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EJT

EJT
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  • Best Ideas For 2014: Long GCVRZ [View article]
    As I have said before, "There are no gurus folks", in other words one should stick within their OWN circle of competence. Cloning top investors is great, but you still must stay within your circle of competence. This is a lesson learned by many in this security. Dont follow blindly.
    Jan 6 12:35 PM | 2 Likes Like |Link to Comment
  • Why I Sold Gramercy Property Trust [View article]
    I have to say I am impressed with the quality of the comments. Kudos to those of you who took the time to post some impressive analysis of this investment.
    Oct 14 10:38 AM | 2 Likes Like |Link to Comment
  • Best Long And Short Ideas For 2013 Part I [View instapost]
    Chris, what's the best way to reach you offline regarding your fund?
    Jul 9 06:16 PM | 2 Likes Like |Link to Comment
  • GCVRZ Forum Archive  [View instapost]
    I think what has happened is that there has been a "reset" on expectations of the overall future usage of the drug. The last few days pointed so much negativity toward the drug that investors are spooked on the milestone payments beyond potential approval. The number of variables that one much assess beyond potential approval are still large.
    Nov 14 10:09 AM | 1 Like Like |Link to Comment
  • GCVRZ Forum Archive  [View instapost]
    Root beer, what makes no sense is that why would Genzyme do the tender at $1.75 if they did any due diligence when issuing the CVR and prior to the Sanofi acquisition. You would think massive due diligence was done. If the work was that shoddy I would think someone on the deal team would point it out. I am playing devils advocate and my guess is that this drug will be approved. Drugs at this level always have major issues- look at standard chemo drugs - they basically kill you to save you. Mark me down as a contrarian approval.
    Nov 9 08:29 PM | 1 Like Like |Link to Comment
  • GCVRZ Forum Archive  [View instapost]
    I am confused how this drug went from a quantum leap in MS treatment to a sloppy trial with unclear results in a matter of days?
    Nov 9 06:39 PM | 1 Like Like |Link to Comment
  • Get A 4.1% Yield With Retail Opportunity Investments Corporation [View article]
    I am big fan of Stuart Tanz, CEO of ROIC. Now that the warrant overhang in about gone you will probably see the share price start to climb also. The warrants were a big factor holding the stock back.
    Oct 22 11:06 AM | 1 Like Like |Link to Comment
  • Gramercy: Is This Small Cap The Greatest Alpha Opportunity In REITs? [View article]
    Very nice work. Been on the fence since the equity raise, gives a very nice view of looking at the company as a "growth" versus strict "value" play. Following you for future ideas!
    Oct 22 10:53 AM | 1 Like Like |Link to Comment
  • Gramercy to resume preferred dividends in Q4; targets 2014 for common payout [View news story]
    Cohen and Steers are the top tier investor in REIT space, best investor you can get. When common div resumes, they will buy heavy.
    Oct 7 10:57 AM | 1 Like Like |Link to Comment
  • Gramercy Property Trust: Management Continues To Execute [View article]
    One more thought, shouldn't the additional mortgages In scenario 2 be equal to 107.5 million, not 194.3 Million, (where is the 194.3 calculated from?)
    Aug 20 03:13 AM | 1 Like Like |Link to Comment
  • How To Source Investment Ideas - Imitation Is The Sincerest Form Of Flattery [View instapost]
    Chris, very thoughtful- additional thought from a SA enthusiast. I see a lot of so called investors writing about new investment ideas 3-5 times a week! These idea factories should not be taken seriouslyn my opinion this is just like spam! Thank you for ONLY sharing truly interesting and thoughtful ideas!
    Jul 15 12:25 AM | 1 Like Like |Link to Comment
  • AUTO: $0.01 Down Versus $1.00 Up [View instapost]
    Will a proxy be circulated on this deal in March?
    Mar 19 11:05 AM | 1 Like Like |Link to Comment
  • AUTO: $0.01 Down Versus $1.00 Up [View instapost]
    Have not dug into the legal process, will my broker of record be sending a proxy to vote on this deal soon?
    Mar 19 10:19 AM | 1 Like Like |Link to Comment
  • GCVRZ Forum Archive  [View instapost]
    Chris should interview Doghouse and Rootbeer or an SA Editor should interview all 3 of you. I believe there are many investors who have been following this message board who are truly confused as to the current views from the most knowlegable resources participating here. With the CVR and such a low price we need a deep dive and Q&A to get the latest collaborative thinking.
    Nov 16 11:50 AM | Likes Like |Link to Comment
  • GCVRZ Forum Archive  [View instapost]
    Two questions, I was not aware there was a hard date on the Lemtrada approval March 31, 2014. Has anyone done an analysis on the probability of approval but AFTER that date? I don't believe Chris mentioned this risk in his write up of the investment thesis.

    Secondarily, is this panel a "out of normal" activity prior to approval? Why does this pose additional risk? Or why does the market view it that way?
    Oct 17 10:23 PM | Likes Like |Link to Comment
COMMENTS STATS
32 Comments
8 Likes