Friday, April 3, 2015

Journal Media Group: Quick Update

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About a month and a half ago I discussed my position in the Scripps/Journal transaction that ended up closing on Wednesday (4/1/15), as a S...
8 comments:

NexPoint Residential Trust: New Class B Apartment REIT

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A few weeks ago a reader brought to my attention a unique spinoff where a closed end fund, NexPoint Credit Strategies Fund (NHF), was spinni...
4 comments:
Thursday, March 26, 2015

Rentech: New Management, Strategic Alternatives, and Potential MLP IPO

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For years Rentech has wasted shareholder capital by chasing the alternative energy dream, the company has never turned a profit in 30+ yea...
5 comments:
Friday, March 6, 2015

Gramercy: European Business, AM Fees, Likely Spin

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Gramercy Property Trust (GPT, f/k/a Gramercy Capital) is a well known company to many value investors, it was a busted commercial mortgage R...
2 comments:
Tuesday, February 17, 2015

E.W. Scripps & Journal Media Group: Double Spin, Double Merger

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Another interesting yet complicated transaction that was announced in 2014 and closing soon is the "double spin, double merger...
Wednesday, February 4, 2015

American Capital: Complicated Structure, NOLs, Pending AM Spinoff

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Expanding on the externalizing management theme, American Capital (ACAS) is a business development company ("BDC") that was an e...
8 comments:
Monday, January 19, 2015

Signature Holdings Group: NOLs, Aluminum, and a little Promotion

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An investment theme I continue to like is companies with significant net operating loss carry-forwards (NOLs), they are typically small and ...
2 comments: