Seeking Alpha

Simon Property Group Inc. (SPG)

()

Comments on SPG

  • General Growth Properties: Rebutting the Bears [View article]
    I can not believe that Hovde has had to go to these extremes this late in the game to save his short position in GGP by creating an... More »
    Comment by sh@rky
    Dec 16 19:06 pm |
    Rating: 0 0
  • General Growth Properties Short Thesis Lacks Accuracy [View article]
    All good comments. Having had the opportunity to actually set foot in a high percentage of the GGP malls, and to have worked with a... More »
    Comment by AZ Senior
    Dec 16 17:23 pm |
    Rating: +2 0
  • General Growth Properties: Rebutting the Bears [View article]
    LOL, Are you in High School? 14-20 cap rates? You have absolutely no clue what your talking about and I suggest you give your... More »
    Comment by Vigs2341
    Dec 16 17:23 pm |
    Rating: +2 -1
  • General Growth Properties: Rebutting the Bears [View article]
    I am uncomfortable with an analysis that relies on renegotiating senior debt in order to derive equity value. It sounds like someone is... More »
    Comment by Tom Armistead
    Dec 16 16:36 pm |
    Rating: 0 -2
  • Hovde's Short Case for General Growth Properties [View article]
    The most significant way in which Pershing's presentation is outdated is that the chief comparable - SPG - is now considerably more... More »
    Comment by wiseguy127
    Dec 16 14:55 pm |
    Rating: 0 0
  • General Growth Properties Short Thesis Lacks Accuracy [View article]
    The regional mall is not dead! It will emerge as the "New Downtown". For the past several decades the malls were dominated by the big... More »
    Comment by PAULCNX
    Dec 16 14:54 pm |
    Rating: +2 0
  • General Growth Properties: Rebutting the Bears [View article]
    I could be that Florida (where I live) and Michigan (my residence) are both in a retail funk, but have you been the malls lately? The... More »
    Comment by TotallyScrewed
    Dec 16 14:49 pm |
    Rating: 0 -2
  • General Growth Properties: Rebutting the Bears [View article]
    Greatly appreciate your time and effort refuting the specious Hovde presentation. Best wishes, T Mann
    Comment by Lust of the Goat (is the glory of God)
    Dec 16 14:08 pm |
    Rating: +2 0
  • General Growth Properties Short Thesis Lacks Accuracy [View article]
    Hit a low of $7 today and seems to have quickly leveled out a little over $8. New base maybe? Big spike in volume today, most since a... More »
    Comment by FreeMkts
    Dec 16 13:58 pm |
    Rating: +1 -1
  • General Growth Properties Short Thesis Lacks Accuracy [View article]
    BTW - Big stock swing is actually a very small swing in enterprise value. If we swing from $12 to $6 it represents abou a 5% swing in... More »
    Comment by FreeMkts
    Dec 16 13:37 pm |
    Rating: 0 0
  • General Growth Properties Short Thesis Lacks Accuracy [View article]
    How hard does this rubberband snap back when the shorts take their gains? Does this really only mean volatility will rule the near term... More »
    Comment by FreeMkts
    Dec 16 13:25 pm |
    Rating: 0 0
  • General Growth Properties Short Thesis Lacks Accuracy [View article]
    I'm not exactly how Ackman differentiates his comments as the head of Pershing Square and as a GGP board member. Ackman has said plenty... More »
    Comment by 6 Moves Ahead
    Dec 16 11:21 am |
    Rating: 0 0
  • General Growth Properties Short Thesis Lacks Accuracy [View article]
    Ackman is on the board, he can't say anything
    Comment by Truth in Journalism
    Dec 16 11:16 am |
    Rating: 0 0
  • General Growth Properties Short Thesis Lacks Accuracy [View article]
    The fact that Bill Ackman had nothing to say in response to this "short" analysis is not going to help GGP's stock price today. It... More »
    Comment by 6 Moves Ahead
    Dec 16 09:39 am |
    Rating: 0 -1
  • General Growth Properties Short Thesis Lacks Accuracy [View article]
    One other thing I forgot to mention above is that if other potential suitors are hovering over GGp's assets, these companies (SPG, CBL,... More »
    Comment by 6 Moves Ahead
    Dec 16 09:32 am |
    Rating: 0 0