XMFRoyal’s Activity

Thu Oct 19

NL

Boards Post

XMFRoyal replied to the Jim Royal board. 9:09 PM

Re: PayPal Reports 2017 Q3 Earnings

Fantastic, Matt. Thank you for sharing your work.

It took us long enough to get multiple expansion on PYPL, but we finally did. One of the things to remember too is that it's difficult to have a company of this size grow this quickly. So [more]

Wed Oct 18

NL

Boards Post

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

Re: Mexican REIT Fibro Uno

Hi, Pone1,

There's a very good chance that the sites are not factoring in some exchange ratio for Mexican shares vs a US ADR. So they report the per-share dividend, but the exchange ratio is maybe 15 shares in one ADR. Just a quick [more]

NL

Boards Post

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

Re: TOO-B hits par

This tells you the market is not concerned with insolvency, etc. I think it's just a matter of time until TOO-A hits par.

Jim

NL

Boards Post

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

Re: TRRSF

Yeah, Trisura has made a nice move since its spin. It's still a long-term play.

Jim

Mon Oct 16

NL

Boards Post

XMFRoyal replied to the Jim Royal board. 9:15 PM

Re: CLNS buys Weinstein

Barrack et al have a decent history of buying distressed assets. To quote all those crappy court shows, "This is highly irregular, but I'll allow it (for now)."

We just don't know enough yet to make a decision. How much? [more]

Fri Oct 13

NL

Boards Post

XMFRoyal replied to the Jim Royal board. 6:33 PM

Re: RHE-A is 10.875%

Hey, srockaz,

A couple things. I don't see RHE showing any operating cash flow for the last two years. That's a big negative. They can keep selling properties to fund their preferred dividend, I guess. But that doesn't really [more]

NL

Boards Post

XMFRoyal replied to the Jim Royal board. 6:28 PM

Re: Following Your Picks

Hi, srockaz,

A few reasons that TFSL has underperformed so far in 2017: continued misunderstanding of the legal structure of the bank (i.e., it doesn't screen at all), slowing buybacks and the anticipation of slower buybacks in the [more]

NL

Boards Post

XMFRoyal replied to the Jim Royal board. 6:23 PM

Re: CLNS - Barrack profile

Hi, gameguru,

That's a really interesting profile of Barrack. He comes off very suavely, I would say. Self-made man, etc etc.

Thanks for linking.

Jim

Wed Oct 11

NL

Boards Post

XMFRoyal replied to the Jim Royal board. 11:28 PM

Re: Following Your Picks

Hi, Pone1,

I've pointed out a few things I've liked a lot on these boards, but no extensive write-ups. I think TFSL is a great value now. I like YUM and I think Trisura is a great long-term opportunity. I pointed out TOO-A a couple [more]

NL

Boards Post

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

Re: BOBE Article

Thanks, David. Useful link!

Jim

Tue Oct 10

NL

Boards Post

XMFRoyal replied to the Jim Royal board. 11:44 PM

Re: BOBE Article

Fabulous, Rob. Thanks for the link.

Jim

NL

Boards Post

XMFRoyal replied to the Jim Royal board. 11:42 PM

Re: BOBE Article

The piece on BOBE is inside the Special Ops paywall. I'll have a case study out later this year as part of a book that goes into 3,000 words of detail on how things played out.

Jim

NL

Boards Post

XMFRoyal replied to the Jim Royal board. 11:41 PM

Re: TFSL $20 to $15 in 2017

Main reasons? Investor ignorance. Not a good deposit franchise. Slowing repurchase activity. Why this year? Who knows why? Their loan book should put them in a good position to increase profit as rates rise.

Jim

NL

Boards Post

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

Re: Following Your Picks

Hi, Pone1,

Basically everything I discuss now is something that was in Special Ops at one point. Some picks were in my real money portfolio before, like TFSL, so a quick google may provide you those articles, though I don't have a quick [more]

NL

Boards Post

XMFRoyal replied to the Jim Royal board. 1:34 AM

Re: Shopify

Thanks, srockaz!

I almost picked up shares of SHOP earlier this year at $52, but then it ran from me. Woulda, coulda, shoulda. SHOP looks like a fantastic opportunity, though.

Jim

Mon Oct 9

NL

Boards Post

XMFRoyal replied to the Jim Royal board. 8:18 PM

Re: CABO

Hey, Vince,

CABO is pricy; there are no two ways about it. As I've said upboard, however, I think the chances of a buyout are quite high, and I prefer to continue to wait. Any acquirer is going to determine what kind of synergies are [more]

NL

Boards Post

XMFRoyal replied to the Jim Royal board. 5:36 PM

Re: TOO jumps up

srockaz,

Yeah, TOO-A has had a nice run since I purchased at 20.50, so I'm up about 11%, though I don't think I've received a dividend yet. With the stock about $2.40 below par, there's some upside left yet, and it could make [more]

NL

Boards Post

XMFRoyal replied to the Jim Royal board. 5:33 PM

Re: LQ

I had a quick look at it, and it has my usual concerns for an externally managed REIT. And in this case, the REIT looked somewhat higher leveraged, too. In addition, it's being spun by private equity, so that's another thing I'm wary of. [more]

Sat Oct 7

NL

Boards Post

XMFRoyal replied to the Jim Royal board. 12:21 AM

Re: The HLF melt-up is on

I hope you all have been continuing to follow the HLF drama. And it is more high drama. An undersubscribed tender offer (about 75% of shares will be taken out) helped shares rocket 11% today. I think there's more to come, and a more reasonable [more]

Fri Oct 6

NL

Boards Post

XMFRoyal replied to the Jim Royal board. 6:02 PM

Re: XHR

This is why we bought again in early 2016 when the stock was at ~$13.50 per share. And it's why I mentioned it again in II later in 2016. Everyone hated REITs, and then they didn't, because miraculously REITs can grow when interest rates are [more]

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CAPS Stats & Trivia

CAPS Player Rating 95.55
Player Rank 3152 out of 70759
Score 1954.80
Score Change Today -52.53
Accuracy 70.27%
Active Picks 111
Total Picks 853
Best Pick TREE (+1659.63)
Worst Pick PIR (-344.96)
Average Score per Pick 2.29
Charms Earned 15
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Boards Stats & Trivia

Big red star, 1000 posts Top Favorite Fools Old School Fool
Board Posts 3954
Recs Received 6575
People who have rec'd these posts 619
Recs to Posts Ratio (last 30 days) 3.70
Threads Started 1335
Threads Started Percentage 33.76 %
Most Frequent Board Jim Royal
Very First Post A HGS: FARO Technologies post. (3/10/2005)
Percentage of Posts Rec'd 51.80 %
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