Archive for July, 2009

  • Tuesday's Links
    , July 28th, 2009 at 1:36 am, Comments: 0

    Onion, Debt, REITS, Energy – The Onion is just about the funniest site out there…Mexico Builds Border Wall To Keep Out US Assholes – Take [...]

  • Pershing Q1 Letter
    , July 27th, 2009 at 1:32 pm, Comments: 0

    Anyone want to take a guess at what the two new investments are? “Large US based multinationals”…are what Ackman says they bought, one of which [...]

  • How Foreign Taxes Help Phillip Morris International
    , July 27th, 2009 at 7:04 am, Comments: 0

    There was a nice little piece this weekend in the WSJ about on of our favorite stocks/companies here at ValuePlays, Phillip Morris International (PM) From [...]

  • Developer Diversified Results Contradicts Retail Assumptions
    , July 27th, 2009 at 5:54 am, Comments: 0

    Some very interesting items were discussed recently on the Developers Diversified (DDR) earnings call. As I read it I was struck how much of what [...]

  • Monday’s Links
    , July 27th, 2009 at 12:24 am, Comments: 0

    Buffett, TALF, Gas, Happy Hour – Worried about inflation……welcome aboard – This market may just be starting to shake loose a bit – Some predictions [...]

  • Monday's Links
    , July 27th, 2009 at 12:24 am, Comments: 0

    Buffett, TALF, Gas, Happy Hour – Worried about inflation……welcome aboard – This market may just be starting to shake loose a bit – Some predictions [...]

  • "Cash for Clunkers" Calculator
    , July 25th, 2009 at 9:36 am, Comments: 0

    Everyone has heard about the “cash for clinkers” program but not too many people know if it is a good deal. well, here is some [...]

  • Wall St. Media 7/23
    , July 25th, 2009 at 7:59 am, Comments: 0

    Talking about Phillip Morris International (PM) and natural gas (UNG) Disclosure (“none” means no position):Long PM, UNG Enter your Email Preview | Powered by FeedBlitz

  • Wall St. Media 7/23
    , July 25th, 2009 at 7:59 am, Comments: 0

    Talking about Phillip Morris International (PM) and natural gas (UNG) Disclosure (“none” means no position):Long PM, UNG Enter your Email Preview | Powered by FeedBlitz

  • More Evidence Dow Ag Will Not Be Sold
    , July 24th, 2009 at 9:42 am, Comments: 0

    Dow Ag is not acting like a division of Dow Chemical (DOW) about to be sold……..good. From the IBJ.com: Dow AgroSciences has signed a 15-year [...]

  • 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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