XMFRoyal’s Activity

Fri Feb 23

NL

Boards Post

XMFRoyal replied to the Jim Royal board. 1:07 AM

Re: FYI

Hahaha, that's funny, Joe.

I do like how he said he wouldn't let the pols get away with wiggling around on issues. It might not seem like it, but he's quite an older dude now.

Jim

NL

Boards Post

XMFRoyal replied to the Jim Royal board. 1:05 AM

Re: FYI

Thanks, Mykie!

Jim

Thu Feb 22

NL

Boards Post

XMFRoyal replied to the Jim Royal board. 11:43 AM

Re: DWDP

Randy, I think a diagonal call could be a good way to play this, for the reasons you state.

Jim

Wed Feb 21

NL

Boards Post

XMFRoyal replied to the Jim Royal board. 4:56 PM

Re: FYI

Ha -- thanks, srockaz!

Jim

NL

Boards Post

XMFRoyal replied to the Jim Royal board. 4:56 PM

Re: DWDP

Hey, srockaz,

This slipped my mind.

Yeah, I think DWDP has a great chance to be a double over the next three years. FCF is going to soar over the next 1-2 years as they've already paid into pensions and are cutting capex back [more]

NL

Boards Post

XMFRoyal replied to the Jim Royal board. 11:17 AM

Re: FYI

Thanks, Murph!

NL

Boards Post

XMFRoyal replied to the Jim Royal board. 11:01 AM

Re: FYI

Thanks, Marius.

NL

Boards Post

XMFRoyal replied to the Jim Royal board. 1:38 AM

Re: FYI

David, I'm sure I won't be able to stop myself from doing so. Ha.

I've been trying out for years and this is my third in-person audition (and fourth callback; I had to skip the first callback because it interfered with my [more]

Tue Feb 20

NL

Boards Post

XMFRoyal posted to the Jim Royal board. 10:42 PM

FYI

I (somewhat unexpectedly) just got a callback for an in-person audition on Jeopardy. Third time's the charm?

Jim

Sat Feb 17

NL

Boards Post

XMFRoyal replied to the Jim Royal board. 2:22 PM

Re: REITs Are Sending a Powerful Buy Signal

Thanks, Rob. I look forward to reading this.

Jim

Fri Feb 16

NL

Boards Post

XMFRoyal replied to the Jim Royal board. 5:42 PM

Re: SBRA - any concerns

Hey, Anurag,

I still hold my SBRA shares from when CCP was converted. As you can see, it's not just a SBRA issue. Other big healthcare operators are trading at huge yields -- OHI, MPW, and SNR among them. So the industry has gotten [more]

Mon Feb 12

NL

Boards Post

XMFRoyal replied to the Jim Royal board. 5:06 PM

Re: Liberty stuff is looking cheap

I was out buying LVNTA today. CHTR is a powerhouse -- and LVNTA is how you own it ~25% cheaper.

Jim

Sat Feb 10

Fri Feb 9

NL

Boards Post

XMFRoyal replied to the Jim Royal board. 6:44 PM

Re: CLNC goes live on the NYSE....

Yep, Joe, that's the idea.

Ji

Wed Feb 7

NL

Boards Post

XMFRoyal replied to the Jim Royal board. 12:37 PM

Re: MSG / Liberty Braves...

Yep, it's definitely interesting, but how does this value get realized? Buyout? Buybacks? Something else?

Jim

NL

Boards Post

XMFRoyal posted to the Jim Royal board. 11:51 AM

DWDP

https://twitter.com/BluegrassCap/status/961268079102750720

You'll want to have a look at this series of tweets.

Jim

Tue Feb 6

NL

Boards Post

XMFRoyal replied to the Jim Royal board. 11:04 PM

Re: GPT into buy territory

Hey, DellSpa,

As you know, I like GPT because of the management team, especially DuGan. As I've detailed in prior articles, he's made smart moves that show a nose for value. For ex, when GPT was transforming back in 2012, he held the [more]

NL

Boards Post

XMFRoyal replied to the Jim Royal board. 12:15 AM

Re: GPT into buy territory

GPT reports at the end of the month. We'll get a read on their guidance and see how much they increase the dividend. I'm sitting tight for now, but I'm watching it closely. We just haven't seen a let-up in selling pressure since [more]

Sun Feb 4

NL

Boards Post

XMFRoyal posted to the Jim Royal board. 3:11 PM

EBAY/PYPL

Today the combined prices of these two companies is about $120 ($44 + $76). Special Ops was buying pre-spin EBAY around $60. A clean double in 3 years or less (~24% annualized returns).

The power of special situations investing (in great [more]

NL

Boards Post

XMFRoyal replied to the Jim Royal board. 3:09 PM

Re: Potential Op with Ten Cent?

Hi, David,

Yes, I've been following the TenCent situation for a while (and in fact, it was a trivia question just recently in my online league). Naspers management has said repeatedly that it's not separating the stake. And there has [more]

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CAPS Stats & Trivia

CAPS Player Rating 95.11
Player Rank 3440 out of 70263
Score 2103.29
Score Change Today -110.01
Accuracy 69.11%
Active Picks 111
Total Picks 853
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Average Score per Pick 2.47
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Boards Stats & Trivia

Big red star, 1000 posts Top Favorite Fools Old School Fool
Board Posts 4056
Recs Received 6846
People who have rec'd these posts 622
Recs to Posts Ratio (last 30 days) 7.80
Threads Started 1352
Threads Started Percentage 33.33 %
Most Frequent Board Jim Royal
Very First Post A HGS: FARO Technologies post. (3/10/2005)
Percentage of Posts Rec'd 52.17 %
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