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Valueplays

Claimed Blog: Todd Sullivan's - ValuePlays

WallStreetBlips Member since Feb. 24, 2009

valueplays.blogspot.com - 9/7/2009
ValuePlays Has Moved!!!
— valueplays.blogspot.com — THE NEW ADDRESS FOR VALUEPLAYS IS NOW VALUEPLAYS.NET (CLICK LINK TO BE DIRECTED) Enter your Email Preview... | Powered by FeedBlitz (more) ValuePlays Has Moved!!!

Comments vote down Valueplays Valueplays posted 9/7/2009posted this
valueplays.blogspot.com - 9/5/2009
SEC Report on Madoff.....Stunning
— valueplays.blogspot.com — Don't know whether to laugh, cry or become a criminal after reading this as the chance of... the SEC catching me is virtually nothing... SEC Madoff Report Disclosure ("none" means no position): Enter your Email Preview | Powered by FeedBlitz (more) SEC Report on Madoff.....Stunning

Comments vote down Valueplays Valueplays posted 9/5/2009posted this
valueplays.blogspot.com - 9/4/2009
Sears Holdings Websites Take 3 of Top 25 Spots In Consumer Survey
— valueplays.blogspot.com — I just love good information coming in from readers, thanks "bhall" for the email..... Online– Yesterday STORES... Magazine released the list of its 50 Favorite Online Retailers of 2009 and we’re happy to announce that www.Sears.com - #10, www.LandsEnd.com - #15 and www.Kmart.com - #23, all made ... (more) Sears Holdings Websites Take 3 of Top 25 Spots In ...

Comments vote down Valueplays Valueplays posted 9/4/2009posted this
valueplays.blogspot.com - 9/3/2009
Dow Chemical Confims Loans To Be Repaid Early
— valueplays.blogspot.com — Still no whiff of a Dow Ag sale from Dow Chemical (DOW) The Detroit Free Press Reports... : Dow Chemical Co., the largest U.S. chemical maker, said it is ahead of schedule on its plan to repay by year-end a $9.2-billion bridge loan that helped finance the April acquisition of Rohm & Haas Co. The ... (more) Dow Chemical Confims Loans To Be Repaid Early

Comments vote down Valueplays Valueplays posted 9/3/2009posted this
"Davidson" Makes A Case for International REIT's
valueplays.blogspot.com - 9/2/2009
"Davidson" Makes A Case for International REIT's
— valueplays.blogspot.com — Davidson" submits: With the 2007’s Total Mortgage level over $14.5Trillion of which more than $11.1Trillion were home... mortgages it would be hard to find a stronger connection to the financial system than this. Data from US Census Bureau most current information. Equity REITs are publicly ... (more) "Davidson" Makes A Case for International REIT's

Comments vote down Valueplays Valueplays posted 9/2/2009posted this
Philadelphia Fed's Bullish Report
valueplays.blogspot.com - 9/2/2009
Philadelphia Fed's Bullish Report
— valueplays.blogspot.com — "Davidson" submits: The Philadelphia Fed report on the business outlook survey has startled Wall Street and set... abuzz chatter regarding the long forecasted V-Shaped Recovery by Wesbury. This report was so far better than expected 4.2 vs. an expected -0.2 that Treasuries fell in value as ... (more) Philadelphia Fed's Bullish Report
Comments vote down Valueplays Valueplays posted 9/2/2009posted this
valueplays.blogspot.com - 9/1/2009
Brookfield Properties CEO: CRE Death Fears Exaggerated
— valueplays.blogspot.com — Key quote regarding the sate of the CRE market: "On the fundamental side, today is not as... bad as the 90's" Here is my original investing thesis for Brookfield Properties (BPO) . Brookfield is being priced as though it has problems and it doesn't. When the rest of the market wakes up to ... (more) Brookfield Properties CEO: CRE Death Fears Exaggerated

Comments vote down Valueplays Valueplays posted 9/1/2009posted this
Dallas Fed Releases Updated 12mo Trimmed Mean PCE Inflation Benchmark.
valueplays.blogspot.com - 9/1/2009
Dallas Fed Releases Updated 12mo Trimmed Mean PCE Inflation Benchmark.
— valueplays.blogspot.com — "Davidson" Submits: Subject: Dallas Fed Releases Updated 12mo Trimmed mean PCE Inflation benchmark. The Dallas Fed released... their 12mo Trimmed mean PCE inflation benchmark this morning. This includes the Jun09 and July09 values and was delayed while they went through a periodic review. It ... (more) Dallas Fed Releases Updated 12mo Trimmed Mean PCE ...

