tag:blogger.com,1999:blog-1815670410767921032008-07-26T06:35:35.094-04:00Todd Sullivanhttp://www.blogger.com/profile/08287307038296659422noreply@blogger.comBlogger242612542.269845-71.614085http://www.feedburner.com/fb/images/pub/fb_pwrd.gifSubscribe with My Yahoo!Subscribe with NewsGatorSubscribe with My AOLSubscribe with RojoSubscribe with BloglinesSubscribe with NetvibesSubscribe with GoogleSubscribe with PageflakesSubscribe with PlusmoSubscribe with FeedLoungeSubscribe with The Free DictionarySubscribe with Bitty BrowserSubscribe with NewsAlloySubscribe with Live.comSubscribe with Excite MIXSubscribe with Yourminis.comSubscribe with Attensa for OutlookSubscribe with WebwagSubscribe with netomat HubSubscribe with Daily Rotationtag:blogger.com,1999:blog-181567041076792103.post-86768572798418932122008-07-25T00:32:00.000-04:002008-07-25T00:32:00.467-04:00Shelby Steele, NY Times, Obama, SEC - Fascinating - Doesn't everyone outside of Manhattan? - If you say anything enough, it becomes seen as true, whether it really is or not. - They have become a hindrance to the market.. &uarr; Grab this Headline Animator Visit the ValuePlays Bookstore for Great Investing Books Enter your Email Preview | Powered by FeedBlitz<br/> <br/> Continued at Todd Sullivan's ValuePlays <p><a href="http://feeds.feedburner.com/~a/ValuePlays?a=huKYOd"><img src="http://feeds.feedburner.com/~a/ValuePlays?i=huKYOd" border="0"></img></a></p><div class="feedflare"> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=uE7UBJ"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=uE7UBJ" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=1AVuDJ"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=1AVuDJ" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=S2LF2j"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=S2LF2j" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=DsH7HJ"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=DsH7HJ" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=l6o57j"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=l6o57j" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=bqON7J"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=bqON7J" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=KOexQJ"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=KOexQJ" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=qMdFBJ"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=qMdFBJ" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=8rOXHj"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=8rOXHj" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=JLwSpJ"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=JLwSpJ" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=gJS9FJ"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=gJS9FJ" border="0"></img></a> </div><img src="http://feeds.feedburner.com/~r/ValuePlays/~4/345320784" height="1" width="1"/>Todd Sullivanhttp://www.blogger.com/profile/08287307038296659422noreply@blogger.comhttp://api.feedburner.com/awareness/1.0/GetItemData?uri=ValuePlays&itemurl=http%3A%2F%2Fvalueplays.blogspot.com%2F2008%2F07%2Ffridays-links_25.htmlhttp://valueplays.blogspot.com/2008/07/fridays-links_25.htmltag:blogger.com,1999:blog-181567041076792103.post-22820304502319993762008-07-24T21:12:00.005-04:002008-07-24T21:26:31.480-04:00Well Q1 as an independent company is in the books for Phillip Morris International (PM) and of to a great start we are. On Wednesday, Philip Morris reported double-digit sales and profits increases in the second quarter, boosted by higher prices and the weaker dollar. Philip Morris shipped 223.2 billion cigarettes in Q2, up 1.0% from a year earlier. For the year, Philip Morris forecast earnings of $3.32 to $3.38 a share, up from its previous forecast of $3.18 to $3.24. This represents a...<br/> <br/> Continued at Todd Sullivan's ValuePlays <p><a href="http://feeds.feedburner.com/~a/ValuePlays?a=TFbYBW"><img src="http://feeds.feedburner.com/~a/ValuePlays?i=TFbYBW" border="0"></img></a></p><div class="feedflare"> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=dGt8aJ"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=dGt8aJ" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=yopDBJ"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=yopDBJ" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=s6T0gj"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=s6T0gj" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=8LsMnJ"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=8LsMnJ" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=NJbUvj"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=NJbUvj" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=DlgjMJ"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=DlgjMJ" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=IIO4MJ"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=IIO4MJ" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=44Bt9J"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=44Bt9J" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=4taP8j"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=4taP8j" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=myvjHJ"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=myvjHJ" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=mpP6WJ"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=mpP6WJ" border="0"></img></a> </div><img src="http://feeds.feedburner.com/~r/ValuePlays/~4/345174200" height="1" width="1"/>Todd Sullivanhttp://www.blogger.com/profile/08287307038296659422noreply@blogger.comhttp://api.feedburner.com/awareness/1.0/GetItemData?uri=ValuePlays&itemurl=http%3A%2F%2Fvalueplays.blogspot.com%2F2008%2F07%2Fphillip-morris-international-on-fire.htmlhttp://valueplays.blogspot.com/2008/07/phillip-morris-international-on-fire.htmltag:blogger.com,1999:blog-181567041076792103.post-19849874059534292842008-07-24T14:32:00.005-04:002008-07-24T19:33:33.250-04:00Another fantastic management job at Dow Chemical (DOW) this quarter and more affirmation as to why the Rohm &amp; Haas (ROH) deal went for the price it did and why it is a great purchase. Results: Sales for the second quarter set another Company record, rising 23 percent from the same period last year to $16.4 billion. Double-digit price increases were recorded in all operating segments and all geographic areas. · Volume grew 5 percent, with 12 percent growth in...<br/> <br/> Continued at Todd Sullivan's ValuePlays <p><a href="http://feeds.feedburner.com/~a/ValuePlays?a=ayfsWz"><img src="http://feeds.feedburner.com/~a/ValuePlays?i=ayfsWz" border="0"></img></a></p><div class="feedflare"> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=1k7pSJ"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=1k7pSJ" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=4XJslJ"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=4XJslJ" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=nXrNWj"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=nXrNWj" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=N7zI3J"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=N7zI3J" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=C47dpj"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=C47dpj" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=nBy9wJ"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=nBy9wJ" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=GSfhQJ"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=GSfhQJ" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=BEE0bJ"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=BEE0bJ" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=0rgTOj"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=0rgTOj" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=jMQQbJ"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=jMQQbJ" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=HEoTPJ"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=HEoTPJ" border="0"></img></a> </div><img src="http://feeds.feedburner.com/~r/ValuePlays/~4/344968521" height="1" width="1"/>Todd Sullivanhttp://www.blogger.com/profile/08287307038296659422noreply@blogger.comhttp://api.feedburner.com/awareness/1.0/GetItemData?uri=ValuePlays&itemurl=http%3A%2F%2Fvalueplays.blogspot.com%2F2008%2F07%2Fdows-quarter-and-rohm-haas.htmlhttp://valueplays.blogspot.com/2008/07/dows-quarter-and-rohm-haas.htmltag:blogger.com,1999:blog-181567041076792103.post-29616060114532724082008-07-24T14:25:00.004-04:002008-07-24T21:10:00.434-04:00AutoNation (AN) released results today and the news was far better than one would expect given its current operating environment. America’s largest automotive retailer, today reported 2008 second quarter net income from continuing operations of $53 million or $0.29 per share, compared to year-ago net income from continuing operations of $79 million or $0.38 per share. After adjusting for certain items disclosed in the attached financial tables, net income from continuing operations for the...