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Bullboard Post History

by EstevanOutsider


T.AX.P.E

RE:RE:RE:5cents

u can assume the worst value on the office, nothing on the cominar equity and...

February 19, 2024

T.AX.P.E

Artis: a misunderstood story on cusp of unitprice correction

article on substack: https://chrisincanada.substack.com/p/artis-reit-a...

February 19, 2024

T.ERE.UN

RE:Stock on sale again !!

i suspect it will draw more attraction if the writedowns stop given how close...

February 19, 2024

T.TNT.UN

Re-intiation of yield likely coming in April

Drimmer had said April would be the target for distribution reinstatement. ...

February 19, 2024

T.D.UN

H&R Q4 call noted valuations on buildable residential

H&R Q4 2024 comments:   "It's Matt Kingston. I think...

February 18, 2024

T.AX.P.E

RE:Cominar, new presentation to fixed income investors

cominar valued at $210 psf overall. hard to see how the equtiy is worthless...

February 17, 2024

T.AX.P.E

Cominar, new presentation to fixed income investors

From February 15: Cominar - Fixed Income Investor Update Looks like...

February 17, 2024

T.D.UN

RE:RE:CIBC comments after conference

once he sells 438 university sometime this year we will have more proof of...

February 17, 2024

T.AX.P.E

RE:A " Nothing else to do" weekend read!

We are trading somewhat under $120 square foot Canadian overall. Hard to...

February 17, 2024

T.D.UN

RE:Group Mache

cooper has long term views as he noted multiple times. he is going to sell...

February 17, 2024

T.AX.P.E

$1.67 billion in debt left.. or $1.79bn w/ both prefs

after the recent retail sales ($222,000,000) assuming all pushed to debt...

February 17, 2024

T.AX.P.E

RE:RE:LEGENDARY STATUS

COMPLICATED MESS is where the opportunity is as it seems only a few of us and...

February 17, 2024

T.D.UN

RE:RE:RE:RE:RE:Michael cooper

thanks for the analysis. imho dream will move big when they start selling the...

February 16, 2024

T.AX.P.E

RE:PPI HOT ALSO.......YIKES

portfolio management driving cpi higher. almost a joke. housing starts in...

February 16, 2024

T.D.UN

RE:Before you get greedy to buy the FIRE-SALE

they were buying tons in the high $20s in 2022. not sure the world has...

February 16, 2024

T.D.UN

RE:RE:RE:RE:RE:LISTENING TO CC NOW

Good post Scrooge - great summary. Thanks.

February 15, 2024

T.D.UN

RE:RE:RE:RE:RE:LISTENING TO CC NOW

also good to hear about the 1 million in square feet being sought by...

February 15, 2024

T.D.UN

RE:RE:LISTENING TO CC NOW

the results were solid and the call was even better, cooper says there is...

February 15, 2024

T.D.UN

RE:They probably should sell 20m in DIR

i dont think so yet given how much ebitda dir units provide. if they can...

February 14, 2024

T.TNT.UN

RE:RE:RE:RE:WOW

i agree that dude is a bit delusional but true north isn't distressed at...

February 14, 2024

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