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“Davidson” on PMI $$

The recovery continues…..

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Subs: Another Extension……. $$

Can’t stand sitting in limbo…

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Subs: Groundhog Day Should Be a Good One $$

Yes, we care very little whether or not Phil sees his shadow tomorrow. Truth be told, a longer winter means more outdoor hockey for the kids…..bring it on.

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Subs: CRE Data Shows Pricing Continues to Firm $$

If you look at where were are vs. 6 months ago, CRE is clearly back from the precipice.  The question now is, does it continue to move or stall?

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Subs: Adding $$

Just a quick pickup

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WSJ: Phillip Morris International Shares "Worth Picking Up" $$

Makes a nice case that either Phillip Morris (PM) is under prices OR Altria (MO) is over priced.

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WSJ: Phillip Morris International Shares “Worth Picking Up” $$

Makes a nice case that either Phillip Morris (PM) is under prices OR Altria (MO) is over priced.

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Subs: General Growth Lays Out "Capital Raise" Timeline $$

Looks like it is going to be a very interesting remainder of the winter. We are now getting a sense of when we ought to be expecting news of events in General Growth finalizing a plan to emerge totally from Chapter 11.

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Subs: General Growth Lays Out “Capital Raise” Timeline $$

Looks like it is going to be a very interesting remainder of the winter. We are now getting a sense of when we ought to be expecting news of events in General Growth finalizing a plan to emerge totally from Chapter 11.

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American Capital Shareholder Voting Instructions $$

I am voting for the ability for management to issue new shares.

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Bruce Berkowitz & Fairholme Invests in General Growth $$

This is an interesting move for Fairholme (FAIRX). Hat tip reader Shaun.

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Bruce Berkowitz & Fairholme Invests in General Growth $$

This is an interesting move for Fairholme (FAIRX). Hat tip reader Shaun.

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Subs: Miscellaneous

Odds and ends…

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Subs: RHI in Forbearance Agreement $$

Good news:

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Subs: E*Trade Reports $$

Some thoughts…