tag:blogger.com,1999:blog-1815670410767921032009-07-10T05:55:00.718-04:00Todd Sullivanhttp://www.blogger.com/profile/08287307038296659422valueplays@gmail.comBlogger396212542.269845-71.614085http://www.feedburner.com/fb/images/pub/fb_pwrd.gifSubscribe with My Yahoo!Subscribe with NewsGatorSubscribe with My AOLSubscribe 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-92037471649519163032009-07-10T05:55:00.002-04:002009-07-10T05:55:00.727-04:00This has some interesting ramifiacation for our General Growth Properties... WASHINGTON (Dow Jones)--U.S. lawmakers rang alarm bells about the troubled commercial real estate industry, which has been walloped by the credit crunch and an implosion of property values. "The commercial real estate time bomb is ticking," Joint Economic Committee Chairman Carolyn Maloney, D-N.Y., said in opening remarks to a hearing before her panel Thursday. U.S. Sen. Sam Brownback of Kansas, the panel's top...<br/> <br/> Continued at Todd Sullivan's ValuePlays <p><a href="http://feedads.g.doubleclick.net/~a/n27WEIFvsUMbEMtfMo70unVGxKM/0/da"><img src="http://feedads.g.doubleclick.net/~a/n27WEIFvsUMbEMtfMo70unVGxKM/0/di" border="0" ismap="true"></img></a><br/> <a href="http://feedads.g.doubleclick.net/~a/n27WEIFvsUMbEMtfMo70unVGxKM/1/da"><img src="http://feedads.g.doubleclick.net/~a/n27WEIFvsUMbEMtfMo70unVGxKM/1/di" border="0" ismap="true"></img></a></p><div class="feedflare"> <a href="http://feeds.feedburner.com/~ff/ValuePlays?a=FBBRk0sYiLs:nTn9pVi5aBU:yIl2AUoC8zA"><img src="http://feeds.feedburner.com/~ff/ValuePlays?d=yIl2AUoC8zA" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/ValuePlays?a=FBBRk0sYiLs:nTn9pVi5aBU:7Q72WNTAKBA"><img src="http://feeds.feedburner.com/~ff/ValuePlays?d=7Q72WNTAKBA" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/ValuePlays?a=FBBRk0sYiLs:nTn9pVi5aBU:dnMXMwOfBR0"><img src="http://feeds.feedburner.com/~ff/ValuePlays?d=dnMXMwOfBR0" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/ValuePlays?a=FBBRk0sYiLs:nTn9pVi5aBU:wF9xT3WuBAs"><img src="http://feeds.feedburner.com/~ff/ValuePlays?i=FBBRk0sYiLs:nTn9pVi5aBU:wF9xT3WuBAs" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/ValuePlays?a=FBBRk0sYiLs:nTn9pVi5aBU:qj6IDK7rITs"><img src="http://feeds.feedburner.com/~ff/ValuePlays?d=qj6IDK7rITs" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/ValuePlays?a=FBBRk0sYiLs:nTn9pVi5aBU:l6gmwiTKsz0"><img src="http://feeds.feedburner.com/~ff/ValuePlays?d=l6gmwiTKsz0" border="0"></img></a> </div><img src="http://feeds.feedburner.com/~r/ValuePlays/~4/FBBRk0sYiLs" height="1" width="1"/>Todd Sullivanhttp://www.blogger.com/profile/08287307038296659422valueplays@gmail.com0http://valueplays.blogspot.com/2009/07/lawmakers-look-at-commercial-real.htmltag:blogger.com,1999:blog-181567041076792103.post-64685027700868274532009-07-10T05:23:00.000-04:002009-07-10T05:23:00.167-04:00Here is the release from Saks: FOR IMMEDIATE RELEASE www.saksincorporated.com New York, New York (July 9, 2009)—Retailer Saks Incorporated (NYSE: SKS) (the “Company”) today announced that owned sales totaled $230.2 million for the five weeks ended July 4, 2009 compared to $239.3 million for the five weeks ended July 5, 2008, a 3.8% decrease. Comparable store sales decreased 4.4% for the month. On a quarter-to-date basis, for the two months ended July 4, 2009, owned...<br/> <br/> Continued at Todd Sullivan's ValuePlays <p><a href="http://feedads.g.doubleclick.net/~a/RoxVzXPt0ZXZhSgJdV1iDQH_qUY/0/da"><img src="http://feedads.g.doubleclick.net/~a/RoxVzXPt0ZXZhSgJdV1iDQH_qUY/0/di" border="0" ismap="true"></img></a><br/> <a href="http://feedads.g.doubleclick.net/~a/RoxVzXPt0ZXZhSgJdV1iDQH_qUY/1/da"><img src="http://feedads.g.doubleclick.net/~a/RoxVzXPt0ZXZhSgJdV1iDQH_qUY/1/di" border="0" ismap="true"></img></a></p><div class="feedflare"> <a href="http://feeds.feedburner.com/~ff/ValuePlays?a=gW5vnzL0sS0:mimB5mWvs2Q:yIl2AUoC8zA"><img src="http://feeds.feedburner.com/~ff/ValuePlays?d=yIl2AUoC8zA" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/ValuePlays?a=gW5vnzL0sS0:mimB5mWvs2Q:7Q72WNTAKBA"><img src="http://feeds.feedburner.com/~ff/ValuePlays?d=7Q72WNTAKBA" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/ValuePlays?a=gW5vnzL0sS0:mimB5mWvs2Q:dnMXMwOfBR0"><img src="http://feeds.feedburner.com/~ff/ValuePlays?d=dnMXMwOfBR0" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/ValuePlays?a=gW5vnzL0sS0:mimB5mWvs2Q:wF9xT3WuBAs"><img src="http://feeds.feedburner.com/~ff/ValuePlays?i=gW5vnzL0sS0:mimB5mWvs2Q:wF9xT3WuBAs" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/ValuePlays?a=gW5vnzL0sS0:mimB5mWvs2Q:qj6IDK7rITs"><img src="http://feeds.feedburner.com/~ff/ValuePlays?d=qj6IDK7rITs" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/ValuePlays?a=gW5vnzL0sS0:mimB5mWvs2Q:l6gmwiTKsz0"><img src="http://feeds.feedburner.com/~ff/ValuePlays?d=l6gmwiTKsz0" border="0"></img></a> </div><img src="http://feeds.feedburner.com/~r/ValuePlays/~4/gW5vnzL0sS0" height="1" width="1"/>Todd Sullivanhttp://www.blogger.com/profile/08287307038296659422valueplays@gmail.com0http://valueplays.blogspot.com/2009/07/saks-reports-june-sales.htmltag:blogger.com,1999:blog-181567041076792103.post-56291126218138931702009-07-10T00:30:00.002-04:002009-07-10T00:30:00.988-04:00Hackers, Val, Val, Banks - Our enemies are our enemies...no matter how many times we apologize to them for nothing - Thanks for the mention from a Sox gal in NYC - More thanks - Telling California to stick their IOU's. This is huge folks.... it says they have zero faith gov't will honor its debts....bad news Disclosure ("none" means no position): Enter your Email Preview | Powered by FeedBlitz<br/> <br/> Continued at Todd Sullivan's ValuePlays <p><a href="http://feedads.g.doubleclick.net/~a/b_5DBuabpVFcUkktkaPrf8H-Xzc/0/da"><img src="http://feedads.g.doubleclick.net/~a/b_5DBuabpVFcUkktkaPrf8H-Xzc/0/di" border="0" ismap="true"></img></a><br/> <a href="http://feedads.g.doubleclick.net/~a/b_5DBuabpVFcUkktkaPrf8H-Xzc/1/da"><img src="http://feedads.g.doubleclick.net/~a/b_5DBuabpVFcUkktkaPrf8H-Xzc/1/di" border="0" ismap="true"></img></a></p><div class="feedflare"> <a href="http://feeds.feedburner.com/~ff/ValuePlays?a=yL-nC1GgJDk:wOO3WyMQ_uo:yIl2AUoC8zA"><img src="http://feeds.feedburner.com/~ff/ValuePlays?d=yIl2AUoC8zA" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/ValuePlays?a=yL-nC1GgJDk:wOO3WyMQ_uo:7Q72WNTAKBA"><img src="http://feeds.feedburner.com/~ff/ValuePlays?d=7Q72WNTAKBA" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/ValuePlays?a=yL-nC1GgJDk:wOO3WyMQ_uo:dnMXMwOfBR0"><img src="http://feeds.feedburner.com/~ff/ValuePlays?d=dnMXMwOfBR0" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/ValuePlays?a=yL-nC1GgJDk:wOO3WyMQ_uo:wF9xT3WuBAs"><img src="http://feeds.feedburner.com/~ff/ValuePlays?i=yL-nC1GgJDk:wOO3WyMQ_uo:wF9xT3WuBAs" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/ValuePlays?a=yL-nC1GgJDk:wOO3WyMQ_uo:qj6IDK7rITs"><img src="http://feeds.feedburner.com/~ff/ValuePlays?d=qj6IDK7rITs" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/ValuePlays?a=yL-nC1GgJDk:wOO3WyMQ_uo:l6gmwiTKsz0"><img src="http://feeds.feedburner.com/~ff/ValuePlays?d=l6gmwiTKsz0" border="0"></img></a> </div><img src="http://feeds.feedburner.com/~r/ValuePlays/~4/yL-nC1GgJDk" height="1" width="1"/>Todd Sullivanhttp://www.blogger.com/profile/08287307038296659422valueplays@gmail.com0http://valueplays.blogspot.com/2009/07/fridays-links_10.htmltag:blogger.com,1999:blog-181567041076792103.post-83438502043450711822009-07-09T06:44:00.001-04:002009-07-09T06:44:00.983-04:00Why is it Russia, of all nation's gets this and we seemingly don't? Note: the government defines "speculators" as "investors who do not use or produce commodities but are primarily interested in betting on prices". In other words.....just about everyone... Here is CNBC on the subject: Now, watch the following video. Trader Randy Rothberg talks about the fall he sees coming in oil (USO). Notice his arguments. Gas demand and...<br/> <br/> Continued at Todd Sullivan's ValuePlays <p><a href="http://feedads.g.doubleclick.net/~a/L6fkJEDfgsLgwak0Q0LclgX_Nkw/0/da"><img src="http://feedads.g.doubleclick.net/~a/L6fkJEDfgsLgwak0Q0LclgX_Nkw/0/di" border="0" ismap="true"></img></a><br/> <a href="http://feedads.g.doubleclick.net/~a/L6fkJEDfgsLgwak0Q0LclgX_Nkw/1/da"><img src="http://feedads.g.doubleclick.net/~a/L6fkJEDfgsLgwak0Q0LclgX_Nkw/1/di" border="0" ismap="true"></img></a></p><div class="feedflare"> <a href="http://feeds.feedburner.com/~ff/ValuePlays?a=Ik8cwps2AuA:kOWVpyvIB34:yIl2AUoC8zA"><img src="http://feeds.feedburner.com/~ff/ValuePlays?d=yIl2AUoC8zA" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/ValuePlays?a=Ik8cwps2AuA:kOWVpyvIB34:7Q72WNTAKBA"><img src="http://feeds.feedburner.com/~ff/ValuePlays?d=7Q72WNTAKBA" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/ValuePlays?a=Ik8cwps2AuA:kOWVpyvIB34:dnMXMwOfBR0"><img src="http://feeds.feedburner.com/~ff/ValuePlays?d=dnMXMwOfBR0" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/ValuePlays?a=Ik8cwps2AuA:kOWVpyvIB34:wF9xT3WuBAs"><img src="http://feeds.feedburner.com/~ff/ValuePlays?i=Ik8cwps2AuA:kOWVpyvIB34:wF9xT3WuBAs" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/ValuePlays?a=Ik8cwps2AuA:kOWVpyvIB34:qj6IDK7rITs"><img src="http://feeds.feedburner.com/~ff/ValuePlays?d=qj6IDK7rITs" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/ValuePlays?a=Ik8cwps2AuA:kOWVpyvIB34:l6gmwiTKsz0"><img src="http://feeds.feedburner.com/~ff/ValuePlays?d=l6gmwiTKsz0" border="0"></img></a> </div><img src="http://feeds.feedburner.com/~r/ValuePlays/~4/Ik8cwps2AuA" height="1" width="1"/>Todd Sullivanhttp://www.blogger.com/profile/08287307038296659422valueplays@gmail.com1http://valueplays.blogspot.com/2009/07/russia-govt-administration-of-oil.htmltag:blogger.com,1999:blog-181567041076792103.post-50507462829434737672009-07-09T00:27:00.000-04:002009-07-09T00:27:00.950-04:00Oil/Gas, Jackson, ETF, Consumer - So the gov't wants to try to control this market also.....didn't they learn from banning short selling that is has the opposite effect? - Freak show - Adam makes sense...the price should go up...no? - If 70% of the economy is negative, we cannot recover soon Disclosure ("none" means no position): Enter your Email Preview | Powered by FeedBlitz<br/> <br/> Continued at Todd Sullivan's ValuePlays <p><a href="http://feedads.g.doubleclick.net/~a/lLa3HatIkg7_2UfFImlstFLDA2M/0/da"><img src="http://feedads.g.doubleclick.net/~a/lLa3HatIkg7_2UfFImlstFLDA2M/0/di" border="0" ismap="true"></img></a><br/> <a href="http://feedads.g.doubleclick.net/~a/lLa3HatIkg7_2UfFImlstFLDA2M/1/da"><img src="http://feedads.g.doubleclick.net/~a/lLa3HatIkg7_2UfFImlstFLDA2M/1/di" border="0" ismap="true"></img></a></p><div class="feedflare"> <a href="http://feeds.feedburner.com/~ff/ValuePlays?a=S_V_xU45BhI:qrrlmSqM15k:yIl2AUoC8zA"><img src="http://feeds.feedburner.com/~ff/ValuePlays?d=yIl2AUoC8zA" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/ValuePlays?a=S_V_xU45BhI:qrrlmSqM15k:7Q72WNTAKBA"><img src="http://feeds.feedburner.com/~ff/ValuePlays?d=7Q72WNTAKBA" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/ValuePlays?a=S_V_xU45BhI:qrrlmSqM15k:dnMXMwOfBR0"><img src="http://feeds.feedburner.com/~ff/ValuePlays?d=dnMXMwOfBR0" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/ValuePlays?a=S_V_xU45BhI:qrrlmSqM15k:wF9xT3WuBAs"><img src="http://feeds.feedburner.com/~ff/ValuePlays?i=S_V_xU45BhI:qrrlmSqM15k:wF9xT3WuBAs" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/ValuePlays?a=S_V_xU45BhI:qrrlmSqM15k:qj6IDK7rITs"><img src="http://feeds.feedburner.com/~ff/ValuePlays?d=qj6IDK7rITs" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/ValuePlays?a=S_V_xU45BhI:qrrlmSqM15k:l6gmwiTKsz0"><img src="http://feeds.feedburner.com/~ff/ValuePlays?d=l6gmwiTKsz0" border="0"></img></a> </div><img src="http://feeds.feedburner.com/~r/ValuePlays/~4/S_V_xU45BhI" height="1" width="1"/>Todd Sullivanhttp://www.blogger.com/profile/08287307038296659422valueplays@gmail.com2http://valueplays.blogspot.com/2009/07/thursdays-links_09.htmltag:blogger.com,1999:blog-181567041076792103.post-13834561971691222252009-07-08T11:29:00.005-04:002009-07-08T13:11:16.010-04:00Didn't we learn a thing or two last year when the SEC banned sort selling and the market continued to tank? From the WSJ: Oil-market analysts question the idea that speculative investments have pushed up prices. They attribute the current volatility to uncertain prospects for economic recovery, and the long-term rise to an oil industry that has struggled to boost supply in response to the surge in demand from China, India and other developing economies. "The spread of daily oil-price...<br/> <br/> Continued at Todd Sullivan's ValuePlays <p><a href="http://feedads.g.doubleclick.net/~a/t4KDzlQmaS_Jw40RIJj-zRw1pik/0/da"><img src="http://feedads.g.doubleclick.net/~a/t4KDzlQmaS_Jw40RIJj-zRw1pik/0/di" border="0" ismap="true"></img></a><br/> <a href="http://feedads.g.doubleclick.net/~a/t4KDzlQmaS_Jw40RIJj-zRw1pik/1/da"><img src="http://feedads.g.doubleclick.net/~a/t4KDzlQmaS_Jw40RIJj-zRw1pik/1/di" border="0" ismap="true"></img></a></p><div class="feedflare"> <a href="http://feeds.feedburner.com/~ff/ValuePlays?a=86F5hiSGZV8:CzK8aLxPD1E:yIl2AUoC8zA"><img src="http://feeds.feedburner.com/~ff/ValuePlays?d=yIl2AUoC8zA" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/ValuePlays?a=86F5hiSGZV8:CzK8aLxPD1E:7Q72WNTAKBA"><img src="http://feeds.feedburner.com/~ff/ValuePlays?d=7Q72WNTAKBA" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/ValuePlays?a=86F5hiSGZV8:CzK8aLxPD1E:dnMXMwOfBR0"><img src="http://feeds.feedburner.com/~ff/ValuePlays?d=dnMXMwOfBR0" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/ValuePlays?a=86F5hiSGZV8:CzK8aLxPD1E:wF9xT3WuBAs"><img src="http://feeds.feedburner.com/~ff/ValuePlays?i=86F5hiSGZV8:CzK8aLxPD1E:wF9xT3WuBAs" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/ValuePlays?a=86F5hiSGZV8:CzK8aLxPD1E:qj6IDK7rITs"><img src="http://feeds.feedburner.com/~ff/ValuePlays?d=qj6IDK7rITs" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/ValuePlays?a=86F5hiSGZV8:CzK8aLxPD1E:l6gmwiTKsz0"><img src="http://feeds.feedburner.com/~ff/ValuePlays?d=l6gmwiTKsz0" border="0"></img></a> </div><img src="http://feeds.feedburner.com/~r/ValuePlays/~4/86F5hiSGZV8" height="1" width="1"/>Todd Sullivanhttp://www.blogger.com/profile/08287307038296659422valueplays@gmail.com3http://valueplays.blogspot.com/2009/07/more-govt-market-manipulation.htmltag:blogger.com,1999:blog-181567041076792103.post-32275920911871791162009-07-08T10:08:00.003-04:002009-07-08T11:11:57.211-04:00Talking 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<br/> <br/> Continued at Todd Sullivan's ValuePlays <p><a href="http://feedads.g.doubleclick.net/~a/9qXVHTGRWbXVvE9uDa9VkP5lTSA/0/da"><img src="http://feedads.g.doubleclick.net/~a/9qXVHTGRWbXVvE9uDa9VkP5lTSA/0/di" border="0" ismap="true"></img></a><br/> <a href="http://feedads.g.doubleclick.net/~a/9qXVHTGRWbXVvE9uDa9VkP5lTSA/1/da"><img src="http://feedads.g.doubleclick.net/~a/9qXVHTGRWbXVvE9uDa9VkP5lTSA/1/di" border="0" ismap="true"></img></a></p><div class="feedflare"> <a