tag:blogger.com,1999:blog-1815670410767921032008-07-06T11:49:00.237-04:00Todd Sullivanhttp://www.blogger.com/profile/08287307038296659422noreply@blogger.comBlogger234412542.269845-71.614085http://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-46695699496595921152008-07-06T11:49:00.000-04:002008-07-06T11:49:00.243-04:00Bill Miller talks about Citibroup (C), Feddie Mac (FRE), Bear Sterns (BSC), Fannie Mae(FNM), Countrywide (CFC). He made an interesting comment about this current market being similar to the early 80s to mid 90s,where he made a 50 fold return on FNM which at the time was carrying bad loans. Disclosure ("none" means no position):Long C, none &uarr; Grab this Headline Animator Visit the ValuePlays Bookstore for Great Investing Books Enter your Email Preview | Powered by...<br/> <br/> Continued at Todd Sullivan's ValuePlays <p><a href="http://feeds.feedburner.com/~a/ValuePlays?a=lKqaZe"><img src="http://feeds.feedburner.com/~a/ValuePlays?i=lKqaZe" border="0"></img></a></p><div class="feedflare"> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=x18ZIJ"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=x18ZIJ" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=6mcAOJ"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=6mcAOJ" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=gex8Qj"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=gex8Qj" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=c97gbJ"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=c97gbJ" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=hHGihj"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=hHGihj" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=LZHhJJ"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=LZHhJJ" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=qcxm2J"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=qcxm2J" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=s9vYWJ"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=s9vYWJ" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=dp3A6j"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=dp3A6j" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=Fc5IhJ"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=Fc5IhJ" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=ODuDsJ"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=ODuDsJ" border="0"></img></a> </div><img src="http://feeds.feedburner.com/~r/ValuePlays/~4/328139847" 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-miller-video.htmlhttp://valueplays.blogspot.com/2008/07/bill-miller-video.htmltag:blogger.com,1999:blog-181567041076792103.post-55768384491373209642008-07-01T11:05:00.001-04:002008-07-01T11:08:16.737-04:00Jane Genova reports "In a unanimous opinion [4-0], the Rhode Island Supreme Court overturned the lead paint judgment against defendants Sherwin-Williams (SHW), NL Industries (NL) and Millennium Holdings. In addition, it upheld the judgment in favor of Atlantic Richfield, vacated the contempt citations against RI Attorney General Patrick Lynch, and recognized the validity of contingency agreements between the AG and outside counsel." Read decision: script...<br/> <br/> Continued at Todd Sullivan's ValuePlays <p><a href="http://feeds.feedburner.com/~a/ValuePlays?a=MX5i3h"><img src="http://feeds.feedburner.com/~a/ValuePlays?i=MX5i3h" border="0"></img></a></p><div class="feedflare"> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=ACyKLJ"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=ACyKLJ" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=Um774J"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=Um774J" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=dNQfNj"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=dNQfNj" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=mzSiWJ"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=mzSiWJ" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=CT2U2j"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=CT2U2j" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=BDvMvJ"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=BDvMvJ" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=yK4ExJ"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=yK4ExJ" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=EM5PzJ"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=EM5PzJ" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=TZyoJj"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=TZyoJj" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=CHda4J"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=CHda4J" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=Eo0LQJ"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=Eo0LQJ" border="0"></img></a> </div><img src="http://feeds.feedburner.com/~r/ValuePlays/~4/324123603" 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-wins-in-ri-sc.htmlhttp://valueplays.blogspot.com/2008/07/sherwin-williams-wins-in-ri-sc.htmltag:blogger.com,1999:blog-181567041076792103.post-84900352036151513782008-06-30T22:10:00.003-04:002008-06-30T22:27:20.127-04:00Bruce talks about Leucadia (LUK), Americredit (ACF), AIG (AIG) and the banks. Also, he goes into Sears Holdings (SHLD) Berkowitz has the correct look at Sears, not just a retailer but a collection of successful entities that when monetized (it is happening), will provide returns. Disclosure ("none" means no position):Long SHLD, None &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=IbYUZw"><img src="http://feeds.feedburner.com/~a/ValuePlays?i=IbYUZw" border="0"></img></a></p><div class="feedflare"> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=gMX0KI"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=gMX0KI" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=n6tR4I"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=n6tR4I" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=tu700i"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=tu700i" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=pLMzQI"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=pLMzQI" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=ds1P4i"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=ds1P4i" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=CHBTJI"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=CHBTJI" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=VUpUfI"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=VUpUfI" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=Vwf1bI"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=Vwf1bI" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=VVagDi"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=VVagDi" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=XA0iUI"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=XA0iUI" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=BP5NWI"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=BP5NWI" border="0"></img></a> </div><img src="http://feeds.feedburner.com/~r/ValuePlays/~4/323714655" 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%2F06%2Fmore-berkowitz.htmlhttp://valueplays.blogspot.com/2008/06/more-berkowitz.htmltag:blogger.com,1999:blog-181567041076792103.post-33820824304342755912008-06-30T22:00:00.001-04:002008-06-30T22:02:53.841-04:00Berkowitz