<br/> <br/> Continued at Todd Sullivan's ValuePlays <p><a href="http://feeds.feedburner.com/~a/ValuePlays?a=5tPdFf"><img src="http://feeds.feedburner.com/~a/ValuePlays?i=5tPdFf" border="0"></img></a></p><div class="feedflare"> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=ipa2JJ"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=ipa2JJ" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=RFRhPJ"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=RFRhPJ" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=f0Sfxj"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=f0Sfxj" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=McUV4J"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=McUV4J" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=GYwO3j"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=GYwO3j" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=YD1hiJ"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=YD1hiJ" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=CbRCkJ"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=CbRCkJ" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=XDZNlJ"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=XDZNlJ" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=7hWUdj"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=7hWUdj" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=jDT2kJ"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=jDT2kJ" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=FCbWuJ"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=FCbWuJ" border="0"></img></a> </div><img src="http://feeds.feedburner.com/~r/ValuePlays/~4/345174201" height="1" width="1"/>Todd Sullivanhttp://www.blogger.com/profile/08287307038296659422noreply@blogger.comhttp://api.feedburner.com/awareness/1.0/GetItemData?uri=ValuePlays&itemurl=http%3A%2F%2Fvalueplays.blogspot.com%2F2008%2F07%2Fautonation-ceo-on-earnings.htmlhttp://valueplays.blogspot.com/2008/07/autonation-ceo-on-earnings.htmltag:blogger.com,1999:blog-181567041076792103.post-89003610181670496692008-07-24T09:52:00.023-04:002008-07-24T15:59:42.929-04:00John Paulson made $3.7B in 2007 betting against an over levered financial system. The ability to go left when everyone else is going right is truly the mark of a great investor. I would like to point out some of Paulson's superhuman abilities: 1. Paulson had an almost clairvoyant insight into the machinations of Bear Stearns, who at the time was propping up faltering Mortgage Backed Securities (MBS), "..by purchasing individual mortgages that were rapidly losing value to avoid doling out...<br/> <br/> Continued at Todd Sullivan's ValuePlays <p><a href="http://feeds.feedburner.com/~a/ValuePlays?a=grgkcr"><img src="http://feeds.feedburner.com/~a/ValuePlays?i=grgkcr" border="0"></img></a></p><div class="feedflare"> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=uEd5JJ"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=uEd5JJ" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=3wpcnJ"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=3wpcnJ" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=gJVfYj"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=gJVfYj" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=j0jT1J"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=j0jT1J" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=VFvtbj"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=VFvtbj" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=VU9VBJ"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=VU9VBJ" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=6wpm5J"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=6wpm5J" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=VLoETJ"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=VLoETJ" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=jJT0jj"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=jJT0jj" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=xIBbCJ"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=xIBbCJ" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=CLB0YJ"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=CLB0YJ" border="0"></img></a> </div><img src="http://feeds.feedburner.com/~r/ValuePlays/~4/344874950" height="1" width="1"/>vladohttp://www.blogger.com/profile/17573273060469187424noreply@blogger.comhttp://api.feedburner.com/awareness/1.0/GetItemData?uri=ValuePlays&itemurl=http%3A%2F%2Fvalueplays.blogspot.com%2F2008%2F07%2Fjohn-paulsons-jedi-like-instinct.htmlhttp://valueplays.blogspot.com/2008/07/john-paulsons-jedi-like-instinct.htmltag:blogger.com,1999:blog-181567041076792103.post-4027028326013432232008-07-21T22:06:00.001-04:002008-07-22T22:07:18.309-04:00Icahn files this with the SEC today in Guaranty Financial (GFG) Item 4 of the Initial 13D is hereby amended by adding the following: On July 21, 2008, the transactions contemplated by the Investment Agreement and the Purchase Agreement closed. At the closing, the Reporting Persons received, in exchange for aggregate consideration of $230,000,011 in cash, 1,469,830 shares of Series B Preferred Stock and $175 million in principal amount of Subordinated Notes. ...<br/> <br/> Continued at Todd Sullivan's ValuePlays <p><a href="http://feeds.feedburner.com/~a/ValuePlays?a=qWh49N"><img src="http://feeds.feedburner.com/~a/ValuePlays?i=qWh49N" border="0"></img></a></p><div class="feedflare"> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=PhmY5J"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=PhmY5J" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=gZWIvJ"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=gZWIvJ" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=Uasmjj"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=Uasmjj" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=ljZ5pJ"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=ljZ5pJ" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=INSfKj"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=INSfKj" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=ovkJFJ"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=ovkJFJ" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=YCycuJ"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=YCycuJ" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=08VJ1J"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=08VJ1J" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=0yaMyj"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=0yaMyj" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=dXHjaJ"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=dXHjaJ" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=uaHkEJ"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=uaHkEJ" border="0"></img></a> </div><img src="http://feeds.feedburner.com/~r/ValuePlays/~4/343103152" height="1" width="1"/>Todd Sullivanhttp://www.blogger.com/profile/08287307038296659422noreply@blogger.comhttp://api.feedburner.com/awareness/1.0/GetItemData?uri=ValuePlays&itemurl=http%3A%2F%2Fvalueplays.blogspot.com%2F2008%2F07%2Ficahn-files-13da-in-guaranty-financial.htmlhttp://valueplays.blogspot.com/2008/07/icahn-files-13da-in-guaranty-financial.htmltag:blogger.com,1999:blog-181567041076792103.post-36383213816629763272008-07-21T21:56:00.002-04:002008-07-21T22:04:09.975-04:00Bill Gates' Cascade Investments and The Gates Foundation in a recent SEC filing disclosed a 5.5% stake in the auto retailer. From the filing: "(1) Cascade Investment, L.L.C. (“Cascade”) holds 5,263,588 shares of Common Stock. For purposes of Rule 13d-3 under the Securities Exchange Act of 1934, as amended, all shares of Common Stock held by Cascade may be deemed to be beneficially owned by William H. Gates III as the sole member of Cascade. Michael Larson, the Business Manager of...