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Sid Smallhands

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  • iStar A Complicated REIT For Complicated Times [View article]
    How long do you think it will take for investors to see this transformation?

    Tx!
    Jun 16, 2015. 05:08 PM | Likes Like |Link to Comment
  • Boulevard Acquisition Corp.: Preserving The Harvest [View article]
    I am hearing there is a roadshow coming up. Hence that new presentation.


    Seems like this is the transition period from arb/spac guys to fundamental types
    Jun 9, 2015. 04:44 PM | Likes Like |Link to Comment
  • Is NexPoint The Next REIT To Return 50%? [View article]
    Thanks Brad. Any interesting SWAN opportunities right now?
    Jun 8, 2015. 09:29 PM | Likes Like |Link to Comment
  • Boulevard Acquisition Corp.: Preserving The Harvest [View article]
    BLVD has come in. Time to add to the "Harvest"?
    Jun 8, 2015. 09:24 PM | Likes Like |Link to Comment
  • Is NexPoint The Next REIT To Return 50%? [View article]
    What is the difference between IRT

    Both are small cap reits but IRT has a higher yield and bigger discount to book value

    tx
    Jun 5, 2015. 08:30 PM | Likes Like |Link to Comment
  • Is NexPoint The Next REIT To Return 50%? [View article]
    NHF is still out earning its dividend ex spin

    Pretty amazing
    Jun 5, 2015. 08:28 PM | 1 Like Like |Link to Comment
  • Is NexPoint The Next REIT To Return 50%? [View article]
    How have you been sleeping with this recent rise in rates and when is it "safe" to start picking away at reits again?

    We are in rate hate now

    tx
    Jun 5, 2015. 08:27 PM | Likes Like |Link to Comment
  • Graham Holdings: Multiple Potential Catalysts To Narrow Sum-Of-The-Parts Discount [View article]
    Appreciate the article.

    Why didn't you use EBITDA instead of operating income.

    Folks typically look at EBITDA multiples, not EBIT multiples.

    Tx
    May 27, 2015. 06:36 AM | Likes Like |Link to Comment
  • Northstar Is Far From An Intelligent REIT Alternative [View article]
    Brad, why did you change your tune?
    May 23, 2015. 05:42 AM | Likes Like |Link to Comment
  • Northstar Is Far From An Intelligent REIT Alternative [View article]
    truth
    May 19, 2015. 10:00 PM | Likes Like |Link to Comment
  • Northstar Is Far From An Intelligent REIT Alternative [View article]
    Brad, why did you call Northstar "An Appetizing REIT With 9% Icing On The Cake" http://seekingalpha.co... and then write this article a few months later.

    What changed?
    May 19, 2015. 09:58 PM | 1 Like Like |Link to Comment
  • Pimco CEF wins proxy battle [View news story]
    PCI is trading at 10.2% discount to NAV vs 20.87 and 8.98% dividend

    10.2% discount to NAV!


    cheep
    May 14, 2015. 04:54 PM | Likes Like |Link to Comment
  • Bet On That $1.98 Beauty Show Cumulus? [View article]
    And Da Sh0rts begin to scramble....
    May 12, 2015. 07:54 AM | Likes Like |Link to Comment
  • Exploration Could Pay Off With Capitol Acquisition Corp. II [View article]
    very interesting thanks for the heads up
    May 9, 2015. 03:58 PM | Likes Like |Link to Comment
  • Exploration Could Pay Off With Capitol Acquisition Corp. II [View article]
    why has clac traded off so much

    bit surprised

    tx
    May 9, 2015. 02:10 PM | Likes Like |Link to Comment
COMMENTS STATS
425 Comments
274 Likes