href="http://feeds.feedburner.com/~ff/ValuePlays?a=bEdUJ6SvpVQ:wOiTBoSWsuM:yIl2AUoC8zA"><img src="http://feeds.feedburner.com/~ff/ValuePlays?d=yIl2AUoC8zA" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/ValuePlays?a=bEdUJ6SvpVQ:wOiTBoSWsuM:7Q72WNTAKBA"><img src="http://feeds.feedburner.com/~ff/ValuePlays?d=7Q72WNTAKBA" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/ValuePlays?a=bEdUJ6SvpVQ:wOiTBoSWsuM:dnMXMwOfBR0"><img src="http://feeds.feedburner.com/~ff/ValuePlays?d=dnMXMwOfBR0" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/ValuePlays?a=bEdUJ6SvpVQ:wOiTBoSWsuM:wF9xT3WuBAs"><img src="http://feeds.feedburner.com/~ff/ValuePlays?i=bEdUJ6SvpVQ:wOiTBoSWsuM:wF9xT3WuBAs" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/ValuePlays?a=bEdUJ6SvpVQ:wOiTBoSWsuM:qj6IDK7rITs"><img src="http://feeds.feedburner.com/~ff/ValuePlays?d=qj6IDK7rITs" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/ValuePlays?a=bEdUJ6SvpVQ:wOiTBoSWsuM:l6gmwiTKsz0"><img src="http://feeds.feedburner.com/~ff/ValuePlays?d=l6gmwiTKsz0" border="0"></img></a> </div><img src="http://feeds.feedburner.com/~r/ValuePlays/~4/bEdUJ6SvpVQ" height="1" width="1"/>Todd Sullivanhttp://www.blogger.com/profile/08287307038296659422valueplays@gmail.com0http://valueplays.blogspot.com/2009/07/wall-st-media-78.htmltag:blogger.com,1999:blog-181567041076792103.post-12906216319823666382009-07-08T09:35:00.004-04:002009-07-08T09:48:46.464-04:00Whitney Tilson of T2 Partners has done the most extensive public work yet on the housing crisis. Even better than that, the conclusions he came to over a years ago were 100% accurate. For those who do not wish to read the whole presentation (I suggest you do), here is the most applicable slides (click to enlarge): Simple explanation is that we are about 1/2 way through this. We have spoken about housing here before and nothing here changes our outlook, a recovery is a year or more away. ...<br/> <br/> Continued at Todd Sullivan's ValuePlays <p><a href="http://feedads.g.doubleclick.net/~a/Gcu5F8nZoOvkUQPZDeB348spuAE/0/da"><img src="http://feedads.g.doubleclick.net/~a/Gcu5F8nZoOvkUQPZDeB348spuAE/0/di" border="0" ismap="true"></img></a><br/> <a href="http://feedads.g.doubleclick.net/~a/Gcu5F8nZoOvkUQPZDeB348spuAE/1/da"><img src="http://feedads.g.doubleclick.net/~a/Gcu5F8nZoOvkUQPZDeB348spuAE/1/di" border="0" ismap="true"></img></a></p><div class="feedflare"> <a href="http://feeds.feedburner.com/~ff/ValuePlays?a=Mzr-7l_CGyI:d67-4MwPn4g:yIl2AUoC8zA"><img src="http://feeds.feedburner.com/~ff/ValuePlays?d=yIl2AUoC8zA" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/ValuePlays?a=Mzr-7l_CGyI:d67-4MwPn4g:7Q72WNTAKBA"><img src="http://feeds.feedburner.com/~ff/ValuePlays?d=7Q72WNTAKBA" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/ValuePlays?a=Mzr-7l_CGyI:d67-4MwPn4g:dnMXMwOfBR0"><img src="http://feeds.feedburner.com/~ff/ValuePlays?d=dnMXMwOfBR0" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/ValuePlays?a=Mzr-7l_CGyI:d67-4MwPn4g:wF9xT3WuBAs"><img src="http://feeds.feedburner.com/~ff/ValuePlays?i=Mzr-7l_CGyI:d67-4MwPn4g:wF9xT3WuBAs" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/ValuePlays?a=Mzr-7l_CGyI:d67-4MwPn4g:qj6IDK7rITs"><img src="http://feeds.feedburner.com/~ff/ValuePlays?d=qj6IDK7rITs" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/ValuePlays?a=Mzr-7l_CGyI:d67-4MwPn4g:l6gmwiTKsz0"><img src="http://feeds.feedburner.com/~ff/ValuePlays?d=l6gmwiTKsz0" border="0"></img></a> </div><img src="http://feeds.feedburner.com/~r/ValuePlays/~4/Mzr-7l_CGyI" height="1" width="1"/>Todd Sullivanhttp://www.blogger.com/profile/08287307038296659422valueplays@gmail.com0http://valueplays.blogspot.com/2009/07/housingnot-near-end.htmltag:blogger.com,1999:blog-181567041076792103.post-861311381712189242009-07-08T00:51:00.001-04:002009-07-08T00:51:01.043-04:00Tylenol, Savings, Recession, Rosenberg - Caution - We keep hearing about a "savings glut". This paper addresses it. It is long but well worth it - Over?? Not too sure about that - He has been all of this... Disclosure ("none" means no position): Enter your Email Preview | Powered by FeedBlitz<br/> <br/> Continued at Todd Sullivan's ValuePlays <p><a href="http://feedads.g.doubleclick.net/~a/T5QsaZGtGiMLZwdrGrP9B5nkA1Y/0/da"><img src="http://feedads.g.doubleclick.net/~a/T5QsaZGtGiMLZwdrGrP9B5nkA1Y/0/di" border="0" ismap="true"></img></a><br/> <a href="http://feedads.g.doubleclick.net/~a/T5QsaZGtGiMLZwdrGrP9B5nkA1Y/1/da"><img src="http://feedads.g.doubleclick.net/~a/T5QsaZGtGiMLZwdrGrP9B5nkA1Y/1/di" border="0" ismap="true"></img></a></p><div class="feedflare"> <a href="http://feeds.feedburner.com/~ff/ValuePlays?a=jTZatCJpCqM:WGEWFqJXpno:yIl2AUoC8zA"><img src="http://feeds.feedburner.com/~ff/ValuePlays?d=yIl2AUoC8zA" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/ValuePlays?a=jTZatCJpCqM:WGEWFqJXpno:7Q72WNTAKBA"><img src="http://feeds.feedburner.com/~ff/ValuePlays?d=7Q72WNTAKBA" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/ValuePlays?a=jTZatCJpCqM:WGEWFqJXpno:dnMXMwOfBR0"><img src="http://feeds.feedburner.com/~ff/ValuePlays?d=dnMXMwOfBR0" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/ValuePlays?a=jTZatCJpCqM:WGEWFqJXpno:wF9xT3WuBAs"><img src="http://feeds.feedburner.com/~ff/ValuePlays?i=jTZatCJpCqM:WGEWFqJXpno:wF9xT3WuBAs" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/ValuePlays?a=jTZatCJpCqM:WGEWFqJXpno:qj6IDK7rITs"><img src="http://feeds.feedburner.com/~ff/ValuePlays?d=qj6IDK7rITs" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/ValuePlays?a=jTZatCJpCqM:WGEWFqJXpno:l6gmwiTKsz0"><img src="http://feeds.feedburner.com/~ff/ValuePlays?d=l6gmwiTKsz0" border="0"></img></a> </div><img src="http://feeds.feedburner.com/~r/ValuePlays/~4/jTZatCJpCqM" height="1" width="1"/>Todd Sullivanhttp://www.blogger.com/profile/08287307038296659422valueplays@gmail.com0http://valueplays.blogspot.com/2009/07/wednesdays-links_08.htmltag:blogger.com,1999:blog-181567041076792103.post-88818204639087099282009-07-07T11:17:00.003-04:002009-07-07T11:54:44.574-04:00Saw 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 number one slot on the "Top Free Apps" list in App Store's "Books" category--unseating two Amazon digital reader applications from the top spots. With the new Barnes & Noble app,...<br/> <br/> Continued at Todd Sullivan's ValuePlays <p><a href="http://feedads.g.doubleclick.net/~a/lN6GQHXMDZFeJp7hEUKmWriALOM/0/da"><img src="http://feedads.g.doubleclick.net/~a/lN6GQHXMDZFeJp7hEUKmWriALOM/0/di" border="0" ismap="true"></img></a><br/> <a href="http://feedads.g.doubleclick.net/~a/lN6GQHXMDZFeJp7hEUKmWriALOM/1/da"><img src="http://feedads.g.doubleclick.net/~a/lN6GQHXMDZFeJp7hEUKmWriALOM/1/di" border="0" ismap="true"></img></a></p><div class="feedflare"> <a href="http://feeds.feedburner.com/~ff/ValuePlays?a=PV9qAokPtF4:q_1tOJgMJJo:yIl2AUoC8zA"><img src="http://feeds.feedburner.com/~ff/ValuePlays?d=yIl2AUoC8zA" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/ValuePlays?a=PV9qAokPtF4:q_1tOJgMJJo:7Q72WNTAKBA"><img src="http://feeds.feedburner.com/~ff/ValuePlays?d=7Q72WNTAKBA" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/ValuePlays?a=PV9qAokPtF4:q_1tOJgMJJo:dnMXMwOfBR0"><img src="http://feeds.feedburner.com/~ff/ValuePlays?d=dnMXMwOfBR0" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/ValuePlays?a=PV9qAokPtF4:q_1tOJgMJJo:wF9xT3WuBAs"><img src="http://feeds.feedburner.com/~ff/ValuePlays?i=PV9qAokPtF4:q_1tOJgMJJo:wF9xT3WuBAs" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/ValuePlays?a=PV9qAokPtF4:q_1tOJgMJJo:qj6IDK7rITs"><img src="http://feeds.feedburner.com/~ff/ValuePlays?d=qj6IDK7rITs" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/ValuePlays?a=PV9qAokPtF4:q_1tOJgMJJo:l6gmwiTKsz0"><img src="http://feeds.feedburner.com/~ff/ValuePlays?d=l6gmwiTKsz0" border="0"></img></a> </div><img src="http://feeds.feedburner.com/~r/ValuePlays/~4/PV9qAokPtF4" height="1" width="1"/>Todd Sullivanhttp://www.blogger.com/profile/08287307038296659422valueplays@gmail.com1http://valueplays.blogspot.com/2009/07/brick-mortar-books-dead.htmltag:blogger.com,1999:blog-181567041076792103.post-63303717848574532242009-07-07T10:36:00.003-04:002009-07-07T11:14:57.303-04:00Watch the video. This goes directly to the strategy at AutoNation (AN). The luxury auto market was dragged into the recession and will lead the auto market out. The length of time sales spend in it will be dwarfed by domestic and non-premium imports. Just yesterday we talked about AutoNation's Mercedes push. When I first spoke with CEO Mike Jackson last year, before credit market imploded he was stressing his desire to move the company away from domestic and into imports with a special...