XMFRoyal’s Activity

Sun Feb 19

NL

Boards Post

XMFRoyal replied to the Jim Royal board. 7:00 PM

Re: Jim Royal - Leaving TMF?

Thanks, CM001. I liked the simplicity of the story there as well. One of the most interesting stories coming up this year is the BAM spinoff of a small specialty insurance company. It will be a megacap spinning off a microcap -- expect a good price. [more]

Fri Feb 17

NL

Boards Post

XMFRoyal replied to the Jim Royal board. 9:25 AM

Re: PYPL

Thanks, Rob. Good to see you here! Haven't seen you in a while.

Jim

Thu Feb 16

NL

Boards Post

XMFRoyal posted to the Jim Royal board. 9:56 PM

PYPL

Some useful commentary from PayPal's CEO on the company:

https://twitter.com/ElliotTurn/status/832244341104136193

Jim

Wed Feb 15

NL

Boards Post

XMFRoyal posted to the Jim Royal board. 7:16 PM

BKD

BKD is rumored to be on the block, but results have been deteriorating quickly.

[more]

NL

Boards Post

XMFRoyal posted to the Jim Royal board. 5:50 PM

The HLF melt-up is on

HLF has been on a tear the last few weeks (up ~25%), as the market starts to price in what's expected to be a huge stock buyback. The company has just refinanced some debt that's due, and then taken out even more. In this round it's taken [more]

NL

Boards Post

XMFRoyal replied to the Jim Royal board. 5:26 PM

Re: Serious Sirius discount

Thanks for the link, Lee. Overall a good piece, though the author quotes an analyst who is using 10 years' worth of SIRI dividends in the valuation of Liberty Sirius. That's some sketchy valuation work, and not only because it's highly [more]

NL

Boards Post

XMFRoyal replied to the Jim Royal board. 4:05 PM

Re: Serious Sirius discount

Liberty Sirius is an excellent way to buy SIRI. A couple days I figured the discount at 15% -- that's a huge figure for essentially the same assets. This is a creeping takeover. Liberty Sirius eventually will own SIRI, as SIRI buys back its own [more]

NL

Boards Post

XMFRoyal replied to the Jim Royal board. 4:00 PM

Re: TFSL and Reits

David--

I don't worry about a single director sale. Maybe if it were a pattern of insiders selling, but as Lee noted, an individual can sell for all kinds of reasons. No good idea of a price to buy. Just buying on the dips. The stock is [more]

Tue Feb 14

NL

Boards Post

XMFRoyal replied to the Jim Royal board. 10:52 PM

Re: TFSL and Reits

If they can get some scale on their HSD operations... HSD margins are tremendous and incremental margin is outrageous. For ex, CABO has EBITDA margins at 50%+ in consumer and 70%+ in business HSD. TCX is going to places where the big guys don't [more]

NL

Boards Post

XMFRoyal replied to the Jim Royal board. 6:45 PM

Re: TFSL and Reits

TCX -- capital allocation looks great. Management repurchased ~50% of stock over the last ten years at ~$5 per share. Taking stable cash flow of domain business and re-investing it in higher-growth, high-margin units of mobile and high-speed data. [more]

NL

Article

TMFRoyal published an article 5:45 PM

How to Cash In on This $938 Billion Real Estate Market

Real estate investment trusts, or REITs, may remain a small part of the overall stock market, but for decades they've been treating savvy investors to the best of both worlds: big dividends AND growth.

NL

Boards Post

XMFRoyal replied to the Jim Royal board. 5:20 PM

Re: TFSL and Reits

I too closed my position in CTRE, for the reasons I stated upboard. There's a lot of work to do to move the valuation higher from here, I think. Though the dividend should be fine.

I like CLNS better at today's prices, and [more]

Mon Feb 13

NL

Boards Post

XMFRoyal replied to the Jim Royal board. 3:22 PM

Re: Jim Royal is dead to me

Hahaha. ;-) Thanks, Lee!

Jim

Sun Feb 12

NL

Boards Post

XMFRoyal replied to the Jim Royal board. 9:27 PM

Re: FNF

Hi, zeydah,

FNF owns about 55% of the stock of BKFS, so that amounts to around $11.88 per FNF share, according to my calculations. That's about 83.9 mn shares of BKFS. There are 272 mn FNF shares out. So for every share of FNF, [more]

Sat Feb 11

NL

Boards Post

XMFRoyal replied to the Jim Royal board. 6:46 PM

Re: Jim Royal - Leaving TMF?

Thanks, David! I look forward to doing more with the board.

Jim

NL

Boards Post

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

Re: GPT

Hi, Rajesh,

I think the same thing about GPT that I've reiterated repeatedly on the Special Ops (and II) boards: it's a very well run company that will do fine over time. But if you're expecting any immediate movement -- well, [more]

Fri Feb 10

NL

Boards Post

XMFRoyal replied to the Jim Royal board. 4:23 PM

Re: Jim Royal - Leaving TMF?

Thanks, Marius!

Jim

NL

Boards Post

XMFRoyal posted to the Jim Royal board. 12:41 AM

ENSG

I just went through the conference call, and it was encouraging, after a rather lackluster second half of 2016. The company has been struggling with integrating a recent large Texas portfolio of properties. Apparently, the assets were deteriorating [more]

Thu Feb 9

NL

Boards Post

XMFRoyal replied to the Jim Royal board. 5:41 PM

Re: TFSL Questions

Thanks!

1. It's a non-zero risk, though it's pretty typical that the MHCs waive the dividends. It's tough to handicap, and it's a small risk. Would be negative for the stock, at least in the short term, though the company [more]

NL

Boards Post

XMFRoyal replied to the Jim Royal board. 2:52 PM

Re: ENSG - down over 10% today

Hey, Bruiser,

Yeah, I wouldn't worry about missing the opportunity today. I suspect we'll see some follow through over the next few days. Plenty of time to read the call transcript and do some thinking. They're projecting ~$1.50 [more]

Show More Activity ...

CAPS Stats & Trivia

CAPS Player Rating 90.47
Player Rank 7110 out of 74627
Score 961.47
Score Change Today -13.55
Accuracy 70.31%
Active Picks 138
Total Picks 844
Best Pick TREE (+770.07)
Worst Pick PIR (-344.96)
Average Score per Pick 1.14
Charms Earned 15
Highest Rated Favorite BravoBevo
Go to XMFRoyal’s CAPS page

Boards Stats & Trivia

Big red star, 1000 posts Top Favorite Fools Old School Fool CAPS All Star
Board Posts 3684
Recs Received 5944
People who have rec'd these posts 601
Recs to Posts Ratio (last 30 days) 10.50
Threads Started 1291
Threads Started Percentage 35.04 %
Most Frequent Board Jim Royal
Very First Post A HGS: FARO Technologies post. (3/10/2005)
Percentage of Posts Rec'd 51.00 %
Show XMFRoyal’s 10 Latest Posts