Archive for June, 2009

• Interesting
  ToddSullivan, June 24th, 2009 at 4:45 am, Comments: 0

  Stuff like this I find interesting but do not use it to invest. File this under “gathering additional knowledge”. This chart which was prepared many [...]

• Wednesday’s Links
  ToddSullivan, June 24th, 2009 at 1:20 am, Comments: 0

  Gas, Jobs, Art, Goldman – A 12 month natural gas ETF to take out contango effect – Why isn’t the CEO getting a liver transplant [...]

• Taking a Very Close Look at Saks
  ToddSullivan, June 23rd, 2009 at 9:15 am, Comments: 0

  Been looking around for more opportunities and this one caught my eye… The Basics:Saks, Inc. (SKS) is a leading retailer primarily offering high-end brand-name fashion [...]

• AutoNation v Carmax
  ToddSullivan, June 23rd, 2009 at 7:55 am, Comments: 0

  Here is a look at both AutoNation (AN) and CarMax (KMX) My thoughts are this:CarMax will hold up well during times of crisis,but, when that [...]

• Marty Whitman Q2 Letter
  ToddSullivan, June 23rd, 2009 at 6:58 am, Comments: 0

  Interesting things here is that 40% of the Third Avenue Value Fund (TAVFX) is now investing in Hong Kong Marty Whitman Q2 Shareholder Letter Disclosure [...]

• Tuesday’s Links
  ToddSullivan, June 23rd, 2009 at 1:05 am, Comments: 0

  Indeflation, Welfare, Oil v Gas, Roubini – Chris nails it. We are in a period of commodity inflation due to scarcity and incessant money printing [...]

• Sears Holdings: A Reader Submits
  ToddSullivan, June 22nd, 2009 at 12:52 pm, Comments: 0

  Reader Justin did some nice work on this presentation. Rather than blather on and add my two cents, I’ll let it stand on its own. [...]

• Railroads….. "Green"
  ToddSullivan, June 22nd, 2009 at 11:30 am, Comments: 0

  For those looking for “green investments”, the answer may just be rolling through cities and towns all over America. For instance, Burlington Norhthern recently announced: [...]

• Dow Ag Still Up For Sale?
  ToddSullivan, June 22nd, 2009 at 9:17 am, Comments: 0

  I thought we had put this to bed but this little item in the South China Morning Post caught my attention: China National Chemical Corp, [...]

• Thursday’s Links Bogle-palooza
  ToddSullivan, June 18th, 2009 at 12:10 am, Comments: 0

  All Bogle..note to Mornigstar, make your vid embeddable. Charging $8500 to put the on a blog is insane….has anyone actually ever bought one? Wider distribution [...]