Seeking Alpha

Tim Welland

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  • Tim Welland
    $UHT down 12% in last 3 days - mkt finally waking up on this one?
    5/24/13
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      • Tim Welland
        $HCN didnt waste time since their last 2ndary offering - using almost entire proceeds in all-cash deal for $HCN
        8/22/12
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          • Tim Welland
            AO Partners continues to acquire shares of $AIRT. Up to 13%. Buyout coming?
            8/14/12
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              • Tim Welland
                $HCN shares out increased by 33% between 1/1/11 and 1/1/12. Will need to increase div by same just to maintain per share div. good luck.
                3/15/12
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                  • Tim Welland
                    New blog post (AEO): http://bit.ly/xvLUNs
                    1/26/12
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                      • Tim Welland
                        $OSK Shareholders make sure to vote on the GOLD PROXY - for Icahn
                        1/17/12
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                          • Tim Welland
                            OSK board is sounding increasingly desperate in each additional proxy. Sensing a losing battle?
                            1/5/12
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                              • Tim Welland
                                HCN CEO and Chairman to sell 50k shares out of 450k owned... sensing a top?
                                11/14/11
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                                • talbano: night
                                  11/14/11
                                • Irishmedic: Could also be that they are worried about the whole payment thing we discussed last night Talbano!
                                  11/14/11
                                  • Tim Welland
                                    new blog - parksidevalue.blogspot.com. check it out and let me know what you think.
                                    7/9/11
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                                      • Tim Welland
                                        Adding another REIT short - UHT.
                                        7/1/11
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                                          • Tim Welland
                                            AIM is officially on watch. I want to see a turnaround or some semblance of it soon.
                                            6/22/11
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                                              • Tim Welland
                                                NYT is talking about REITs. Apple has parallels to my recent short, HCN. http://nyti.ms/jugqDd
                                                6/3/11
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                                                  • Tim Welland
                                                    Short HCN at $51.80. Article coming soon.
                                                    6/2/11
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                                                      • Tim Welland
                                                        LNKD is real cheap right now. Thinking about buying. (jokes)
                                                        5/19/11
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                                                          • Tim Welland
                                                            Just so Geoff Gannon doesn't feel lonely, I have about a third of my portfolio in 5 Japanese stocks as well.
                                                            4/15/11
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                                                              • Tim Welland
                                                                Buying URB.A at $1.33. NAV on 3/18 was at $2.02.
                                                                3/28/11
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                                                                  • Tim Welland
                                                                    threw my hat in the SVU ring yesterday. probably wont increase position. article coming whenever i can finish it.
                                                                    1/27/11
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                                                                      • Tim Welland
                                                                        AIM is approaching my sell target of $4
                                                                        1/22/11
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                                                                          • Tim Welland
                                                                            started a position in OSK today, will buy more if px falls. cheap on normalized owner earnings.
                                                                            1/14/11
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                                                                              • Tim Welland
                                                                                juggled the pf around a bit today, sold out of MG as it was full value, increased DO, reduced HWCC. early mistake was to buy too much HWCC.
                                                                                12/17/10
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