Archive for June, 2009

• Phillip Morris International to Return $9B in ’09
  ToddSullivan, June 26th, 2009 at 8:39 am, Comments: 0

  Received Phillip Morris International (PM) shares from Altria in last years spinoff. Due to the deteriorating US legal environment for tobacco recently, I sold my [...]

• Friday’s Links
  ToddSullivan, June 26th, 2009 at 1:05 am, Comments: 0

  Railroads, Frank, Onion, Google – Bolling seconds my railroads call. – Actually wants to lower lending standards for Condo’s. Apparently has been asleep the last [...]

• Notes on Buffett’s Media Tour
  ToddSullivan, June 25th, 2009 at 9:04 am, Comments: 0

  Berkshire’s (BRK.A) made the rounds yesterday. Some of his comments: For those not sure Berkshire is intimately tied to the consumer through its Shaw Carpets, [...]

• Why Competition Matters: Apple & RIMM
  ToddSullivan, June 25th, 2009 at 6:08 am, Comments: 0

  Here is a very interesting smart-phone study that primarily deals with Apple’s (AAPL) iPhone and RIMM’s (RIMM) Blackberry. This has nothing to do with value [...]

• Thursday’s Links
  ToddSullivan, June 25th, 2009 at 1:54 am, Comments: 0

  Bing, Predictions, China, Banks – It just keeps growing. Good, more options make those that are available improve them – Sorry but this end of [...]

• Warren Buffett Makes the Rounds Today…
  ToddSullivan, June 24th, 2009 at 2:33 pm, Comments: 0

  Berkshire’s (BRK.A) Buffett was everywhere today. Saying this was a “cautious” interview session would be understated.. On Bloomberg On Fox talking Economy & Inflation On [...]

• More "Green" Possibilites?
  ToddSullivan, June 24th, 2009 at 9:07 am, Comments: 0

  The other day we looked at railroads and their “green” impact. Today we look in another direction. From the NY Times: Dow Chemical & Gazprom [...]

• ESL Files 13D/A in AutoZone
  ToddSullivan, June 24th, 2009 at 9:04 am, Comments: 0

  Lampert and ESL files 13D/A in Autozone (AZO) Lampert 13D/A in Autozone Disclosure (“none” means no position): Enter your Email Preview | Powered by FeedBlitz

• “Breaking the Bank” Merrill & Bank of America
  ToddSullivan, June 24th, 2009 at 6:04 am, Comments: 0

  Frontline does it again….watching this though….does anyone else get the impression both Thain from Merrill (MER) and B of A’s (BAC) Lewis are….well…..”truth challenged”? Disclosure [...]

• Lampert Sells AutoZone Shares
  ToddSullivan, June 24th, 2009 at 5:22 am, Comments: 0

  Look like Sears Holdings (SHLD) Chairman Eddie Lampert lightened up on his AutoZone (AZO) holdings. There were two filings with the SEC (see below) Lampert [...]