has sold 1/2 of its energy holdings and is moving into health care... Disclosure ("none" means no position):None &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=9zm7Ws"><img src="http://feeds.feedburner.com/~a/ValuePlays?i=9zm7Ws" border="0"></img></a></p><div class="feedflare"> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=vxGJlI"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=vxGJlI" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=6kRs4I"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=6kRs4I" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=gvoBVi"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=gvoBVi" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=3dEZVI"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=3dEZVI" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=fFj4Yi"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=fFj4Yi" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=mAvc5I"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=mAvc5I" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=3Xv4MI"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=3Xv4MI" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=wS0d3I"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=wS0d3I" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=q23Xfi"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=q23Xfi" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=ad9sTI"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=ad9sTI" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=tLRh6I"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=tLRh6I" border="0"></img></a> </div><img src="http://feeds.feedburner.com/~r/ValuePlays/~4/323694852" 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%2F06%2Fbruce-berlowitz-on-wealth-track.htmlhttp://valueplays.blogspot.com/2008/06/bruce-berlowitz-on-wealth-track.htmltag:blogger.com,1999:blog-181567041076792103.post-71751027873977012472008-06-30T09:55:00.002-04:002008-06-30T10:28:30.540-04:00Vinod is putting his millions behinds his words... With ethanol plays like Versasun (VSE), Pacific Ethanol (PEIX) and Archer Daniel's Midland (ADM) off highs, those investors might want to watch. Disclosure ("none" means no position):Long ADM &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=2Rgi29"><img src="http://feeds.feedburner.com/~a/ValuePlays?i=2Rgi29" border="0"></img></a></p><div class="feedflare"> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=GomPYI"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=GomPYI" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=LM509I"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=LM509I" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=HSJXGi"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=HSJXGi" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=E5XKYI"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=E5XKYI" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=ZhvBYi"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=ZhvBYi" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=TyquNI"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=TyquNI" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=nEc0WI"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=nEc0WI" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=t120vI"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=t120vI" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=T4hwyi"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=T4hwyi" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=ow7p5I"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=ow7p5I" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=wUDNkI"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=wUDNkI" border="0"></img></a> </div><img src="http://feeds.feedburner.com/~r/ValuePlays/~4/323298693" 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%2F06%2Fkhosla-on-biofuels.htmlhttp://valueplays.blogspot.com/2008/06/khosla-on-biofuels.htmltag:blogger.com,1999:blog-181567041076792103.post-48346481571072484212008-06-30T09:36:00.003-04:002008-06-30T09:52:30.889-04:00Some thoughts from the lake.....Dennis Gartman talks about commodities.. Gartman talks about oil (USO) and the demand destruction of it undergoing. He also talks about corn, wheat and the lost acreage of them due to the recent flooding. One would think that food prices are going higher due to worldwide demand and weather and oil may crash short term. We sold our oil position a little while ago. Oil is due for a rapid correction followed by a slow drift up. I think the easy money here has...<br/> <br/> Continued at Todd Sullivan's ValuePlays <p><a href="http://feeds.feedburner.com/~a/ValuePlays?a=0LeES6"><img src="http://feeds.feedburner.com/~a/ValuePlays?i=0LeES6" border="0"></img></a></p><div class="feedflare"> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=CfcixI"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=CfcixI" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=F1jjCI"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=F1jjCI" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=AfEOOi"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=AfEOOi" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=fyb87I"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=fyb87I" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=emYQNi"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=emYQNi" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=rLMtII"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=rLMtII" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=5wVFSI"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=5wVFSI" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=K0GqWI"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=K0GqWI" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=SDEqKi"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=SDEqKi" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=yAvHlI"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=yAvHlI" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=9EGgQI"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=9EGgQI" border="0"></img></a> </div><img src="http://feeds.feedburner.com/~r/ValuePlays/~4/323277597" 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%2F06%2Fcommodities.htmlhttp://valueplays.blogspot.com/2008/06/commodities.htmltag:blogger.com,1999:blog-181567041076792103.post-9917760701249840732008-06-27T20:52:00.000-04:002008-06-27T21:02:44.386-04:00A long list for the week away at Value Investing News 1. Buy ‘Em Back at Western Sizzlin’ (via www.circleofcompetenceblog.com) Western Sizzlin' announced a share buyback authorization today, which is terrific news for shareholders. In this article I explain why that make sense for WEST and all undervalued companies. 2. TRANSCRIPT: Warren Buffett's Power Lunch Interview on "Exploding" Inflation (via www.cnbc.com) This is a transcript of Warren Buffett's live interview with Becky Quick on CNBC's...