jbshap’s Activity

Thu Sep 18

NL

Boards Post

jbshap posted to the Jim Royal board. 10:39 AM

NRF

Jim
Any thoughts about NRF's purchase of hotels from Inland American, and whether this makes NRF more or less attractive at around $17/share than it was at $18.80 a few weeks ago?

Thanks.

J

Sat Sep 6

NL

Boards Post

jbshap replied to the Messed-Up Expectations Portfolio board. 3:03 AM

Re: Buying TRN

Sam
I know you were asking Jim about the 546M figure, but I thought I'd chime in. It appears to reflect Total Cash Flow From Operating Activities, and not gross revenue. See the bottom line of the first section of the table (Operating Activities, [more]

Fri Aug 29

NL

Boards Post

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

Re: Latest RMP Buy -- CBB

Hi Jim
Could you discuss or direct me to a previous post that
discusses what you see as the biggest uncertainties or
potential negative catalysts (within reason) that might
undermine the CBB investment?
Thanks.

JBS

Thu Aug 21

NL

Boards Post

jbshap replied to the Jim Royal board. 2:02 PM

Re: Latest RMP Buy -- HTZ

Jim
Given that Htz recovered most of the initial
after-market loss, do you still intend on buying
another slug?

Sat Aug 9

NL

Boards Post

jbshap replied to the Jim Royal board. 3:03 PM

Re: EXETF earnings and update

Jim
If you had a chance to listen to the call or review the transcript, do you have any additional thoughts? I found the statements about the likelihood and timing of a sale of the U.S. business to be so vague as to be almost irrelevant. I [more]

Wed Jul 16

NL

Boards Post

jbshap posted to the Jim Royal board. 3:37 AM

EXETF -- no news is what kind of news?

Jim
I believe EXETF was expected to announce by the end of June its plans to divest its American operations. If that announcement has been made, I must have missed it. Has EXETF explained the silence, and if it has not does this give you pause [more]

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Very First Post Re: Portfolio allocation (3/8/2014)
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