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

Today

NL

Boards Post

TMFRoyal replied to the Jim Royal board. 12:33 AM

Re: CTRE announces regular dividend

Yep, very strange move on a stock in the closing minutes of a holiday week. Looks like someone just wanted to blow out a position.

Jim

Fri Dec 19

Special Ops Boards Post

TMFRoyal replied to the Special Ops boards. 3:21 PM

NL

Boards Post

TMFRoyal replied to the Jim Royal board. 3:11 PM

Re: CTRE announces regular dividend

Or sooner. This was in the range of cap rates that I was expecting. Rent coverage is acceptable. Now we just need more of these. Ha.

Jim

Thu Dec 18

Special Ops Boards Post

TMFRoyal replied to the Special Ops boards. 11:40 PM

Special Ops Boards Post

TMFRoyal replied to the Special Ops boards. 11:30 PM

NL

Boards Post

TMFRoyal replied to the Jim Royal board. 11:25 PM

Re: CBB & FFNW

No reason at all to be worried about FFNW. Did you see their most recent PR from the other night? They're changing their buyback into a programmed buyback while they have no material info. What does that imply about what they might have in the next [more]

NL

Boards Post

TMFRoyal replied to the Jim Royal board. 11:20 PM

Re: CTRE announces regular dividend

22%--

It could be, but all the language was in their SEC filings pre-spin, which is when they set up their financing. So the bankers knew at that point what the plan was or should have known. They have something like $130 mn in liquidity [more]

NL

Boards Post

TMFRoyal replied to the Jim Royal board. 11:12 PM

Re: Groups increases Hertz holdings

Great to see more insider buying at HTZ. This one will take some time, but it will do well, I think. Clouds have to be removed first.

Jim

Special Ops article.

TMFRoyal published an alert. 3:10 PM

Special Ops article.

TMFRoyal published an alert. 2:29 PM

NL

Boards Post

TMFRoyal replied to the Jim Royal board. 11:28 AM

Re: CTRE announces regular dividend

Dividend comes in at $0.50 annually -- well below my revised estimate of $0.76. I'm disappointed by the result, since the company's filings specified that they intended an 80% payout of FAD - which would now come to $0.76 per share. While I'm happy [more]

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TMFRoyal posted to the Special Ops boards. 11:25 AM

Wed Dec 17

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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

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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]

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CAPS Player Rating 97.39
Player Rank 1962 out of 75070
Score 1509.59
Score Change Today +90.27
Accuracy 70.57%
Active Picks 129
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Boards Stats & Trivia

Big red star, 1000 posts Old School Fool CAPS All Star
Board Posts 2248
Recs Received 3277
People who have rec'd these posts 497
Recs to Posts Ratio (last 30 days) 7.70
Threads Started 832
Threads Started Percentage 37.01 %
Most Frequent Board Jim Royal
Very First Post A HGS: FARO Technologies post. (3/10/2005)
Percentage of Posts Rec'd 46.93 %
Show TMFRoyal’s 10 Latest Posts