XMFRoyal’s Activity

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

NL

Boards Post

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

Re: zayo

Hey, guys,

Maybe you've seen this already?

http://yetanothervalueblog.com/2019/01/zayo-for-sale.html

It's going to do a quicker, better job [more]

Fri Feb 1

NL

Boards Post

TMFRoyal replied to the Jim Royal board. 6:32 PM

Re: GLIBA big stock price jump

Yeah, CHTR came out with solid earnings, though no idea why this was a big surprise to the market. They should have another good year in 2019, and hopefully we see the stock finally break out of the funk it's been in since mid-2017. Mr. Market [more]

NL

Boards Post

TMFRoyal replied to the Jim Royal board. 6:27 PM

Re: zayo

Ok, guys, lemme have a look.

Jim

Wed Jan 30

NL

Boards Post

TMFRoyal replied to the Jim Royal board. 6:56 PM

Re: CTRE

Yeah, we're over $22 (though closed below that today a bit). The July $20s showed a spread of 0.50-0.70, with a last trade of $0.53. However, I don't know how stale that trade is, though it may be alright. This stock was down at $13 about 9 [more]

Sun Jan 27

NL

Boards Post

TMFRoyal replied to the Jim Royal board. 9:42 PM

Re: CNNE Update

Thanks, Randy! CNNE has definitely become a different beast with the acquisition of DNB. Let's see what Foley et al can do with it.

Jim

NL

Boards Post

TMFRoyal posted to the Jim Royal board. 4:25 PM

CTRE

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.

Jim

Tue Jan 22

NL

Boards Post

TMFRoyal replied to the Jim Royal board. 10:45 PM

Re: CLNY To Take Over Abraaj Latin American

Ah, thanks, Frank. Yeah, CLNY has been working on some kind of deal with Abraaj for quite a while. IIRC, they wanted the whole company in mid-2018, but that fell through relatively quickly. But it looks like they've hived off a nice chunk. [more]

Fri Jan 18

NL

Boards Post

TMFRoyal replied to the Jim Royal board. 3:21 AM

Re: Good News For SRC

Yeah, SRC seemed to be a little too rah-rah about this development, protesting too much about what a wonderful thing it was. Yeah, this is not the worst thing, but really how good is it?

The good part is that it accelerates various payments, [more]

Tue Jan 15

NL

Boards Post

TMFRoyal replied to the Jim Royal board. 10:46 PM

Re: CLNY is down 8%

Also recall they're out marketing their non-core portfolio, which they estimate at $1.9 bn in net proceeds (so actual equity value). The market cap is $2.9 bn. They'll have to use some of that cash to pay down preferreds (Series B, I [more]

Fri Jan 11

NL

Boards Post

TMFRoyal replied to the Jim Royal board. 8:10 PM

Re: Teekay Offshore Partners

Awesome. Thanks for the perspective, Doug.

Jim

Wed Jan 9

NL

Boards Post

TMFRoyal replied to the Jim Royal board. 6:40 PM

Re: Teekay Offshore Partners

Hey, David,

So TOO was paying about $16.4 mn in common dividends a year, compared to about $32 mn run rate for its preferreds, which have around $384 mn outstanding. For more context they dumped $488 mn into capex over the last four [more]

Tue Jan 8

NL

Boards Post

TMFRoyal replied to the Jim Royal board. 3:11 PM

Re: CTRE upgraded to strong buy by Raymond James

Hmm... Did they upgrade the stock when it was $13? Now it's trading somewhere near its 52-week high, though still 10% lower.

Jim

Sat Jan 5

NL

Boards Post

TMFRoyal replied to the Jim Royal board. 5:46 PM

Re: Gabelli at 16.4% of Liberty Braves...

Wow -- quite a stake. What are the odds that Liberty Braves parcels out the various elements here a la MSG?

Jim

Tue Jan 1

NL

Boards Post

TMFRoyal posted to the Jim Royal board. 11:03 PM

Happy New Year!

May your 2019 be wonderful and prosperous!

Jim

Sat Dec 29

NL

Boards Post

TMFRoyal replied to the Jim Royal board. 1:10 PM

Re: MSGN v. YES

Hmmm.... that's interesting.

Jim

Mon Dec 17

NL

Boards Post

TMFRoyal replied to the Jim Royal board. 10:37 AM

Re: CNNE Update

One other caveat on using PZZA: aren't they primarily a franchisor? That's not the case for CNNE's brands, which are owner-operated. So that's a substantially different business model.

Jim

Fri Dec 14

NL

Boards Post

TMFRoyal replied to the Jim Royal board. 11:19 AM

Re: CLNY Headline Risk

Yeah, I seem to recall that, Rob.

Jim

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CAPS Player Rating 85.38
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Score 948.34
Score Change Today +30.35
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Boards Stats & Trivia

Big red star, 1000 posts Top Favorite Fools Old School Fool
Board Posts 4277
Recs Received 7251
People who have rec'd these posts 628
Recs to Posts Ratio (last 30 days) N/A
Threads Started 1400
Threads Started Percentage 32.73 %
Most Frequent Board Jim Royal
Very First Post A $: FARO Technologies post. (3/10/2005)
Percentage of Posts Rec'd 52.61 %
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