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AUTHOR
DATE
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8
member
3/15/04 5:00PM
cross310
Lot's of good stuff has happened since the original post here -- successful closing of the PE fund, continued buybacks, a few good healthcare investments (Res care and Magellan) and the decision with Oaktree to... login to read the rest
The Cineplex income trust is a partial monetization of assets at fairly big premium to where they are valued in prior NAV calculations. Yield seeking investors are paying effectively 9-10x Ebitda for part of... login to read the rest
Gary,
Could you explain Onex's role in the new CGIF IPO? Does this spinoff their Cdn. portion of Loews? Put it in an income trust? Make it easier to value??
Also, rumors of a Loew's/AMC merger? Would... login to read the rest
I am arguing that both the NAV is understated and the discount deserves to narrow. Youre right, this will always trade at a discount but, while the right catalysts are happening (new fund, new
If you addC$2.24 to the NAV doesn't the disc. expand to almost 35%, not contract to 20%?
Why shouldn't I view this as an unregulated Closed End Fund that trades at a steep discount, as seems
Are you sure you want to close this position Onex Stub?
By closing position, I’m notifying VIC Members that at today’s market price, I no longer am recommending this position.
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