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.

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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 be expecting news of events in General Growth finalizing a plan to emerge totally from Chapter 11.

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  • 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.

  • Stocktwits TV 1/26
    dominic, January 29th, 2010 at 4:09 pm, Comments: 0

    Working on the quality folks

  • 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.

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    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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  • Tilson: Rebutting Hovde “Getting Very Tiring” $$
    ToddSullivan, January 26th, 2010 at 5:01 pm, Comments: 0

    Whitney does it again. It is also worth noting even Whitney notes this is becomine “tiring”. We all agree….nice job though Whitney. Hat tip to Jay at www.marketfolly.com for posting this first.

  • Tilson/Ackman Not Selling Out of GGP $$
    ToddSullivan, January 26th, 2010 at 4:55 pm, Comments: 0

    Going to reprint a post from August rather than type it again. Now that hegdies are reporting holdings, the inevitable  ”so and so sold out of GGP” emails are coming. Nope

  • 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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