFRoyal posted to the Special Ops boards. 4:03 PM

Special Ops Boards Post

TMFRoyal replied to the Special Ops boards. 11:57 AM

Special Ops Boards Post

TMFRoyal posted to the Special Ops boards. 10:56 AM

NL

Boards Post

TMFRoyal replied to the Jim Royal board. 9:04 AM

Re: Yet another conversion -- Northeast Communit

Hey, blesto,

Often the company will provide the TBV figure for you. If they don't, take the equity and subtract any intangibles or goodwill, and there you are.

One caveat, if the company has preferred stock outstanding. I treat [more]

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Article

TMFRoyal published an article 12:00 AM

I’m Buying More of This Banking Special Situation

First Financial Northwest remains cheap.

Mon Apr 14

Special Ops Boards Post

TMFRoyal replied to the Special Ops boards. 4:13 PM

Special Ops article.

TMFRoyal published an . 4:00 PM

Caps Pick

TMFRoyal made a pick in CAPS. 3:26 PM

Meridian Interstate Bancorp (EBSB) will Outperform the S&P 500
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Boards Post

TMFRoyal posted to the Jim Royal board. 2:47 PM

Pathfinder Bancorp

Here's another demutualization for you value hounds.

[more]

Special Ops Boards Post

TMFRoyal replied to the Special Ops boards. 2:39 PM

Caps Pick

TMFRoyal made a pick in CAPS. 1:29 PM

URS Corp (URS) will Outperform the S&P 500

Wed Apr 9

Special Ops Boards Post

TMFRoyal posted to the Special Ops boards. 9:56 PM

Tue Apr 8

NL

Boards Post

TMFRoyal replied to the Jim Royal board. 11:14 PM

Re: My latest buy -- PBIP

Ah, ok. That's odd.

Jim

NL

Boards Post

TMFRoyal replied to the Jim Royal board. 11:13 PM

Re: Portfolio allocations

Of the demutualization situations, TFSL has the most cash. That's because I see low downside and we've seen a firm commitment from management to buy back stock and they have improving fundamental performance. The upside here is greater than at FFNW, [more]

NL

Boards Post

TMFRoyal replied to the Jim Royal board. 6:36 PM

Re: On the Bancorp purchase

Yeah, that's why I framed the ISBC buy decision as either an arbitrage play ($31 in value vs $26 share price) or paying a little too much in the short run to buy a cheap but high quality bank. But, like you say, this is a short run thing. Long term [more]

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CAPS Stats & Trivia

CAPS Player Rating 98.69
Player Rank 989 out of 75540
Score 2164.59
Score Change Today +15.96
Accuracy 72.66%
Active Picks 122
Total Picks 797
Best Pick USG (+347.11)
Worst Pick PIR (-344.96)
Average Score per Pick 2.73
Charms Earned 12
Highest Rated Favorite TMFStockSpam
Go to TMFRoyal’s CAPS page

Boards Stats & Trivia

Big red star, 1000 posts Old School Fool CAPS All Star
Board Posts 1330
Recs Received 2052
People who have rec'd these posts 431
Recs to Posts Ratio (last 30 days) 5.70
Threads Started 586
Threads Started Percentage 44.06 %
Most Frequent Board Jim Royal
Very First Post A HGS: FARO Technologies post. (3/10/2005)
Percentage of Posts Rec'd 46.39 %
Show TMFRoyal’s 10 Latest Posts