However first . . .
Friday I linked you to Glenn Sonnenberg’s Mom’s Day Break up on monitor.
Guess whose day comes after Mom’s Day?
That is proper!
If solely I had children and a garden, that is how I’d need it certainly one of these 18th of June:
A “Roomba” in your garden and the surroundings. Nice.
(The place did I get these things from? Thanks – time and again – to the superb Tony Seton for sharing with me his favourite hyperlinks which I typically share with you. The connection to Sherlock Holmes additionally got here from Tony.)
And now . . .
UNIT
Recommended twicehowever just for cash that you may actually afford to lose.
rob: “Seen This text at Idiot.com. Level out: For many buyers, the danger/reward trade-off most likely will not make the funding value investing in.>>”
My boy: “I am nicely conscious of the UNITI/Windstream state of affairs. First, the lease doesn’t expire till 2030. Secondly, whereas they disagree, they’ll clearly come to an settlement over the subsequent few years as it’s of their greatest pursuits to take action. Third, Windstream has no various to utilizing UNITI. So you may speak about enormous reductions, however you do not get them. Fourth, Aurelius Capital virtually stole Windstream in a weird authorized battle and is making an attempt like loopy to monetize the acquisition, in order that they’re saying all kinds of issues. So I will be accumulating my dividend for the subsequent seven years. UNITI will proceed to develop away from Windstream. There will likely be a brand new settlement between each side. UNITI has launched numerous new fibers. The forecasts present huge development over the subsequent 5 years. One ultimate level: UNITI paid off its debt final 12 months, so it is good via 2027. It’s a rigorously managed firm. I store down right here. Perhaps I am fallacious, however I will take the danger.”
→ I am with my husband, however we’ll see.
PRKR
Humayun Mian: “Are you continue to caught? If sure why?”
→ Sure.
My hopes have been dashed by a decide who would possibly as nicely have made us all wealthy (and, no less than so far as I perceive the state of affairs, made positive that justice prevailed). However I am hanging on as a result of I would really feel worse if I noticed it quintuple after the sale than if I noticed it go all the way down to zero. Intel’s $25 million patent infringement settlement, whereas paltry, will not be PRKR’s final. And the corporate claims to have new applied sciences that might probably show priceless.
APE
Continues for lower than a 3rd ($1.59) of what its equivalent twin AMC is promoting for ($5.20), and APE inventory will virtually actually grow to be AMC inventory this 12 months. Nobody can say the place the inventory will likely be trading then — it might even be decrease than APE’s present worth. However wherever it’s, at present’s APE holders will likely be lots happier (or much less unhappy) than at present’s AMC holders.
OPRT
Referred to as just a few weeks in the past about $4. Regardless that it is up 30%, my good friend who is aware of it nicely holds all of it. He calls it “ridiculously low-cost to sell at lower than twice administration’s projected money move, which is about half what it might moderately be in the event that they radically diminished their bloated overheads and centered solely on the worthwhile components of their enterprise.” enterprise.” I listened this complete interview and browse this hopeful press launch over the weekend after which purchased some yesterday. Solely with cash can we actually afford to lose — who is aware of (like what is going to occur if the acute MAGA Republicans wreak havoc on the world by forgoing our money owed — however Brian Finn sees enterprise , which might make $3 a share in 2024.
Editor’s word: This text was initially printed on andrewtobias.com on Could 16, 2023 and is syndicated with permission.
Andrew Tobias
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