<br/> <br/> Continued at Todd Sullivan's ValuePlays <p><a href="http://feeds.feedburner.com/~a/ValuePlays?a=ERd821"><img src="http://feeds.feedburner.com/~a/ValuePlays?i=ERd821" border="0"></img></a></p><div class="feedflare"> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=zNixpI"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=zNixpI" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=6ewYgI"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=6ewYgI" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=i3HdWi"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=i3HdWi" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=bVJ2mI"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=bVJ2mI" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=bcMMoi"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=bcMMoi" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=Uy6hdI"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=Uy6hdI" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=56uLwI"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=56uLwI" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=KIPCeI"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=KIPCeI" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=mcTWSi"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=mcTWSi" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=fzlLcI"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=fzlLcI" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=lmL5lI"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=lmL5lI" border="0"></img></a> </div><img src="http://feeds.feedburner.com/~r/ValuePlays/~4/321716428" 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%2F06%2Fweeks-best-at-vin_27.htmlhttp://valueplays.blogspot.com/2008/06/weeks-best-at-vin_27.htmltag:blogger.com,1999:blog-181567041076792103.post-39205380915142638862008-06-27T12:30:00.003-04:002008-06-27T12:31:48.166-04:00Jane Genova Reports RI SC RULING EXPECTED 6/1 or 6/2 - Informed sources indicate Informed sources reported to me today that a ruling is expected from the Rhode Island Supreme Court on the the lead paint public nuisance appeal this coming Tuesday or Wednesday. Those sources are anticipating a decision favorable to the three defendants Sherwin-Williams (SHW), NL Indusries (NL) and Millennium Holdings. How favorable is the issue. There could be a third trial rather than the whole enchilada...<br/> <br/> Continued at Todd Sullivan's ValuePlays <p><a href="http://feeds.feedburner.com/~a/ValuePlays?a=ztN2Y6"><img src="http://feeds.feedburner.com/~a/ValuePlays?i=ztN2Y6" border="0"></img></a></p><div class="feedflare"> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=VBnm9I"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=VBnm9I" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=FnHD0I"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=FnHD0I" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=n8gqZi"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=n8gqZi" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=Isb9OI"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=Isb9OI" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=6ZTHAi"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=6ZTHAi" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=cSBd8I"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=cSBd8I" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=oHKayI"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=oHKayI" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=SPiGzI"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=SPiGzI" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=lAudTi"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=lAudTi" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=tCLmvI"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=tCLmvI" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=gN9IbI"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=gN9IbI" border="0"></img></a> </div><img src="http://feeds.feedburner.com/~r/ValuePlays/~4/321447969" 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%2F06%2Frhode-island-sc-ruling-due-next-week.htmlhttp://valueplays.blogspot.com/2008/06/rhode-island-sc-ruling-due-next-week.htmltag:blogger.com,1999:blog-181567041076792103.post-47110631120720660992008-06-27T11:51:00.006-04:002008-06-27T12:01:13.638-04:00Since he has billions to invest, it bears listening to him.. Doll discusses the S&P, Oil (USO), the Fed, European Bankers, Speculation, Merrill Lynch (MER) Disclosure ("none" means no position):None &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=0ALNiT"><img src="http://feeds.feedburner.com/~a/ValuePlays?i=0ALNiT" border="0"></img></a></p><div class="feedflare"> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=Hxf18I"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=Hxf18I" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=69ylfI"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=69ylfI" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=9c3wki"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=9c3wki" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=6LKvpI"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=6LKvpI" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=au9eFi"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=au9eFi" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=y9rn4I"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=y9rn4I" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=7gZLNI"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=7gZLNI" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=kaEvQI"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=kaEvQI" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=ig18Yi"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=ig18Yi" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=sPQHpI"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=sPQHpI" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=kPUVjI"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=kPUVjI" border="0"></img></a> </div><img src="http://feeds.feedburner.com/~r/ValuePlays/~4/321430468" 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%2F06%2Fblackrocks-blk-bob-doll.htmlhttp://valueplays.blogspot.com/2008/06/blackrocks-blk-bob-doll.htmltag:blogger.com,1999:blog-181567041076792103.post-89256457712341397282008-06-27T10:22:00.001-04:002008-06-27T10:23:00.724-04:00So headed out again this time for 10 days Saturday. The family is heading to upstate New York to Lake Tuscarora for 10 days of fishing, campfires and nana time for the kids... Last year we had no internet (or cell) access so I am not sure if we will this year on the lake. At any rate, even if we do, posting will be extremely limited if not non-existent, this is kiddie time. If anyone wants to be able to post in my absence, let me know and we can set something up. I have a handful of folks in...<br/> <br/> Continued at Todd Sullivan's ValuePlays <p><a href="http://feeds.feedburner.com/~a/ValuePlays?a=cdvnyN"><img src="http://feeds.feedburner.com/~a/ValuePlays?i=cdvnyN" border="0"></img></a></p><div class="feedflare"> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=ocmUcI"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=ocmUcI" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=B4kyvI"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=B4kyvI" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=I01Uhi"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=I01Uhi" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=0Ea32I"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=0Ea32I" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=Pqmf9i"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=Pqmf9i" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=mTX59I"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=mTX59I" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=qAy6GI"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=qAy6GI" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=maW26I"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=maW26I" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=KlCXZi"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=KlCXZi" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=FmUKvI"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=FmUKvI" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=tNW6MI"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=tNW6MI" border="0"></img></a> </div><img src="http://feeds.feedburner.com/~r/ValuePlays/~4/321376201" 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%2F06%2Fanother-vacation.htmlhttp://valueplays.blogspot.com/2008/06/another-vacation.htmltag:blogger.com,1999:blog-181567041076792103.post-78650624499969405312008-06-27T05:44:00.000-04:002008-06-27T05:44:00.148-04:00Oil, JC Penny, War, Recession - The speculators? - This is great "outrage". - Of course they have.....we are winning it - Well, maybe that is because we really have not had one in that long? &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=Owq534"><img src="http://feeds.feedburner.com/~a/ValuePlays?i=Owq534" border="0"></img></a></p><div class="feedflare"> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=5l0CYI"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=5l0CYI" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=I32pXI"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=I32pXI" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=YARE4i"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=YARE4i" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=9B7xHI"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=9B7xHI" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=ss5yQi"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=ss5yQi" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=6BWXTI"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=6BWXTI" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=i8sPeI"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=i8sPeI" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=zyBzUI"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=zyBzUI" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=Mvb3ei"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=Mvb3ei" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=sw1w3I"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=sw1w3I" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=YXUFbI"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=YXUFbI" border="0"></img></a> </div><img src="http://feeds.feedburner.com/~r/ValuePlays/~4/321209629" 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%2F06%2Ffridays-links_27.htmlhttp://valueplays.blogspot.com/2008/06/fridays-links_27.htmltag:blogger.com,1999:blog-181567041076792103.post-8232960764863355552008-06-27T03:50:00.001-04:002008-06-27T03:50:01.028-04:00Fairholme's (FAIRX) Bruce Berkowitz talks about his latest foray into health care. Berkowitz top 5 holdings are Berkshire Hathaway (BRK.A) Canadian Natural Resources (CNQ) Sears Holdings (SHLD) DISH Network (DISH) Mohawk Industries (MHK) Disclosure ("none" means no position):Long SHLD, none &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=f4mEem"><img src="http://feeds.feedburner.com/~a/ValuePlays?i=f4mEem" border="0"></img></a></p><div class="feedflare"> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=mUX18I"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=mUX18I" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=0YSZFI"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=0YSZFI" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=xcxMXi"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=xcxMXi" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=6ZlhuI"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=6ZlhuI" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=BXDOOi"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=BXDOOi" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=Me5K4I"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=Me5K4I" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=RhGp3I"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=RhGp3I" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=xwqjRI"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=xwqjRI" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=dpeUTi"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=dpeUTi" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=vlhslI"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=vlhslI" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=BTY43I"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=BTY43I" border="0"></img></a> </div><img src="http://feeds.feedburner.com/~r/ValuePlays/~4/321164410" 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%2F06%2Fbruce-berkowitz-video.htmlhttp://valueplays.blogspot.com/2008/06/bruce-berkowitz-video.htmltag:blogger.com,1999:blog-181567041076792103.post-48621976109421345992008-06-27T00:26:00.001-04:002008-06-27T00:26:00.824-04:00UPGRADES Coldwater Creek (CWTR)- CL King Accumulate » Strong Buy SuccessFactors (SFSF)- Wedbush Morgan Hold » Buy Zoran (ZRAN)- Longbow Neutral » Buy Lincare (LNCR)- Wachovia Mkt Perform » Outperform Pantry (PTRY)- Friedman Billings Mkt Perform » Outperform Check Point Sftwr (CHKP)- Lehman Brothers Equal-Weight » Overweight Corinthian Colleges (COCO)- Lehman Brothers Equal-Weight » Overweight Host Hotels (HST)- Robert W. Baird Neutral » Outperform City...<br/> <br/> Continued at Todd Sullivan's ValuePlays <p><a href="http://feeds.feedburner.com/~a/ValuePlays?a=UJT6Ld"><img src="http://feeds.feedburner.com/~a/ValuePlays?i=UJT6Ld" border="0"></img></a></p><div class="feedflare"> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=i88QDI"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=i88QDI" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=XJ0rpI"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=XJ0rpI" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=2hOB6i"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=2hOB6i" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=au6gQI"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=au6gQI" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=BD0Fqi"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=BD0Fqi" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=aVGzwI"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=aVGzwI" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=o98HUI"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=o98HUI" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=GN8UTI"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=GN8UTI" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=2r0RDi"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=2r0RDi" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=7rEndI"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=7rEndI" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=veUEkI"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=veUEkI" border="0"></img></a> </div><img