<br/> <br/> Continued at Todd Sullivan's ValuePlays <p><a href="http://feeds.feedburner.com/~a/ValuePlays?a=L8vsO5"><img src="http://feeds.feedburner.com/~a/ValuePlays?i=L8vsO5" border="0"></img></a></p><div class="feedflare"> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=FGJZfJ"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=FGJZfJ" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=R9j8lJ"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=R9j8lJ" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=uc2jNj"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=uc2jNj" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=I3fSfJ"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=I3fSfJ" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=2McJwj"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=2McJwj" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=iUPp0J"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=iUPp0J" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=6OrJEJ"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=6OrJEJ" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=KWt6gJ"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=KWt6gJ" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=ejBmuj"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=ejBmuj" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=kFZmnJ"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=kFZmnJ" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=lf9jmJ"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=lf9jmJ" border="0"></img></a> </div><img src="http://feeds.feedburner.com/~r/ValuePlays/~4/342101059" height="1" width="1"/>Todd Sullivanhttp://www.blogger.com/profile/08287307038296659422noreply@blogger.comhttp://api.feedburner.com/awareness/1.0/GetItemData?uri=ValuePlays&itemurl=http%3A%2F%2Fvalueplays.blogspot.com%2F2008%2F07%2Fbill-gates-buys-autonation-hares.htmlhttp://valueplays.blogspot.com/2008/07/bill-gates-buys-autonation-hares.htmltag:blogger.com,1999:blog-181567041076792103.post-35202191314663418502008-07-21T21:36:00.002-04:002008-07-21T21:53:26.127-04:00Still on vacation but some things need attention. Read some of Goldman Sachs' (GS) research report on Sherwin Williams (SHW) today.. "Although the company’s long-term growth potential remains intact, we are cautious that the cost and demand headwinds will continue challenging SHW in the near term: (1) our economists expect existing home sales (key indicator for paint demand) to trough in 1H2009; (2) the overall non- residential market is poised for a downturn as a substantially tighter credit...<br/> <br/> Continued at Todd Sullivan's ValuePlays <p><a href="http://feeds.feedburner.com/~a/ValuePlays?a=5HJ32Q"><img src="http://feeds.feedburner.com/~a/ValuePlays?i=5HJ32Q" border="0"></img></a></p><div class="feedflare"> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=gj5tEJ"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=gj5tEJ" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=GioxTJ"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=GioxTJ" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=BJ59Qj"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=BJ59Qj" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=j78WPJ"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=j78WPJ" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=OmMvNj"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=OmMvNj" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=O0tsuJ"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=O0tsuJ" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=KDIMoJ"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=KDIMoJ" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=IutYXJ"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=IutYXJ" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=T0FHJj"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=T0FHJj" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=8TUhZJ"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=8TUhZJ" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=v94O7J"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=v94O7J" border="0"></img></a> </div><img src="http://feeds.feedburner.com/~r/ValuePlays/~4/342101060" height="1" width="1"/>Todd Sullivanhttp://www.blogger.com/profile/08287307038296659422noreply@blogger.comhttp://api.feedburner.com/awareness/1.0/GetItemData?uri=ValuePlays&itemurl=http%3A%2F%2Fvalueplays.blogspot.com%2F2008%2F07%2Fgoldman-sachs-gs-no-value-investing.htmlhttp://valueplays.blogspot.com/2008/07/goldman-sachs-gs-no-value-investing.htmltag:blogger.com,1999:blog-181567041076792103.post-87308578129115319462008-07-21T06:22:00.000-04:002008-07-21T06:22:00.861-04:00Reid, Borders, Dimon, Sherwin - Hey Harry!!! Why not "tackle" the LACK OF OIL...? - The new site is great - Read this - Dividend &uarr; Grab this Headline Animator Visit the ValuePlays Bookstore for Great Investing Books Enter your Email Preview | Powered by FeedBlitz<br/> <br/> Continued at Todd Sullivan's ValuePlays <p><a href="http://feeds.feedburner.com/~a/ValuePlays?a=TDctZY"><img src="http://feeds.feedburner.com/~a/ValuePlays?i=TDctZY" border="0"></img></a></p><div class="feedflare"> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=ChyzeJ"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=ChyzeJ" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=CvYdxJ"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=CvYdxJ" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=XhEz2j"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=XhEz2j" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=J7M44J"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=J7M44J" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=EuvNpj"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=EuvNpj" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=CLdDoJ"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=CLdDoJ" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=9gydpJ"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=9gydpJ" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=RNx5vJ"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=RNx5vJ" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=GzAOzj"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=GzAOzj" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=YZL8YJ"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=YZL8YJ" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=Avzj1J"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=Avzj1J" border="0"></img></a> </div><img src="http://feeds.feedburner.com/~r/ValuePlays/~4/341422157" height="1" width="1"/>Todd Sullivanhttp://www.blogger.com/profile/08287307038296659422noreply@blogger.comhttp://api.feedburner.com/awareness/1.0/GetItemData?uri=ValuePlays&itemurl=http%3A%2F%2Fvalueplays.blogspot.com%2F2008%2F07%2Fmondays-links_21.htmlhttp://valueplays.blogspot.com/2008/07/mondays-links_21.htmltag:blogger.com,1999:blog-181567041076792103.post-40839352214663688162008-07-20T22:19:00.003-04:002008-07-20T22:22:25.343-04:00You