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

Special Ops Boards Post

TMFRoyal posted to the Special Ops boards. 8:19 PM

NL

Boards Post

TMFRoyal replied to the Jim Royal board. 6:57 PM

Re: CTRE

I think there's still a ton of value left here. This story is still unknown and the REIT is teeny, so any deal of size will really move the needle. That's especially true since they're well positioned right now and shouldn't have to raise much, if [more]

NL

Boards Post

TMFRoyal replied to the Jim Royal board. 4:14 PM

Re: NRF

If owners of Griffin coming out of its takeover were actually selling NRF -- well, that's exactly when you want to buy. It's usually a great time to buy when others are selling for reasons that are totally unrelated to the performance of the [more]

Special Ops article.

TMFRoyal published an alert. 2:44 PM

Special Ops Boards Post

TMFRoyal replied to the Special Ops boards. 2:29 PM

NL

Boards Post

TMFRoyal replied to the Jim Royal board. 1:54 PM

Re: NRF

Hi, Jackie,

I'd personally be interested in buying it, if I weren't already overweighted as is. It seems like some selling pressure from investors who previously owned Griffin, which NRF just purchased. I expect a dividend increase early [more]

NL

Boards Post

TMFRoyal replied to the Jim Royal board. 1:04 PM

Re: CTRE

Thanks, DM. I expect a lot more value creation from CTRE in the next couple years, as they execute their business plan. Look at what SBRA has done since it was spun in late 2010.

Jim

NL

Boards Post

TMFRoyal replied to the Jim Royal board. 1:01 PM

Re: EXETF

The EXETF news is better than nothing, but investors had to, no doubt, twist the company's arm to get even this much. Again, this is only about 20% of deal proceeds. So IR and the CEO must have had an earful from investors. If they really wanted to [more]

NL

Boards Post

TMFRoyal replied to the Jim Royal board. 12:55 PM

Re: CTRE

22%,

I got a similar reporting from my broker, showing a loss on the position. It shows I invested more cash than I actually ever had. So they're counting it like a reinvestment rather than a stock split, which is what this "special [more]

Tue Dec 16

Special Ops Boards Post

TMFRoyal replied to the Special Ops boards. 6:05 PM

NL

Boards Post

TMFRoyal replied to the Jim Royal board. 5:01 PM

Re: CTRE

No worries, Graham. The brokers are all waiting for Wednesday's trades to clear so they know who actually owns CTRE shares. That presumably happened by Monday evening. I expect all shares will be distributed by the end of the week.

Thanks [more]

Special Ops article.

TMFRoyal published an alert. 4:00 PM

Special Ops Boards Post

TMFRoyal posted to the Special Ops boards. 1:04 PM

NL

Boards Post

TMFRoyal posted to the Jim Royal board. 12:41 PM

CTRE

Sorry for the radio silence on CTRE. You can probably guess why.

The brokers (predictably) got all discombobulated by the special dividend. The simple fact is that if you suffered through the dividend adjustment on 12/11, then you'll get [more]

Special Ops Boards Post

TMFRoyal replied to the Special Ops boards. 12:22 PM

Special Ops article.

TMFRoyal published an alert. 12:00 PM

NL

Boards Post

TMFRoyal replied to the Jim Royal board. 10:26 AM

Re: RYAM

My concerns in a nutshell...

Jim

Mon Dec 15

Special Ops Boards Post

TMFRoyal posted to the Special Ops boards. 9:52 PM

Special Ops Boards Post

TMFRoyal replied to the Special Ops boards. 7:27 PM

NL

Boards Post

TMFRoyal replied to the Jim Royal board. 7:16 PM

Re: RYAM

Fortress Paper cut? Stings....

Yeah, I've seen the chart on that one and actually just had some discussions on it recently with a colleague. A roller coaster all the way.

Jim

Show More Activity ...

CAPS Stats & Trivia

CAPS Player Rating 97.76
Player Rank 1683 out of 75066
Score 1625.69
Score Change Today +29.66
Accuracy 70.97%
Active Picks 129
Total Picks 826
Best Pick CMCT (+406.22)
Worst Pick PIR (-344.96)
Average Score per Pick 1.97
Charms Earned 13
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 2238
Recs Received 3266
People who have rec'd these posts 497
Recs to Posts Ratio (last 30 days) 7.80
Threads Started 831
Threads Started Percentage 37.13 %
Most Frequent Board Jim Royal
Very First Post A HGS: FARO Technologies post. (3/10/2005)
Percentage of Posts Rec'd 47.01 %
Show TMFRoyal’s 10 Latest Posts