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Bullboard Post History

by Frankie10


T.D.UN

RE:The onely reason for not selling Dir at a premium

DIR is now simply a tool for liquidity - because the entity is highly levered...

August 10, 2023

T.AX.P.E

CPI

Powell's preferred inflation measure update (using Core CPI Services Ex...

August 10, 2023

T.HR.UN

CPI

Powell's preferred inflation measure update (using Core CPI Services Ex...

August 10, 2023

T.D.UN

RE:RE:RE:Why is D.un breaking down

Everyone's a genius during a bull market. Bear markets are where pigs get...

August 10, 2023

T.D.UN

RE:RE:Bloomberg Chiara Groupe match

Great summary Reece. I always appreciate and value your posts. Have a...

August 9, 2023

T.AP.UN

RE:Implied Cap Rate - 8%

Updated model - new links: https://www.linkedin.com/posts/activity...

August 9, 2023

T.D.UN

RE:Bloomberg Chiara Groupe match

Dosn't matter where they mark their assets... market is giving them a...

August 9, 2023

T.AX.P.E

RE:RE:1.49M cumulative volume today, someone big is buying

The review changes nothing fundamentally, and there are many bag holders here...

August 8, 2023

T.AP.UN

Implied Cap Rate - 8%

Allied Properties REIT $AP.UN implied cap rate after adjusting for properties...

August 8, 2023

T.AX.P.E

RE:RE:Maybe Manji/Sandipiper

That would be the minimum required in my eyes... as that would mean credit...

August 8, 2023

T.D.UN

WFH

Work from home coming to an end. Even Zoom itself is capitulating... I think...

August 8, 2023

T.D.UN

RE:RE:Huge shortsqueeze in the US

I don't see a huge issue with debt here. Assuming the 2023 debt can be...

August 8, 2023

T.HR.UN

NCIB Posted

I'm looking forward to earnings. Have a nice day.

August 8, 2023

T.AX.P.E

RE:RE:RE:RE:RE:LOL READ BETWEEN THE LINES

A very valid point Reece... I believe they sold assets at a cap rate of 5.5% ...

August 8, 2023

T.D.UN

RE:cap rate report

Thank you for sharing. Big disconnect between where cap rates are for Toronto...

August 7, 2023

T.AX.P.E

RE:RE:A buyout

Sneky is the king of counting chickens before they hatch... he was counting...

August 6, 2023

T.AX.P.E

RE:RE:RE:RE:RE:My take on things

Spot on - in terms of the economies, things are getting squishy here (jobs...

August 6, 2023

T.AX.P.E

RE:RE:RE:RE:Dear Mr. Manji

I'd have to say I'm in the badbunny camp. On a positive note that I...

August 5, 2023

T.AX.P.E

NCIB update

Per MD&A: "The REIT renewed the NCIB effective December 19, 2022...

August 5, 2023

T.AX.P.E

RE:Cominar Style Sale/Purchase Scenario

Your math is flawed.. NAV is net of debt... you cannot calculate an asset...

August 5, 2023

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