may have notice a new blogger here at ValuePlays. Vlado ia taking a shot at it and will occasionally contribute. I think the value folks out there will find is style , topics and ability to find information has real merit. Vlado's first post is here &uarr; Grab this Headline Animator Visit the ValuePlays Bookstore for Great Investing Books Enter your Email Preview | Powered by FeedBlitz<br/> <br/> Continued at Todd Sullivan's ValuePlays <p><a href="http://feeds.feedburner.com/~a/ValuePlays?a=x73YGX"><img src="http://feeds.feedburner.com/~a/ValuePlays?i=x73YGX" border="0"></img></a></p><div class="feedflare"> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=uGtYhJ"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=uGtYhJ" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=O6BUnJ"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=O6BUnJ" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=lbqoqj"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=lbqoqj" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=iCvdoJ"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=iCvdoJ" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=gnzK9j"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=gnzK9j" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=nqnueJ"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=nqnueJ" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=eAn0LJ"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=eAn0LJ" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=EDMkFJ"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=EDMkFJ" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=EDp3Qj"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=EDp3Qj" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=UAdL0J"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=UAdL0J" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=NxawLJ"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=NxawLJ" border="0"></img></a> </div><img src="http://feeds.feedburner.com/~r/ValuePlays/~4/341132158" height="1" width="1"/>Todd Sullivanhttp://www.blogger.com/profile/08287307038296659422noreply@blogger.comhttp://api.feedburner.com/awareness/1.0/GetItemData?uri=ValuePlays&itemurl=http%3A%2F%2Fvalueplays.blogspot.com%2F2008%2F07%2Flease-welcome-new-blogger.htmlhttp://valueplays.blogspot.com/2008/07/lease-welcome-new-blogger.htmltag:blogger.com,1999:blog-181567041076792103.post-43372632505858377062008-07-19T22:45:00.004-04:002008-07-19T23:41:22.177-04:00In a recent interview Bruce Berkowitz, of Fairholme Capital Management (FAIRX), revealed that he was leaving Energy and heading into the Health Care sector. Was Berkowitz sincere? Or was it a quarterback misdirection? A Google search revealed this unreferenced pdf presentation from June 2007 that points out (on page 19) that Fairholme Capital Management (FAIRX) is Clarke Inc's second largest institutional investor, with 1,142,400 shares (4.5% equity stake). Also came across this article on a...<br/> <br/> Continued at Todd Sullivan's ValuePlays <p><a href="http://feeds.feedburner.com/~a/ValuePlays?a=szoKYB"><img src="http://feeds.feedburner.com/~a/ValuePlays?i=szoKYB" border="0"></img></a></p><div class="feedflare"> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=JIXBdJ"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=JIXBdJ" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=mbXr6J"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=mbXr6J" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=ODDDrj"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=ODDDrj" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=jFaPmJ"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=jFaPmJ" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=xd2eyj"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=xd2eyj" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=RargPJ"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=RargPJ" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=hukTwJ"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=hukTwJ" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=cHKgKJ"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=cHKgKJ" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=UFKeUj"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=UFKeUj" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=LDnK0J"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=LDnK0J" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=NoGIOJ"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=NoGIOJ" border="0"></img></a> </div><img src="http://feeds.feedburner.com/~r/ValuePlays/~4/340341524" height="1" width="1"/>vladohttp://www.blogger.com/profile/17573273060469187424noreply@blogger.comhttp://api.feedburner.com/awareness/1.0/GetItemData?uri=ValuePlays&itemurl=http%3A%2F%2Fvalueplays.blogspot.com%2F2008%2F07%2Fis-bruce-berkowitz-calling.htmlhttp://valueplays.blogspot.com/2008/07/is-bruce-berkowitz-calling.htmltag:blogger.com,1999:blog-181567041076792103.post-11290863584643799062008-07-19T19:46:00.000-04:002008-07-19T19:47:09.994-04:00Off to Maine this week &uarr; Grab this Headline Animator Visit the ValuePlays Bookstore for Great Investing Books Enter your Email Preview | Powered by FeedBlitz<br/> <br/> Continued at Todd Sullivan's ValuePlays <p><a href="http://feeds.feedburner.com/~a/ValuePlays?a=VjNabq"><img src="http://feeds.feedburner.com/~a/ValuePlays?i=VjNabq" border="0"></img></a></p><div class="feedflare"> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=znDvEJ"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=znDvEJ" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=VWzRQJ"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=VWzRQJ" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=tJGsWj"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=tJGsWj" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=fEBQYJ"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=fEBQYJ" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=YaNQHj"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=YaNQHj" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=UgAiuJ"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=UgAiuJ" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=SINFoJ"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=SINFoJ" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=PE2oFJ"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=PE2oFJ" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=QIzjrj"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=QIzjrj" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=v3oHxJ"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=v3oHxJ" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=HNNNuJ"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=HNNNuJ" border="0"></img></a> </div><img src="http://feeds.feedburner.com/~r/ValuePlays/~4/340237136" height="1" width="1"/>Todd Sullivanhttp://www.blogger.com/profile/08287307038296659422noreply@blogger.comhttp://api.feedburner.com/awareness/1.0/GetItemData?uri=ValuePlays&itemurl=http%3A%2F%2Fvalueplays.blogspot.com%2F2008%2F07%2Fon-vacation-again.htmlhttp://valueplays.blogspot.com/2008/07/on-vacation-again.htmltag:blogger.com,1999:blog-181567041076792103.post-17523142514655538182008-07-18T05:01:00.000-04:002008-07-18T05:01:00.283-04:00Starbucks, Iraq, Rodgers, Inflation - Another view - Nothing like telegraphing the move. If I were the terrorists I would be insulted he thinks they are so stupid.. - Uh, Jim, who has said this is happening? - More dangerous than slow growth \ &uarr; Grab this Headline Animator Visit the ValuePlays Bookstore for Great Investing Books Enter your Email Preview | Powered by FeedBlitz<br/> <br/> Continued at Todd Sullivan's ValuePlays <p><a href="http://feeds.feedburner.com/~a/ValuePlays?a=JhqkQd"><img