Friday, January 22, 2016

Howard Hughes: Houston Concerns Creating an Opportunity

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Howard Hughes Corporation (HHC) is a real estate development company that was spun-off of General Growth Properties (GGP) in 2010 as part of...
12 comments:
Thursday, December 31, 2015

Year End 2015 Portfolio Review

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2015 was a good but frustrating year, most of my gains were front loaded in the first quarter and since then I've been treading water. ...
10 comments:
Monday, November 30, 2015

Hawaiian Electric: NextEra Merger, ASB Hawaii Spinoff

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Hawaii Electric Industries (HE) is the primary electric utility serving over 95% of the state's residents, interestingly they also own t...
8 comments:
Tuesday, November 17, 2015

MMA Capital: Update, Balance Sheet Revealing Itself

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Another update on a big position I haven't mentioned in 2015, quick background: MMA Capital Management (MMAC) is essentially a pile o...
24 comments:

Green Brick Partners: Update, Guide Down, Shares Look Cheap Again

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Update time, I haven't discussed Green Brick for about a year - quick background: Green Brick Partners (GRBK) is a former NOL shell...
11 comments:
Thursday, October 22, 2015

Computer Sciences: Gov Services Spinoff, Commercial Business For Sale?

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Computer Sciences Corporation (CSC) is primarily an IT services firm that is spinning off its U.S. government services business (targeted...
16 comments:
Thursday, October 8, 2015

American Capital: ACAP Form 10 and Proxy Notes

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I was starting to get nervous there that American Capital (ACAS) would miss their own self imposed September deadline to file the Form 10 fo...
17 comments: