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Wall St. Media 8/27: Thank You To Portland Sea Dogs

30 Aug 11:18am
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Special thanks to Pitching Coach Mike Cather and the Portland Sea Dogs organization and players for having my boys Cameron and Luke at bat boys for a double header when we were up on vacation. Truly an event they have not stopped talking about since...Doug and I also talk about Natural Gas (UNG) and some Biotech's he likes...The boys in action ans with Coach Cather.. Disclosure ("none" means no position):Long UNG Enter your Email Preview | Powered by FeedBlitz
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"You Think The Market Isn't A Casino Now?"

30 Aug 2:25am
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Got this in an email from a reader this weekend, just had to share as it makes just way too much sense.....Just look at the top 20 stocks traded on Friday.. Most are pieces of Sh...Citibank trades 1.4 billion shares!!! When I got started in the business in the early 80’s everyone was worried what would happen when the WHOLE MARKET TRADED 100 MILLION!!This volume is distorting the fact that most investors are doing nothing. This is not healthy volume in terms of sponsorship.. John Hussman of Hu...
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Another Look at Dr. Copper

25 Aug 6:40am
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An update from an article back in March..."Davidson" submits:It is useful at this time to review “Dr. Copper” and the Baltic Dry Index which many believe offer insight to global economic activity. As I review the multitude of current forecasts there are many which state that the market has over-reached economic reality, others state that while there has been an economic up-tick it will quickly deteriorate to a second dip-the so-called “W”-Shaped recession and a very few see a so-called “V”-Sha...
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"Econonmics in One Lesson"

24 Aug 9:12am
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Here is a section of the book that applies more than a bit to today....There is no more persistent and influential faith in the world today than the faith in government spending. Everywhere government spending is presented as a panacea for all our economic ills. Is private industry partially stagnant? We can fix it all by government spending. Is there unemployment? That is obviously due to “insufficient private purchasing power.” The remedy is just as obvious. All that is necessary is for the ...
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Brookfield Properties Analyst: "No Reason for Material Discount"

Tags: BPO
24 Aug 3:15am
Posted by ToddSullivan
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For those not familiar with it here is the original investment thesis for Brookfield Properties (BPO)The report said (emphasis mine):Dow Jones) TD raises Brookfield Properties (BPO) to hold from reduce, citing a "dramatic turnaround in freely useable liquidity." Firm says the Canadian office giant recently raised $1B in an equity offering that improved its outlook dramatically. "With our liquidity concerns essentially gone, we no longer see reason for a material discounted relative valuation,"...
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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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