Archive for April, 2009
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Is Wal-Mart Good for America? A Debate (video)
ToddSullivan, April 30th, 2009 at 5:51 am, Comments: 0The Hudson Union Society debates the issue with the Yale Political Union. There are some funny lines here.
My opinion? Wal-Mart is and always has been great for America. I find the “against” arguments here to be pretty weak.Disclosure (“none” means no position):Long WMT
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David Winters vs Consolidated Tomaka
ToddSullivan, April 30th, 2009 at 5:36 am, Comments: 0David Winters of Wintergreen Advisors (WGRNX) take Consolidated Tomoka Land Holdings (CTO) to the woodshed.
This is simply brilliant analysis (unless you are management).
Winters David-Wintergreen vs Consolidated Tomoka Land 4-24-2009 Winters David-Wintergreen vs Consolidated Tomoka Land 4-24-2009 todd sullivan
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Thursday’s Links
ToddSullivan, April 30th, 2009 at 12:46 am, Comments: 0Mortgages, “Wall St”, Ray Kroc, Independence
- Latest plan, this one for seconds
- The sequel is coming….finally
- What makes America great
- 6 Banks fail test
- Is it possible?Disclosure (“none” means no position):Enter your Email
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On Wall St. Media 4/29
ToddSullivan, April 29th, 2009 at 6:38 pm, Comments: 0Here is the latest. Talking Starbucks (SBUX)/Mcdonalds (MCD), Iran/Israel, Oil, GDP
View more investing video at Wall St. MediaDisclosure (“none” means no position):Long MCD, none
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Starbucks Reports Dismal Quarter
ToddSullivan, April 29th, 2009 at 4:38 pm, Comments: 0I did not know they were reporting today when I wrote this. Glad to see management helped cement my points..
Starbucks late today reported fiscal second-quarter net income fell 77% to $25 million, or 3 cents a share, due to charges to close stores. A year ago, Starbucks earned $108.7 million, or 15 cents a [...] -
So, Where Is That Stimulus Again?
ToddSullivan, April 29th, 2009 at 10:58 am, Comments: 0Please read paraghraph 4. Can anyone tell me how this happened when we just passed over $1 trillion is “stimulus” packages?
From the BEA
GROSS DOMESTIC PRODUCT: FIRST QUARTER 2009 (ADVANCE)
Real gross domestic product — the output of goods and services produced by labor and property located in the United [...] -
The Destruction of the Starbucks Brand
ToddSullivan, April 29th, 2009 at 8:00 am, Comments: 0Hat tip reader Chris for alerting me to this. Can you imagine Coke (KO) saying is was shifting its focus to the Sprite brand OR Anheuser-Busch (AHBI) saying that Busch Beer was going to be its focus this year? If not, then read this:
From Yahoo Finance
Starbucks Corp. is hoping its Seattle’s Best Coffee chain will [...] -
Why McDonalds Steamrolls Competition.
ToddSullivan, April 29th, 2009 at 6:05 am, Comments: 0As I read the McDonalds (MCD) earnings call transcript, it stood out like a Yankee fan at Fenway.
Here are the results from CEO James Skinner:
Global comparable sales were up 4.3%, operating income increased 5% in constant currency and EPS reached $0.87, a 17% increase in constant currency.
Our sales momentum is continuing with April comparable sales [...] -
Wednesday’s Links
ToddSullivan, April 29th, 2009 at 1:22 am, Comments: 0Swine, GM, Mortgages, Toxic
- 1918 lessons
- Just scrap it and start over already!!!
- Another effort to bail out irresponsible people
- Ross is a buyer
Disclosure (“none” means no position):Enter your Email
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News Corp. Looks Interesting
ToddSullivan, April 28th, 2009 at 3:00 pm, Comments: 0So, after reading that the WSJ was actually increasing circulation figures in an environment that is seeing newspaper circulation plummet, I began digging into it owner, News Corp.
Overview:OVERVIEW OF THE COMPANY’S BUSINESSThe Company is a diversified global media company, which manages and reports its businesses in eight segments:
• Filmed Entertainment, which principally consists 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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