Categories
Premium Articles

Subs: MIT/CRE Index

This is really good news for CRE watchers

Categories
Articles

A Look Back and Forward at ATP Gas

Have been discussing ATP with a reader for a while.  I post his thoughts here for a few reasons. Knowing him to be a well thought person, his opinion carries value and we also have a presentation from 2008’s VIC on it here when the stock was at $7. It now sits at $16.69.

Note: I am neither recommending buying or avoiding this, I post simply for readers to make their own judgement. This is particularly interesting as we have a years worth of data to review.

Categories
Articles

PMI Reading Denotes Expanding Activity

“Davidson” submits:

Categories
Premium Articles

Subs: Blackstone Deal Gives Light on GGP's Value

Hat tip reader Mark for the immediate email this tonight. I got some subs who are on the ball in a major way.

Categories
Premium Articles

Subs: Blackstone Deal Gives Light on GGP’s Value

Hat tip reader Mark for the immediate email this tonight. I got some subs who are on the ball in a major way.

Categories
Articles

Gates Adds 500k AutoNation Shares

First buy in a while but a big one…

Categories
Articles

Banks Options in General Growth Properties Case Down to One

So we bought more shares of General Growth Properties (GGWPQ) Friday, our first purchase since the stock passed the $2 mark. Why? Simply put, what looked like the most “reasonable” scenario in March when we first bought, now looks like the “only” one left.  That is good

Categories
Articles Video

Jim Grant on Wealth Track (video)

Longtime readers here know Grant is a favorite, check it out

Categories
Premium Articles

Subs: Buying More General Growth…

Got some help from above on this one…

Categories
Premium Articles

Subs: A Huge Short Squeeze Coming?

Ran across this and was amazed at what I found…

Categories
Premium Articles

Subs: Another News Filled Week Coming Up

It isn’t letting up…

Categories
Premium Articles

Subs: Brookfield Properties and CRE

This is perhaps the most informative earnings call you will ever hear regarding real estate. They talk about the residential, commercial and Canadian markets.

Categories
Premium Articles

Subs: AutoNation's 10Q and Call Review

Going through both the earnings call and the 10Q

Categories
Premium Articles

Subs: AutoNation’s 10Q and Call Review

Going through both the earnings call and the 10Q

Categories
Premium Articles Video

Subs: Etrade at $3.50?

Check out this video.