David E. Simon I could go on a 400 word diatribe, but I wont “Moving on from our results, now could be the time on the call where I could go into a lengthy philosophical discussion on the popular misconceptions … Continued
Simon Property Group’s (SPG) CEO David Simon on Q3 2016 Results Malls impacted by strong dollar “Total retail sales per square-foot at our malls and premium outlets were $604 compared to $616 in the prior year period. Reported retailer centers … Continued
Simon Property Group’s (SPG) CEO David Simon on Q1 2016 We were cautious and we remain cautious ” look I think a quarter ago we were cautious, we continue to be cautious. I don’t want to mention specific retailers whether … Continued
Simon Property Group’s (SPG) CEO David Simon on Q4 2015 Results Traffic at our malls was flat for the year “I know you’ve all heard about mall traffic decreases. But let me give you some facts based on our internal … Continued
E*TRADE Financial (ETFC) Paul Thomas Idzik on Q3 2015 Results There’s a big penalty for a bank when it crosses $50B in assets in the form of greater regulatory spending “as I said many times in previous calls when this … Continued
Our share buyback should be taken as a signal that we are out of the big deal business “I think it should also signal, we are out of the big deal business. So I think no ones picked that up, … Continued
Occupancy 95.8%, leasing activity remains strong “Occupancy was 95.8%, leasing activity remains strong and healthy. The malls and premium outlets recorded leasing spreads of $11.19 per square foot, an increase of 18.9%” Feeling good about buying back stock at these … Continued
This post is part of a series of posts called “Company Notes.” These posts contain quotes and exhibits from earnings calls, conference presentations, analyst days and SEC filings. Full transcripts can be found at Seeking Alpha Overall business conditions remain … Continued
This post is part of a series of posts called “Company Notes.” These posts contain quotes and exhibits from earnings calls, conference presentations, analyst days and SEC filings. Full transcripts can be found at Seeking Alpha We’re seeing a cautious … Continued
This post is part of a series of posts called “Company Notes.” These posts contain quotes and exhibits from earnings calls, conference presentations, analyst days and SEC filings. The quotes are generally pieces of information that I find interesting or … Continued