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Subs: Earnings $$

About as expected and a rosier than expected near term outlook.

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Subs: Big Things Brewing…. $$

This seems to have gone unnoticed….good as I might be adding to this holding..

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Subs: RHI Enters Into Agreement $$

Vacation?

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Subs: Miscellaneous…..GGP Edition (updated) $$

Some GGP odds and ends….

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Subs: GGP Responds to Simon with Interesting Statement $$

As anticipated. We came back from the “Lion Country Safari” and a nice dinner and sitting down to catch up.

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Subs: Shareholders Approve Shares $$

Still more news…

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Subs: Morgan Stanley Ups Ownership $$

Told you, I go away, here comes the news…

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Subs: Miscellaneous

More tidbits..

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Subs: A 15% of Market Cap Share Repurchase $$

Oh yeah, and a 4.8% yield to boot…

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Subs: New Buy, They Will Pave The Roads $$

The delay in these projects, still not started even though the stimulus bill promised they would be, will eventually be broken. I found a dirt cheap company that will do great when it does….

Note: I first wrote this post a month ago and have been sitting on it waiting for a reason to buy the stock and release the post. Just got it.

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Subs: Miscellaneous

Today’s tidbits…

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Subs: Miscellaneous

Odd and ends…

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Subs: Tilson's Harborview GGP Presentation & Why Simon is a Valid Comp

Check out the last slide…..cap rate and stock price analysis…

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Subs: Tilson’s Harborview GGP Presentation & Why Simon is a Valid Comp

Check out the last slide…..cap rate and stock price analysis…

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Subs: Miscellaneous

More odds and ends..