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Thursday's Links

2 Jul 12:53am
Posted by ToddSullivan
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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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Dow Chemical Continues Cost Reductions

1 Jul 11:04am
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The 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, wh...
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Why Wal-Mart Backs Health Insurance

1 Jul 10:45am
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Full disclosure. Readers here know I own Wal-Mart (WMT) shares. Now the news (from the WSJ): In a major break with most other large companies, Wal-Mart Stores Inc. Tuesday told the White House that it supports requiring employers to provide health insurance to workers, a centerpiece of President Barack Obama's effort to provide near-universal coverage to Americans.The support of Wal-Mart, the nation's largest private employer, could give momentum to one of the most-contentious aspects of legis...
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Wednesday's Links

1 Jul 12:09am
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Jobs, Jobs, Repo, Renters- Love him or hate him, I'll give huge credit to the guy for being back after a liver transplant..If you are wondering why people are successful....this is a clue- "Saved or created". Using this in any form is totally dishonest as there is no way to accurately quantify it. Yet we keep hearing it and they keep being allowed to use it.....- we keep hearing about the "repo market". Here is a great video explanation of what it is- How many homeowners sold at the peak to re...
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Playing Jobs With Volt

30 Jun 8:08am
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Employment sucks. We know that. BUT, we also know it will get better. Let's look at a potential play on that improvement.When the turn does come, where will we look? I am guessing employers will crawl, not rush into re-employment of staff. With that being said, I think companies that provide professional services will be the first to benefit from this trend. The cost/benefit to employer is huge and given any recovery will most likely be a shaky one, employers will want to add people at a minim...
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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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