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Orion Energy Systems…..Why We Bought $$

This is an October subscriber pick, now a freebie. Subs are up >40%…

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Articles

General Growth Adds More Properties to Emerge $$

Filed yesterday, the more the merrier…

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Articles

I, Pencil…… $$

Never get tired of reading this….

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Subs: E*Trade's "New" CEO

We can go a couple different ways with this.

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Subs: E*Trade’s “New” CEO

We can go a couple different ways with this.

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General Growth Declares Dividend Payable 1/28 $$

It’s official..

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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

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Articles

Another Negative Piece on GGP Equity…. My Rebuttal $$

There is another post out this morning that pegs the value of General Growth (GGWPQ) equity in the $5 range. Let’s look at it and talk about what I see as its errors.

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Subs: Earnings

Lets first review why we bought some of this

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Subs: Expansion to China and Chile $$

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

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Subs: Morning Miscellaneous

Some interesting stuff…

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Subs: A Debt Downgrade… $$

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

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

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

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Subs: Morning Miscellaneous

Some items

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Video

Subs: General Growth Announces Next Steps w/Video $$

I have to believe that this is partially in response to the recent events of this week.