src="http://feeds.feedburner.com/~a/ValuePlays?i=JhqkQd" border="0"></img></a></p><div class="feedflare"> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=51ZiPJ"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=51ZiPJ" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=dVmpsJ"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=dVmpsJ" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=Q9XbDj"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=Q9XbDj" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=Y6Fx7J"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=Y6Fx7J" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=Vd4Awj"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=Vd4Awj" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=xAmtNJ"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=xAmtNJ" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=AT7toJ"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=AT7toJ" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=t9AKpJ"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=t9AKpJ" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=9CqHHj"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=9CqHHj" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=gJEVdJ"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=gJEVdJ" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=Wq6USJ"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=Wq6USJ" border="0"></img></a> </div><img src="http://feeds.feedburner.com/~r/ValuePlays/~4/338831885" height="1" width="1"/>Todd Sullivanhttp://www.blogger.com/profile/08287307038296659422noreply@blogger.comhttp://api.feedburner.com/awareness/1.0/GetItemData?uri=ValuePlays&itemurl=http%3A%2F%2Fvalueplays.blogspot.com%2F2008%2F07%2Ffridays-links_18.htmlhttp://valueplays.blogspot.com/2008/07/fridays-links_18.htmltag:blogger.com,1999:blog-181567041076792103.post-45509573367544730682008-07-18T04:43:00.001-04:002008-07-18T04:43:00.636-04:00I think it depends on what you own.. Just as I am skeptical when something falls 49% in a couple days barring extreme circumstances I am equally un-enthused when the converse happens. Watch the following discussion: Now, holders in JP Morgan (JPM) and Wells Fargo (WFC) can be assured that the rally in their share is for real for the simple reason that the sell-off in them was far overdone. A word of caution, this isn't really so much a rally of enthusiasm that "bad news is done" as much...<br/> <br/> Continued at Todd Sullivan's ValuePlays <p><a href="http://feeds.feedburner.com/~a/ValuePlays?a=0wYGQM"><img src="http://feeds.feedburner.com/~a/ValuePlays?i=0wYGQM" border="0"></img></a></p><div class="feedflare"> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=72lfDJ"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=72lfDJ" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=NJortJ"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=NJortJ" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=QGz1Pj"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=QGz1Pj" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=tK4F0J"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=tK4F0J" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=AU6Vbj"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=AU6Vbj" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=BnGwWJ"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=BnGwWJ" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=vDuW5J"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=vDuW5J" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=C1ZQ6J"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=C1ZQ6J" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=b4uJXj"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=b4uJXj" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=2gcnwJ"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=2gcnwJ" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=GWTYUJ"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=GWTYUJ" border="0"></img></a> </div><img src="http://feeds.feedburner.com/~r/ValuePlays/~4/338831886" height="1" width="1"/>Todd Sullivanhttp://www.blogger.com/profile/08287307038296659422noreply@blogger.comhttp://api.feedburner.com/awareness/1.0/GetItemData?uri=ValuePlays&itemurl=http%3A%2F%2Fvalueplays.blogspot.com%2F2008%2F07%2Ffinancialsis-it-for-real.htmlhttp://valueplays.blogspot.com/2008/07/financialsis-it-for-real.htmltag:blogger.com,1999:blog-181567041076792103.post-69257006554774666902008-07-18T02:35:00.001-04:002008-07-18T02:35:07.479-04:00Here is a nice post by Jeff Annello on Sears Holdings (SHLD) in which he gives it a valuation Disclosure ("none" means no position):Long SHLD &uarr; Grab this Headline Animator Visit the ValuePlays Bookstore for Great Investing Books Enter your Email Preview | Powered by FeedBlitz<br/> <br/> Continued at Todd Sullivan's ValuePlays <p><a href="http://feeds.feedburner.com/~a/ValuePlays?a=gsF4TR"><img src="http://feeds.feedburner.com/~a/ValuePlays?i=gsF4TR" border="0"></img></a></p><div class="feedflare"> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=NOMd3J"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=NOMd3J" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=ApkC7J"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=ApkC7J" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=vf2k7j"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=vf2k7j" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=A8EBlJ"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=A8EBlJ" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=WfsKWj"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=WfsKWj" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=6XHsdJ"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=6XHsdJ" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=lsUKRJ"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=lsUKRJ" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=HYKm5J"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=HYKm5J" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=SIRQsj"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=SIRQsj" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=ritdXJ"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=ritdXJ" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=YbhyeJ"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=YbhyeJ" border="0"></img></a> </div><img src="http://feeds.feedburner.com/~r/ValuePlays/~4/338755880" height="1" width="1"/>Todd Sullivanhttp://www.blogger.com/profile/08287307038296659422noreply@blogger.comhttp://api.feedburner.com/awareness/1.0/GetItemData?uri=ValuePlays&itemurl=http%3A%2F%2Fvalueplays.blogspot.com%2F2008%2F07%2Fannello-on-sears-holdings.htmlhttp://valueplays.blogspot.com/2008/07/annello-on-sears-holdings.htmltag:blogger.com,1999:blog-181567041076792103.post-87521085944428866062008-07-18T00:09:00.001-04:002008-07-18T00:09:00.756-04:00Upgrades CB&I (CBI)- Stanford Research Sell » Hold Steven Madden (SHOO)- Wedbush Morgan Hold » Buy EOG Resources (EOG)- RBC Capital Mkts Underperform » Sector Perform Starwood Hotels (HOT)- Wachovia Mkt Perform » Outperform PF Chang's (PFCB)- Piper Jaffray Neutral » Buy ACE Limited (ACE)- Citigroup Hold » Buy Marshall & Ilsley (MI)- Keefe Bruyette Underperform » Mkt Perform Microchip (MCHP)- UBS Neutral » Buy Colnl BancGrp (CNB)- JP Morgan Neutral »...