<br/> <br/> Continued at Todd Sullivan's ValuePlays <p><a href="http://feedads.g.doubleclick.net/~a/d4F6v8pv_kpkzWHkpGBOj_vBMrs/0/da"><img src="http://feedads.g.doubleclick.net/~a/d4F6v8pv_kpkzWHkpGBOj_vBMrs/0/di" border="0" ismap="true"></img></a><br/> <a href="http://feedads.g.doubleclick.net/~a/d4F6v8pv_kpkzWHkpGBOj_vBMrs/1/da"><img src="http://feedads.g.doubleclick.net/~a/d4F6v8pv_kpkzWHkpGBOj_vBMrs/1/di" border="0" ismap="true"></img></a></p><div class="feedflare"> <a href="http://feeds.feedburner.com/~ff/ValuePlays?a=p3W8hSqTCco:4XCi7wFZ3k0:yIl2AUoC8zA"><img src="http://feeds.feedburner.com/~ff/ValuePlays?d=yIl2AUoC8zA" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/ValuePlays?a=p3W8hSqTCco:4XCi7wFZ3k0:7Q72WNTAKBA"><img src="http://feeds.feedburner.com/~ff/ValuePlays?d=7Q72WNTAKBA" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/ValuePlays?a=p3W8hSqTCco:4XCi7wFZ3k0:dnMXMwOfBR0"><img src="http://feeds.feedburner.com/~ff/ValuePlays?d=dnMXMwOfBR0" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/ValuePlays?a=p3W8hSqTCco:4XCi7wFZ3k0:wF9xT3WuBAs"><img src="http://feeds.feedburner.com/~ff/ValuePlays?i=p3W8hSqTCco:4XCi7wFZ3k0:wF9xT3WuBAs" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/ValuePlays?a=p3W8hSqTCco:4XCi7wFZ3k0:qj6IDK7rITs"><img src="http://feeds.feedburner.com/~ff/ValuePlays?d=qj6IDK7rITs" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/ValuePlays?a=p3W8hSqTCco:4XCi7wFZ3k0:l6gmwiTKsz0"><img src="http://feeds.feedburner.com/~ff/ValuePlays?d=l6gmwiTKsz0" border="0"></img></a> </div><img src="http://feeds.feedburner.com/~r/ValuePlays/~4/p3W8hSqTCco" height="1" width="1"/>Todd Sullivanhttp://www.blogger.com/profile/08287307038296659422valueplays@gmail.com0http://valueplays.blogspot.com/2009/07/bmw-sales-decline-slows.htmltag:blogger.com,1999:blog-181567041076792103.post-18780893351443450952009-07-07T10:18:00.002-04:002009-07-07T10:33:51.723-04:00Whether you agree with Boone or not, you have to give the guy credit, he puts his money where his mouth is. Because of that, anything he says ought to be given a closer look. He is 100% right on natural gas. We have century's worth of it in the ground. Why we are not laser focused on getting it is mystifying. "The Pickens Plan"- Update: Natural Gas: Energy Independence: Disclosure ("none" means no position): Enter your Email Preview | Powered by...<br/> <br/> Continued at Todd Sullivan's ValuePlays <p><a href="http://feedads.g.doubleclick.net/~a/VV9f8nRt_8vjcm2HPWVyKHepcNk/0/da"><img src="http://feedads.g.doubleclick.net/~a/VV9f8nRt_8vjcm2HPWVyKHepcNk/0/di" border="0" ismap="true"></img></a><br/> <a href="http://feedads.g.doubleclick.net/~a/VV9f8nRt_8vjcm2HPWVyKHepcNk/1/da"><img src="http://feedads.g.doubleclick.net/~a/VV9f8nRt_8vjcm2HPWVyKHepcNk/1/di" border="0" ismap="true"></img></a></p><div class="feedflare"> <a href="http://feeds.feedburner.com/~ff/ValuePlays?a=4YfX5dYmJd8:rWQ0CypNguE:yIl2AUoC8zA"><img src="http://feeds.feedburner.com/~ff/ValuePlays?d=yIl2AUoC8zA" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/ValuePlays?a=4YfX5dYmJd8:rWQ0CypNguE:7Q72WNTAKBA"><img src="http://feeds.feedburner.com/~ff/ValuePlays?d=7Q72WNTAKBA" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/ValuePlays?a=4YfX5dYmJd8:rWQ0CypNguE:dnMXMwOfBR0"><img src="http://feeds.feedburner.com/~ff/ValuePlays?d=dnMXMwOfBR0" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/ValuePlays?a=4YfX5dYmJd8:rWQ0CypNguE:wF9xT3WuBAs"><img src="http://feeds.feedburner.com/~ff/ValuePlays?i=4YfX5dYmJd8:rWQ0CypNguE:wF9xT3WuBAs" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/ValuePlays?a=4YfX5dYmJd8:rWQ0CypNguE:qj6IDK7rITs"><img src="http://feeds.feedburner.com/~ff/ValuePlays?d=qj6IDK7rITs" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/ValuePlays?a=4YfX5dYmJd8:rWQ0CypNguE:l6gmwiTKsz0"><img src="http://feeds.feedburner.com/~ff/ValuePlays?d=l6gmwiTKsz0" border="0"></img></a> </div><img src="http://feeds.feedburner.com/~r/ValuePlays/~4/4YfX5dYmJd8" height="1" width="1"/>Todd Sullivanhttp://www.blogger.com/profile/08287307038296659422valueplays@gmail.com0http://valueplays.blogspot.com/2009/07/boone.htmltag:blogger.com,1999:blog-181567041076792103.post-39066921966492501022009-07-07T00:45:00.001-04:002009-07-07T00:45:00.659-04:00News Corp, Health insurance, California, Unemployment - Murdoch is ahead of everyone else in media charging for content...and because he has great content, he is getting his money for it - This is an intentionally unreported truth. Most of those without health insurance CAN afford but CHOOSE to go without. The number one offenders are the self employed contractors. I know roughly a dozen folks w/o any type of health insurance, EVERY one could afford it should they CHOOSE to pay for it....<br/> <br/> Continued at Todd Sullivan's ValuePlays <p><a href="http://feedads.g.doubleclick.net/~a/DO1ITqZDQ3tKgLVoRRaF9PsK85k/0/da"><img src="http://feedads.g.doubleclick.net/~a/DO1ITqZDQ3tKgLVoRRaF9PsK85k/0/di" border="0" ismap="true"></img></a><br/> <a href="http://feedads.g.doubleclick.net/~a/DO1ITqZDQ3tKgLVoRRaF9PsK85k/1/da"><img src="http://feedads.g.doubleclick.net/~a/DO1ITqZDQ3tKgLVoRRaF9PsK85k/1/di" border="0" ismap="true"></img></a></p><div class="feedflare"> <a href="http://feeds.feedburner.com/~ff/ValuePlays?a=Ii75FdIG_FA:pPLMQSOvJfI:yIl2AUoC8zA"><img src="http://feeds.feedburner.com/~ff/ValuePlays?d=yIl2AUoC8zA" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/ValuePlays?a=Ii75FdIG_FA:pPLMQSOvJfI:7Q72WNTAKBA"><img src="http://feeds.feedburner.com/~ff/ValuePlays?d=7Q72WNTAKBA" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/ValuePlays?a=Ii75FdIG_FA:pPLMQSOvJfI:dnMXMwOfBR0"><img src="http://feeds.feedburner.com/~ff/ValuePlays?d=dnMXMwOfBR0" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/ValuePlays?a=Ii75FdIG_FA:pPLMQSOvJfI:wF9xT3WuBAs"><img src="http://feeds.feedburner.com/~ff/ValuePlays?i=Ii75FdIG_FA:pPLMQSOvJfI:wF9xT3WuBAs" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/ValuePlays?a=Ii75FdIG_FA:pPLMQSOvJfI:qj6IDK7rITs"><img src="http://feeds.feedburner.com/~ff/ValuePlays?d=qj6IDK7rITs" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/ValuePlays?a=Ii75FdIG_FA:pPLMQSOvJfI:l6gmwiTKsz0"><img src="http://feeds.feedburner.com/~ff/ValuePlays?d=l6gmwiTKsz0" border="0"></img></a> </div><img src="http://feeds.feedburner.com/~r/ValuePlays/~4/Ii75FdIG_FA" height="1" width="1"/>Todd Sullivanhttp://www.blogger.com/profile/08287307038296659422valueplays@gmail.com0http://valueplays.blogspot.com/2009/07/tuesdays-links.htmltag:blogger.com,1999:blog-181567041076792103.post-8445222754425553182009-07-06T13:26:00.003-04:002009-07-06T13:49:56.316-04:00This was not unexpected as General Growth had initially said when it filed it had hope to file a plan "by the end of the year". If you follow bankruptcies, you know that those initial deadlines are rarely met due to the complex nature of the process. But, having the clarity is a good thing. It would be shocking were this extension not granted. The only way I can see it done is if Gropper decides to consolidate the filings and just cram down all debt. In that scenario (unlikely), the reorg plan...