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Subs: The REIT Industry Getting Healthier….

While many have been skeptical of the rally in REIT shares over the past few months, there are some fundamental reasons for it

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Subs: Some Housekeeping

Spent some of the weekend doing work on the Portfolio Spreadsheet.

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Subs: A Durable Goods Recovery Play

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.

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Free Post: "Davidson" on the Dollar Trade

“Davidson” is back with some thoughts on the USD/Euro..

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Free Post: “Davidson” on the Dollar Trade

“Davidson” is back with some thoughts on the USD/Euro..

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Subs: New Transaction

Things might be a little toppy here and either way, not sure how much immediate upside there is to this pick..

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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.

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A Look at CRE From The Front Lines…

From a SVP at a Real Estate Investment Banking firm….

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Free Post: Cushman & Wakefield CEO on CRE

This is a really interesting video

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Free Post: Cushman & Wakefield CEO on CRE

This is a really interesting video

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Subs: A New Buy

Adding to a position

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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….

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Free Post: On Wall St. Media 9/16

Talking about General Growth (GGWPQ),  Natural Gas (UNG) and the Sox

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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.

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Free Post: It's Official, Dow to Keep Ag Unit

Been waiting far too long for this news