<br/> <br/> Continued at Todd Sullivan's ValuePlays <p><a href="http://feeds.feedburner.com/~a/ValuePlays?a=JS0uun"><img src="http://feeds.feedburner.com/~a/ValuePlays?i=JS0uun" border="0"></img></a></p><div class="feedflare"> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=7xeJzJ"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=7xeJzJ" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=fyhpRJ"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=fyhpRJ" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=ziaxfj"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=ziaxfj" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=JgkuRJ"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=JgkuRJ" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=l3BMQj"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=l3BMQj" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=GKmkMJ"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=GKmkMJ" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=sH5aDJ"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=sH5aDJ" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=yBhdAJ"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=yBhdAJ" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=9GoFwj"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=9GoFwj" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=t6jN8J"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=t6jN8J" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=lVHaaJ"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=lVHaaJ" border="0"></img></a> </div><img src="http://feeds.feedburner.com/~r/ValuePlays/~4/338669412" height="1" width="1"/>Todd Sullivanhttp://www.blogger.com/profile/08287307038296659422noreply@blogger.comhttp://api.feedburner.com/awareness/1.0/GetItemData?uri=ValuePlays&itemurl=http%3A%2F%2Fvalueplays.blogspot.com%2F2008%2F07%2Ffridays-upgrades-and-downgrades_18.htmlhttp://valueplays.blogspot.com/2008/07/fridays-upgrades-and-downgrades_18.htmltag:blogger.com,1999:blog-181567041076792103.post-15018760310573449192008-07-17T15:56:00.005-04:002008-07-17T16:07:37.583-04:00Looks like in banking it is now a two horse race. JP Morgan (JPM) reported today and like Wells Fargo (WFC) yesterday, investors were undoubtedly pleased. From the Release: JPMorgan (JPM) today reported 2008 second-quarter net income of $2.0 billion, compared with net income of $4.2 billion in the second quarter of 2007. Earnings per share of $0.54 were down 55%, compared with earnings per share of $1.20 in the second quarter of 2007. Current-quarter results include the effect of...<br/> <br/> Continued at Todd Sullivan's ValuePlays <p><a href="http://feeds.feedburner.com/~a/ValuePlays?a=iWjjyR"><img src="http://feeds.feedburner.com/~a/ValuePlays?i=iWjjyR" border="0"></img></a></p><div class="feedflare"> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=KiyRMJ"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=KiyRMJ" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=sOtBEJ"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=sOtBEJ" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=e39yaj"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=e39yaj" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=gCIJWJ"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=gCIJWJ" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=wibbsj"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=wibbsj" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=3JxJaJ"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=3JxJaJ" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=Pp37GJ"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=Pp37GJ" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=r6lp1J"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=r6lp1J" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=leSirj"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=leSirj" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=PSDU3J"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=PSDU3J" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=ZNW3xJ"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=ZNW3xJ" border="0"></img></a> </div><img src="http://feeds.feedburner.com/~r/ValuePlays/~4/338354239" height="1" width="1"/>Todd Sullivanhttp://www.blogger.com/profile/08287307038296659422noreply@blogger.comhttp://api.feedburner.com/awareness/1.0/GetItemData?uri=ValuePlays&itemurl=http%3A%2F%2Fvalueplays.blogspot.com%2F2008%2F07%2Fjp-morgan-joins-wells-fargo.htmlhttp://valueplays.blogspot.com/2008/07/jp-morgan-joins-wells-fargo.htmltag:blogger.com,1999:blog-181567041076792103.post-86898741256549404822008-07-17T11:19:00.011-04:002008-07-17T11:39:39.555-04:00Just a day after banning "naked shorting" in financial stocks, the Chris Cox and his decides it is necessary to let some people do it. You know what? Just shut them down....the SEC that is. They are more aggravation than they are worth. Let's get our act together over there kids... The WSJ reported today: "By putting the kibosh on so-called naked short-selling in companies like Fannie Mae and Freddie Mac, the SEC would complicate life for market makers who take the opposite side of orders to...<br/> <br/> Continued at Todd Sullivan's ValuePlays <p><a href="http://feeds.feedburner.com/~a/ValuePlays?a=kn10at"><img src="http://feeds.feedburner.com/~a/ValuePlays?i=kn10at" border="0"></img></a></p><div class="feedflare"> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=W5uebJ"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=W5uebJ" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=5QdNjJ"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=5QdNjJ" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=4L00Aj"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=4L00Aj" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=vOsSBJ"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=vOsSBJ" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=pQVqsj"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=pQVqsj" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=czGugJ"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=czGugJ" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=Qk8guJ"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=Qk8guJ" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=OfReLJ"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=OfReLJ" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=7VEGZj"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=7VEGZj" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=R2iVEJ"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=R2iVEJ" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=PUBUSJ"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=PUBUSJ" border="0"></img></a> </div><img src="http://feeds.feedburner.com/~r/ValuePlays/~4/338150827" height="1" width="1"/>Todd Sullivanhttp://www.blogger.com/profile/08287307038296659422noreply@blogger.comhttp://api.feedburner.com/awareness/1.0/GetItemData?uri=ValuePlays&itemurl=http%3A%2F%2Fvalueplays.blogspot.com%2F2008%2F07%2Fmore-on-naked-shorts-or-why-sec-sucks.htmlhttp://valueplays.blogspot.com/2008/07/more-on-naked-shorts-or-why-sec-sucks.htmltag:blogger.com,1999:blog-181567041076792103.post-74252571790638594832008-07-17T10:50:00.002-04:002008-07-17T10:55:10.175-04:00As much as a doubter of Six flags (SIX) that I am, even this dramatic move surprised me. Six Flags' shares lost 37 cents to close at 48 cents, after touching an all-time low of 25 cents during the day yesterday. Shares have lost more than 90 percent from its 52-week high of $5.92 last July. Today they trade at 60 cents each. On Tuesday, research firm IBISWorld predicted that fewer Americans will visit U.S. amusement parks this year and admissions will improve only slightly in 2009. Is this...