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  • In This REIT Fairy Tale, Lady Tremaine Tops Cinderella [View article]
    Smart move to get out of the dog SNFs, but still ro expensive for me.
    May 5, 2015. 08:24 AM | Likes Like |Link to Comment
  • WSJ: GE near deal to sell "all or part" of $30B real estate portfolio [View news story]
    Because a REIT needs an operator.
    Apr 10, 2015. 03:17 AM | Likes Like |Link to Comment
  • WSJ: $5.8B Whiting Petroleum seeking a buyer [View news story]
    Happy I sold them my KOG shares!
    Mar 6, 2015. 09:02 PM | 7 Likes Like |Link to Comment
  • After Hours Gainers / Losers [View news story]
    DAR is a darling after that beat!
    Mar 4, 2015. 07:32 PM | Likes Like |Link to Comment
  • AeroVironment: For The Long Haul [View article]
    Thanks for the note ... long AVAV
    Mar 4, 2015. 07:31 PM | 1 Like Like |Link to Comment
  • Micron, Seagate form NAND flash/SSD alliance [View news story]
    I don't know why there are so many comments about hybrid drives. Spinning hard drives are fossils.
    Feb 13, 2015. 04:55 PM | 1 Like Like |Link to Comment
  • CB&I announces another plant services contract renewal [View news story]
    lol yeah we've held 38 how many times now?
    Jan 26, 2015. 12:48 PM | Likes Like |Link to Comment
  • CST: Fuel For Next Leg Of Growth [View article]
    Thanks for this! Great article on one of my best performing longs. Sold VLO but held this darling.
    Jan 22, 2015. 04:45 PM | 1 Like Like |Link to Comment
  • Samsung drops Qualcomm chip from new Galaxy smartphone [View news story]
    Wouldn't they use their own chip?
    Jan 21, 2015. 08:28 AM | Likes Like |Link to Comment
  • Wells Fargo call: All's well with energy crash [View news story]
    "The bank abides" = awesome
    Jan 14, 2015. 04:44 PM | Likes Like |Link to Comment
  • Hamm's ex-wife pursues divorce appeal despite cashing $975M check [View news story]
    Except for the pre-nup, which is not.
    Jan 12, 2015. 09:26 PM | Likes Like |Link to Comment
  • Gilead inks deal with Anthem for Harvoni [View news story]
    So you like unlimited increases in health care costs annually?
    Jan 8, 2015. 04:49 PM | Likes Like |Link to Comment
  • An Introduction To BHP Billiton [View article]
    Thank you for the informative article. I recently initiated a position in BBL and am looking to accumulate during this commodity down cycle. I'd like to see the US onshore/offshore oil operations covered a bit. It seems like this segment of the business gets overwhelmed by the mining operations in coverage here on SA, and elsewhere, even though it is 20% of the production revenue pie.

    I look forward to following along with your process as you lift the covers on BHP. Happy New Year!
    Dec 31, 2014. 09:22 AM | 1 Like Like |Link to Comment
  • Senior Housing Properties makes $790M purhcase [View news story]
    Sun City and the like are active adult, which is a very strong category encompassing single family homes and duplexes primarily. Independent living is service enhanced congregate living, as different from active adult as chalk and cheese, and those "choice" sales are hard to come by but you can bank on the "need" sales of assisted living. I wouldn't touch anything buying independent living units today unless they had a plan to convert them into assisted living units in markets with excess demand.
    Dec 26, 2014. 11:43 PM | Likes Like |Link to Comment
  • Senior Housing Properties makes $790M purhcase [View news story]
    Because they bought 826 independent living units and the lifestyle sale is long dead.
    Dec 23, 2014. 05:48 PM | Likes Like |Link to Comment