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Subs: A 15% of Market Cap Share Repurchase $$

Oh yeah, and a 4.8% yield to boot…

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Subs: New Buy, They Will Pave The Roads $$

The delay in these projects, still not started even though the stimulus bill promised they would be, will eventually be broken. I found a dirt cheap company that will do great when it does….

Note: I first wrote this post a month ago and have been sitting on it waiting for a reason to buy the stock and release the post. Just got it.

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Subs: Miscellaneous

Today’s tidbits…

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Subs: Miscellaneous

Odd and ends…

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Subs: Tilson's Harborview GGP Presentation & Why Simon is a Valid Comp

Check out the last slide…..cap rate and stock price analysis…

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Subs: Tilson’s Harborview GGP Presentation & Why Simon is a Valid Comp

Check out the last slide…..cap rate and stock price analysis…

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Subs: Miscellaneous

More odds and ends..

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Subs: Brookfield Properties Reports Strong Results $$

Awesome results given the economic environment…

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Subs: Barron's Jumps on Dow Chemical Bandwagon $$

Better late then never I guess…

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Subs: Barron’s Jumps on Dow Chemical Bandwagon $$

Better late then never I guess…

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Subs: More Earnings Call Notes…. $$

This was a good one and macro trends are supporting more success

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Subs: Earning Call Notes $$

Sorry a bit late but some great information none the less…

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Subs: Miscellaneous

Some odds and ends…

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Subs: Another Extension……. $$

Can’t stand sitting in limbo…

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Subs: Groundhog Day Should Be a Good One $$

Yes, we care very little whether or not Phil sees his shadow tomorrow. Truth be told, a longer winter means more outdoor hockey for the kids…..bring it on.