<br/> <br/> Continued at Todd Sullivan's ValuePlays <p><a href="http://feedads.g.doubleclick.net/~a/osEhPIEwYCzJH7nE86VH6ujt_Pw/0/da"><img src="http://feedads.g.doubleclick.net/~a/osEhPIEwYCzJH7nE86VH6ujt_Pw/0/di" border="0" ismap="true"></img></a><br/> <a href="http://feedads.g.doubleclick.net/~a/osEhPIEwYCzJH7nE86VH6ujt_Pw/1/da"><img src="http://feedads.g.doubleclick.net/~a/osEhPIEwYCzJH7nE86VH6ujt_Pw/1/di" border="0" ismap="true"></img></a></p><div class="feedflare"> <a href="http://feeds.feedburner.com/~ff/ValuePlays?a=3NXQTweycwI:Laoucf2DMIg:yIl2AUoC8zA"><img src="http://feeds.feedburner.com/~ff/ValuePlays?d=yIl2AUoC8zA" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/ValuePlays?a=3NXQTweycwI:Laoucf2DMIg:7Q72WNTAKBA"><img src="http://feeds.feedburner.com/~ff/ValuePlays?d=7Q72WNTAKBA" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/ValuePlays?a=3NXQTweycwI:Laoucf2DMIg:dnMXMwOfBR0"><img src="http://feeds.feedburner.com/~ff/ValuePlays?d=dnMXMwOfBR0" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/ValuePlays?a=3NXQTweycwI:Laoucf2DMIg:wF9xT3WuBAs"><img src="http://feeds.feedburner.com/~ff/ValuePlays?i=3NXQTweycwI:Laoucf2DMIg:wF9xT3WuBAs" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/ValuePlays?a=3NXQTweycwI:Laoucf2DMIg:qj6IDK7rITs"><img src="http://feeds.feedburner.com/~ff/ValuePlays?d=qj6IDK7rITs" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/ValuePlays?a=3NXQTweycwI:Laoucf2DMIg:l6gmwiTKsz0"><img src="http://feeds.feedburner.com/~ff/ValuePlays?d=l6gmwiTKsz0" border="0"></img></a> </div><img src="http://feeds.feedburner.com/~r/ValuePlays/~4/3NXQTweycwI" height="1" width="1"/>Todd Sullivanhttp://www.blogger.com/profile/08287307038296659422valueplays@gmail.com2http://valueplays.blogspot.com/2009/07/general-growth-properties-seeks-until.htmltag:blogger.com,1999:blog-181567041076792103.post-65104680098888750052009-07-06T09:35:00.001-04:002009-07-06T10:33:54.645-04:00This is a follow-up to a post from a week or so ago on the "death of buy and hold". As a group value investors tend to have a longer holding period than most. Because of that typically the "buy and hold/forget" mantra is applied to them in a blanket fashion. In the previous post I gave a specific example from myself as to why the death declaration is false. Let's look at another investor, Bruce Berkowitz of the Fairholme Fund (FAIRX). Here are the funds returns (click to enlarge): Here...<br/> <br/> Continued at Todd Sullivan's ValuePlays <p><a href="http://feedads.g.doubleclick.net/~a/FCbmxkXYAaLCsXWTz83R-zRZboE/0/da"><img src="http://feedads.g.doubleclick.net/~a/FCbmxkXYAaLCsXWTz83R-zRZboE/0/di" border="0" ismap="true"></img></a><br/> <a href="http://feedads.g.doubleclick.net/~a/FCbmxkXYAaLCsXWTz83R-zRZboE/1/da"><img src="http://feedads.g.doubleclick.net/~a/FCbmxkXYAaLCsXWTz83R-zRZboE/1/di" border="0" ismap="true"></img></a></p><div class="feedflare"> <a href="http://feeds.feedburner.com/~ff/ValuePlays?a=Sg64TjVSWhk:pmFM5dYe8E4:yIl2AUoC8zA"><img src="http://feeds.feedburner.com/~ff/ValuePlays?d=yIl2AUoC8zA" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/ValuePlays?a=Sg64TjVSWhk:pmFM5dYe8E4:7Q72WNTAKBA"><img src="http://feeds.feedburner.com/~ff/ValuePlays?d=7Q72WNTAKBA" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/ValuePlays?a=Sg64TjVSWhk:pmFM5dYe8E4:dnMXMwOfBR0"><img src="http://feeds.feedburner.com/~ff/ValuePlays?d=dnMXMwOfBR0" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/ValuePlays?a=Sg64TjVSWhk:pmFM5dYe8E4:wF9xT3WuBAs"><img src="http://feeds.feedburner.com/~ff/ValuePlays?i=Sg64TjVSWhk:pmFM5dYe8E4:wF9xT3WuBAs" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/ValuePlays?a=Sg64TjVSWhk:pmFM5dYe8E4:qj6IDK7rITs"><img src="http://feeds.feedburner.com/~ff/ValuePlays?d=qj6IDK7rITs" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/ValuePlays?a=Sg64TjVSWhk:pmFM5dYe8E4:l6gmwiTKsz0"><img src="http://feeds.feedburner.com/~ff/ValuePlays?d=l6gmwiTKsz0" border="0"></img></a> </div><img src="http://feeds.feedburner.com/~r/ValuePlays/~4/Sg64TjVSWhk" height="1" width="1"/>Todd Sullivanhttp://www.blogger.com/profile/08287307038296659422valueplays@gmail.com0http://valueplays.blogspot.com/2009/07/more-empirical-evidense-buy-and-hold.htmltag:blogger.com,1999:blog-181567041076792103.post-24330680343257100502009-07-06T08:49:00.000-04:002009-07-06T09:32:14.029-04:00My opinion is there is more here than a quick glance would lead one to appear... First the news: AutoNation, the nation’s largest car retailer, has returned to Oxnard, spending $9 million for property it’s leasing to an independent operator who has opened two new dealerships — Mercedes-Benz and Smart Car. In 1998, AutoNation entered the Ventura County market with a used car megastore in a location that most recently housed Cars 101. But a year later, AutoNation exited the used vehicle...<br/> <br/> Continued at Todd Sullivan's ValuePlays <p><a href="http://feedads.g.doubleclick.net/~a/hZJPtnHmy5jQeui0FaCwMU-l2rw/0/da"><img src="http://feedads.g.doubleclick.net/~a/hZJPtnHmy5jQeui0FaCwMU-l2rw/0/di" border="0" ismap="true"></img></a><br/> <a href="http://feedads.g.doubleclick.net/~a/hZJPtnHmy5jQeui0FaCwMU-l2rw/1/da"><img src="http://feedads.g.doubleclick.net/~a/hZJPtnHmy5jQeui0FaCwMU-l2rw/1/di" border="0" ismap="true"></img></a></p><div class="feedflare"> <a href="http://feeds.feedburner.com/~ff/ValuePlays?a=NCD8aFhan9U:o6ncQuYMTOc:yIl2AUoC8zA"><img src="http://feeds.feedburner.com/~ff/ValuePlays?d=yIl2AUoC8zA" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/ValuePlays?a=NCD8aFhan9U:o6ncQuYMTOc:7Q72WNTAKBA"><img src="http://feeds.feedburner.com/~ff/ValuePlays?d=7Q72WNTAKBA" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/ValuePlays?a=NCD8aFhan9U:o6ncQuYMTOc:dnMXMwOfBR0"><img src="http://feeds.feedburner.com/~ff/ValuePlays?d=dnMXMwOfBR0" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/ValuePlays?a=NCD8aFhan9U:o6ncQuYMTOc:wF9xT3WuBAs"><img src="http://feeds.feedburner.com/~ff/ValuePlays?i=NCD8aFhan9U:o6ncQuYMTOc:wF9xT3WuBAs" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/ValuePlays?a=NCD8aFhan9U:o6ncQuYMTOc:qj6IDK7rITs"><img src="http://feeds.feedburner.com/~ff/ValuePlays?d=qj6IDK7rITs" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/ValuePlays?a=NCD8aFhan9U:o6ncQuYMTOc:l6gmwiTKsz0"><img src="http://feeds.feedburner.com/~ff/ValuePlays?d=l6gmwiTKsz0" border="0"></img></a> </div><img src="http://feeds.feedburner.com/~r/ValuePlays/~4/NCD8aFhan9U" height="1" width="1"/>Todd Sullivanhttp://www.blogger.com/profile/08287307038296659422valueplays@gmail.com0http://valueplays.blogspot.com/2009/07/peak-behind-autonations-landlease-deal.htmltag:blogger.com,1999:blog-181567041076792103.post-56198918221586066232009-07-06T00:14:00.003-04:002009-07-06T00:14:00.762-04:00Thank you, Summers, "Warming", Output - Thanks for the mention - If he is going to run the Fed, let see how