Over abundance of shares and shorts attacked. How with book value at $13.70 before secondary, the newly issued shares will bump up the book value. I think sellers were worried by EPS dilution.
will open at 3750 theaters with really no competition. While teenage girls may want to see Cinderella, I think the boy friends will drag them to the more exciting Lions Gate Insurgent. If the weather doesn't interfere, Insurgent could open really big.
Next quarter they should do even better as Sonesta Hotels start to contribute much more to bottom line. I hope they layout an investment plan for 2015 to demonstrate they will grow.
this is a definitive deal. NRZ will pay cash of $18,25 a share and not a penny more. When the deal closes we should see a pop. If interest rate rise during the year, we will see NRZ approach $20. I look forward to a $2 annual dividend in 2016.
strong hands now hold the stock. Seller waiting to get out at the issue price have now sold. Good news Friday could spike the price higher. Just my humble opinion.
At the conference management said they priced the deal at book value so it appears lawyers have little evidence that price should be higher.
If they financial the $1.3 billion at 6% then EPS will grow by 36% or 54 cents. I think NRZ should soar 5 or more points and trade at $19-20 by the end of the year.
Short interest a 39% of float. Very crowded trade here. If NSM reports good numbers on Thursday, 26-Feb-2015 then you could get hurt bad. I suggest you cover you short position. Just friendly advice.
All positive and looks to me that SolutionStar plans to take on Zillow.
We plan to introduce a number of new technology products and services in the coming months. Given the talent and expertise available here, I am confident that this facility will play a significant role in our company's ongoing commitment to 'Real Estate Made Easy'," Kal Raman, CEO of the company, said.
I don't think so. What would they do with the money. HPT management must decide how they want to grow the company. They should have terrific cash flow but they don't want to pay too much for hotels. I think they need to launch a building program to build a half dozen first class hotels - resorts preferably because it is cheaper to build than buy but they are too conservative. They could buy a small REIT. I just don't know, but they have to do something.
I would like to see EPS exceed the dividend payment so we get a chance on a dividend increase. I agree with your target for 2015. Yield would be 4.7% higher than other Hotel REITs. They need to show a plan to increase investment. Build more Sonesta hotels or buy some of the hotels now under development by builders. I look forward to the conference call.