Archive for April, 2009

• Is Wal-Mart Good for America? A Debate (video)
  ToddSullivan, April 30th, 2009 at 5:51 am, Comments: 0

  The 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: 0

  David 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
  [...]

• Thursday’s Links
  ToddSullivan, April 30th, 2009 at 12:46 am, Comments: 0

  Mortgages, “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):

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• On Wall St. Media 4/29
  ToddSullivan, April 29th, 2009 at 6:38 pm, Comments: 0

  Here 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: 0

  I 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: 0

  Please 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: 0

  Hat 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: 0

  As 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: 0

  Swine, 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):

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• News Corp. Looks Interesting
  ToddSullivan, April 28th, 2009 at 3:00 pm, Comments: 0

  So, 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 [...]