Archive for June, 2009

• Playing Jobs With Volt
  ToddSullivan, June 30th, 2009 at 8:08 am, Comments: 0

  Employment sucks. We know that. BUT, we also know it will get better. Let’s look at a potential play on that improvement. When the turn does come, where will we look? I am guessing employers will crawl, not rush into re-employment of staff. With that being said, I think companies that provide professional services will [...]

• Tuesday’s Links
  ToddSullivan, June 30th, 2009 at 12:22 am, Comments: 0

  Climate change, Lead Paint, GM, Stimulus – Now that the earth is no longer “warming” skeptics are growing.. – Perfect….eat wood, sue someone – Will retain liability for future product claim cases…….the least they could do after soaking taxpayers for $50B – This is an excellent piece on the stimulus and the “effect” it is [...]

• Lampert’s Interesting AutoZone Sale..A Reason?
  ToddSullivan, June 29th, 2009 at 10:00 am, Comments: 0

  OK, we all saw last week that Eddie Lampert sold 4% of his holdings in auto parts retailer AutoZone (AZO). He must not be bullish anymore? Not quite. Let’s look. Remember this agreement from last year? AutoZone also announced that it has entered into an agreement with ESL Investments, Inc. (with its affiliates, “ESL”) setting [...]

• Wilbur Ross Comments on Economy/Regulation
  ToddSullivan, June 29th, 2009 at 8:59 am, Comments: 0

  Wilbur Ross talks about the US economy. Couple of notable quotes: “I can’t even think ten years down the road much less make predictions for that time frame”. Said in response to a question regarding predictions that the US economy is stagnant for the next ten years Regarding consumer sentiment:“Yes, it has risen three consecutive [...]

• AutoNation: "Cash for Clunkers" Should Add 10%
  ToddSullivan, June 29th, 2009 at 6:02 am, Comments: 0

  I think 10% may be a bit conservative. From the empirical evidence department. I know several folks who are eagerly looking into the “cash for clunkers” program’s details to get a new car. These are folks who have been putting off buying a new car for the past year and a half not wanting a [...]

• Wall St. Media 6/24
  ToddSullivan, June 29th, 2009 at 5:56 am, Comments: 0

  Sorry for the lag on this…getting used to the “new baby” schedule… Doug and I here are talking about my initial thoughts on Saks (SKS), more on natural gas (UNG) and General Growth Properties (GGWPQ) . Catch more great investing video at Wall St. Media Disclosure (“none” means no position):Long SKS, UNG, GGWPQ Enter your [...]

• Monday’s Links
  ToddSullivan, June 29th, 2009 at 1:55 am, Comments: 0

  Bernanke, Porn, Rules, RMBS – Great WSJ piece on him. Ben is going to take the fall for everything. He does not deserve as he was handed a huge shit pile from Greenspan. – This is a bad idea….it is hard enough to keep it away from kids w/o Johnny putting it up on the [...]

• Anon Bidder Ponies Up $1.68M For Lunch With Warren
  ToddSullivan, June 27th, 2009 at 3:36 pm, Comments: 0

  I am sure there are a bunch of jokes as to who coming until we actually know the bidder…. Visit msnbc.com for Breaking News, World News, and News about the Economy Disclosure (“none” means no position): Enter your Email Preview | Powered by FeedBlitz

• "House of Cards"
  ToddSullivan, June 27th, 2009 at 6:40 am, Comments: 0

  Personally, I think Faber does a nice job on this one. Wondering how the whole thing started and came tumbling down? Check it out… Greenie gets off a bit easy though… Disclosure (“none” means no position): Enter your Email Preview | Powered by FeedBlitz

• Buy and Hold Dead? Um…No
  ToddSullivan, June 26th, 2009 at 8:54 am, Comments: 0

  Been hearing this a ton lately. Problem with the statement is it taking a blanket approach and doing that in anything, is wrong. Those who typically espouse it say that the S&P 500 has done a round trip over the past decade so those who “bought it” have made no money. But, do most of [...]