Archive for July, 2009

  • Marty Whitman on Graham and Dodd / Risk / Wall St vs Main St
    , July 31st, 2009 at 11:43 am, Comments: 0

    Classic Whitman, on efficient market theorists: “they certainly don’t know diddly squat about anything” On Graham and Dodd On Risk: Wall St vs Main StDisclosure [...]

  • Caterpillar CEO Jim Owens
    , July 31st, 2009 at 8:29 am, Comments: 0

    Not good short term… From the FT: Speaker key: HW: Hal Weitzman JO: Jim Owens Part 1: On the US economy HW: Mr Owens, thank [...]

  • Friday’s Links
    , July 31st, 2009 at 12:38 am, Comments: 0

    Gas, Sprint, Exxon, iPod – Natural Gas will not stay this low for very long – Say the new Android from Google is coming next [...]

  • Friday's Links
    , July 31st, 2009 at 12:38 am, Comments: 0

    Gas, Sprint, Exxon, iPod – Natural Gas will not stay this low for very long – Say the new Android from Google is coming next [...]

  • Dow Chemical Reports
    , July 30th, 2009 at 11:25 am, Comments: 0

    There are two main items here: 1- The businesses Dow is retaining are profitable at these levels2- The possibility of a Dow Ag sale seems [...]

  • Some Bad Pictures for Economic Bears…
    , July 30th, 2009 at 11:04 am, Comments: 0

    We have talked here before about Dow Chemical (DOW) and its place in the economic food chain. Its basics plastics division is ground zero for [...]

  • Thursday’s Links
    , July 30th, 2009 at 12:25 am, Comments: 0

    Biden, Texting, Wal-Mart & Blackberry, Google – Can’t they muzzle him? – Texting and driving…..believe it or not drinking and driving is safer – This [...]

  • Thursday's Links
    , July 30th, 2009 at 12:25 am, Comments: 0

    Biden, Texting, Wal-Mart & Blackberry, Google – Can’t they muzzle him? – Texting and driving…..believe it or not drinking and driving is safer – This [...]

  • Fed Beige Book – Full Report
    , July 29th, 2009 at 2:43 pm, Comments: 0

    From the report: Reports from the 12 Federal Reserve Districts suggest that economic activity continued to be weak going into the summer, but most Districts [...]

  • Borders…….One Foot Out the Door
    , July 29th, 2009 at 2:03 pm, Comments: 0

    Recently sold 1/2 of my position in Borders Group (BGP) after sticking out its near annihilation in Q1 of this year. Why? Trends There are [...]

  • Todd Sullivan

    Todd's investing strategy is essentially long with the rare short. He seeks to buy undervalued issues with an upcoming catalyst that will help them realized.... More »

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