TMFRoyal’s Activity

Thu Sep 20

NL

Boards Post

TMFRoyal replied to the Jim Royal board. 3:51 PM

Re: SRC

Yeah, they have $800 mn in liquidity that they could use at any point. I didn't point it out in the article, but they're looking to grow again, after taking a bunch of cash from SMTA.

Jim

Wed Sep 19

Tue Sep 18

NL

Boards Post

TMFRoyal replied to the Jim Royal board. 1:52 PM

Re: WOW

Hey, srockaz,

It's cheap because of some extra debt and mediocre net adds in the last couple years. A new management team has come in and in the first couple quarters results are moving in the right direction. Watch those new net [more]

Mon Sep 17

NL

Boards Post

TMFRoyal replied to the Jim Royal board. 11:09 PM

Re: CNNE book Value

Hey, it was another great pick from Special Ops! ;-)

Remember, the value of the CDAY stake should be discounted by taxes. They've stated that they can't spin in to investors unless they own more than 50%, which they don't. So [more]

NL

Boards Post

TMFRoyal replied to the Jim Royal board. 12:28 PM

Re: Gov to buy Sir

Yeah, these are all RMR-managed properties, and it's best to stay away from for any kind of long-term investment. Maybe there's some kind of short-term arbitrage somewhere sometime that could make sense to buy them, but everything they touch [more]

Fri Sep 14

Thu Sep 13

NL

Boards Post

TMFRoyal posted to the Jim Royal board. 10:17 AM

CHTR is roaring back

I'll have a piece out on it later today. The recent has been a great time to buy it or one of the Liberty holding companies that own it. Still not a bad time, given the ongoing value creation at CHTR. Reportedly they just repurchased about 1% of [more]

Wed Sep 12

NL

Boards Post

TMFRoyal replied to the Jim Royal board. 4:51 PM

Re: GLIPB has reached 25 - now what?

You can check Quantum Online for a summary of the terms, and that's usually a good place to start. Yeah, $25 (typically par value here) is usually the ceiling for the preferred stock, so if you're content with 7% interest payments from here, [more]

NL

Boards Post

TMFRoyal replied to the Jim Royal board. 4:44 PM

Re: My latest

Hey, Dima,

It depends on the financing and whether they're trying to grow vs recycle capital, etc. PSA, for example, has virtually all of its funding in preferreds, IIRC. And those preferreds are paying very low rates, at least [more]

NL

Boards Post

TMFRoyal replied to the Jim Royal board. 4:12 AM

Re: My latest

Thank you, Matt. I hope to pick up the pace a bit on publication and cover more special situations, too.

Jim

Tue Sep 11

Sun Sep 9

NL

Boards Post

TMFRoyal replied to the Jim Royal board. 10:56 PM

Re: CTRE -- my latest

Thanks, Bruiser. I'm looking forward to covering CTRE and others more frequently.

Jim

NL

Boards Post

TMFRoyal replied to the Jim Royal board. 12:45 AM

Re: LXP making some moves!

A big tell here is the long-term track record of the management team. I'm assuming that it is the same management team. The fact that they're moving quickly into industrial properties and paying such high rates while receiving relatively low [more]

Thu Sep 6

NL

Boards Post

TMFRoyal replied to the Jim Royal board. 2:34 PM

Re: CTRE -- my latest

Thanks, David. It's good to be back.

Jim

NL

Boards Post

TMFRoyal replied to the Jim Royal board. 12:42 AM

Re: CTRE -- my latest

Thanks, David,

Yeah, I still own SBRA, and I think all or virtually all is from when I owned CCP before the acquisition. It's a relatively small stake. I think they're reasonably safe, but they've had some coverage issues, [more]

Wed Sep 5

Wed Aug 29

NL

Boards Post

XMFRoyal replied to the Jim Royal board. 4:42 PM

Re: QCOM 10B + 20B more buybacks

A syn long is the type of thing I would do. I get more aggressive on my options positions and if I were to do it, I would do one at $70 for a net credit. But different strokes...

Jim

NL

Boards Post

XMFRoyal replied to the Jim Royal board. 1:18 AM

Re: CTRE bull....

And to be clear I don't own the stock today, so I'm not buying puts to protect the position. (I'm not sure that you were claiming that, but my original point was not dispositively clear.)

Jim

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CAPS Player Rating 78.84
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Score 615.38
Score Change Today -34.09
Accuracy 68.85%
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Boards Stats & Trivia

Big red star, 1000 posts Top Favorite Fools Old School Fool
Board Posts 4224
Recs Received 7152
People who have rec'd these posts 626
Recs to Posts Ratio (last 30 days) 5.20
Threads Started 1389
Threads Started Percentage 32.88 %
Most Frequent Board Jim Royal
Very First Post A $: FARO Technologies post. (3/10/2005)
Percentage of Posts Rec'd 52.53 %
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