Todd Sullivan's - ValuePlays

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Unconventional Oil & Gas Resources

3 Jul 9:01am
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BIOPeter 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 assessin...
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Friday's Links

3 Jul 12:53am
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Jon & 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
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Sears' Online Strategy Unfolding

2 Jul 10:48am
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Sears' 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 MySe...
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McDonalds New Burger

2 Jul 10:27am
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So 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 were pro...
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Thursday's Links

2 Jul 12:53am
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Deficits, 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 | Powered by FeedBlitz
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About

ToddSullivan

A Massachusetts based value investor, I look for companies whose current valuation is at a discount to their true value. When I purchase a stock, my typical holding period is several years. I consider buying a stock purchasing a piece of a business. I am confident once I make a decision to buy that eventually the market as a whole will recognize the true value of the business and value it accordingly. It may take 1 month, 6 months or a year, but if I buy it at enough of a discount to its true value my results will be (and have been) superior to the market as a whole. Of all the disparate investing disciplines, value investing has stood the test of time. The great investors of have all been value investors. Warren Buffett, Ben Graham, Bill Ruane (Sequoia Fund), Bill Miller and Wally Weitz, all have consistently outperformed the market for decades by using various forms of value investing. Currently I am a contributing writer to Seeking Alpha, Vinvesting.com, The Stock Masters and Value Investing News. Posts have been reprinted in The Wall St. Journal, Yahoo Finance, Google Alerts, Google Finance, TheStreet.com. 24/7 Wall St. and Topix.net.

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