Value Investing Ben Graham Centre's 2020 Value Investing Conference (April 15, Toronto, Canada) |
- Ben Graham Centre's 2020 Value Investing Conference (April 15, Toronto, Canada)
- Yet Another Guide to Media Stocks: The Intro and Cord Cutting
- Africa’s Public Markets - Issues for Investors
- CBL
- Why and how is Dave Iben investing globally? A talk with the CIO of Kopernik Global Investors
| Ben Graham Centre's 2020 Value Investing Conference (April 15, Toronto, Canada) Posted: 02 Dec 2019 03:55 PM PST |
| Yet Another Guide to Media Stocks: The Intro and Cord Cutting Posted: 02 Dec 2019 11:01 AM PST |
| Africa’s Public Markets - Issues for Investors Posted: 02 Dec 2019 07:23 AM PST |
| Posted: 02 Dec 2019 04:39 PM PST Leveraged to the hilt operator of B/C class malls Activist investor has convinced them to suspend common and preferred dividends Bonds suggest little hope for common holders, but preferred may survive through restructuring. In fact there may be minimum payments necessary to preferred to maintain taxable reit structure. Common is becoming priced toward being an undated option on unexpected macro tailwinds. Management is basically a nepotistic, incompetent family. If cash flows can't stabilize soon, it looks hopeless. Forever 21 could be the death blow. The activist may be forcing early liquidation to benefit his debt holdings, with promise of letting management keep their jobs I am looking at all instruments for potentially going long after full capitulation catalyst from dividend suspension. It's now truly the "do or die" moment. [link] [comments]  |
| Why and how is Dave Iben investing globally? A talk with the CIO of Kopernik Global Investors Posted: 02 Dec 2019 10:29 AM PST |
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