Friday Additions: Private Equity, Real Estate and High Yields

I kind of suspected yesterday's rally would have a hard time gaining traction. Many of the headlines surrounding the coronavirus look good, and we are edging closer to election day, which I think has the potential to go horribly wrong. It does not help that the big tech companies did not provide the type of earnings report perfection needed to justify their valuation, so we see weakness there as well.

As I look at the flood of earnings reports coming in, one group of companies is blowing the doors off everyone else. The tumultuous markets and low-interest rates have provided a perfect storm of opportunities for private equity companies. So far, they have taken advantage of all the weirdness 2020 has to offer.

Anyone who has been around me for any length of time knows I love the private equity business. I wish that I had been smart enough to go into the PE business back in the 1980s, but at least I can own the big PE firms today and benefit from their growth.

December 2016 was the first time I suggested buying the big three PE firms and just never selling.

It has worked on pretty well for those who followed my lead at the time:

Blackstone (BX) 24.78% annualized return

KKR (KKR) 26.81% annualized return

Apollo (APO)25.51% annualized return

If and when we get a test of the March lows, I won’t just be buying community banks. It will be time to add or initiate a position on the big three PE firms as well.

The big private equity firms have made a ton of cash from their private investment in public equity deals (PIPE) back in March and April. They are recapitalizing companies with a good business but maybe had too much debt on the balance ...

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Takeover #1 for 2020-our 33rd in last 3 years

a 51% gianer form initial buy recommendation! The stock was on the buy list all the way up untillast Friday.

Southern Missouri Bancorp, Inc. (NASDAQ: SMBC, “Southern Missouri”), the parent corporation of Southern Bank, and Central Federal Bancshares, Inc. (“Central”), ...

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Make that a 3 takeover day! Deal Number 11

Evans Bancorp, Inc. ("Evans") (NYSE American: EVBN) and FSB Bancorp, Inc. ("FSB") (Nasdaq: FSBC), jointly announced the execution of a definitive merger agreement whereby Evans will acquire FSB for $17.80 per share for total consideration of approximately $34.7 million. The ...

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It is a two takeover Day-9th and 10th Deals of 2019

Kearny Financial (KRNY) is buying MSB Finacial (MSBF) for $18, giving us a gainof 79% and Cambridge Finacial is buying Melrose Bancorp (MELR) for $25 a share giving us a 37% profit.

That brings us to 10 takeovers on the ...

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Takeover #8 for a 240%+ gain

WEBK Bonus Bank Bought out for a huge gain. Over 240% at the clsoing deal price.


CAMBRIDGE, Mass. & WELLESLEY, Mass.--()--Cambridge Bancorp (Nasdaq: CATC) (the “Company” or “Cambridge”), the holding company for Cambridge Trust Company (“Cambridge Trust”), ...

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Low Returns, Great Stories and Waterfront Dining

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The Keys to Long Term Outperformance and two Great Books

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The Key to Long Term Outperformance and Two Great Books

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Takeover #7 for 2019 is an 85% winner for us

An 81% winner when the deal closes. Add in dividends receive and its closer to 85%. The deal price is a 32% premium to todays close. Add in the recent Best Hometown bancopr in the Community Bank Stock Investor focus ...

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Takeover Number 7 is an 85% winner

An 81% winner when the deal closes. Add in dividends receive and its closer to 85%. The deal price is a 32% premium to todays close. Add in the recent Best Hometown bancopr in the Community Bank Stock Investor focus ...

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Another Takeover for the 2019-Best Hometown Bancorp

The stock has been on our buy list all year. Up 42% today



Gary D. Hemmer, President & CEO, First National Bank of Waterloo and its parent company, First Waterloo Bancshares, Inc., and Ron Shambaugh, President & CEO, Best Hometown ...

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Community Bank Stocks-The Boring Way to Get Rich in the Stock Market

I did a 30 minute webinar for the OTC Markets folks last week.Below is the link to view the presentation"

http://bit.ly/2LPkB9D

Then venture over to https://www.marketfy.com/item/banking-on-profit/ and use the coupon code "BANKSTOCKS" to save 50% on your first year. We ...

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