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Subs: Miscellaneous…..GGP Edition (updated) $$

Some GGP odds and ends….

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Subs: GGP Responds to Simon with Interesting Statement $$

As anticipated. We came back from the “Lion Country Safari” and a nice dinner and sitting down to catch up.

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Simon Offer for GGP $$

It is a joke…..details to come at www.wsmco.com where I did a telephone interview this morning.

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Subs: Shareholders Approve Shares $$

Still more news…

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Subs: Morgan Stanley Ups Ownership $$

Told you, I go away, here comes the news…

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Next Week

Heading out of town for winter break…

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Subs: Miscellaneous

More tidbits..

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Subs: A 15% of Market Cap Share Repurchase $$

Oh yeah, and a 4.8% yield to boot…

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Sears Begins to Monetize Brands……Finally $$

Honestly, as much of a fan of Lampert I am, I can’t figure why this was not done a year or two ago…

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Value Investing Congress Speaker Update & ValuePlays Discount

May 5th is coming up folks, time to register..

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Value Investing Congress Speaker Update & ValuePlays Discount

May 5th is coming up folks, time to register..

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Subs: New Buy, They Will Pave The Roads $$

The delay in these projects, still not started even though the stimulus bill promised they would be, will eventually be broken. I found a dirt cheap company that will do great when it does….

Note: I first wrote this post a month ago and have been sitting on it waiting for a reason to buy the stock and release the post. Just got it.

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Subs: Miscellaneous

Today’s tidbits…

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Subs: Miscellaneous

Odd and ends…

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Price War….. $$

In the past this has been a harbinger of consolidation..