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The 10 Most Recent Messages By XMFRoyal

Take me back to where I was.
  • Date: 6/25/19 7:48 PM
  • Number: 4669
  • Recommendations: 0
Ha -- thank, everyone!

Jim
  • Date: 6/20/19 8:24 PM
  • Number: 4664
  • Recommendations: 0
Thanks, Rob!
  • Date: 6/20/19 7:36 PM
  • Number: 4662
  • Recommendations: 8
For those of you who don't follow me there...

https://twitter.com/JimRoyalPhD/status/1141818300747399184

Jim
  • Date: 6/17/19 11:39 PM
  • Number: 4661
  • Recommendations: 5
So I'm now out of YUM. The stock is up more than 80% since the spinoff in late 2016, and it's had a rather good 2019, even a great month now. By my math, the stock is pricing in 2020's earnings growth (assuming earnings growth of about
(Continued...)
  • Date: 6/17/19 11:27 PM
  • Number: 4660
  • Recommendations: 6
Don't I know it?!

It just keeps sliding over the past few weeks. I'm at a bit of a loss as to why, but maybe there's some knowledge leaking out that a deal is off. I'm still holding on to my stock, however.

I will
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  • Date: 6/8/19 12:08 AM
  • Number: 4657
  • Recommendations: 2
Yeah, it's strolling up there nicely. A 10% move to reflect the 10% dividend increase might put the stock closer to the high $18s, unless you think the market was pricing in some of that increase already.

Jim
  • Date: 6/7/19 7:35 PM
  • Number: 4655
  • Recommendations: 0
Yep, SO had a small position in it. Finally this saga may be drawing to an end.

Jim
  • Date: 6/7/19 7:34 PM
  • Number: 4654
  • Recommendations: 0
I expect SRC will be winding down SMTA, and every indication seems to be in that direction. That was basically one of the potential outcomes of spinning off SMTA in the first place. SRC has moved up nicely once Greenstreet put it on a buy list.
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  • Date: 6/4/19 5:18 PM
  • Number: 4650
  • Recommendations: 3
You may not want it to, at least yet. If they pay the cash proceeds out as a massive special dividend, you may get the chance to purchase something that's worth $2 for $0.50. (Numbers are illustrative.) That could be much more interesting than
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  • Date: 6/3/19 6:52 PM
  • Number: 4648
  • Recommendations: 1
Yeah, $10 is in the ballpark. Clark Street puts the value at $10.70, because he includes a write-off that should be reversed in due course.

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Take me back to where I was.
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