Solar can’t be stopped
Rooftop solar power grows despite waning incentives
Investing
MGM vs Land & Buildings
While public companies should welcome any input from shareholders, since it’s the shareholders who own the company, boards should be cognizant of balancing the interests of all shareholders in proportion to their ownership. In the case of the proposal made by… Continue Reading
MGM REIT speculation heats up
The dominoes are falling as MGM is now being pushed publicly by real estate fund manager Land and Buildings to spin off its real estate assets into a real estate investment trust. An MGM REIT would have a dramatic impact on… Continue Reading
Hydro One Privatization
There aren’t many things Kathleen Wynne’s government does that I’m in favour of, but the privatization of Hydro One is a great idea. The Ontario government has done a terrible job managing their electricity generation and distribution assets. Its time to… Continue Reading
Residential Rental Stock in Canada
Canada’s rental unit landscape witnessing a resurgence
What is Fracklog?
Fracklog is a new term in the energy market that describes the amount of energy being stored in drilled but untapped wells. Instead of pumping out oil or natural gas at current prices, some energy producers are drilling wells but not… Continue Reading
Allied Nevada files for Chapter 11
With gold prices well off all time highs, Allied Nevada couldn’t service the debt it acquired to mine Hycroft in Nevada. Allied Nevada also owns a lot of land in Nevada, and new management should explore asset sales and optioning… Continue Reading
Offer by GLPI made to Pinnacle shareholders
Gaming and Leisure Properties made an unsolicited offer to purchase Pinnacle Gaming’s real estate assets. Pinnacle shareholders would receive $36 per share, which is a large premium to the previous day’s closing price. I think this is a smart move… Continue Reading
More Macau Bearish Opinion in Bloomberg
Macau Analyst Who Predicted Stock Drop Says Worst Is Yet to Come
More bearish reports from Macau
Macau Fortunes Go From Bad to Worse as New Year Gamblers Vanish