src="http://feeds.feedburner.com/~r/ValuePlays/~4/321054004" 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%2F06%2Ffridays-upgrades-and-downgrades_27.htmlhttp://valueplays.blogspot.com/2008/06/fridays-upgrades-and-downgrades_27.htmltag:blogger.com,1999:blog-181567041076792103.post-78148975501567737072008-06-26T13:52:00.004-04:002008-06-26T14:14:48.491-04:00Ever since the first post on this issue I have been looking into this further. Today's Autozone (AZO) filing with ESL (Sears Holdings (SHLD) largest shareholder) gave me the information I needed. From the Findlaw Legal site "Delaware's Analysis Fiduciary principles have long been established to protect minority shareholders in interested transactions. This protection is embodied in the "entire fairness" standard, a reasonably stringent review. Under a fairly recent line of cases,...<br/> <br/> Continued at Todd Sullivan's ValuePlays <p><a href="http://feeds.feedburner.com/~a/ValuePlays?a=AOfczY"><img src="http://feeds.feedburner.com/~a/ValuePlays?i=AOfczY" border="0"></img></a></p><div class="feedflare"> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=bWgIDI"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=bWgIDI" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=yZtf9I"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=yZtf9I" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=t84P2i"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=t84P2i" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=BV6YGI"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=BV6YGI" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=EBCTzi"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=EBCTzi" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=Wb523I"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=Wb523I" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=JKfSLI"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=JKfSLI" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=6y7jEI"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=6y7jEI" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=5k3QLi"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=5k3QLi" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=mrEz6I"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=mrEz6I" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=xiZwFI"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=xiZwFI" border="0"></img></a> </div><img src="http://feeds.feedburner.com/~r/ValuePlays/~4/320706187" 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%2F06%2Fmore-on-sears-holdings-going-private.htmlhttp://valueplays.blogspot.com/2008/06/more-on-sears-holdings-going-private.htmltag:blogger.com,1999:blog-181567041076792103.post-40330234591956875062008-06-26T13:41:00.004-04:002008-06-26T13:50:58.475-04:00Here are the applicable portions. Section 3.1 New Directors. In accordance with the provisions of this Article III, the Company shall take appropriate actions, once nominees are identified satisfying the requirements of Section 3.2, to add three (3) new members to the Board (the “New Directors”). It is the intent of the parties that such additions shall occur as promptly as practicable, but in no case later than the Company’s 2008 Annual Meeting of Stockholders. Section 3.2...<br/> <br/> Continued at Todd Sullivan's ValuePlays <p><a href="http://feeds.feedburner.com/~a/ValuePlays?a=NCRrrB"><img src="http://feeds.feedburner.com/~a/ValuePlays?i=NCRrrB" border="0"></img></a></p><div class="feedflare"> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=vRg6zI"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=vRg6zI" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=yB2JeI"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=yB2JeI" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=fvjILi"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=fvjILi" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=r9wkuI"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=r9wkuI" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=4imj5i"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=4imj5i" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=gbR1OI"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=gbR1OI" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=VIxmbI"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=VIxmbI" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=ZDUvNI"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=ZDUvNI" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=2FrLzi"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=2FrLzi" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=AAipfI"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=AAipfI" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=tgSyUI"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=tgSyUI" border="0"></img></a> </div><img src="http://feeds.feedburner.com/~r/ValuePlays/~4/320706188" 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%2F06%2Fesl-autozone-agreement-filed-with-sec.htmlhttp://valueplays.blogspot.com/2008/06/esl-autozone-agreement-filed-with-sec.htmltag:blogger.com,1999:blog-181567041076792103.post-3187425750336387712008-06-26T12:39:00.006-04:002008-06-26T13:13:15.188-04:00This was an interesting interview of the Borders (BGP) CEO and unfortunately way too short.. Jones talks about the consumer, the new direction, Barners & Noble (BKS) and other possible buyers. Disclosure ("none" means no position):Long BGP, none &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=LwLixu"><img src="http://feeds.feedburner.com/~a/ValuePlays?i=LwLixu" border="0"></img></a></p><div class="feedflare"> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=Y5DwmI"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=Y5DwmI" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=yj30NI"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=yj30NI" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=gUs57i"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=gUs57i" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=I3CWmI"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=I3CWmI" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=IoZ0Li"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=IoZ0Li" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=ezcjpI"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=ezcjpI" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=txpXJI"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=txpXJI" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=c7ZYvI"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=c7ZYvI" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=b5c43i"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=b5c43i" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=hcaNBI"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=hcaNBI" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=FReTxI"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=FReTxI" border="0"></img></a> </div><img