XMFRoyal’s Activity

Thu Apr 11

NL

Boards Post

XMFRoyal replied to the Jim Royal board. 10:55 AM

Re: CTRE

I quote myself: "Greg Stapley is getting pretty cheap equity funding up here above $21 a share. I wonder if he takes advantage of it. They've been good about issuing stock opportunistically. Now is a great time to do that."

And [more]

Wed Apr 10

NL

Boards Post

XMFRoyal replied to the Jim Royal board. 7:20 PM

Re: ZAYO up 6% on more sale news

Yeah, your math seems to be correct. ZAYO has really moved up in the past few weeks, even after the rumored takeover weeks before.

Jim

Thu Apr 4

NL

Boards Post

XMFRoyal replied to the Jim Royal board. 9:11 PM

Re: Any update on CNNE?

Well, CNNE is more than just CDAY now, so that's good. But CDAY is trading at nosebleed valuations, along with other well-run SaaS companies. And of course if CNNE monetizes their stake in CDAY, they'll be taxed on it, unless they come up [more]

Wed Apr 3

NL

Boards Post

XMFRoyal replied to the Jim Royal board. 1:45 AM

Re: DWDP/DOW

The way I usually do these is just slightly different process-wise, though obviously the same math-wise. So we got 1/3 of a share of DOW for each share of DWDP, so I multiply the DOW price by 1/3, and then add to the post-spin adjusted DWDP price. So [more]

Mon Apr 1

NL

Boards Post

XMFRoyal replied to the Jim Royal board. 3:00 AM

Re: DWDP spinoff

So DOW is currently trading on the when issued market, just above $51. As the article mentions, there's some concern over the cyclical nature of the industry, and so the P/E looks low. For a non-cyclical, a P/E of 9-10 is usually a pretty good [more]

Sun Mar 31

NL

Boards Post

XMFRoyal posted to the Jim Royal board. 1:54 AM

DWDP spinoff

Scheduled for April 1. Here's Barron's on the value: [more]

Sat Mar 30

NL

Boards Post

XMFRoyal replied to the Jim Royal board. 1:01 PM

Re: Naspers spinoff

Yeah, it really looks like the structure means it still won't trade at the value of the underlying parts. So I don't know how much this is going to change the discounted valuation.

Jim

Fri Mar 29

NL

Boards Post

XMFRoyal posted to the Jim Royal board. 6:09 PM

Naspers spinoff

https://www.bloomberg.com/news/articles/2019-03-25/naspers-t...

A huge disconnect in the pricing here. [more]

Thu Mar 28

NL

Boards Post

XMFRoyal posted to the Jim Royal board. 12:38 PM

TIER buyout

For those of you who bought this several years ago when I wrote it up in Income Investor, congratulations! It's been a double or nearly so in capital gain, plus the substantial dividend along the way!

Jim

Mon Mar 25

NL

Boards Post

XMFRoyal replied to the Jim Royal board. 9:02 PM

Re: I'm in LA this week

Again, thanks all! Tomorrow begins the process and then I'll have to clam up on the results.

Jim

NL

Boards Post

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

Re: I'm in LA this week

Thanks, everyone! Lots of things ride on the question selection, but I'm out here to have some fun, too!

Jim

Sun Mar 24

NL

Boards Post

XMFRoyal posted to the Jim Royal board. 1:15 PM

I'm in LA this week

After many years I've finally secured a spot for a taping of Jeopardy. Fingers crossed.

Jim

Fri Mar 22

NL

Boards Post

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

Re: YUM

Hey, srockaz,

Yeah, some things I've posted on before including CTRE. I'd love to buy at $13 again. I'm looking at cyclical things such as hotels, casinos. I think HRI probably makes a nice short at that time and TSLA, if it [more]

Wed Mar 20

NL

Boards Post

XMFRoyal replied to the Jim Royal board. 1:28 AM

Re: YUM

Yep, I'm not reinvesting into other positions at the moment. But I don't rule it out.

Jim

Tue Mar 19

NL

Boards Post

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

Re: YUM

Hey,

So it's not gonna happen next week, but we're clearly nearing the end of the cycle. The yield curve is flattening, economies around the world are slowing, the U.S. is slowing. It's not a question of "this is the [more]

Mon Mar 18

NL

Boards Post

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

YUM

From its spinoff on Nov 1, 2016, YUM has moved from ~$60 to ~$100 per share. We've discussed this one on the board here before, but it's one of our nice successes. That's a CAGR of 24%, a highly satisfactory return. So I hope you all have [more]

NL

Boards Post

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

Re: FYI - AMID privitized at 30% over share price

That's a huge margin, apparently suggesting a lot of skepticism that the deal is going to close.

Hmmm....

Jim

Tue Mar 12

NL

Boards Post

XMFRoyal replied to the Jim Royal board. 9:02 PM

Re: Recession planning

Hey, srockaz, It's definitely still a priority. I'm trading out things that are not likely to go up much more, but only when they hit a price that's close to their recent highs. For example, I sold out of PSA a couple days ago as it hit [more]

NL

Boards Post

XMFRoyal replied to the Jim Royal board. 8:52 PM

Re: DWDP - spin 1 (DOW) on 4/1

Yes, the trading is getting more interesting now that the time horizon is really short and people aren't afraid to hold a few weeks to get a piece of the new company that they really want.

Jim

Mon Feb 4

NL

Boards Post

TMFRoyal replied to the Jim Royal board. 11:10 PM

Re: This Is What Headline Risk Looks Like - CLNY

Yeah, hmmmm... Any possibility that this was part of the reason CLNY dropped to mid-$4s late last year? News escaped that this was in the works, and a few people traded on it?

It's all guesswork anyway...

Jim

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Score 385.38
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Boards Stats & Trivia

Big red star, 1000 posts Top Favorite Fools Old School Fool
Board Posts 4361
Recs Received 7394
People who have rec'd these posts 636
Recs to Posts Ratio (last 30 days) 1.00
Threads Started 1417
Threads Started Percentage 32.49 %
Most Frequent Board Jim Royal
Very First Post A $: FARO Technologies post. (3/10/2005)
Percentage of Posts Rec'd 52.65 %
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