Archive for January, 2009

  • Thursday’s Links
    , January 29th, 2009 at 2:32 am, Comments: 0

    What?!?, Defaults, Deflation, Schiff, – Proof that no business idea is really that crazy – Just keep rising – If you hated Act 1, Act [...]

  • David Einhorn’s Q4 Letter
    , January 28th, 2009 at 4:28 pm, Comments: 0

    Einhorn had a rough year but the letter is a very honest one, not filled the usual BS some through to excuse away performance.. Visit [...]

  • Fed Decision and a Desperate Statement $$
    , January 28th, 2009 at 4:08 pm, Comments: 0

    So, it is official, the Fed is out of bullets and is throwing stones. The decision: The Federal Open Market Committee decided today to keep [...]

  • Bolling on Oil and Natural Gas
    , January 28th, 2009 at 8:06 am, Comments: 0

    Some very interesting information on natural gas (UNG) use and the weather this winter. Disclosure (“none” means no position):NoneVisit the ValuePlays Bookstore for Great Investing [...]

  • American Recovery and Investment Act
    , January 28th, 2009 at 7:25 am, Comments: 0

    As of 1/20/2009. To fully understand what a disaster this will be , go to page 12 line 6. It is clear the protectionist trade [...]

  • Linens N’ Things Not Gone Forever
    , January 28th, 2009 at 5:07 am, Comments: 0

    This will probably go down as a brilliant buy down the road. From peHUB Linens ‘n Things, the home goods retailer which shut its doors [...]

  • Wednesday’s Links
    , January 28th, 2009 at 2:08 am, Comments: 0

    Dykstra, Oil fields, Cuba, Hedge funds, A Rant – Before anyone out there listens to a single word fron “Nails”…. read Adam – Replacing what [...]

  • Siemens Putting Screws to Immelt
    , January 27th, 2009 at 10:57 am, Comments: 0

    This is whom people compare GE (GE) to. If they are doing fine, ummm, Jeff, what the problem? Siemens (From the FT): Siemens (SI) beat [...]

  • Thoughts & A Solution to Dow Placing Dividend Cut "On Table"
    , January 27th, 2009 at 9:45 am, Comments: 0

    No other words to describe it other than “totally unacceptable”. First watch the video of Dow Chemical (DOW) CEO Andrew Liveris: So, what to think. [...]

  • Tueday’s Links
    , January 27th, 2009 at 2:30 am, Comments: 0

    Dumb is Smart?, iPhone sales. Obama’s speech, MSM – As crazy as it sounds….yes.. – Does any of this sound familiar? – Did any of [...]

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    Todd's investing strategy is essentially long with the rare short. He seeks to buy undervalued issues with an upcoming catalyst that will help them realized.... More »

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