<br/> <br/> Continued at Todd Sullivan's ValuePlays <p><a href="http://feeds.feedburner.com/~a/ValuePlays?a=6gLCzp"><img src="http://feeds.feedburner.com/~a/ValuePlays?i=6gLCzp" border="0"></img></a></p><div class="feedflare"> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=CYsrQJ"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=CYsrQJ" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=5ZxYJJ"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=5ZxYJJ" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=242DUj"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=242DUj" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=9NnewJ"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=9NnewJ" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=PkSrIj"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=PkSrIj" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=QgppTJ"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=QgppTJ" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=vrKf4J"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=vrKf4J" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=jnjS7J"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=jnjS7J" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=NAqmMj"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=NAqmMj" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=fc94xJ"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=fc94xJ" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=GsYuqJ"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=GsYuqJ" border="0"></img></a> </div><img src="http://feeds.feedburner.com/~r/ValuePlays/~4/338133506" height="1" width="1"/>Todd Sullivanhttp://www.blogger.com/profile/08287307038296659422noreply@blogger.comhttp://api.feedburner.com/awareness/1.0/GetItemData?uri=ValuePlays&itemurl=http%3A%2F%2Fvalueplays.blogspot.com%2F2008%2F07%2Flook-under-sofa-cushion-to-buy-six.htmlhttp://valueplays.blogspot.com/2008/07/look-under-sofa-cushion-to-buy-six.htmltag:blogger.com,1999:blog-181567041076792103.post-44201035331504002882008-07-17T10:14:00.005-04:002008-07-17T10:37:48.782-04:00Sherwin Williams (SHW) posted results this mornings and more than a few people are going to be surprised. Profit for the quarter slid to $171.7 million, or $1.45 per share, from $202.6 million, or $1.52 per share, in the same quarter last year. Revenue edged up about 1 percent to $2.23 billion from $2.2 billion. Analysts polled by Thomson Financial, on average, predicted a profit of $1.38 per share on revenue of $2.19 billion. Sherwin-Williams said acquisitions and strong global results...<br/> <br/> Continued at Todd Sullivan's ValuePlays <p><a href="http://feeds.feedburner.com/~a/ValuePlays?a=xqckTn"><img src="http://feeds.feedburner.com/~a/ValuePlays?i=xqckTn" border="0"></img></a></p><div class="feedflare"> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=L3QYiJ"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=L3QYiJ" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=nJQC7J"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=nJQC7J" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=oZ4kDj"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=oZ4kDj" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=2Am5oJ"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=2Am5oJ" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=CtE88j"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=CtE88j" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=GKZ1DJ"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=GKZ1DJ" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=MZx6FJ"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=MZx6FJ" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=AOtGQJ"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=AOtGQJ" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=92sIrj"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=92sIrj" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=IsUQ4J"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=IsUQ4J" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=Ihtd4J"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=Ihtd4J" border="0"></img></a> </div><img src="http://feeds.feedburner.com/~r/ValuePlays/~4/338111423" height="1" width="1"/>Todd Sullivanhttp://www.blogger.com/profile/08287307038296659422noreply@blogger.comhttp://api.feedburner.com/awareness/1.0/GetItemData?uri=ValuePlays&itemurl=http%3A%2F%2Fvalueplays.blogspot.com%2F2008%2F07%2Fsherwin-williams-beats-estimates.htmlhttp://valueplays.blogspot.com/2008/07/sherwin-williams-beats-estimates.htmltag:blogger.com,1999:blog-181567041076792103.post-82778981789860421452008-07-17T09:36:00.004-04:002008-07-17T10:04:10.459-04:00So, maybe it would seem high gas prices are providing a buffer for Harley Davidson (HOG) against the economy? Harley-Davidson (HOG) reported Q2 EPS of $0.95 this morning, 19 cents better than estimates. Revenue for the quarter was $1.57 billion vs. consensus of $1.4 billion. "During the second quarter we shipped 80,326 Harley-Davidson® motorcycles to our dealers and distributors around the world. While this result exceeds our guidance range of 76,000 to 80,000 units for the quarter, it is a...<br/> <br/> Continued at Todd Sullivan's ValuePlays <p><a href="http://feeds.feedburner.com/~a/ValuePlays?a=czMcSG"><img src="http://feeds.feedburner.com/~a/ValuePlays?i=czMcSG" border="0"></img></a></p><div class="feedflare"> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=6MDSFJ"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=6MDSFJ" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=9VyyxJ"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=9VyyxJ" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=TjegHj"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=TjegHj" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=9R2TpJ"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=9R2TpJ" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=xyhJfj"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=xyhJfj" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=jg7yJJ"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=jg7yJJ" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=vJd0wJ"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=vJd0wJ" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=HFgC7J"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=HFgC7J" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=I1dWOj"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=I1dWOj" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=bZghjJ"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=bZghjJ" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=lKIeFJ"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=lKIeFJ" border="0"></img></a> </div><img src="http://feeds.feedburner.com/~r/ValuePlays/~4/338088116" height="1" width="1"/>Todd Sullivanhttp://www.blogger.com/profile/08287307038296659422noreply@blogger.comhttp://api.feedburner.com/awareness/1.0/GetItemData?uri=ValuePlays&itemurl=http%3A%2F%2Fvalueplays.blogspot.com%2F2008%2F07%2Fharley-davidson-crushes-estimates.htmlhttp://valueplays.blogspot.com/2008/07/harley-davidson-crushes-estimates.htmltag:blogger.com,1999:blog-181567041076792103.post-70119853719332741722008-07-17T06:38:00.002-04:002008-07-17T06:59:38.245-04:00AutoNation's (AN) CEO Mike Jackson was on NBC's Nightly News the other night. Here is the appearance: Now, Jackson is both being right and a little self-serving which, as a shareholder is just fine. $4 gas for a prolonged period will lead to a fundamental shift in consumer behavior. The tens of millions of SUV's that have been sold in the past decade are going to be traded in for smaller, more efficient models in droves. As the largest auto-dealer in the nation, Jackson (and...