Archive for January, 2009

• Changes Made
  ToddSullivan, January 26th, 2009 at 4:24 pm, Comments: 0

  Made layout changes to the blog as I thought it was getting stale looking ands there were still complaints from IE (internet explorer) users that [...]

• Dow and Rohm Deal Delayed…for Now
  ToddSullivan, January 26th, 2009 at 9:02 am, Comments: 0

  Some thoughts on today’s Dow Chemical (DOW) and Rohm & Haas (ROH) news. The Release: The Dow Chemical Company (NYSE:DOW) confirms it has informed Rohm [...]

• A Currency War with China?
  ToddSullivan, January 26th, 2009 at 9:00 am, Comments: 0

  Here is what to buy if Geithner’s “Obama believes China is manipulating its currency” statement causes tensions.. Disclosure (“none” means no position):Visit the ValuePlays Bookstore [...]

• Jim Chanos on Madoff, Banks, TARP and More (video) $$
  ToddSullivan, January 26th, 2009 at 5:12 am, Comments: 0

  This is a great interview. I love these guys who do hedge their statements and are brutally honest with their thoughts. Pt. 1 Pt 2 [...]

• Monday’s Links
  ToddSullivan, January 26th, 2009 at 2:10 am, Comments: 0

  Barney Frank, Mexico, Oil Myth, Sherwin Williams, Adam’s Options – Was the headline really necessary? “Barney Frank Goes to Bat for Lender, and It Gets [...]

• Barron’s on Ackman and Gates Recent Purchases
  ToddSullivan, January 25th, 2009 at 10:45 am, Comments: 0

  Barron’s talks about Ackman’s purchases of General Growth (GGP) and Gates’s of Otter Tail (OTTR)

• CICB on Oil and The Next Price Spike $$
  ToddSullivan, January 25th, 2009 at 12:22 am, Comments: 0

  This is truly great stuff. The report covers reflation, oil and stimulus. The portion you need to read is on page 4 titled “Oil Prices: [...]

• GMO’s Jeremy Grantham’s Q4 Letter
  ToddSullivan, January 24th, 2009 at 8:50 am, Comments: 0

  This is a must read… Jeremy Grantham Letter_4Q08 Publish at Scribd or explore others: Newsletters Periodicals & Report obama banking Disclosure (“none” means no position):Visit [...]

• What To Buy? What Doesn’t Need Credit?
  ToddSullivan, January 23rd, 2009 at 10:28 am, Comments: 0

  As I look at the universe of stock I watch, one thing keeps coming to mind, who’s business does not rely on consumer or corporate [...]

• Buffett on PBS (video)
  ToddSullivan, January 23rd, 2009 at 7:31 am, Comments: 0

  Berkshire’s (BRK.A) Chairman talks about buying back his own stock for the first time. Disclosure (“none” means no position):Visit the ValuePlays Bookstore for Great Investing [...]