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Easy to Understand Growth Equity, Deep Value, SPAC, Preferred Stock, REIT, MLP, Merger Arbitrage, Capital Structure Arbitrage, and Distressed Subscription Research by Former Goldman Sachs Portfolio Manager
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Join date: Apr 18, 2021
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Posts (35)
Oct 9, 2024 ∙ 3 min
SSR High Dividend and Takeout Candidate (13.9% Floating Dividend and Potentially Callable from a Discount in November)
This is one of the most compelling preferreds in the market with an almost 14% yield (discounted name) and potential takeout in November.
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Sep 30, 2024 ∙ 8 min
SSR Activism: Design and Fabrication Company Offered $16.50/share tender offer from Activist Buyer (31% Upside)
Similar to RCM, which was a success, earlier in the year, we think we have found another very interesting potential takeout candidate...
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Sep 20, 2024 ∙ 3 min
7 High Dividend Equities and REITs Trading At or Below Book Value, Yielding Avg. 13% & Benefitting from Lower Rates (& Steepening Yield Curve)
After discussing Redwood (RWT) last week (great timing!), here are six other names we are adding to on pullbacks.
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