XMFRoyal’s Activity

Yesterday

NL

Boards Post

XMFRoyal replied to the Jim Royal board. 10:10 PM

Re: GST possible spec op & pref opportunity

I'm gonna stay away from this one. The preferreds are shut off until Dec 2018, it appears. And this is somewhat out of my comfort zone, due to the industry. This company is really controlled by Ares, because of their debt positions, and should [more]

NL

Boards Post

XMFRoyal replied to the Jim Royal board. 9:40 PM

Re: SBRA

Hi, Marius,

Yeah, the SNFs have been hit hard, CTRE excepted. But recall that on their latest call SBRA came out and reiterated their 2018 guidance and noted that it already included expected reductions in the Genesis portfolio. Now maybe [more]

Sat Dec 9

NL

Boards Post

XMFRoyal replied to the Jim Royal board. 12:59 AM

Re: BGCP/Newmark Spin

Hi, JS,

It's not technically a spin since they're doing an IPO of the other company. But let me have a look this weekend. In these situations the parent might be the better option, because they receive the proceeds.

Jim

Fri Dec 8

NL

Boards Post

XMFRoyal replied to the Jim Royal board. 8:49 PM

Re: GST possible spec op & pref opportunity

Thanks, srockaz. This is interesting even though it's in the E&P space. Let me look into it more, but I like the setup. In the meantime, the dividend accumulate.

The B series has a ridiculous coupon of 10.75%. The A series has a [more]

Thu Dec 7

NL

Boards Post

XMFRoyal replied to the Jim Royal board. 1:56 PM

Re: BDVB

Hi, Dima,

To find these I read a lot. ;-) Some help. There really just aren't a lot of them, tho. Maybe three a year, if you're lucky. And they usually require couple thousand to set up in order to get a ~$100 gain.

A [more]

NL

Boards Post

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

Re: Analysis of CTRE.....

Re: CTRE, I think it's a decent buy at $15 or so, but REITs are selling off now, presumably in expectation of rate increase this month and 3-4 next year. The nervous nellies are bailing out, and I don't expect that to stop any time soon. 2018 [more]

Tue Dec 5

NL

Boards Post

XMFRoyal replied to the Jim Royal board. 11:39 PM

Re: FNF and CNNE

Hi, David,

I think FNF can be a hold forever stock, if you want it to be. Management is great, and they make smart moves with their capital. Their business does have some cyclicality, though. But it's still a great hold over time. [more]

Wed Nov 29

NL

Boards Post

XMFRoyal replied to the Jim Royal board. 12:20 AM

Re: BOBE

Absolutely, Ken. It really did play pretty close to the script, with a little artistic license and some dramatic tension in the middle before rushing to its thrilling conclusion.

We'll have another Schiller book out shortly, in the next [more]

NL

Boards Post

XMFRoyal replied to the Jim Royal board. 12:17 AM

Re: CLNS questions

Let me reiterate this point: "At this point we're in tax loss harvest mode."

We continue to see new lows each day, it seems, and the stock sits at its lows for the year. I think that's now people selling for non-fundamental [more]

Tue Nov 28

NL

Boards Post

XMFRoyal replied to the Jim Royal board. 5:04 AM

Re: BOBE

PS. I'm holding my taxable BOBE shares through year-end for tax reasons, but have already sold in my non-taxable accounts. I waited some weeks to see if another deal materialized, and while the chances of that are still non-zero, they don't [more]

NL

Boards Post

XMFRoyal replied to the Jim Royal board. 5:02 AM

Re: BOBE

Hey, Ken,

Awesome -- I'm glad to hear that you made money. The price in July/August last year was stupidly low. I only wish that I had loaded up more, and I was moving what I could there anyway.

Yeah, I think BOBE is a done [more]

Sun Nov 26

NL

Boards Post

XMFRoyal replied to the Jim Royal board. 11:24 PM

Re: Go private

Hi, Dima,

Thanks.

The mailing is considered to have happened on the 18th, so you have 20 days from then.

Jim

Thu Nov 23

NL

Boards Post

XMFRoyal replied to the Jim Royal board. 11:58 AM

Re: Go private

I don't buy shares in the same account type with the same broker with the same legal name. This one is not gonna cost you a lot if you're wrong, however. All of $16.

Jim

Wed Nov 22

NL

Boards Post

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

Re: Go private

Not at all. Legit go private. I bought it in a bunch of accounts.

Jim

NL

Boards Post

XMFRoyal posted to the Jim Royal board. 7:45 PM

Go private

Here's a go private deal.

https://www.sec.gov/Archives/edgar/data/1685311/000149315217...

You won't be able to do a lot of money in [more]

NL

Boards Post

XMFRoyal posted to the Jim Royal board. 12:20 AM

YUM

https://finance.yahoo.com/news/why-yum-brands-inc-stock-1647...

I point this article for one specific passage:

After releasing the company’s most [more]

Tue Nov 21

NL

Boards Post

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

Re: CLNS questions

David,

I continue to hold my CLNS shares and add when I get dividend. At this point we're in tax loss harvest mode. The stock is at its lowest levels of the year and it's likely going to continue lower from here until year-end or at [more]

NL

Boards Post

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

Re: TRRSF and recent trend down

Hey, Randy,

I don't follow Trisura closely, but if the numbers looked good, this is the type of post-spin move that I don't worry about at all. A sub-group of people follow these very closely and spinoffs are a "known" [more]

Sun Nov 19

NL

Boards Post

XMFRoyal posted to the Jim Royal board. 5:22 PM

CNX

https://seekingalpha.com/article/4124623-consol-energy-doubl...

This write-up does a pretty decent job of hitting the high points. Well worth the read. [more]

Sat Nov 18

NL

Boards Post

XMFRoyal replied to the Jim Royal board. 3:07 PM

Re: 9.3% stake in Cars.com by Catalus

That's quite a truckful of Cars.

Jim

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