Archive for March, 2009

• Weekend Viewing
  ToddSullivan, March 28th, 2009 at 5:16 am, Comments: 0

  Here is a must see video……………. Disclosure (“none” means no position):Visit the ValuePlays Bookstore for Great Investing Books Enter your Email Preview | Powered by FeedBlitz

• On Wall St. Media Talking General Growth Properties.
  ToddSullivan, March 28th, 2009 at 4:02 am, Comments: 0

  Doug at Wall St. Media was nice enough to have me for a chat yesterday to talk about General Growth Properties (GGP). Could be a big weekend for shareholders. Disclosure (“none” means no position):Long GGP Enter your Email Preview | Powered by FeedBlitz

• The Commercial Real Estate Time Bomb
  ToddSullivan, March 27th, 2009 at 8:54 am, Comments: 0

  Tick, tock goes the clock… Here is 2009 outlook for commercial real estate from Deutche Bank. It does notr paint a pretty picture. Run through it (it is mostly graphs) Commercial Real Estate Outlook 2009 Commercial Real Estate Outlook 2009 todd sullivan Dire… Publish at Scribd or explore others: Business Presentations & Slid commercial real [...]

• The Other Side: Wesbury Says Rally Is For Real
  ToddSullivan, March 27th, 2009 at 4:08 am, Comments: 0

  In the interest of full information for readers, here is the other side of the bear argument. Brian Wesbury says this is no “dead cat bounce” but the end of the bear market. Readers here know I am not as optimistic and think we have downside in store for the market. My gut tells me [...]

• Friday’s Links
  ToddSullivan, March 27th, 2009 at 2:23 am, Comments: 0

  AIG, Soros, Congress, Football – Top Execs quitting at AIG might cause the whole thing to collapse. Nice job Congress – I often disagree with him but on this he is right. – As if we have not had enough hypocrisy out of them – Call me crazy but I going to say the Senate [...]

• Ackman Sends Letter To Target CEO
  ToddSullivan, March 26th, 2009 at 7:24 pm, Comments: 0

  Let’s put aside the fact Ackman seems to know Target’s bylaws better than they do (or at least pretend to). In the revised 13D/ a just filed, Ackman states: Subsequent to the delivery of the Original Notice, we received a telephone call from your outside counsel informing us that the Board of Directors of the [...]

• Jim Rogers: "Invest in Farms"
  ToddSullivan, March 26th, 2009 at 11:26 am, Comments: 0

  Jim Rogers on Fox this am talking commodities. For those who want to follow rogers, The Rogers Van Eck Hard Assets Producers Index (RVEI) gives investors a chance to ride the commodities bull by accessing a universe of producers from all over the world. Most of the index’s components are producers of raw materials for [...]

• Taking Issue with David Dremen
  ToddSullivan, March 26th, 2009 at 11:07 am, Comments: 0

  I am troubled by Mr. Dremen in this one… First watch today’s video from FOX. Now, back in October 2007 Dremen wrote: Since coming to Wall Street in the late 1960s, I have been through seven such crises. Somehow, the market survived them and thrived. Look back even further to the period following the end [...]

• Daniel Hannan Says It Like It Is
  ToddSullivan, March 26th, 2009 at 4:26 am, Comments: 0

  Am I the only one who longs for this type of rhetoric in Washington? Face to face rather than the snide snippets in hearings or to the TV camera we see? thanks to Alex at Contrarian Value Investing for the heads up on it.Best line “you cannot spend your way out of recession or borrow [...]

• Thursday’s Links
  ToddSullivan, March 26th, 2009 at 3:58 am, Comments: 0

  Newspapers, Blockbuster, Wrestling, Fed Ex – Are you kidding? – Once again about 6 months behind Netflix – I am sure this is a question the Founding Fathers wrestled with?? – Tells Congress where to shove itDisclosure (“none” means no position):Visit the ValuePlays Bookstore for Great Investing Books Enter your Email Preview | Powered by [...]