<br/> <br/> Continued at Todd Sullivan's ValuePlays <p><a href="http://feeds.feedburner.com/~a/ValuePlays?a=4JSkoW"><img src="http://feeds.feedburner.com/~a/ValuePlays?i=4JSkoW" border="0"></img></a></p><div class="feedflare"> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=XVQwZJ"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=XVQwZJ" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=ppVTqJ"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=ppVTqJ" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=lHcBtj"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=lHcBtj" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=eLUWHJ"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=eLUWHJ" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=b7c6oj"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=b7c6oj" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=b2eCAJ"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=b2eCAJ" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=ds3rpJ"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=ds3rpJ" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=Q3agQJ"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=Q3agQJ" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=Vq1A4j"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=Vq1A4j" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=5AB0SJ"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=5AB0SJ" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=KZgJjJ"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=KZgJjJ" border="0"></img></a> </div><img src="http://feeds.feedburner.com/~r/ValuePlays/~4/337963544" height="1" width="1"/>Todd Sullivanhttp://www.blogger.com/profile/08287307038296659422noreply@blogger.comhttp://api.feedburner.com/awareness/1.0/GetItemData?uri=ValuePlays&itemurl=http%3A%2F%2Fvalueplays.blogspot.com%2F2008%2F07%2Fautonations-jackson-on-4-gasgood.htmlhttp://valueplays.blogspot.com/2008/07/autonations-jackson-on-4-gasgood.htmltag:blogger.com,1999:blog-181567041076792103.post-63652081413618218832008-07-17T04:08:00.000-04:002008-07-17T04:08:00.357-04:00Callan, Naked Shorting, SEC, Heating oil - Finally http://feeds.wsjonline.com/~r/wsj/xml/rss/3_7011/~3/336326064/SB121614671139755285.html - Hasn't this been illegal anyway? - Why are they doing this? What about the folks who got themselves into this mess? - This is when things get ugly, AC can be turned off, heat, no &uarr; Grab this Headline Animator Visit the ValuePlays Bookstore for Great Investing Books Enter your Email Preview | Powered by FeedBlitz<br/> <br/> Continued at Todd Sullivan's ValuePlays <p><a href="http://feeds.feedburner.com/~a/ValuePlays?a=EiZH4S"><img src="http://feeds.feedburner.com/~a/ValuePlays?i=EiZH4S" border="0"></img></a></p><div class="feedflare"> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=KaGWVJ"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=KaGWVJ" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=dYPhEJ"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=dYPhEJ" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=6P7xLj"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=6P7xLj" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=meofVJ"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=meofVJ" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=huAwsj"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=huAwsj" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=j3PtrJ"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=j3PtrJ" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=TEwLUJ"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=TEwLUJ" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=A3b4fJ"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=A3b4fJ" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=ZZCUJj"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=ZZCUJj" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=z58plJ"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=z58plJ" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=fqPJ4J"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=fqPJ4J" border="0"></img></a> </div><img src="http://feeds.feedburner.com/~r/ValuePlays/~4/337864149" height="1" width="1"/>Todd Sullivanhttp://www.blogger.com/profile/08287307038296659422noreply@blogger.comhttp://api.feedburner.com/awareness/1.0/GetItemData?uri=ValuePlays&itemurl=http%3A%2F%2Fvalueplays.blogspot.com%2F2008%2F07%2Fthursdays-links_17.htmlhttp://valueplays.blogspot.com/2008/07/thursdays-links_17.htmltag:blogger.com,1999:blog-181567041076792103.post-41344238897921701102008-07-17T01:52:00.003-04:002008-07-17T05:59:10.124-04:00More thoughts on litigation by shareholders of Sherwin Williams (SHW) vs The State of Rhode Island The Court Said: "we conclude that the state has not and cannot allege any set of facts to support its public nuisance claim that would establish that defendants interfered with a public right or that defendants were in control of the lead pigment they, or their predecessors, manufactured at the time it caused harm to Rhode Island children." They continued: "defendants were not in control of...<br/> <br/> Continued at Todd Sullivan's ValuePlays <p><a href="http://feeds.feedburner.com/~a/ValuePlays?a=7SihFE"><img src="http://feeds.feedburner.com/~a/ValuePlays?i=7SihFE" border="0"></img></a></p><div class="feedflare"> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=PqaV9J"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=PqaV9J" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=NX7ekJ"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=NX7ekJ" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=93EvCj"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=93EvCj" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=HcvahJ"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=HcvahJ" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=WlB4Xj"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=WlB4Xj" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=IO0QsJ"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=IO0QsJ" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=CjK16J"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=CjK16J" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=XgYV1J"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=XgYV1J" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=caDYVj"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=caDYVj" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=fLbY0J"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=fLbY0J" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=BlDg2J"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=BlDg2J" border="0"></img></a> </div><img src="http://feeds.feedburner.com/~r/ValuePlays/~4/337769218" height="1" width="1"/>Todd Sullivanhttp://www.blogger.com/profile/08287307038296659422noreply@blogger.comhttp://api.feedburner.com/awareness/1.0/GetItemData?uri=ValuePlays&itemurl=http%3A%2F%2Fvalueplays.blogspot.com%2F2008%2F07%2Fsherwin-williams-time-for-shareholders.htmlhttp://valueplays.blogspot.com/2008/07/sherwin-williams-time-for-shareholders.htmltag:blogger.com,1999:blog-181567041076792103.post-61811095810847194382008-07-17T00:48:00.001-04:002008-07-17T00:48:01.311-04:00Upgrades QLogic (QLGC)- Pacific Growth Equities Neutral » Buy Massey Energy (MEE)- Caris & Company Above Average » Buy PF Chang's (PFCB)- Wedbush Morgan Sell » Hold Scotts Miracle-Gro (SMG)- BMO Capital Markets Underperform » Market Perform Walgreen (WAG)- Credit Suisse Neutral » Outperform SW Energy (SWN)- Sun Trust Rbsn Humphrey Neutral » Buy Ultra Petroleum (UPL)- Sun Trust Rbsn Humphrey Neutral » Buy American Eagle (AEO)- Needham Underperform » Hold ...<br/> <br/> Continued at Todd Sullivan's ValuePlays <p><a href="http://feeds.feedburner.com/~a/ValuePlays?a=dK6RTh"><img src="http://feeds.feedburner.com/~a/ValuePlays?i=dK6RTh" border="0"></img></a></p><div class="feedflare"> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=CkMLJJ"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=CkMLJJ" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=U1lCZJ"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=U1lCZJ" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=Vlt0Cj"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=Vlt0Cj" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=0Y1gYJ"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=0Y1gYJ" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=InoEHj"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=InoEHj" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=9aNnSJ"><img 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