Author: Tim Melvin

Activist Investor Sends This REIT Stock Surging

Activist Investor Sends This REIT Stock Surging

Activist investor Jonathan Litt is at it again. The activist investor, specializing in real estate investment trusts, started his firm, Land & Buildings, in 2008 and has been battling real estate investment trust (REIT) boards to improve returns for himself and other investors ever since. Litt has waged several successful campaigns at BRE Properties, Associated […]

Rates are Still Going to Rise – Here’s How to Prepare

Rates are Still Going to Rise – Here’s How to Prepare

If you think that last week’s inflation numbers would cause the Fed to pivot, I have a bridge conveniently located in lower Manhattan that offers easy access to Brooklyn available for immediate sale. You could make millions charging other people big bucks to use your new bridge and recoup your costs in no time. Yes, […]

New Billionaire-Backed Dividend Value Play

New Billionaire-Backed Dividend Value Play

I read SEC filings like my daughter watches bad television. That is to say, I read them often and enjoy doing so, even if no one else understands why I take so much pleasure in them. I read the quarterly and annual reports of companies in which I have an interest every quarter, and I […]

Make Fast Profits with These “Twin Momentum” Stocks

Make Fast Profits with These “Twin Momentum” Stocks

The whole growth-versus-value investing debate must be one of the dumbest discussions of all time. That may sound funny coming from someone who uses a value-oriented approach to picking bank stocks, REITs, and closed-end funds. Surely, I of all people believe that value investing works. It’s true – I do believe it works, and I […]

These Two “Special Situations” Have Huge Upside

These Two “Special Situations” Have Huge Upside

While the markets remain in a state of turmoil and prices continue to fall, corporate activists have been picking up their pace. Two developing situations are now worth the attention of patient but aggressive investors… Because the potential returns are getting quite big. Here’s what I’m seeing… First, there is the ongoing saga of Kohl’s […]

This SPAC “Orphan” is a Screaming Buy

This SPAC “Orphan” is a Screaming Buy

Over the last few years, we have witnessed the creation a whole new playground for value investors, distressed securities specialists, and—more recently—private equity funds. I’m talking about SPACs. These special purpose acquisition companies (SPACs) were all the rage in 2020 and 2021. Everyone touted them as pre-IPO shares, and wild-eyed speculators engorged with meme stock […]

This Stock’s Insider Race Could Create a 10x Return

This Stock’s Insider Race Could Create a 10x Return

Every week I go through institutional and insider filings, treating the SEC filings as my personal unpaid research service. This research helps me know which stocks the best money managers, private equity funds, and hedge fund managers are buying. This past week I noticed a very successful under-the-radar institutional investor was making considerable additions to […]

The Perfect Stock to Buy in a Bear Market

The Perfect Stock to Buy in a Bear Market

It is official: we are in a bear market. What should we do now? Sell stocks? Assume the fetal position and hide under the kitchen table with a death grip on a bottle of cheap tequila? Get a medical cannabis card to ease the pain of losing money? Buy gold and silver? Hide all our […]