Bullboard Post History

by Frankie10

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T.AP.UN	RE:interest income Here you go boss: In February 2015, Allied entered into a joint... August 21, 2023
T.HR.UN	Inflation target, risk free rate, cap rates Wall Street Journal hints at raising the 2% inflation target.... long end of... August 21, 2023
T.AX.P.E	RE:RE:RE:RE:RE:Manji could win BIG M&A is conducted at enterprise value, not equity value. Enterprise value... August 19, 2023
T.AX.P.E	H&R vs. Artis; Diversified vs. Focused; Private vs. Public https://www.linkedin.com/posts/activity-7098701106356133889-5mDR?utm_source... August 19, 2023
T.HR.UN	H&R vs. Artis; Diversified vs. Focused; Private vs. Public https://www.linkedin.com/posts/activity-7098701106356133889-5mDR?utm_source... August 19, 2023
T.AX.P.E	RE:RE:Watch the strategic review plan Best Samir could do is a water gun. August 19, 2023
T.AX.P.E	RE:SIBS You are an I D I O T. NAV is pre-tax. Get on the horn with investor... August 18, 2023
T.AX.P.E	RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:2 MONTHS OF $7 HOLDING THE LINE H&R is 41.5% residential and the residential component implied cap rate... August 18, 2023
T.AX.P.E	RE:RE:2 MONTHS OF $7 HOLDING THE LINE It's not a scene of failure - it's genuine failure. August 18, 2023
T.AX.P.E	RE:RE:TRULY DISAPPOINTED TODAY I mentioned this yesterday. I also think an activist in the near future is a... August 18, 2023
T.AX.P.E	Thoughts As I shared yesterday - using H&R as a comparable with US and CA diverse... August 18, 2023
T.HR.UN	Is this the Spark? Evergrande, the Chinese property giant, just declared bankruptcy... "... August 17, 2023
T.AX.P.E	RE:RE:RE:RE:Desperate for an artis liquidity event Spot on - using H&R as a value berometer, I think Artis is fairly priced... August 17, 2023
T.D.UN	RE:RE:No NCIB unless DIR or asset sales, IMHO I've been buying in the 12's and will sell if it rips to 14 and above... August 17, 2023
T.AX.P.E	RE:RE:Desperate for an artis liquidity event So much desperation. If you want it... it's not going to happen. Artis... August 17, 2023
T.AX.P.E	RE:RE:Manji and Board replacement This thinking will get you burnt... for a year now I have assumed Mr. Manji... August 17, 2023
T.D.UN	No NCIB unless DIR or asset sales, IMHO Projected cash flow for 6 months, based on 1H 2023... August 17, 2023
T.AX.P.E	RE:RE:RE:Consistent write downs in NAV I was just about to say - if they don't sell more assets, that $250 will... August 16, 2023
T.AX.P.E	RE:RE:Greg Newman - BNN - Weak Buy Love that Artis can buy back debt/prefs at a discount with an effective yield... August 16, 2023
T.D.UN	RE:RE:MAJOR slump for REITS The value proposition here is mouth watering - still not as good as H&R... August 16, 2023

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Bullboard Post History

by Frankie10

RE:interest income

Inflation target, risk free rate, cap rates

RE:RE:RE:RE:RE:Manji could win BIG

H&R vs. Artis; Diversified vs. Focused; Private vs. Public

H&R vs. Artis; Diversified vs. Focused; Private vs. Public

RE:RE:Watch the strategic review plan

RE:SIBS

RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:2 MONTHS OF $7 HOLDING THE LINE

RE:RE:2 MONTHS OF $7 HOLDING THE LINE

RE:RE:TRULY DISAPPOINTED TODAY

Thoughts

Is this the Spark?

RE:RE:RE:RE:Desperate for an artis liquidity event

RE:RE:No NCIB unless DIR or asset sales, IMHO

RE:RE:Desperate for an artis liquidity event

RE:RE:Manji and Board replacement

No NCIB unless DIR or asset sales, IMHO

RE:RE:RE:Consistent write downs in NAV

RE:RE:Greg Newman - BNN - Weak Buy

RE:RE:MAJOR slump for REITS

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Bullboard Post History

by Frankie10

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