he left his last job, Harvard. - Now that we have had the coolest June in almost 6 decades, let look at the "warming" fallacy - A spooky tracking similarity Disclosure ("none" means no position): Enter your Email Preview | Powered by FeedBlitz<br/> <br/> Continued at Todd Sullivan's ValuePlays <p><a href="http://feedads.g.doubleclick.net/~a/syqfQzLkiCrzKXg_j1x88XRov00/0/da"><img src="http://feedads.g.doubleclick.net/~a/syqfQzLkiCrzKXg_j1x88XRov00/0/di" border="0" ismap="true"></img></a><br/> <a href="http://feedads.g.doubleclick.net/~a/syqfQzLkiCrzKXg_j1x88XRov00/1/da"><img src="http://feedads.g.doubleclick.net/~a/syqfQzLkiCrzKXg_j1x88XRov00/1/di" border="0" ismap="true"></img></a></p><div class="feedflare"> <a href="http://feeds.feedburner.com/~ff/ValuePlays?a=8WKKwCsI6rk:-Rkul73rJ8A:yIl2AUoC8zA"><img src="http://feeds.feedburner.com/~ff/ValuePlays?d=yIl2AUoC8zA" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/ValuePlays?a=8WKKwCsI6rk:-Rkul73rJ8A:7Q72WNTAKBA"><img src="http://feeds.feedburner.com/~ff/ValuePlays?d=7Q72WNTAKBA" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/ValuePlays?a=8WKKwCsI6rk:-Rkul73rJ8A:dnMXMwOfBR0"><img src="http://feeds.feedburner.com/~ff/ValuePlays?d=dnMXMwOfBR0" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/ValuePlays?a=8WKKwCsI6rk:-Rkul73rJ8A:wF9xT3WuBAs"><img src="http://feeds.feedburner.com/~ff/ValuePlays?i=8WKKwCsI6rk:-Rkul73rJ8A:wF9xT3WuBAs" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/ValuePlays?a=8WKKwCsI6rk:-Rkul73rJ8A:qj6IDK7rITs"><img src="http://feeds.feedburner.com/~ff/ValuePlays?d=qj6IDK7rITs" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/ValuePlays?a=8WKKwCsI6rk:-Rkul73rJ8A:l6gmwiTKsz0"><img src="http://feeds.feedburner.com/~ff/ValuePlays?d=l6gmwiTKsz0" border="0"></img></a> </div><img src="http://feeds.feedburner.com/~r/ValuePlays/~4/8WKKwCsI6rk" height="1" width="1"/>Todd Sullivanhttp://www.blogger.com/profile/08287307038296659422valueplays@gmail.com0http://valueplays.blogspot.com/2009/07/mondays-links.htmltag:blogger.com,1999:blog-181567041076792103.post-11229176073588263072009-07-05T09:52:00.000-04:002009-07-05T09:52:01.095-04:00Meet Cap 'n Trade from Marketplace on Vimeo. Disclosure ("none" means no position): Enter your Email Preview | Powered by FeedBlitz<br/> <br/> Continued at Todd Sullivan's ValuePlays <p><a href="http://feedads.g.doubleclick.net/~a/2NHwaRWj1MHugKG0MLm8EkhaGoI/0/da"><img src="http://feedads.g.doubleclick.net/~a/2NHwaRWj1MHugKG0MLm8EkhaGoI/0/di" border="0" ismap="true"></img></a><br/> <a href="http://feedads.g.doubleclick.net/~a/2NHwaRWj1MHugKG0MLm8EkhaGoI/1/da"><img src="http://feedads.g.doubleclick.net/~a/2NHwaRWj1MHugKG0MLm8EkhaGoI/1/di" border="0" ismap="true"></img></a></p><div class="feedflare"> <a href="http://feeds.feedburner.com/~ff/ValuePlays?a=OQ4n33lnff4:rht__mzlw9c:yIl2AUoC8zA"><img src="http://feeds.feedburner.com/~ff/ValuePlays?d=yIl2AUoC8zA" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/ValuePlays?a=OQ4n33lnff4:rht__mzlw9c:7Q72WNTAKBA"><img src="http://feeds.feedburner.com/~ff/ValuePlays?d=7Q72WNTAKBA" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/ValuePlays?a=OQ4n33lnff4:rht__mzlw9c:dnMXMwOfBR0"><img src="http://feeds.feedburner.com/~ff/ValuePlays?d=dnMXMwOfBR0" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/ValuePlays?a=OQ4n33lnff4:rht__mzlw9c:wF9xT3WuBAs"><img src="http://feeds.feedburner.com/~ff/ValuePlays?i=OQ4n33lnff4:rht__mzlw9c:wF9xT3WuBAs" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/ValuePlays?a=OQ4n33lnff4:rht__mzlw9c:qj6IDK7rITs"><img src="http://feeds.feedburner.com/~ff/ValuePlays?d=qj6IDK7rITs" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/ValuePlays?a=OQ4n33lnff4:rht__mzlw9c:l6gmwiTKsz0"><img src="http://feeds.feedburner.com/~ff/ValuePlays?d=l6gmwiTKsz0" border="0"></img></a> </div><img src="http://feeds.feedburner.com/~r/ValuePlays/~4/OQ4n33lnff4" height="1" width="1"/>Todd Sullivanhttp://www.blogger.com/profile/08287307038296659422valueplays@gmail.com2http://valueplays.blogspot.com/2009/07/cap-n-trade-explained.htmltag:blogger.com,1999:blog-181567041076792103.post-72467480102778346042009-07-04T09:07:00.000-04:002009-07-04T09:07:02.146-04:00BIO Ken Caldeira - Ken Caldeira is the head of the Caldeira Lab at Stanford University, which conducts research to try to improve the science base needed to allow human civilization to develop while protecting our environmental endowment. David Harrison - David Harrison is a practicing water resources lawyer in Boulder, Colorado, of counsel with the firm of Moses, Wittemyer, Harrison and Woodruff, P.C. He works as a consultant to The Nature Conservancy acting as senior advisor to the Global...<br/> <br/> Continued at Todd Sullivan's ValuePlays <p><a href="http://feedads.g.doubleclick.net/~a/B2_6xFFyEMFAvQ0I4AsV20tiYGc/0/da"><img src="http://feedads.g.doubleclick.net/~a/B2_6xFFyEMFAvQ0I4AsV20tiYGc/0/di" border="0" ismap="true"></img></a><br/> <a href="http://feedads.g.doubleclick.net/~a/B2_6xFFyEMFAvQ0I4AsV20tiYGc/1/da"><img src="http://feedads.g.doubleclick.net/~a/B2_6xFFyEMFAvQ0I4AsV20tiYGc/1/di" border="0" ismap="true"></img></a></p><div class="feedflare"> <a href="http://feeds.feedburner.com/~ff/ValuePlays?a=vIizG0m_-2Y:id7JSTFbaWM:yIl2AUoC8zA"><img src="http://feeds.feedburner.com/~ff/ValuePlays?d=yIl2AUoC8zA" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/ValuePlays?a=vIizG0m_-2Y:id7JSTFbaWM:7Q72WNTAKBA"><img src="http://feeds.feedburner.com/~ff/ValuePlays?d=7Q72WNTAKBA" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/ValuePlays?a=vIizG0m_-2Y:id7JSTFbaWM:dnMXMwOfBR0"><img src="http://feeds.feedburner.com/~ff/ValuePlays?d=dnMXMwOfBR0" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/ValuePlays?a=vIizG0m_-2Y:id7JSTFbaWM:wF9xT3WuBAs"><img src="http://feeds.feedburner.com/~ff/ValuePlays?i=vIizG0m_-2Y:id7JSTFbaWM:wF9xT3WuBAs" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/ValuePlays?a=vIizG0m_-2Y:id7JSTFbaWM:qj6IDK7rITs"><img src="http://feeds.feedburner.com/~ff/ValuePlays?d=qj6IDK7rITs" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/ValuePlays?a=vIizG0m_-2Y:id7JSTFbaWM:l6gmwiTKsz0"><img src="http://feeds.feedburner.com/~ff/ValuePlays?d=l6gmwiTKsz0" border="0"></img></a> </div><img src="http://feeds.feedburner.com/~r/ValuePlays/~4/vIizG0m_-2Y" height="1" width="1"/>Todd Sullivanhttp://www.blogger.com/profile/08287307038296659422valueplays@gmail.com0http://valueplays.blogspot.com/2009/07/new-oil-energy-demand-and-water.htmltag:blogger.com,1999:blog-181567041076792103.post-89120518044024665172009-07-03T09:01:00.000-04:002009-07-03T09:01:01.036-04:00BIO Peter Balash - Peter C. Balash, Ph.D., is senior economist at the United States Department of Energy's National Energy Technology Laboratory (NETL), in Pittsburgh, Pennsylvania. He has followed energy markets, energy security, and technology issues for NETL since 2002, focusing on the interaction of upstream fuel market developments with downstream, or end-use, sectors. Current duties include studying the near and medium term economic impacts of climate change mitigation policy and...