Archive for May, 2009

• Berkshire’s Sokol: "No Green Shoots"
  ToddSullivan, May 28th, 2009 at 2:49 pm, Comments: 0

  The man rumored to be taking over for Berkshire’s (BRK.a) Warren Buffett says 2011 may be the turn….not now or next year. Disclosure (“none” means [...]

• Bruce Berkowitz at Morningstar Conference
  ToddSullivan, May 28th, 2009 at 1:52 pm, Comments: 0

  This is disappointing that CNBC has one of the best and honest fund managers on and only gives him 3:50 to talk, a big whiff [...]

• Ackman: General Growth "worth $20 to $35"
  ToddSullivan, May 28th, 2009 at 9:29 am, Comments: 0

  Hat tip to Zero Hedge for this. Regular readers know we own a bunch of General Growth Properties (GGWPQ) at $.49. It currently trades at [...]

• The Bond Boys Come Out Swinging
  ToddSullivan, May 28th, 2009 at 6:17 am, Comments: 0

  Now this chart is either really good news or dark storm clouds on the horizon… Scott Grannis says of it: Treasury yields are heading skyward, [...]

• Thursday’s Links
  ToddSullivan, May 28th, 2009 at 1:58 am, Comments: 0

  TAX, Shorts, Audible, Girlfriends – Maybe will not raise you income tax, but Obama is considering taxing everything else.. – Money to be made in [...]

• Seth Klarman to Take Stake in Red Sox?
  ToddSullivan, May 28th, 2009 at 12:20 am, Comments: 0

  As if we did not have enough reasons to like Baupost Group’s Seth Klarman From the Boston Globe: Advertising mogul Ed Eskandarian is selling his [...]

• Borders Still Progressing…..
  ToddSullivan, May 27th, 2009 at 11:33 am, Comments: 0

  Smaller operating loss, increased cash flows and 45% less debt, all very good things. Shareholders, unfortunately for those who bought shares 2 years ago are [...]

• "Regulate": Warren Buffett Rap $$
  ToddSullivan, May 27th, 2009 at 10:57 am, Comments: 0

  Some humor….Hat Tip Reader Jeff for finding & emailing.. Disclosure (“none” means no position): Enter your Email Preview | Powered by FeedBlitz

• David Rosenberg on the "End of the Recession" (video)
  ToddSullivan, May 27th, 2009 at 9:21 am, Comments: 0

  Interview and discussion with David Rosenberg of the Gluskin Sheff & Associates on both Fox Biz and Bloomberg. He talks about the comments from Krugman [...]

• Housing: The 90′s Revisited and A Look at Today $$
  ToddSullivan, May 27th, 2009 at 6:56 am, Comments: 0

  After having spoken about the “time factor” in housing so much recently, I decided to put some hard data to the words.  Here is my [...]