src="http://feeds.feedburner.com/~r/ValuePlays/~4/320670604" 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%2F06%2Fborders-bgp-ceo-george-jones-video.htmlhttp://valueplays.blogspot.com/2008/06/borders-bgp-ceo-george-jones-video.htmltag:blogger.com,1999:blog-181567041076792103.post-75210434801872199722008-06-26T07:56:00.006-04:002008-06-26T12:25:26.546-04:00I posted the agreement between Eddie Lampert and Autozone (AZO) this morning and got a flood of questions. Reader Jeff answered 90% of them with this post. "EBITDAR- Earnings Before Dep./Amor, Interest, Taxes, Rent (lease payments). Thus, the company can take on long term debt of 2.5x its annual EBITDAR. Relatively modest leverage. The voting restriction for ESL is basically saying that, if he continues to accumulate, the shares he gets over a certain level (40% now, coming down to 37.5%),...<br/> <br/> Continued at Todd Sullivan's ValuePlays <p><a href="http://feeds.feedburner.com/~a/ValuePlays?a=g2Zryi"><img src="http://feeds.feedburner.com/~a/ValuePlays?i=g2Zryi" border="0"></img></a></p><div class="feedflare"> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=mbwwcI"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=mbwwcI" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=0FIwqI"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=0FIwqI" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=vF3Abi"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=vF3Abi" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=eJ3oxI"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=eJ3oxI" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=8qVfEi"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=8qVfEi" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=TT0WuI"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=TT0WuI" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=cq1flI"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=cq1flI" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=YbX9tI"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=YbX9tI" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=Hpuxti"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=Hpuxti" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=NDEznI"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=NDEznI" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=zmdKAI"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=zmdKAI" border="0"></img></a> </div><img src="http://feeds.feedburner.com/~r/ValuePlays/~4/320644820" 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%2F06%2Fmore-on-lamperts-autozone-azo-agreement.htmlhttp://valueplays.blogspot.com/2008/06/more-on-lamperts-autozone-azo-agreement.htmltag:blogger.com,1999:blog-181567041076792103.post-1028431062144690362008-06-26T07:53:00.003-04:002008-06-26T14:49:17.006-04:00AutoZone, Inc. (AZO) today announced that its Board of Directors has authorized the repurchase of an additional $500 million of the Company's stock, bringing its current unused repurchase authorization to $608 million. Including the additional authorization, the cumulative share repurchase authorization approved by its Board since 1998 totals $6.4 billion. Additionally, as part of the Company's ongoing evaluation of its capital structure, the Company has decided to increase its adjusted debt /...<br/> <br/> Continued at Todd Sullivan's ValuePlays <p><a href="http://feeds.feedburner.com/~a/ValuePlays?a=cOi8eO"><img src="http://feeds.feedburner.com/~a/ValuePlays?i=cOi8eO" border="0"></img></a></p><div class="feedflare"> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=7EeJRI"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=7EeJRI" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=toKtmI"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=toKtmI" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=Qg6lAi"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=Qg6lAi" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=inE5kI"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=inE5kI" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=Ez0R6i"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=Ez0R6i" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=JCpBZI"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=JCpBZI" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=vH9usI"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=vH9usI" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=SaO3oI"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=SaO3oI" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=ep1ZFi"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=ep1ZFi" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=cyjX8I"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=cyjX8I" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=Hb0PzI"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=Hb0PzI" border="0"></img></a> </div><img src="http://feeds.feedburner.com/~r/ValuePlays/~4/320471050" 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%2F06%2Fautozone-azo-increaes-buyback-reaches.htmlhttp://valueplays.blogspot.com/2008/06/autozone-azo-increaes-buyback-reaches.htmltag:blogger.com,1999:blog-181567041076792103.post-37000294203430414302008-06-26T06:53:00.000-04:002008-06-26T07:12:22.774-04:00I started following the soon to be doomed park operator after a trip there last year. After a recent Hershey Park vacation, I am even more convinced they are done... After large shareholders began selling and management began blaming god for poor results, I couldn't wait for the latest excuse. Fortunately, you really only need wait a quarter. At least they have begun to attempt some honesty with shareholders. Although, they still are blowing smoke up investors...well... Dealscape...<br/> <br/> Continued at Todd Sullivan's ValuePlays <p><a href="http://feeds.feedburner.com/~a/ValuePlays?a=0JpEJQ"><img src="http://feeds.feedburner.com/~a/ValuePlays?i=0JpEJQ" border="0"></img></a></p><div class="feedflare"> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=wUH75I"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=wUH75I" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=kIpIsI"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=kIpIsI" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=BUegMi"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=BUegMi" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=wWhH3I"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=wWhH3I" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=QlDkCi"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=QlDkCi" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=LC6HrI"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=LC6HrI" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=Tz4SZI"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=Tz4SZI" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=MF2gMI"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=MF2gMI" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=2QMF5i"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=2QMF5i" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=HMECqI"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=HMECqI" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=TvfiLI"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=TvfiLI" border="0"></img></a> </div><img