Archive for January, 2010

• WSJ: Phillip Morris International Shares “Worth Picking Up” $$
  ToddSullivan, January 31st, 2010 at 8:12 pm, Comments: 0

  Makes a nice case that either Phillip Morris (PM) is under prices OR Altria (MO) is over priced.

• WSJ: Phillip Morris International Shares "Worth Picking Up" $$
  ToddSullivan, January 31st, 2010 at 8:12 pm, Comments: 0

  Makes a nice case that either Phillip Morris (PM) is under prices OR Altria (MO) is over priced.

• 

  Subs: General Growth Lays Out “Capital Raise” Timeline $$
  ToddSullivan, January 31st, 2010 at 4:24 pm, Comments: 0

  Looks like it is going to be a very interesting remainder of the winter. We are now getting a sense of when we ought to [...]

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  Subs: General Growth Lays Out "Capital Raise" Timeline $$
  ToddSullivan, January 31st, 2010 at 4:24 pm, Comments: 0

  Looks like it is going to be a very interesting remainder of the winter. We are now getting a sense of when we ought to [...]

• American Capital Shareholder Voting Instructions $$
  ToddSullivan, January 30th, 2010 at 1:03 am, Comments: 0

  I am voting for the ability for management to issue new shares.

• Bruce Berkowitz & Fairholme Invests in General Growth $$
  ToddSullivan, January 29th, 2010 at 2:01 pm, Comments: 0

  This is an interesting move for Fairholme (FAIRX). Hat tip reader Shaun.

• Bruce Berkowitz & Fairholme Invests in General Growth $$
  ToddSullivan, January 29th, 2010 at 2:01 pm, Comments: 0

  This is an interesting move for Fairholme (FAIRX). Hat tip reader Shaun.

• 

  Subs: Miscellaneous
  ToddSullivan, January 29th, 2010 at 7:13 am, Comments: 0

  Odds and ends…

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• 

  Subs: RHI in Forbearance Agreement $$
  ToddSullivan, January 28th, 2010 at 6:46 pm, Comments: 0

  Good news:

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  Subs: E*Trade Reports $$
  ToddSullivan, January 27th, 2010 at 7:02 pm, Comments: 0

  Some thoughts…

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