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  • American Farmland Is Poised For Value Creation [View article]
    How do you assess the impact of the water shortage on California farmland? I notice FPI is staying away.
    Nov 25, 2015. 07:59 AM | 2 Likes Like |Link to Comment
  • Lixil Group: Japanese Blockbuster [View article]

    Do Japanese firms ever split into more manageable/understandable pieces?

    Nov 24, 2015. 01:29 PM | 1 Like Like |Link to Comment
  • Horsehead Holding: The Finale [View article]
    1. Someday the price of commodities like zinc will rise again!

    2. It is not clear that ZINC will last long enough to see that day.

    3. There is at least one zinc player out there, down over 90% since its high in 2012, with positive cash flow and a 2% divy.

    Long TCK
    Nov 19, 2015. 09:59 AM | 3 Likes Like |Link to Comment
  • A Dangerous Cap Rate Myth Is Hurting REIT Investors [View article]
    To clarify, please note that there is a continuum within the broad category of "senior housing and care"

    1. Senior community/housing: independent living communities typically targeted to those 55 and over with recreational opportunities, e.g. golf, and little or no medical support;

    2. assisted living facilities (ALF): targeted to those who need support associated with activities of daily living including eating, walking, bathing, etc, provided by aides;

    3. skilled nursing facilities (SNF) for those with more extreme mental and physical issues provided by round the clock RNs/aides with physician back up.
    Nov 15, 2015. 08:07 AM | 4 Likes Like |Link to Comment
  • Reading International's Recent Noteworthy Cinema And Real Estate Milestones [View article]
    Why not

    1) REIT the real estate or sale to EPR? and

    2) Lease back the movie theaters and operate them as a separate entity/toy of the Cotters.

    Big Blue
    Nov 9, 2015. 07:59 AM | 1 Like Like |Link to Comment
  • Walgreens Got Rite Aid For A Song [View article]

    Anything else you fantasize about that you care to share?

    Oct 29, 2015. 01:10 PM | 1 Like Like |Link to Comment
  • Walgreens Got Rite Aid For A Song [View article]

    You have been after RAD operational management during the two years I have been following RAD.

    You bring insight and a remarkable depth of knowledge about this business, and time and again you have been spot on accurate.

    Many thanks for sharing.


    Still long RAD
    Oct 29, 2015. 09:07 AM | 4 Likes Like |Link to Comment
  • Walgreens Got Rite Aid For A Song [View article]
    Does anyone have an opinion about the possibility of competing bids for RAD? Activist intervention?
    Oct 29, 2015. 08:15 AM | 3 Likes Like |Link to Comment
  • Executives Milking The Cash Cow At Rite Aid [View article]
    The only commenter missing on this site is funfun!
    Oct 28, 2015. 08:02 AM | Likes Like |Link to Comment
  • Medical Properties Trust: How Much Risk Are You Willing To Take? [View article]

    Exactly right. From what I understand, the vast majority of nursing home monies come from Medicaid. The fastest growth rate in the elderly population is among the old-old (people over 85) which suggests that at least among nursing homes residents the dependence upon such funding will continue.

    Not so sure about assisted living.

    Oct 20, 2015. 08:29 AM | 1 Like Like |Link to Comment
  • Executives Milking The Cash Cow At Rite Aid [View article]
    Anyone for an activist or two? I'll bet Nelson Peltz or Carl Icahn could improve operations at RAD!
    Oct 11, 2015. 10:24 AM | 3 Likes Like |Link to Comment
  • Neulion: High Growth, Stable Balance Sheet, And Competitive Advantage - At 2-Year Lows [View article]

    1. Do you know why NEUL is listed in Canada rather than in the US?

    2. How has Wang treated his shareholders of CA?

    Oct 10, 2015. 07:32 PM | Likes Like |Link to Comment
  • A Risky 92% Upside At CorEnergy [View article]

    Can you comment on what you believe the odds are that CORR reduces its dividend as an aspect of reducing cash burn.

    Big Blue

    Long CORR and thinking about going longer.
    Oct 3, 2015. 01:25 PM | Likes Like |Link to Comment
  • DuPont: Renewed Focus On Loss Of Life At Texas Plant Underlines Management's Shortfalls [View article]
    Beyond mastering the practice of corporate politics what credentials does Kullman bring to running what was once a crown jewel among American corporations?

    Please Nelson...please Carl...make a run at DD.

    And the next time please Vanguard...please Blackrock...respect holders of your mutual funds and ETFs by at least Abstaining in efforts to right this severely listing ship!
    Oct 2, 2015. 04:15 PM | 1 Like Like |Link to Comment
  • How Sanofi Is Building For MannKind's Afrezza [View article]

    I would like to believe that Afressa has a reasonable future but when I reviewed the list of endcrinolgists prescribing I notice the following:

    1. Not a single doc in Massachusetts (Harvard) currently prescribes.

    2. Not a single doc in NYC prescribes (Columbia, Cornell, NYU, Mt Sinai, AECOM,Downstate).

    3. One doc in Connecticut prescribes and none from Yale or Hartford Hospital.

    4. Not a single doc in Philly (UPenn, Hahneman, Jefferson) prescribes.

    5. Only three docs in Illinois and none from UChicago, Rush-Presby or Northwestern.

    6. Only 1 doc from Seattle, a national center of biotech research.

    7. Exactly one doc in San Diego, a national center of biotech research.

    8. No doc from Stanford.

    9. Four docs from San Francisco two of whom are associated with Sutter Pacific Hospital.

    10. No UC affiliated docs appears to be prescribing.

    8. Four docs from San Francisco.

    Maybe what is needed is a quiet period until there is specic evidence of uptake.

    Sep 16, 2015. 01:32 PM | 1 Like Like |Link to Comment