src="http://feeds.feedburner.com/~r/ValuePlays/~4/320446269" 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%2F06%2Fwill-this-be-six-flags-six-last-summer.htmlhttp://valueplays.blogspot.com/2008/06/will-this-be-six-flags-six-last-summer.htmltag:blogger.com,1999:blog-181567041076792103.post-86417735950066377952008-06-26T06:22:00.000-04:002008-06-26T06:22:01.343-04:00I thought this was a goner months ago? Starbucks has perhaps realized it is not an entertainment company, but a coffee chain? By September, it is rumored the company will eliminate retail CDs sales in stores. Starbucks will offer just four CDs per store rather than the racks offering multiple CD choices customers currently there. Starbucks says it was selling more than 4 million CDs a year. Now, if we divide it by the 14,000 location we get and average of 285 CDs per location or less than...<br/> <br/> Continued at Todd Sullivan's ValuePlays <p><a href="http://feeds.feedburner.com/~a/ValuePlays?a=DSNvbJ"><img src="http://feeds.feedburner.com/~a/ValuePlays?i=DSNvbJ" border="0"></img></a></p><div class="feedflare"> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=9KReSI"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=9KReSI" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=bJD9vI"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=bJD9vI" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=JIv7Ai"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=JIv7Ai" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=Ik1D1I"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=Ik1D1I" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=CxmEAi"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=CxmEAi" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=6jfarI"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=6jfarI" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=SPnOzI"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=SPnOzI" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=voCWgI"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=voCWgI" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=gguIXi"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=gguIXi" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=m3OXAI"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=m3OXAI" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=3KbJoI"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=3KbJoI" border="0"></img></a> </div><img src="http://feeds.feedburner.com/~r/ValuePlays/~4/320430789" 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%2F06%2Fstarbucks-ditches-cds-what-took-so-long.htmlhttp://valueplays.blogspot.com/2008/06/starbucks-ditches-cds-what-took-so-long.htmltag:blogger.com,1999:blog-181567041076792103.post-35939627684724675522008-06-26T05:40:00.000-04:002008-06-26T05:40:21.313-04:00Fisher, SNS & SHLD, Gas, Google - Phil was one of the greats - Some thoughts - Demand is falling - Who to believe? &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=xgRVCF"><img src="http://feeds.feedburner.com/~a/ValuePlays?i=xgRVCF" border="0"></img></a></p><div class="feedflare"> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=2ShWBI"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=2ShWBI" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=HVQYuI"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=HVQYuI" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=UL9aNi"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=UL9aNi" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=bhOcxI"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=bhOcxI" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=u3N01i"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=u3N01i" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=99kx5I"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=99kx5I" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=OKavII"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=OKavII" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=gMdsnI"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=gMdsnI" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=vM3w8i"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=vM3w8i" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=IdAR4I"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=IdAR4I" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=r3Ug6I"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=r3Ug6I" border="0"></img></a> </div><img src="http://feeds.feedburner.com/~r/ValuePlays/~4/320395111" 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%2F06%2Fthursdays-links_26.htmlhttp://valueplays.blogspot.com/2008/06/thursdays-links_26.htmltag:blogger.com,1999:blog-181567041076792103.post-84866938355315443052008-06-26T03:26:00.000-04:002008-06-26T03:26:00.825-04:00So, if Hershey (HSY) is not going to be sold, it needs to acquire to keep pace with the new Mars & Wrigley (WWY) combo. Recently Hershey reaffirmed its fiscal 2008 guidance and expects net sales growth to be in the range of 3%-4% and earnings per share-diluted from operations (EPS) to be $1.85-$1.90. They reported revenue of $4.9 billion in fiscal 2007. According to Reuters Estimates, analysts on average are expecting the Company to report revenue of $5.1 billion in the same period. On...<br/> <br/> Continued at Todd Sullivan's ValuePlays <p><a href="http://feeds.feedburner.com/~a/ValuePlays?a=p0sZCT"><img src="http://feeds.feedburner.com/~a/ValuePlays?i=p0sZCT" border="0"></img></a></p><div class="feedflare"> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=Vid2XI"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=Vid2XI" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=ojNOfI"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=ojNOfI" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=0TfQ0i"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=0TfQ0i" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=mBWmuI"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=mBWmuI" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=gldERi"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=gldERi" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=XfVhqI"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=XfVhqI" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=q4MX2I"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=q4MX2I" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=ODs2vI"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=ODs2vI" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=Y10lbi"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=Y10lbi" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=wwfnsI"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=wwfnsI" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=ETBn1I"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=ETBn1I" border="0"></img></a> </div><img src="http://feeds.feedburner.com/~r/ValuePlays/~4/320327232" 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%2F06%2Fhershey-needs-tootsie.htmlhttp://valueplays.blogspot.com/2008/06/hershey-needs-tootsie.htmltag:blogger.com,1999:blog-181567041076792103.post-91659402645716746662008-06-26T00:30:00.001-04:002008-06-26T00:30:00.433-04:00UPGRADES Atwood Oceanics (ATW)- Credit Suisse Underperform » Neutral Pier 1 Imports (PIR)- DA Davidson Neutral » Buy Spherion (SFN)- CL King Neutral » Strong Buy Greif (GEF)- Janney Mntgmy Scott Neutral » Buy Yahoo! (YHOO)- Canaccord Adams Sell » Hold Ameristar Casinos (ASCA)- Morgan Joseph Sell » Hold National Penn (NPBC)- Boenning & Scattergood Market Perform » Market Outperform Polo Ralph Lauren (RL)- Morgan Keegan Underperform » Mkt Perform NASDAQ ...