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Bullboard Post History

by rodbhar


T.BPO.PR.A

RE:RE:RE:RE:RE:2024 and 2025

Thanks Carena. Yes, you can complain about the difficulty of getting a...

8 days ago

T.BPO.PR.A

RE:RE:RE:2024 and 2025

I continue to own the R as I have since 2023. I intend to sell at $20. I have...

9 days ago

T.BPO.PR.A

RE:BPO story progressing nicely

It's amazing that all the panic 1 year ago was due to bad headlines about...

November 20, 2024

T.MPCT.DB

RE:RE:RE:Q3 Commentary (Not Official)

I'm impressed by your work InvestSmarter. Are you on Twitter?

October 24, 2024

T.MPCT.DB

RE:RE:RE:RE:Debt to Asset Ratio of 74% is too risky!

Can you provide an argument for why these assets are worth less? Just...

October 18, 2024

T.MPCT.DB

RE:RE:RE:RE:RE:RE:MPCT May be Worthless

How much of this debt you're worried about is construction loans? You...

October 13, 2024

T.DRM

RE:Horrible Management - Avoid Anything Cooper

Predator2018 wrote: Cooper is not as smart as he thinks! Just look at the...

September 5, 2024

T.MPCT.DB

RE:75% of 49 Ontario St Sale

Any idea why Dream Unlimited can't be the development partner for 49...

August 15, 2024

T.BPO.PR.A

RE:RE:Get Ready.... We are about to blast off I think when BPY

wynner wrote: How much money is BN saving with BPO shorts? -----------------...

May 10, 2024

T.BPO.PR.A

RE:Dividends are in the account.

This is a thoughtful analysis. But do you really think you can predict 5 year...

March 29, 2024

T.BPO.PR.A

RE:RE:Edper Substack

Most of the missing disclosure has moved to the Supplemental reporting and is...

March 18, 2024

T.BPO.PR.A

RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:RE:NCIB - February Activity

The resets, for example the R's are 5yr bond+3.5%. I believe that will...

March 15, 2024

T.MPCT.DB

RE:$1 Target

You just described every land/real estate developer. Long term it's often...

February 24, 2024

T.BPO.PR.A

RE:RE:Pierre.... Comparing the A's current yield of ~10% to T's

hmmm... my spreadsheet suggests that Ts are far overpriced relative to Rs. I...

February 22, 2024

T.MPCT.DB

RE:Dilution would be worse with low share price to DAM

DAM is paid in shares at NAV, which is not dependent on the price. 

February 14, 2024

T.BPO.PR.A

RE:RE:BN's comment re: BPY

Flatt may simple let the dividend do the talking. In other words, if the...

January 23, 2024

T.BPO.PR.A

RE:BPO Credit Risk

I'd never thought about the "Carney Effect" before, but I'm...

January 22, 2024

T.BPO.PR.A

RE:RE:RE:RE:RE:After Hour Manipulation

It would be interesting if some brookfield entity is absorbing all the...

January 19, 2024

T.BPO.PR.A

RE:RE:RE:RE:Bullish for BPO preferred

Sorry, my comment refers to the press release of Jan. 9 related to BPYP.PR.A...

January 10, 2024

T.BPO.PR.A

RE:RE:Bullish for BPO preferred

The headline of the news release is interesting in that it announces the...

January 10, 2024

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