<br/> <br/> Continued at Todd Sullivan's ValuePlays <p><a href="http://feedads.g.doubleclick.net/~a/4Iev8AARMV46CYGlfmHeIz4UJfY/0/da"><img src="http://feedads.g.doubleclick.net/~a/4Iev8AARMV46CYGlfmHeIz4UJfY/0/di" border="0" ismap="true"></img></a><br/> <a href="http://feedads.g.doubleclick.net/~a/4Iev8AARMV46CYGlfmHeIz4UJfY/1/da"><img src="http://feedads.g.doubleclick.net/~a/4Iev8AARMV46CYGlfmHeIz4UJfY/1/di" border="0" ismap="true"></img></a></p><div class="feedflare"> <a href="http://feeds.feedburner.com/~ff/ValuePlays?a=7i_lWlJ3e9E:03lXwT2QvKY:yIl2AUoC8zA"><img src="http://feeds.feedburner.com/~ff/ValuePlays?d=yIl2AUoC8zA" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/ValuePlays?a=7i_lWlJ3e9E:03lXwT2QvKY:7Q72WNTAKBA"><img src="http://feeds.feedburner.com/~ff/ValuePlays?d=7Q72WNTAKBA" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/ValuePlays?a=7i_lWlJ3e9E:03lXwT2QvKY:dnMXMwOfBR0"><img src="http://feeds.feedburner.com/~ff/ValuePlays?d=dnMXMwOfBR0" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/ValuePlays?a=7i_lWlJ3e9E:03lXwT2QvKY:wF9xT3WuBAs"><img src="http://feeds.feedburner.com/~ff/ValuePlays?i=7i_lWlJ3e9E:03lXwT2QvKY:wF9xT3WuBAs" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/ValuePlays?a=7i_lWlJ3e9E:03lXwT2QvKY:qj6IDK7rITs"><img src="http://feeds.feedburner.com/~ff/ValuePlays?d=qj6IDK7rITs" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/ValuePlays?a=7i_lWlJ3e9E:03lXwT2QvKY:l6gmwiTKsz0"><img src="http://feeds.feedburner.com/~ff/ValuePlays?d=l6gmwiTKsz0" border="0"></img></a> </div><img src="http://feeds.feedburner.com/~r/ValuePlays/~4/7i_lWlJ3e9E" height="1" width="1"/>Todd Sullivanhttp://www.blogger.com/profile/08287307038296659422valueplays@gmail.com0http://valueplays.blogspot.com/2009/07/unconventional-oil-gas-resources.htmltag:blogger.com,1999:blog-181567041076792103.post-69564400503684442542009-07-03T00:53:00.001-04:002009-07-03T00:53:01.446-04:00Jon & Kate, Madoff, Wal-Mart - Get over it. Now they are suing TLC, the show that made them rich for "emotional distress" via their divorce. These two are being exposed as simply self-indulgent tripe. "It is all about the kids"...my ass.... - Dasan nails it perfectly - I own Wal-Mart shares but this is simply about adding costs to competition, not altruistic reasons - - Disclosure ("none" means no position): Enter your Email Preview | Powered by FeedBlitz<br/> <br/> Continued at Todd Sullivan's ValuePlays <p><a href="http://feedads.g.doubleclick.net/~a/ZT3-P7-GDHjYcr8bVQHQLUiy6BI/0/da"><img src="http://feedads.g.doubleclick.net/~a/ZT3-P7-GDHjYcr8bVQHQLUiy6BI/0/di" border="0" ismap="true"></img></a><br/> <a href="http://feedads.g.doubleclick.net/~a/ZT3-P7-GDHjYcr8bVQHQLUiy6BI/1/da"><img src="http://feedads.g.doubleclick.net/~a/ZT3-P7-GDHjYcr8bVQHQLUiy6BI/1/di" border="0" ismap="true"></img></a></p><div class="feedflare"> <a href="http://feeds.feedburner.com/~ff/ValuePlays?a=ENJoMGhjXSk:D-xN4PnBVio:yIl2AUoC8zA"><img src="http://feeds.feedburner.com/~ff/ValuePlays?d=yIl2AUoC8zA" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/ValuePlays?a=ENJoMGhjXSk:D-xN4PnBVio:7Q72WNTAKBA"><img src="http://feeds.feedburner.com/~ff/ValuePlays?d=7Q72WNTAKBA" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/ValuePlays?a=ENJoMGhjXSk:D-xN4PnBVio:dnMXMwOfBR0"><img src="http://feeds.feedburner.com/~ff/ValuePlays?d=dnMXMwOfBR0" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/ValuePlays?a=ENJoMGhjXSk:D-xN4PnBVio:wF9xT3WuBAs"><img src="http://feeds.feedburner.com/~ff/ValuePlays?i=ENJoMGhjXSk:D-xN4PnBVio:wF9xT3WuBAs" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/ValuePlays?a=ENJoMGhjXSk:D-xN4PnBVio:qj6IDK7rITs"><img src="http://feeds.feedburner.com/~ff/ValuePlays?d=qj6IDK7rITs" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/ValuePlays?a=ENJoMGhjXSk:D-xN4PnBVio:l6gmwiTKsz0"><img src="http://feeds.feedburner.com/~ff/ValuePlays?d=l6gmwiTKsz0" border="0"></img></a> </div><img src="http://feeds.feedburner.com/~r/ValuePlays/~4/ENJoMGhjXSk" height="1" width="1"/>Todd Sullivanhttp://www.blogger.com/profile/08287307038296659422valueplays@gmail.com0http://valueplays.blogspot.com/2009/07/fridays-links.htmltag:blogger.com,1999:blog-181567041076792103.post-40084269719172860152009-07-02T10:48:00.002-04:002009-07-02T11:32:44.759-04:00Sears' is doing doing some very interesting things online that while in their infancy, have the potential to turn them into a "social shopping hub". From Bnet: Sears Holding announcements about the advance of its web-based marketing strategy have followed fast and furious of late and now the company has announced that it will become the first major retailer to launch the Open ID platform – one that permits users to establish a single screen name for identification across web sites — for the...<br/> <br/> Continued at Todd Sullivan's ValuePlays <p><a href="http://feedads.g.doubleclick.net/~a/YMIvTc36Q5v67fuW0Y-uLTw-zMk/0/da"><img src="http://feedads.g.doubleclick.net/~a/YMIvTc36Q5v67fuW0Y-uLTw-zMk/0/di" border="0" ismap="true"></img></a><br/> <a href="http://feedads.g.doubleclick.net/~a/YMIvTc36Q5v67fuW0Y-uLTw-zMk/1/da"><img src="http://feedads.g.doubleclick.net/~a/YMIvTc36Q5v67fuW0Y-uLTw-zMk/1/di" border="0" ismap="true"></img></a></p><div class="feedflare"> <a href="http://feeds.feedburner.com/~ff/ValuePlays?a=91de4F2-Gy8:N2J1zsiUQN8:yIl2AUoC8zA"><img src="http://feeds.feedburner.com/~ff/ValuePlays?d=yIl2AUoC8zA" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/ValuePlays?a=91de4F2-Gy8:N2J1zsiUQN8:7Q72WNTAKBA"><img src="http://feeds.feedburner.com/~ff/ValuePlays?d=7Q72WNTAKBA" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/ValuePlays?a=91de4F2-Gy8:N2J1zsiUQN8:dnMXMwOfBR0"><img src="http://feeds.feedburner.com/~ff/ValuePlays?d=dnMXMwOfBR0" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/ValuePlays?a=91de4F2-Gy8:N2J1zsiUQN8:wF9xT3WuBAs"><img src="http://feeds.feedburner.com/~ff/ValuePlays?i=91de4F2-Gy8:N2J1zsiUQN8:wF9xT3WuBAs" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/ValuePlays?a=91de4F2-Gy8:N2J1zsiUQN8:qj6IDK7rITs"><img src="http://feeds.feedburner.com/~ff/ValuePlays?d=qj6IDK7rITs" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/ValuePlays?a=91de4F2-Gy8:N2J1zsiUQN8:l6gmwiTKsz0"><img src="http://feeds.feedburner.com/~ff/ValuePlays?d=l6gmwiTKsz0" border="0"></img></a> </div><img src="http://feeds.feedburner.com/~r/ValuePlays/~4/91de4F2-Gy8" height="1" width="1"/>Todd Sullivanhttp://www.blogger.com/profile/08287307038296659422valueplays@gmail.com0http://valueplays.blogspot.com/2009/07/sears-online-strategy-unfolding.htmltag:blogger.com,1999:blog-181567041076792103.post-75595505783508169362009-07-02T10:27:00.000-04:002009-07-02T10:48:35.461-04:00So McDonalds (MCD) is introducing its first new burger in a long time, called "Angus Third Pounders" . Will it work? Based on early tests in NY and other test markets, yes it will. The cost of the product will be $4 which is not unreasonable at all for a burger. McDonalds is also going the right direction. Going up the price ladder is easier than coming down. Look at Starbucks (SBUX), they cannot shake the "expensive" label, no matter how hard they try because for so long, they were and...