McEwen Mining Gives El Gallo Analyst Tour
Jan23

McEwen Mining Gives El Gallo Analyst Tour

McEwen Mining recently gave a tour of its El Gallo mine to analysts, and have shared its presentation with shareholders on its website.  Those of you who have been following me for a while know that I’ve been a long time holder of McEwen Mining Inc [MUX/MUX], and its original companies US Gold [UXG] and Minera Andes [MAI].  The company has really come a long way since its early days, and is about to announce its first production...

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Insights From Wells Fargo Q3 2012 Earnings & Conference Call
Nov07

Insights From Wells Fargo Q3 2012 Earnings & Conference Call

Wells Fargo & Co [WFC] is a long time holding of mine, and there are some insights from its Q3 2012 earnings & conference call that I think deserve some attention. I’m going to highlight a few, as well as some that didn’t get noticed or talked about as much. The items will show you a bit of why I like this bank so much, and likely some of the same reasons why it is Warren Buffett’s favorite bank to invest in....

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Disney’s Growth Initiatives Pay Off
Aug10

Disney’s Growth Initiatives Pay Off

Disney [DIS] reported impressive Q3 2012 earnings this week.  While I don’t usually write about individual investments that I own, I felt that Disney deserved some mention this time.  Segment operating income was up 18%, while EPS was up 31% to $1.01, year over year.  This was driven pretty much by all of the company’s segments.   Business Segment Performance Of special note, was the turnaround of the studio segment. ...

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Brookfield Office Properties Is Quietly Building Long Term Value
Aug09

Brookfield Office Properties Is Quietly Building Long Term Value

I wrote a short post regarding one of my favorite real estate companies, Brookfield Office Properties [BPO], which recently reported quarterly earnings.  However, I’ve posted it exclusively on TMX’s online community, Waggle, and will not be re-posting it on my blog. Read it here: ...

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2011 Year End M&A Summary Notes
Jun07

2011 Year End M&A Summary Notes

Summary notes of significant M&A deals for entire 2011. It contains approximately 500 entries.  The list is not exhaustive, but I’ve attempted to capture significant deals, that are representative of the overall M&A activity. The notes have been added incrementally as I came across the news, as a result tenses may be inconsistent (past/present – has/had/will/said/etc.).  They will remain as is (based on when I read about...

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2012 Mergers & Acquisitions Outlook and 2011 Summary
Jun04

2012 Mergers & Acquisitions Outlook and 2011 Summary

[2012 M&A Outlook and 2011 Summary]: Originally I was not going to publish this summary on my blog as I never had time to finish it.  But due to readership demand and seeing how my outlook has not changed on M&A for 2012, I’ve decided to just release it as is:   Corporate merger and acquisition (M&A) activity increased in 2011, with an increase of deal making activity as the year progressed. There was a...

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