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George D'Angelo II

 
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  • How Low Could Cliffs Natural Resources Shares Fall? [View article]
    Do you have any opinion on the bonds the 2018s are trading at a 12.5% yield?
    Oct 8, 2014. 07:32 PM | Likes Like |Link to Comment
  • How Low Could Cliffs Natural Resources Shares Fall? [View article]
    Do you have any opinion on the bonds? The 2018s are trading with a 12.5% yield.
    Oct 8, 2014. 07:30 PM | Likes Like |Link to Comment
  • American Realty Investors - Deeply Undervalued Real Estate Company With Significant Upside And Asset Monetization Catalyst [View article]
    What has happened is continued Asset sales by ARL (and TCI) and the Pref stock conversion. Also IOT is the cleanest of the 3 entities with book of almost 20. If you look at all 3 entities they all trade at about 30% of asset value. All of the entities will move dramatically up if there is a liquidity event.
    Sep 19, 2014. 08:26 AM | Likes Like |Link to Comment
  • American Realty Investors - Deeply Undervalued Real Estate Company With Significant Upside And Asset Monetization Catalyst [View article]
    Yes it tells you they think the stock is cheap(Why else would they convert)and is going higher, and remember they control it so us minority Shareholders own the same stock they do.
    Sep 19, 2014. 08:21 AM | Likes Like |Link to Comment
  • American Realty Investors - Deeply Undervalued Real Estate Company With Significant Upside And Asset Monetization Catalyst [View article]
    Remember he owns 85% of the stock so he is really stealing from himself. Why would he be converting Pref to common if he thought the stock wasn't going to go up???
    Sep 19, 2014. 08:18 AM | Likes Like |Link to Comment
  • MBIA: A Rare Opportunity In The Municipal Bonds Market [View article]
    Can you quantify the Porto Rico Risk?
    Sep 18, 2014. 12:25 PM | Likes Like |Link to Comment
  • American Realty Investors - Deeply Undervalued Real Estate Company With Significant Upside And Asset Monetization Catalyst [View article]
    It has been a value trap for years, maybe there is a liquidity event on the horizon.
    Sep 18, 2014. 10:34 AM | 1 Like Like |Link to Comment
  • American Realty Investors - Deeply Undervalued Real Estate Company With Significant Upside And Asset Monetization Catalyst [View article]
    In terms of the Pref there is still Conv Pref at ARL(see my analysis), all the Conv Pref at TCI has been converted, there is a strait Pref at TCI redeemable for $10 million which is on the BS..
    Sep 17, 2014. 03:02 PM | Likes Like |Link to Comment
  • American Realty Investors - Deeply Undervalued Real Estate Company With Significant Upside And Asset Monetization Catalyst [View article]
    Yes the Pref conversions are very interesting, and you are correct.
    Sep 17, 2014. 02:29 PM | Likes Like |Link to Comment
  • American Realty Investors - Deeply Undervalued Real Estate Company With Significant Upside And Asset Monetization Catalyst [View article]
    Don't blame you! Gene is a unusual person.
    Sep 17, 2014. 02:27 PM | Likes Like |Link to Comment
  • American Realty Investors - Deeply Undervalued Real Estate Company With Significant Upside And Asset Monetization Catalyst [View article]
    Yes I left IOT out same situation BV=19 stock trades at 5.5
    Sep 17, 2014. 02:25 PM | Likes Like |Link to Comment
  • The Case For Fannie Mae: Unpacking The Motions For Summary Judgment [View article]
    Thanks for your analysis.
    Sep 11, 2014. 09:08 PM | Likes Like |Link to Comment
  • WSJ: Nuance exploring sale [View news story]
    I wouldn't sell it here, the stock has been moving up slowly recently and there probably is a deal in the works, it probably goes for north of $20 a share.
    Jun 16, 2014. 01:25 PM | 1 Like Like |Link to Comment
  • Is Zillow Still A Good Investment? [View article]
    You have to be a lun to think the stock is a good investment, I concur short squeeze is pushing it up it will crash and burn eventually, there's no barriers to entry to its business model and it has competitors all over the place.
    May 5, 2014. 05:36 PM | 6 Likes Like |Link to Comment
  • 6 Reasons Zillow Is A Sell [View article]
    You have done a good analysis on Z, and ultimately of course you will be correct. The question is timing? All bubble stocks crash eventually and Zillow certainly qualifies as a super bubble, it's just a question of time and hopefully sooner rather than later. This stock has all the characteristics of a great short but you going to have to be patient with it.
    May 4, 2014. 10:33 AM | Likes Like |Link to Comment
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