Posts Tagged ‘bgp’

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    Subs: RHI Reports: Update with Earnings Call
    ToddSullivan, November 10th, 2009 at 1:51 pm, Comments: 0

    Not pushing the panic button……

  • ValuePlays TV “Borders: Why & What Went Wrong”
    ToddSullivan, October 27th, 2009 at 8:49 pm, Comments: 0

    Here is the presentation for tonights ValuePlays TV show

  • Borders…….One Foot Out the Door
    ToddSullivan, 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 two new trends and Borders is not at the head of either of them….
    I own a Blackberry and have started listening to books on it while I do research and blog late [...]

  • Wall St. Media 7/8
    ToddSullivan, July 8th, 2009 at 10:08 am, Comments: 0

    Talking with Doug (@wsmco) about Natural Gas (UNG), News Corp. (NWS) and Borders (BGP).
    See more great investing video at Wall St. Media

    Disclosure (“none” means no position):Long all securities listed above…

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  • Wall St. Media 7/8
    ToddSullivan, July 8th, 2009 at 10:08 am, Comments: 0

    Talking with Doug (@wsmco) about Natural Gas (UNG), News Corp. (NWS) and Borders (BGP).
    See more great investing video at Wall St. Media

    Disclosure (“none” means no position):Long all securities listed above…

    Enter your Email

    Preview | Powered by FeedBlitz

  • Brick & Mortar Books Dead?
    ToddSullivan, July 7th, 2009 at 11:17 am, Comments: 0

    Saw this and thoughts it was very interesting given the talk out there of the “demise” of brick and mortar book retailers especially as it related to both Barnes and Noble (BKS) and Borders (BGP).
    From Media Bistro
    After just one week in the Apple App Store, the brand-new Barnes & Noble iPhone app has grabbed the [...]

  • Thursday’s Links
    ToddSullivan, June 11th, 2009 at 1:31 am, Comments: 0

    Taxes, Reading, Shoe, Jobs
    - We live in a world without traditional borders. The US tax rate MUST compete internationally or we will lose jobs. There is no debate on that. NY & California have seen that with their wealthy resident as they decided to move rather than pay exorbitant taxes. Nations will suffer the same [...]

  • Goldman Takes A Closer Look at Borders
    ToddSullivan, June 8th, 2009 at 6:10 am, Comments: 0

    Goldman Sachs (GS) last week released the following note on Borders Group (BGP). Not sure many of you have notice but Borders has jumped from $2.50 to $4.50 in less than a week.
    Price jump aside, what is even more promising is that their reasoning backs what we have been talking about here for [...]

  • Borders Still Progressing…..
    ToddSullivan, May 27th, 2009 at 11:33 am, Comments: 0

    Smaller operating loss, increased cash flows and 45% less debt, all very good things. Shareholders, unfortunately for those who bought shares 2 years ago are still paying for the sins of past management. But, this marks the third consecutive quarter of very good improvement in a dismal operating environment.
    Work still needs to be done on [...]

  • The Destruction of the Starbucks Brand
    ToddSullivan, April 29th, 2009 at 8:00 am, Comments: 0

    Hat tip reader Chris for alerting me to this. Can you imagine Coke (KO) saying is was shifting its focus to the Sprite brand OR Anheuser-Busch (AHBI) saying that Busch Beer was going to be its focus this year? If not, then read this:
    From Yahoo Finance
    Starbucks Corp. is hoping its Seattle’s Best Coffee chain will [...]

  • 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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