Categories
Premium Articles

Subs: Some Nice Trends Disclosed in Earnings Call $$

Hadn’t listened to this yet but knew something was up when the holding missed eps estimates yesterday but was up >12% today

Categories
Premium Articles

Subs: Earnings

Lets first review why we bought some of this

Categories
Premium Articles

Subs: Expansion to China and Chile $$

Sorry this took so long to post…..busy day

Categories
Premium Articles Video

Subs: Morning Miscellaneous

Some interesting stuff…

Categories
Premium Articles

Subs: A Debt Downgrade… $$

This is not surpising, nor does it shake our confidence in the pick.

Categories
Premium Articles

Subs: One of the Best Shareholder Letters Ever…. $$

This Chairman and company is little known……… for now. Hat tip reader Brian 

Categories
Premium Articles

Subs: Morning Miscellaneous

Some items

Categories
Premium Articles

Subs: Another Brilliant Move $$

This holding os making great news top expand their brand with minimal cash outlay..

Categories
Premium Articles

Subs: A 10Q Review Looks Good $$

Had some email yesterday about a holding that reported. After looking through the 10Q, things are good

Categories
Premium Articles

Subs: Adding to a Position $$

Picked up some more of our most recent purchase

Categories
Premium Articles

Subs: A Sale $$

Taking 47% in 6 months and going to the sidelines with this one..

Categories
Premium Articles

Subs: A Holding Reports Record Earnings $$

The company’s PE? After 9 months, 4.3

Categories
Premium Articles

Subs: Today’s FYI’s

Some miscellaneous items

Categories
Premium Articles

Subs: Today's FYI's

Some miscellaneous items

Categories
Premium Articles

Subs: A Holdings CRE Investor Presentation $$

Some interesting comments….