<br/> <br/> Continued at Todd Sullivan's ValuePlays <p><a href="http://feedads.g.doubleclick.net/~a/jA2_h0WBNh--jTXTW1Gv6k_Xxps/0/da"><img src="http://feedads.g.doubleclick.net/~a/jA2_h0WBNh--jTXTW1Gv6k_Xxps/0/di" border="0" ismap="true"></img></a><br/> <a href="http://feedads.g.doubleclick.net/~a/jA2_h0WBNh--jTXTW1Gv6k_Xxps/1/da"><img src="http://feedads.g.doubleclick.net/~a/jA2_h0WBNh--jTXTW1Gv6k_Xxps/1/di" border="0" ismap="true"></img></a></p><div class="feedflare"> <a href="http://feeds.feedburner.com/~ff/ValuePlays?a=KlNmaVlQ4Qg:TrpZPK3h0XU:yIl2AUoC8zA"><img src="http://feeds.feedburner.com/~ff/ValuePlays?d=yIl2AUoC8zA" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/ValuePlays?a=KlNmaVlQ4Qg:TrpZPK3h0XU:7Q72WNTAKBA"><img src="http://feeds.feedburner.com/~ff/ValuePlays?d=7Q72WNTAKBA" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/ValuePlays?a=KlNmaVlQ4Qg:TrpZPK3h0XU:dnMXMwOfBR0"><img src="http://feeds.feedburner.com/~ff/ValuePlays?d=dnMXMwOfBR0" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/ValuePlays?a=KlNmaVlQ4Qg:TrpZPK3h0XU:wF9xT3WuBAs"><img src="http://feeds.feedburner.com/~ff/ValuePlays?i=KlNmaVlQ4Qg:TrpZPK3h0XU:wF9xT3WuBAs" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/ValuePlays?a=KlNmaVlQ4Qg:TrpZPK3h0XU:qj6IDK7rITs"><img src="http://feeds.feedburner.com/~ff/ValuePlays?d=qj6IDK7rITs" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/ValuePlays?a=KlNmaVlQ4Qg:TrpZPK3h0XU:l6gmwiTKsz0"><img src="http://feeds.feedburner.com/~ff/ValuePlays?d=l6gmwiTKsz0" border="0"></img></a> </div><img src="http://feeds.feedburner.com/~r/ValuePlays/~4/KlNmaVlQ4Qg" height="1" width="1"/>Todd Sullivanhttp://www.blogger.com/profile/08287307038296659422valueplays@gmail.com1http://valueplays.blogspot.com/2009/07/mcdonalds-new-burger.htmltag:blogger.com,1999:blog-181567041076792103.post-51401590192996271582009-07-02T00:53:00.002-04:002009-07-02T00:53:00.146-04:00Deficits, Savings, Approval, Auto's, Kneale - Mish has a good piece on their unsustainability - Why the Chinese save - It would seem that those who "strongly disagree" now outnumber those who "strongly agree" - Sales track over 10m units. This is a good proxy for the consumers outlook - Dennis Kneale took a swipe at bloggers and they respond.....by using these annoying things called facts to refute what he says... Disclosure ("none" means no position): Enter your Email Preview |...<br/> <br/> Continued at Todd Sullivan's ValuePlays <p><a href="http://feedads.g.doubleclick.net/~a/NF6L4voh59hg_xK4_4xlSHfiCrc/0/da"><img src="http://feedads.g.doubleclick.net/~a/NF6L4voh59hg_xK4_4xlSHfiCrc/0/di" border="0" ismap="true"></img></a><br/> <a href="http://feedads.g.doubleclick.net/~a/NF6L4voh59hg_xK4_4xlSHfiCrc/1/da"><img src="http://feedads.g.doubleclick.net/~a/NF6L4voh59hg_xK4_4xlSHfiCrc/1/di" border="0" ismap="true"></img></a></p><div class="feedflare"> <a href="http://feeds.feedburner.com/~ff/ValuePlays?a=u0ZiDqC4_s8:5ezPRKytwcs:yIl2AUoC8zA"><img src="http://feeds.feedburner.com/~ff/ValuePlays?d=yIl2AUoC8zA" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/ValuePlays?a=u0ZiDqC4_s8:5ezPRKytwcs:7Q72WNTAKBA"><img src="http://feeds.feedburner.com/~ff/ValuePlays?d=7Q72WNTAKBA" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/ValuePlays?a=u0ZiDqC4_s8:5ezPRKytwcs:dnMXMwOfBR0"><img src="http://feeds.feedburner.com/~ff/ValuePlays?d=dnMXMwOfBR0" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/ValuePlays?a=u0ZiDqC4_s8:5ezPRKytwcs:wF9xT3WuBAs"><img src="http://feeds.feedburner.com/~ff/ValuePlays?i=u0ZiDqC4_s8:5ezPRKytwcs:wF9xT3WuBAs" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/ValuePlays?a=u0ZiDqC4_s8:5ezPRKytwcs:qj6IDK7rITs"><img src="http://feeds.feedburner.com/~ff/ValuePlays?d=qj6IDK7rITs" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/ValuePlays?a=u0ZiDqC4_s8:5ezPRKytwcs:l6gmwiTKsz0"><img src="http://feeds.feedburner.com/~ff/ValuePlays?d=l6gmwiTKsz0" border="0"></img></a> </div><img src="http://feeds.feedburner.com/~r/ValuePlays/~4/u0ZiDqC4_s8" height="1" width="1"/>Todd Sullivanhttp://www.blogger.com/profile/08287307038296659422valueplays@gmail.com3http://valueplays.blogspot.com/2009/07/thursdays-links.htmltag:blogger.com,1999:blog-181567041076792103.post-28246371055089069492009-07-01T11:04:00.002-04:002009-07-01T16:03:54.381-04:00The release: The Dow Chemical Company (NYSE: DOW) announced today that on June 30, its Board of Directors approved a restructuring plan which calls for the shutdown of a number of manufacturing assets, including ethylene and ethylene-derivative assets in the Company’s basics portfolio. Consistent with the Company’s $1.3 billion synergy commitment related to the acquisition of Rohm and Haas Company, the restructuring plan includes a charge for the elimination of approximately 2,500 positions,...<br/> <br/> Continued at Todd Sullivan's ValuePlays <p><a href="http://feedads.g.doubleclick.net/~a/YIFRg6XvfX7ScXLSwacPyYLq910/0/da"><img src="http://feedads.g.doubleclick.net/~a/YIFRg6XvfX7ScXLSwacPyYLq910/0/di" border="0" ismap="true"></img></a><br/> <a href="http://feedads.g.doubleclick.net/~a/YIFRg6XvfX7ScXLSwacPyYLq910/1/da"><img src="http://feedads.g.doubleclick.net/~a/YIFRg6XvfX7ScXLSwacPyYLq910/1/di" border="0" ismap="true"></img></a></p><div class="feedflare"> <a href="http://feeds.feedburner.com/~ff/ValuePlays?a=4Dftb1ipwjY:Qzs5G2yZkSQ:yIl2AUoC8zA"><img src="http://feeds.feedburner.com/~ff/ValuePlays?d=yIl2AUoC8zA" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/ValuePlays?a=4Dftb1ipwjY:Qzs5G2yZkSQ:7Q72WNTAKBA"><img src="http://feeds.feedburner.com/~ff/ValuePlays?d=7Q72WNTAKBA" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/ValuePlays?a=4Dftb1ipwjY:Qzs5G2yZkSQ:dnMXMwOfBR0"><img src="http://feeds.feedburner.com/~ff/ValuePlays?d=dnMXMwOfBR0" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/ValuePlays?a=4Dftb1ipwjY:Qzs5G2yZkSQ:wF9xT3WuBAs"><img src="http://feeds.feedburner.com/~ff/ValuePlays?i=4Dftb1ipwjY:Qzs5G2yZkSQ:wF9xT3WuBAs" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/ValuePlays?a=4Dftb1ipwjY:Qzs5G2yZkSQ:qj6IDK7rITs"><img src="http://feeds.feedburner.com/~ff/ValuePlays?d=qj6IDK7rITs" border="0"></img></a> <a href="http://feeds.feedburner.com/~ff/ValuePlays?a=4Dftb1ipwjY:Qzs5G2yZkSQ:l6gmwiTKsz0"><img src="http://feeds.feedburner.com/~ff/ValuePlays?d=l6gmwiTKsz0" border="0"></img></a> </div><img src="http://feeds.feedburner.com/~r/ValuePlays/~4/4Dftb1ipwjY" height="1" width="1"/>Todd Sullivanhttp://www.blogger.com/profile/08287307038296659422valueplays@gmail.com0http://valueplays.blogspot.com/2009/07/dow-chemical-continues-cost-reductions.html2007-05-17T00:00:00-07:00http://del.icio.us/ValuePlays#2007-05-16<ul> <li><a href="http://valueplays.blogspot.com/2007/05/doug-better-apple-aapl-begins-selling.html">iPhone: Apple's (APPL) First Flop</a></li> <li><a href="http://valueplays.blogspot.com/2007/05/dont-pay-high-prices-for-declining.html">Don't Pay High Prices For Declining Earnings</a></li> </ul><img src="http://feeds.feedburner.com/~r/ValuePlays/~4/zgATazq_J_A" height="1" width="1"/>http://del.icio.us/ValuePlays#2007-05-162007-05-10T00:00:00-07:00http://del.icio.us/ValuePlays#2007-05-09<ul> <li><a href="http://valueplays.blogspot.com/2007/05/using-stops-are-you-stopping-gains.html">Using &quot;Stops&quot;: Are You Stopping Gains?</a></li> </ul><img src="http://feeds.feedburner.com/~r/ValuePlays/~4/M_y3dVPTBMo" height="1" width="1"/>http://del.icio.us/ValuePlays#2007-05-092007-05-09T00:00:00-07:00http://del.icio.us/ValuePlays#2007-05-08<ul> <li><a href="http://valueplays.blogspot.com/2007/05/blockbuster-bbi-netflix-ceo-is-right.html">Blockbuster (BBI): NetFlix's CEO is right...</a></li> <li><a href="http://valueplays.blogspot.com/2007/05/google-update-il-caveat-emptor.html">Google Update: IL Caveat Emptor</a></li> </ul><img src="http://feeds.feedburner.com/~r/ValuePlays/~4/aN85ceab2gI" height="1" width="1"/>http://del.icio.us/ValuePlays#2007-05-082007-05-02T00:00:00-07:00http://del.icio.us/ValuePlays#2007-05-01<ul> <li><a href="http://valueplays.blogspot.com/2007/05/adm-long-term-outlook-fantastic.html">ADM: Long Term Outlook Fantastic</a></li> </ul><img src="http://feeds.feedburner.com/~r/ValuePlays/~4/bkD6bqS6xnU" height="1" width="1"/>http://del.icio.us/ValuePlays#2007-05-012007-05-01T00:00:00-07:00http://del.icio.us/ValuePlays#2007-04-30<ul> <li><a 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