Seeking Alpha

General Growth Properties (GGP)

()

Comments on GGP

  • General Growth Properties Bankruptcy: Not the End of Malls [View article]
    I understood the game plan was to extend maturities on the debt as part of the BK reorganization rather than to sell off the portfolio.... More »
    Comment by thurston
    Nov 8 17:03 pm |
    Rating: 0 0
  • General Growth Properties Bankruptcy: Not the End of Malls [View article]
    Todd, does ackman still own ggp common or solely through swaps? It doesnt show up in the 13F filings.
    Comment by Fitz9
    Oct 30 10:32 am |
    Rating: 0 0
  • General Growth Properties Bankruptcy: Not the End of Malls [View article]
    You folks on this board scare me to death with your analyses. Where a bankruptcy case of this magnitude is concerned, the only... More »
    Comment by 6 Moves Ahead
    Oct 29 17:29 pm |
    Rating: 0 0
  • Ackman Shorts Realty Income, But Is It a Good Idea? [View article]
    "more amazingly, offer stock in lieu of cash dividends (imagine cash income investors voluntarily accepting more of a stock as a... More »
    Comment by jimmy46
    Oct 24 15:07 pm |
    Rating: +1 0
  • Ackman Shorts Realty Income, But Is It a Good Idea? [View article]
    very thorough presentation, thanks. > jack
    Comment by john s. gordon
    Oct 23 09:36 am |
    Rating: 0 -1
  • Ackman Shorts Realty Income, But Is It a Good Idea? [View article]
    better get off the 'ol PNC short there Reg...between BLK eps and $100 million in "surprise" NIM accretion in the 3Q, you're getting... More »
    Comment by c smith
    Oct 22 12:30 pm |
    Rating: +1 -1
  • Ackman Shorts Realty Income, But Is It a Good Idea? [View article]
    Your analysis was VERY well done. I have taken your offer of a free registration and appreciate your work here. Thank you very much.
    Comment by mbkelly75
    Oct 22 08:51 am |
    Rating: +1 -1
  • General Growth Properties Bankruptcy: Not the End of Malls [View article]
    I think there is value in GGP overall. Whether that is .25 or $25 I don't know. Two things: 1. I absolutely agree with the poster... More »
    Comment by davidbdc
    Oct 11 07:44 am |
    Rating: +2 0
  • General Growth Properties Bankruptcy: Not the End of Malls [View article]
    I think the bottom line is there is too much retail space and there are too many stores. There would be store closing for all types, and... More »
    Comment by Fighting Yoda
    Oct 11 00:47 am |
    Rating: 0 0
  • General Growth Properties Bankruptcy: Not the End of Malls [View article]
    Todd - You cannot look at where an anchor tenant such as Dillard's stacks up in a mall owner's portfolio in terms of income and say... More »
    Comment by 2houndz
    Oct 10 14:28 pm |
    Rating: 0 0
  • General Growth Properties Bankruptcy: Not the End of Malls [View article]
    Todd, I enjoy your posts and am glad to see the thoughtful and ongoing discussions of GGP. Disclosure: I have owned GGP several times... More »
    Comment by foxadvise
    Oct 10 10:07 am |
    Rating: +8 0
  • General Growth Properties Bankruptcy: Not the End of Malls [View article]
    John, I don't know where they were two years ago but the past few months General Growth's occupancy has been in the low 90's and... More »
    Comment by Roger C. Wren
    Oct 10 02:08 am |
    Rating: 0 0
  • General Growth Properties Bankruptcy: Not the End of Malls [View article]
    "And the disclosure of interest? " In the heat of the moment when responding to an attack Todd forgot it Dave. In previous... More »
    Comment by Roger C. Wren
    Oct 10 01:56 am |
    Rating: 0 0
  • General Growth Properties Bankruptcy: Not the End of Malls [View article]
    GGP RUN ON GREAT KARMA !!!
    Comment by sh@rky
    Oct 10 01:19 am |
    Rating: +1 0
  • General Growth Properties Bankruptcy: Not the End of Malls [View article]
    The author wrote: "But in the class “A” malls, vacancy rates are not rising appreciably and rents are not falling anywhere near the... More »
    Comment by John Gault
    Oct 9 20:48 pm |
    Rating: +2 -1