Todd Sullivan's - ValuePlays

Subscribe to this blog

Credit Conversation (video)

29 Aug 12:59am
Posted by ToddSullivan
0 Comments
Read original blog entry
Watch this video, there is a great conversation between Don Luskin and Kudlow about credit. Visit the ValuePlays Bookstore for Great Investing Books Enter your Email Preview | Powered by FeedBlitz
Read the rest of this story

Friday's Links

29 Aug 12:57am
Posted by ToddSullivan
0 Comments
Read original blog entry
Tobacco, GDP, Baby, Gumshoe - FDA bill looks to be delayed- Still growing- I guess this is why they say not to fly in the last trimester?- Uncovering more scams...Disclosure ("none" means no position):Visit the ValuePlays Bookstore for Great Investing Books Enter your Email Preview | Powered by FeedBlitz
Read the rest of this story

More Details on Dow Chemical / Rohm & Haas Deal

28 Aug 10:12am
Posted by ToddSullivan
0 Comments
Read original blog entry
For those who think the price Dow Chemical (DOW) paid for Rohm & Haas (ROH) was too high, it turn out there were two other bidders in the same ballpark, BASF (BASFY) and another. Chemical Week Reports (sub. required)Rohm and Haas (R&H) approached Dow Chemical and two other companies in early June to gauge their interest in acquiring R&H, a move that resulted in Dow’s July 10 acquisition agreement, says a recent R&H SEC filing. The surprise move late last year by the Haas family trusts, which ...
Read the rest of this story

Starbucks' Confusing Memo

28 Aug 10:01am
Posted by ToddSullivan
0 Comments
Read original blog entry
So, Howard Schultz the billionaire will not get a salary raise at Starbucks (SBUX) this year. This is news why? The memo gets leaked and then there is a section in it that catches my eye. From the memo:All U.S. vice presidents and above, including Howard Schultz and the senior leadership team, will receive no salary increases this year.Based on Starbucks year-to-date performance, we are not currently on track to reach the requisite financial targets for the General Management Incentive Plan (...
Read the rest of this story

More Thoughts on Sears' Quarter

28 Aug 9:08am
Posted by ToddSullivan
0 Comments
Read original blog entry
Retails is lousy now, we know that and Sears is in the unenviable position of being both a clothing retailer and a housing supplier (appliances, tools etc.). With the expected downturn there, how did we hold up and are the reason we invested in the company still valid?? In a word yes. Here are the key take-away points (more will be available when the 10-Q is filed Friday). Remember, I expected a small loss- $500m inventory reduction- Added 65 net stores since last year which consist of Home Ap...
Read the rest of this story

Previous Entries Next Entries

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.

Recent Entries