Archive for August, 2009

• Some Interesting Legal Opinion on General Growth Chapter 11
  ToddSullivan, August 31st, 2009 at 7:05 am, Comments: 0

  The firm of Wachtell, Lipton, Rosen and Katz has put out some very interesting opinions as to the General Growth (GGWPQ) Chapter 11. It goes to the central thesis we have here that the lenders, one way or another will end up extending maturities on the loans. This, in turn, will leave tremendous value for [...]

• Sears Misses: Cheerleaders Run and Boo-Birds Emerge
  ToddSullivan, August 31st, 2009 at 6:06 am, Comments: 0

  Well, its official, the boo-bird are back out on Eddie Lampert after Sears Holdings (SHLD) recent quarter. Now, it should be noted this is after Q1 results that “surprised” everyone being better that expected and the stock rallied from $35 to near $80.
  So, who is right, the cheerleaders or the boo-birds? Neither.
  Unlike any other [...]

• Wall St. Media 8/27: Thank You To Portland Sea Dogs
  ToddSullivan, August 30th, 2009 at 11:18 pm, Comments: 0

  Special thanks to Pitching Coach Mike Cather and the Portland Sea Dogs organization and players for having my boys Cameron and Luke at bat boys for a double header when we were up on vacation. Truly an event they have not stopped talking about since…
  Doug and I also talk about Natural Gas (UNG) and some [...]

• Wall St. Media 8/27: Thank You To Portland Sea Dogs
  ToddSullivan, August 30th, 2009 at 11:18 pm, Comments: 0

  Special thanks to Pitching Coach Mike Cather and the Portland Sea Dogs organization and players for having my boys Cameron and Luke at bat boys for a double header when we were up on vacation. Truly an event they have not stopped talking about since…
  Doug and I also talk about Natural Gas (UNG) and some [...]

• "You Think The Market Isn’t A Casino Now?"
  ToddSullivan, August 30th, 2009 at 2:25 pm, Comments: 0

  Got this in an email from a reader this weekend, just had to share as it makes just way too much sense…..

  Just look at the top 20 stocks traded on Friday.. Most are pieces of Sh…
  Citibank trades 1.4 billion shares!!! When I got started in the business in the early 80’s everyone was worried what [...]

• Another Look at Dr. Copper
  ToddSullivan, August 25th, 2009 at 6:40 am, Comments: 0

  An update from an article back in March…
  “Davidson” submits:
  It is useful at this time to review “Dr. Copper” and the Baltic Dry Index which many believe offer insight to global economic activity. As I review the multitude of current forecasts there are many which state that the market has over-reached economic reality, others state that [...]

• Brookfield Properties Analyst: "No Reason for Material Discount"
  ToddSullivan, August 24th, 2009 at 3:15 pm, Comments: 0

  For those not familiar with it here is the original investment thesis for Brookfield Properties (BPO)
  The report said (emphasis mine):
  Dow Jones) TD raises Brookfield Properties (BPO) to hold from reduce, citing a “dramatic turnaround in freely useable liquidity.” Firm says the Canadian office giant recently raised $1B in an equity offering that improved its outlook [...]

• “Econonmics in One Lesson”
  ToddSullivan, August 24th, 2009 at 9:12 am, Comments: 0

  Here is a section of the book that applies more than a bit to today….
  There is no more persistent and influential faith in the world today than the faith in government spending. Everywhere government spending is presented as a panacea for all our economic ills. Is private industry partially stagnant? We can fix it all [...]

• Wall St. Media 8/20
  ToddSullivan, August 21st, 2009 at 10:20 am, Comments: 0

  Talking ti Doug about Brookfield Properties (BPO), Natural Gas (UNG), Yankees/Red Sox and thanking @tejcc for hooking up the Sullivan boys as bat boys at Friday’s Portland Sea Dogs game

  Disclosure (“none” means no position):Long BPO, UNG

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• Wall St. Media 8/20
  ToddSullivan, August 21st, 2009 at 10:20 am, Comments: 0

  Talking ti Doug about Brookfield Properties (BPO), Natural Gas (UNG), Yankees/Red Sox and thanking @tejcc for hooking up the Sullivan boys as bat boys at Friday’s Portland Sea Dogs game

  Disclosure (“none” means no position):Long BPO, UNG

  Enter your Email

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