ARTIS REIT: Lagging Price Performance Due To Lack of Investor Interest In The REIT’s Vague Vision

Posted on by John Sheehy

Artis' unit price has underperformed the Canadian REIT sector year to date, since the 3/10/21 "Vision" announcement, and over the long-term. Artis' new management team has moved boldly to build value for investors in 2021 through asset sales and unit repurchases, however the REIT has not been successful at reducing the discount at which the … Continue reading ARTIS REIT: Lagging Price Performance Due To Lack of Investor Interest In The REIT’s Vague Vision

SOHU: $40/ADS Of Cash, But What Is The Plan?

Posted on by John Sheehy

Following Tencent's buyout of their jointly controlled Sogou search business, Sohu has: US$1.57Bn ($40/ADS) of cash equivalents and short term investments. The company recently announced a $100mm share repurchase program.Consistently profitable Changyou games business which will earn net income of approximately $228mm in 2021 and Sohu could retain a stake worth $56/ADS following a successful … Continue reading SOHU: $40/ADS Of Cash, But What Is The Plan?