Comments vote down Valueplays Valueplays posted 9/1/2009posted this
valueplays.blogspot.com - 8/31/2009
Some Interesting Legal Opinion on General Growth Chapter 11
— valueplays.blogspot.com — The firm of Wachtell, Lipton, Rosen and Katz has put out some very interesting opinions as to... the General Growth (GGWPQ) Chapter 11. It goes to the central thesis we have here that the lenders, one way or another will end up extending maturities on the loans. This, in turn, will leave tremendous ... (more) Some Interesting Legal Opinion on General Growth Chapter 11

Comments vote down Valueplays Valueplays posted 8/31/2009posted this
valueplays.blogspot.com - 8/31/2009
Sears Misses: Cheerleaders Run and Boo-Birds Emerge
— valueplays.blogspot.com — Well, its official, the boo-bird are back out on Eddie Lampert after Sears Holdings (SHLD) recent quarter.... Now, it should be noted this is after Q1 results that "surprised" everyone being better that expected and the stock rallied from $35 to near $80. So, who is right, the cheerleaders or the ... (more) Sears Misses: Cheerleaders Run and Boo-Birds Emerge

Comments vote down Valueplays Valueplays posted 8/31/2009posted this
Wall St. Media 8/27: Thank You To Portland Sea Dogs
valueplays.blogspot.com - 8/31/2009
Wall St. Media 8/27: Thank You To Portland Sea Dogs
— valueplays.blogspot.com — Special thanks to Pitching Coach Mike Cather and the Portland Sea Dogs organization and players for having... my boys Cameron and Luke at bat boys for a double header when we were up on vacation. Truly an event they have not stopped talking about since... Doug and I also talk about Natural Gas ... (more) Wall St. Media 8/27: Thank You To Portland Sea Dogs

Comments vote down Valueplays Valueplays posted 8/31/2009posted this
"You Think The Market Isn't A Casino Now?"
valueplays.blogspot.com - 8/30/2009
"You Think The Market Isn't A Casino Now?"
— valueplays.blogspot.com — Got this in an email from a reader this weekend, just had to share as it makes... just way too much sense..... Just look at the top 20 stocks traded on Friday.. Most are pieces of Sh... Citibank trades 1.4 billion shares!!! When I got started in the business in the early 80’s everyone was worried ... (more) "You Think The Market Isn't A Casino Now?"

Comments vote down Valueplays Valueplays posted 8/30/2009posted this
Another Look at Dr. Copper
valueplays.blogspot.com - 8/25/2009
Another Look at Dr. Copper
— valueplays.blogspot.com — An update from an article back in March ... "Davidson" submits: It is useful at this time... to review “Dr. Copper” and the Baltic Dry Index which many believe offer insight to global economic activity. As I review the multitude of current forecasts there are many which state that the market has ... (more) Another Look at Dr. Copper

Comments vote down Valueplays Valueplays posted 8/25/2009posted this
valueplays.blogspot.com - 8/24/2009
Brookfield Properties Analyst: "No Reason for Material Discount"
— valueplays.blogspot.com — For those not familiar with it here is the original investment thesis for Brookfield Properties (BPO) The... report said (emphasis mine): Dow Jones) TD raises Brookfield Properties (BPO) to hold from reduce, citing a "dramatic turnaround in freely useable liquidity." Firm says the Canadian office ... (more) Brookfield Properties Analyst: "No Reason for Material ...

Comments vote down Valueplays Valueplays posted 8/24/2009posted this
"Econonmics in One Lesson"
valueplays.blogspot.com - 8/24/2009
"Econonmics in One Lesson"
— valueplays.blogspot.com — Here is a section of the book that applies more than a bit to today.... There is... no more persistent and influential faith in the world today than the faith in government spending. Everywhere government spending is presented as a panacea for all our economic ills. Is private industry partially ... (more) "Econonmics in One Lesson"
Comments vote down Valueplays Valueplays posted 8/24/2009posted this
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