by Erik Kobayashi-Solomon | Apr 21, 2017 | Research
Because our March-end Covered Call Corner screen listed companies with relatively high stock prices – making it difficult for investors with smaller portfolios to participate – we are rescreening with…
by Erik Kobayashi-Solomon | Apr 13, 2017 | Research
Executive Summary New fair value range adjusted downward by $7 per share on average – in the same direction as our investment. Error relates to the amount of the fuel…
by Erik Kobayashi-Solomon | Apr 11, 2017 | Research
This month, we screen for attractive “bond replacement” investment candidates using new holdings of the Ariel Focus Fund (ARFFX), managed by Charles K. Bobrinskoy. We have selected the top ten stocks…
by Erik Kobayashi-Solomon | Apr 6, 2017 | Research
While there were several mechanical differences to valuing Realty Income, at its heart, the process was the same – figure out how strong the demand environment is, how efficient the…
by Erik Kobayashi-Solomon | Apr 6, 2017 | Research
Realty Income presented various interesting modeling challenges for an analyst that had always worked on operating companies. There are various changes to this model compared to our normal models: We…
by Erik Kobayashi-Solomon | Apr 6, 2017 | Research
Realty Income is a well-run Real Estate Investment Trust (REIT), but we suspect that the quest for yield during these final (?) days of Quantitative Easing has pushed its stock…
