While many have been skeptical of the rally in REIT shares over the past few months, there are some fundamental reasons for it
Subs: Some Housekeeping
Spent some of the weekend doing work on the Portfolio Spreadsheet.
If you think the stimulus will work and as predicted it effect will most likely be felt next year, here is a now cheap play that will benefit big from that scenario.
“Davidson” is back with some thoughts on the USD/Euro..
“Davidson” is back with some thoughts on the USD/Euro..
Subs: New Transaction
Things might be a little toppy here and either way, not sure how much immediate upside there is to this pick..
More Flavor on A Recent Pick
This press release give a nice overview of the strategy going forward and the growth potential of a recent pick.
From a SVP at a Real Estate Investment Banking firm….
This is a really interesting video
This is a really interesting video
Subs: A New Buy
Adding to a position
A Holding Buying Back Stock Cheap
This is converse to the way most companies end up doing it. Usually when times are good they buy back stock at highs and then tough time restrict their cash and nothing is bought back at the lows. Not this time….
Talking about General Growth (GGWPQ), Natural Gas (UNG) and the Sox
An Example of A Non-ValuePlay
While it may seem cheap on the surface and have recent events one may consider a catalyst, this issue will cause immense pain for those thinking it will turnaround.
Been waiting far too long for this news