cubsfan

In the Chicago area, where real estate has been dead for 8/9 years, the sellers are that have wanted to get the hell out of here. If you go back 18 months there was huge inventory all over Chicago - stuff just sitting for years. Prices kept falling, inventory kept building - no one buying. Now the flood gates have opened. Homes selling in 2 days, multiple offers - all those people that have wanted to leave and who have 2nd homes in the Sun Belt are finally out of here. Apartments and condos in the city are emptying out. It's crazy.

DISCK $32.60

^ MattR - you are a terrific guy for doing this for us all. Big thanks. And you're right - it was tough listening to the call!

^ Another example of listening to idiots and "experts". Give me a break.

^ Damn - talk about playground of the rich! Now I'm starting to get it!

No - not at all. Still like it plenty for the dividend. That said, looks pretty close to Fair Value to me at this point. In fact, I had planned to hold it for some time. Major reason was I found something better. I held both Imperial and MO - I do think Imperial has much greater upside at this point, so MO had to go. For dividend lovers, MO is just fine, but my view is that it's pretty much a no-growth (or very slow growth) company.

Sold all of MO after 30% run, Keeping IMBBY - cause it's next.

Sold rest of NVEC today - thanks for the great idea Wabuffo!

Greg - thanks for that quick 30% gain.

^ Always remember: "Fear is the Key to Power"[/b> Who ever would have thought, the most famous man in America is Dr Fauci - who has been wrong so many times and is still being listened to...

People want to be led like sheep. They don't want to think. Which is fine for some of us. Time after time, we believe everything these bozos say. And when they change their mind and put up conflicting rules, that they, themselves have no intention of ' following - we still look up to them and don't call them out. Almost all people, including me, want the vaccine - and want to get back to normal. Yet, the bureaucrats DO NOT want that. They want to extend it - and continue to run your life. And you guys have a problem with these clowns being called out for what it is?  A power play. Greg mentioned the NY passport requirement - what an obviously transparent move by bureaucrats. Couldn't be more obvious. Once you get the vaccine - then you have to wear masks for the next year or so?  What crap.

Don't worry about it Spek.  It's the continued foolishness of our public officials. I get my second shot tomorrow.

Nothing like sensationalism: 'I'm going to reflect on the recurring feeling I have of impending doom,' CDC Director Dr. Rochelle Walensky said What a clown.

^ Done. Thanks for all your help this year Greg!

Sold some MX. Paid down some margin. Started GILT. sold remainder MX. Go private at $29. $26 is good enough for me. MX - thanks for that great idea - worked out spectacular Greg!

Wasn't Fauci specifically guided by the administration to play down Covid? And if people don't want to believe Fauci, how about every other health minister in every other developed country tackling the problem? Cheers! As I said upthread, I think there is good reason to be skeptical of health officials. They are subject to the influences of money, power, politics, condescension and plain old mistakes, and they've been wrong plenty. I don't dismiss what health officials and organizations say, but nor do I simply accept whatever they say without question. I think they've given people plenty of reason to view their pronouncements with at least a certain amount of skepticism. +1 - so far, this is it. Blindly follow these political animals at your own risk. Propaganda needs to be called out.

^Nothing wrong with being critical of our public health officials - especially when they try and deceive the public and will never own their failures.

^ Beautiful quotes - Fauci demonstrates what a snake oil salesman he really is.

^ Awesome - love the Munger story especially!

Jesus - the TPL chart looks like Bitcoin!

More PANW - $318

^ Yeah, read the last release. Talk about misunderstood. 99% occupancy/collection rate in the Sunbelt.

Those order and backlog numbers are stunning. Sun Belt homebuilder on absolute fire? Dont pull my leg now! Who'd have seen that coming? Anyhow, painfully averaged up on the pullback in APTS. Still think there's probably $20 per share or so of upside over the next year or two given the profile of the company and especially the leveraged balance sheet. APTS - nice idea here Greg - thanks much!

Those order and backlog numbers are stunning.

^ Brilliant. Particularly point 2.