Posts Tagged ‘bgp’

• Borders Q3 Results
  ToddSullivan, November 25th, 2008 at 7:11 pm, Comments: 0

  Share on StockTwits Have not had a chance to go through the numbers yet and want to wait until the conference call tomorrow but here [...]

• Target Decides To Let Stock Languish
  ToddSullivan, November 24th, 2008 at 3:24 pm, Comments: 0

  Share on StockTwits Just do not understand this one…what are they thinking??? Press Release:Target Corporation (NYSE:TGT) disclosed today that after a comprehensive evaluation of various [...]

• Pershing Square’s Bill Ackman Files 13F
  ToddSullivan, November 13th, 2008 at 4:45 pm, Comments: 0

  Share on StockTwits Some real surprises here Here is the filing Added:AIG (AIG)= 32 million shares plus call options on 400k sharesTarget (TGT)= # of [...]

• Tilson’s T2 Files 13F
  ToddSullivan, November 12th, 2008 at 12:59 pm, Comments: 0

  Share on StockTwits Just filed Tilson’s Fund reduced holdings in:American Express (AXP)Sears Holdings (SHLD)Borders (BGP)Barnes and Noble (BKS)- position closedStarbucks (SBUX)- position closedTarget (TGT) He [...]

• Borders Invoice Payment Delay: The Real Story
  ToddSullivan, November 10th, 2008 at 3:04 pm, Comments: 0

  Share on StockTwits A lesson trying to get some facts before running a story.. First, here is the story:“GalleyCat has received a copy of a [...]

• @VIC Bill Ackman Press Conference
  ToddSullivan, October 10th, 2008 at 5:41 am, Comments: 0

  Share on StockTwits Here is the audio of Bill Ackman’s press conference at the Value Investing Congress. If you are an investor of any type, [...]

• Borders CEO George Jones Interview
  ToddSullivan, October 6th, 2008 at 8:47 pm, Comments: 0

  Share on StockTwits Sorry this took longer than expected. The person who does my transcribing had the audacity to get the stomach flu. Here is [...]

• Pershing Files13D/A in Borders
  ToddSullivan, October 4th, 2008 at 7:42 pm, Comments: 0

  Share on StockTwits Here is the latest on Pershing and Borders (BGP) This calculation is based on 75,238,934 shares of common stock of Borders Group, [...]

• Borders Issues Warrants to Pershing
  ToddSullivan, October 1st, 2008 at 9:29 am, Comments: 0

  Share on StockTwits ANN ARBOR, Mich., Oct. 1 /PRNewswire-FirstCall/ — Consistent with apreviously announced agreement, Borders Group, Inc.(NYSE: BGP) today issuedwarrants to Pershing Square Capital [...]

• Borders CEO George Jones Interview
  ToddSullivan, September 24th, 2008 at 2:15 pm, Comments: 0

  Share on StockTwits I just finished an interview with Borders Group (BGP) CEO George Jones It it we discussed:1- The retail book business2- Borders.com3- Pershing [...]

• Text of Dow Chemical CEO Andrew Liveris Speech on US Industry Policy
  ToddSullivan, September 23rd, 2008 at 12:51 pm, Comments: 0

  Share on StockTwits Here it is. Liveris covers the whole gamut. I though about posting segments but you really need to read the whole text [...]

• Now, Some Borders Math
  ToddSullivan, September 2nd, 2008 at 5:18 pm, Comments: 0

  Share on StockTwits I was emailed a research note on Borders (BGP) by a reader and based on that, we can take closer look at [...]

• Borders Earnings Call Notes
  ToddSullivan, August 27th, 2008 at 12:58 pm, Comments: 0

  Share on StockTwits I think people are missing just how good a job Borders (BGP) CEO George Jones is doing there… Notes from the earnings [...]

• Borders Earnings / Debt Reduction Beat Estimates
  ToddSullivan, August 26th, 2008 at 2:49 pm, Comments: 0

  Share on StockTwits The really good news here is the reduction of debt by almost 40% YOY. From the release: Borders Group, Inc. (BGP) today [...]

• Seth Klarman Increases Borders Stake and Invests Heavily in SPAC’s
  ToddSullivan, August 21st, 2008 at 10:43 pm, Comments: 0

  Share on StockTwits Somehow I missed this when it was released…..sorry Baupost Group head and value investor extraordinaire (by that I mean 20% plus annual [...]