Archive for May, 2009

• Sunday Reading: Asset Growth vs. Stock Price Study
  ToddSullivan, May 31st, 2009 at 7:45 am, Comments: 0

  Asset Growth & Stock Price Asset Growth & Stock Price todd sullivan
  Publish at Scribd or explore others: Finance [...]

• Ackman Ira Sohn Presentation on General Growth Properties
  ToddSullivan, May 30th, 2009 at 8:22 am, Comments: 0

  Hat Tip Investment Linebacker
  GGP Presentation 5.27.2009
  Publish at Scribd or explore others: usa air
  Disclosure (“none” means [...]

• Weekend Viewing: Neural Nets & Rule-Based Trading Systems
  ToddSullivan, May 30th, 2009 at 6:46 am, Comments: 0

  The 45% drop in the US equity markets has caused even stalwarts to question the wisdom of the “buy and hold” strategy. But rule-based approaches for deciding when to buy or sell suffer the same problem. Sometimes they work and sometimes they don’t. In this presentation, Dr. Mike Bowles shows how familiar data-mining tools can [...]

• Paul Krugman, Please Call Ben on This "Printing Money" Thing
  ToddSullivan, May 29th, 2009 at 3:26 pm, Comments: 0

  So Extreme Left Wing Hack Paul Krugman came up with this one today in an article about those concerned with the possibility of inflation. In it he claimed “I suspect that the scare is at least partly about politics rather than economics.”
  He later went on to say:
  So if prices aren’t rising, why the inflation worries? [...]

• Latest Wall St. Media Appearance 5/28
  ToddSullivan, May 29th, 2009 at 12:34 pm, Comments: 0

  Given today’s action in General Growth Properties (GGWPQ), this was an opportune show. Also discussed was oil (USO), natural gas (UNG) and value investing in general.
  More video at Wall St. Media

  Disclosure (“none” means no position):long GGWPQ, UNG, USO

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• Sobering Housing News….Very Sobering
  ToddSullivan, May 29th, 2009 at 6:29 am, Comments: 0

  I was going to piece this in but it really needs to be read in its entirety. Any bold highlights are mine.
  The Mortgage Bankers Association came out with their Q1 report today and then updated their forecast:
  WASHINGTON, D.C. (May 28, 2009) — Foreclosure actions were initiated on 1.37 percent of first mortgages during the [...]

• "Davidson": Baltic Dry Index A Key Indicator
  ToddSullivan, May 29th, 2009 at 5:28 am, Comments: 0

  The Baltic Dry Index tracks the cost to ship dry bulk goods, i.e. grain, metal ores, coal and etc.(see chart 1) Baltic Capesize Index tracks the shipping costs on the largest of the dry bulk vessels, i.e. vessels that are in excess of 80,000 dwt.(see chart 2) Capesize vessels are viewed as primarily carry coal [...]

• Friday’s Links
  ToddSullivan, May 29th, 2009 at 1:26 am, Comments: 0

  Socialism, Harvard, Cuban, Dasan
  - Funny what the NY Times determined was socialism before today
  - In financial trouble. Hat tip reader Alex
  - Always fighting somebody
  - Nice post on an investment thesis
  Disclosure (“none” means no position):

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• Ackman Loses Proxy Battle With Target
  ToddSullivan, May 28th, 2009 at 4:24 pm, Comments: 0

  A classic win some/lose some scenario unfolded today at the Target (TGT) meeting for investor Bill Ackman.
  Here are some past posts on the subject here, here, and here
  Here is soke of the press release from Target:
  “On behalf of Target’s Board of Directors and management team, we thank our shareholders for their overwhelming support throughout this [...]

• Bruce Berkowitz on Bloomberg
  ToddSullivan, May 28th, 2009 at 2:57 pm, Comments: 0

  Note to CNBC: Watch and Learn, this is how to be prepared for an interview. First watch the muddles mess that was CBNC’s effort this am then watch this. Unlike CNBC who had no idea what Bruce has invested in, this interviewer knew and had good questions related to it.

  Disclosure (“none” means no position):

  Enter your [...]