<br/> <br/> Continued at Todd Sullivan's ValuePlays <p><a href="http://feeds.feedburner.com/~a/ValuePlays?a=pHOy6q"><img src="http://feeds.feedburner.com/~a/ValuePlays?i=pHOy6q" border="0"></img></a></p><div class="feedflare"> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=vt4IFI"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=vt4IFI" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=sTw1YI"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=sTw1YI" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=FwNVbi"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=FwNVbi" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=QDhnWI"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=QDhnWI" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=2vPOQi"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=2vPOQi" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=AUPOHI"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=AUPOHI" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=nf77BI"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=nf77BI" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=uTSijI"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=uTSijI" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=9Y5Zhi"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=9Y5Zhi" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=V5SSUI"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=V5SSUI" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=zzTrDI"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=zzTrDI" border="0"></img></a> </div><img src="http://feeds.feedburner.com/~r/ValuePlays/~4/320246096" 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%2F06%2Fthursdays-upgrades-and-downgrades_26.htmlhttp://valueplays.blogspot.com/2008/06/thursdays-upgrades-and-downgrades_26.htmltag:blogger.com,1999:blog-181567041076792103.post-88921832605715447772008-06-25T22:23:00.002-04:002008-06-25T22:26:21.237-04:00Why? For this reason: Not that he supports Ford (F) or GM (GM) but that he calls out Cramer... ↑ 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=bFRWX0"><img src="http://feeds.feedburner.com/~a/ValuePlays?i=bFRWX0" border="0"></img></a></p><div class="feedflare"> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=fyaSVI"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=fyaSVI" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=VrCVAI"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=VrCVAI" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=NrrISi"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=NrrISi" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=wD3yWI"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=wD3yWI" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=EaLZxi"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=EaLZxi" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=FnwkLI"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=FnwkLI" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=u8vmVI"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=u8vmVI" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=B3YPxI"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=B3YPxI" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=snNlNi"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=snNlNi" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=b6csDI"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=b6csDI" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=GL7K2I"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=GL7K2I" border="0"></img></a> </div><img src="http://feeds.feedburner.com/~r/ValuePlays/~4/320187994" 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%2F06%2Fcnbcs-phil-lebeau-now-one-of-my.htmlhttp://valueplays.blogspot.com/2008/06/cnbcs-phil-lebeau-now-one-of-my.htmltag:blogger.com,1999:blog-181567041076792103.post-14060181304271832752008-06-25T15:46:00.006-04:002008-06-25T15:55:49.253-04:00This really does not even qualify as news today.... The Fed Said: "The Federal Open Market Committee decided today to keep its target for the federal funds rate at 2 percent. Recent information indicates that overall economic activity continues to expand, partly reflecting some firming in household spending. However, labor markets have softened further and financial markets remain under considerable stress. Tight credit conditions, the ongoing housing contraction, and the rise in energy...<br/> <br/> Continued at Todd Sullivan's ValuePlays <p><a href="http://feeds.feedburner.com/~a/ValuePlays?a=v4TOyV"><img src="http://feeds.feedburner.com/~a/ValuePlays?i=v4TOyV" border="0"></img></a></p><div class="feedflare"> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=q2ExRI"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=q2ExRI" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=guozXI"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=guozXI" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=W4qmni"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=W4qmni" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=gSdf9I"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=gSdf9I" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=y2GDui"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=y2GDui" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=uMPs5I"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=uMPs5I" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=5SROgI"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=5SROgI" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=egy53I"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=egy53I" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=T0qFci"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=T0qFci" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=uH7LjI"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=uH7LjI" border="0"></img></a> <a href="http://feeds.feedburner.com/~f/ValuePlays?a=hHWGNI"><img src="http://feeds.feedburner.com/~f/ValuePlays?i=hHWGNI" border="0"></img></a> </div><img src="http://feeds.feedburner.com/~r/ValuePlays/~4/319954351" 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%2F06%2Ffed-holds-pat-yawn.htmlhttp://valueplays.blogspot.com/2008/06/fed-holds-pat-yawn.htmlhttp://api.feedburner.com/awareness/1.0/GetFeedData?uri=ValuePlays2007-05-17T00:00:00-05:00http://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>

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