Bullboard Post History

by spacegimp

Order by:

T.AP.UN	are they doing any buybacks with that DATA center cash ? throw us dime ! , painful brutal week September 26, 2023
T.HR.UN	RE:8 months of building a "base" between $10-11 It's all about forward AFFO , and a fair multiple on that in a healthy... September 25, 2023
T.NWH.DB.G	hedging of floating rate debt($892 million) they claimed back in spring 2023 this would increase AFFO by 3 - 5 cents... September 24, 2023
T.D.UN	Seems to be the only REIT that won’t use AFFO What are they trying to hide ? Amortized maintenance capex , growth... September 23, 2023
T.D.UN	RE:GREAT DEAL SURE they are freaked out by rates, inflation and refinancing and wish they had... September 15, 2023
T.MPCT.DB	RE:anybody out there i like this one but am a little concerned with all the development projects... September 15, 2023
T.AX.P.E	RE:VNQ chart is frightening ... having said that , canadian reits have been pummeled far below &... September 15, 2023
T.AX.P.E	VNQ chart is frightening ... when you consider that $80/share price is still far ... September 14, 2023
T.AX.P.E	RE:CAD REITS TODAY GOLDMAN SACHS CEO SOLOMON: THE FED STILL HAS WORK TO DO ON INFLATION. ... September 12, 2023
T.AX.P.E	ATLANTA FED : gdp q3 = 5% so far not sure i believe those numbers but anything over 3% will prevent the ... September 11, 2023
T.D.UN	Back to work barometer, not the best data https://nypost.com/2022/10/18/real-estate-insiders-take-swipe-at-back-to-work... September 11, 2023
T.D.UN	RE:DOWN 6% yeah those SIBbies really work wonders ,lol try selling a few class A... September 8, 2023
T.NWH.DB.G	if oil continues up and home prices refuse to fall these central bankers will push rates up another... September 8, 2023
T.HR.UN	RE:If rate hikes are working The only reason that worked in 2014(yanking crude) is that opec had several... August 21, 2023
T.AP.UN	interest income running about $10 million per quarter now , anybody have detail... August 20, 2023
T.TKO	RE:Codelco Chile government uses them as a slush fund , same as the Mexico national oil... August 19, 2023
T.NWH.DB.G	MPW 15% divy Yikes , and a falling knife to $5 https://seekingalpha.com/article... August 19, 2023
T.AX.P.E	RE:Consistent write downs in NAV Also every quarter for perhaps the next 8 AFFO will get worse as interest... August 16, 2023
T.CPG	6% gdp growth with a $ 1.6 trillion deficit .LOL i give up trying to make sense of this https://www.atlantafed.org... August 16, 2023
T.AX.P.E	RE:Strategic plan will flop According to HR conference call the market is frozen , banks unwilling to... August 12, 2023

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Bullboard Post History

by spacegimp

are they doing any buybacks with that DATA center cash ?

RE:8 months of building a "base" between $10-11

hedging of floating rate debt($892 million)

Seems to be the only REIT that won’t use AFFO

RE:GREAT DEAL SURE

RE:anybody out there

RE:VNQ chart is frightening ...

VNQ chart is frightening ...

RE:CAD REITS TODAY

ATLANTA FED : gdp q3 = 5% so far

Back to work barometer, not the best data

RE:DOWN 6%

if oil continues up and home prices refuse to fall

RE:If rate hikes are working

interest income

RE:Codelco

MPW 15% divy

RE:Consistent write downs in NAV

6% gdp growth with a $ 1.6 trillion deficit .LOL

RE:Strategic plan will flop

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Bullboard Post History

by spacegimp

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