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Todd Sullivan valueplays.blogspot.com/

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This is a Tracking Account | Tracked since 03/12/2008 [?] SocialPicks is not affiliated with Todd Sullivan

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All-time Return -14.04% (in 1 year)	Risk (SD) Moderate 0.00%	Sharpe Ratio -16.92
Followers 0	Winning Picks 3 of 10	Total Views 10448

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Todd Sullivan's Blog Posts

Visit Blog: Todd Sullivan's ValuePlays

Subs: New Buy $$ 12/04/09 — This one is a little complex and priced for extinction. When extinction does not come, I think we see dramatic upside. … Continued at Todd Sullivan's ValuePlays ...

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BAM GGWPQ WSJ: Brookfield and Simon Bid for GGP Coming $$ 12/03/09 — Hard to keep up with the news… Link to full article from the WSJ: Brookfield Asset Management Inc. (BAM) and Simon Property Group Inc. (SPG) have bought portions of General Growth Properties Inc.’s (GGWPQ) bank debt and bonds to position themselves to make bids for all or part the mall giant, whi...

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Subs: General Growth’s Nolan Talks $$ 12/03/09 — Some eye opening remarks … Continued at Todd Sullivan's ValuePlays ...

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Ackman’s Q3 Letter and General Growth $$ 12/03/09 — Not much else to say. Pershing Square Third Quarter Investor Letter Continued at Todd Sullivan's ValuePlays ...

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Subs: Recent Videos 12/03/09 — Some housekeeping from the last month..… Continued at Todd Sullivan's ValuePlays ...

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Subs: Catching a Couple Upgrades $$ 12/03/09 — Ironic given the topic of Tuesday’s show.. … Continued at Todd Sullivan's ValuePlays ...

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AN GM Mike Jackson Sounds Off on GM’s Henderson’s Exit 12/03/09 — This is classic Jackson, the AutoNation (AN) CEO… Best line….”The new offer (for the GM (GM) CEO) is: Go run a global enterprise. Here’s your commercial coach ticket, spend 200 nights a year in a flea bag motel someplace, and if you turn this baby around, here’s a modest government payoff.�...

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DD MON Dow and DuPont in Ag Partnership 12/03/09 — Dow Ag seems to be at the center of the Ag world now with partnerships with both Monsanto (MON) and now DuPont (DD). From Dairy Mail DuPont and Dow AgroSciences, a wholly owned subsidiary of The Dow Chemical Company, have entered into a commercial cross-licensing agreement that will enable the two co...

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Davidson: “Markets Rhyme But Do Not Repeat” 12/03/09 — Davidson submits: One should always keep in mind the fact that market analysis is based on the measured psychological elements of the sum of all individual participant trust in the system. With regard to making capital commitments today, historical perspective provides only a level of “poetical” ...

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GGWPQ General Growth Receives More Loan Modifications $$ 12/02/09 — From the news today… Gen Growth Prop (GGWPQ) announces filing of plan of reorganization and related disclosure statement for approximately $9.7 billion of secured mortgage loans (GGWPQ) 6.90 : Co announced the filing of the plan of reorganization and related disclosure statement with the Bankruptcy...

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Subs: Another Insider Buy 12/02/09 — Not a huge buy, but I still like seeing management ponying up their own cash for shares… Continued at Todd Sullivan's ValuePlays ...

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Simon: GGP Assets “Unique Opportunity” $$ 12/01/09 — Hat tip @presidentbarama on twitter for this one Listen to the question Wilbur Ross asks… “Will you have competition in the bidding?” … Simon does NOT deny a bid is coming, rather he says that GGP being so large is good because “there are only one or two players in the industry who can comp...

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Subs: A “Quick” Buy $$ 12/01/09 — Have been watching this one for a while and a recent sell-off made its current price very attractive. … Continued at Todd Sullivan's ValuePlays ...

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Book: Galbraith on “Financial Euphoria” $$ 11/30/09 — This is a great read…especially given events of the past two years. The full title is “A Short History of Financial Euphoria” (1994) John Kenneth Galbraith, "A Short History of Financial Euphoria" (1994) Continued at Todd Sullivan's ValuePlays ...

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Subs: General Growth Picking Up Steam 11/29/09 — Things here are happening at a very fast pace… … Continued at Todd Sullivan's ValuePlays ...

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Subs: A 6.5% Cap Rate???? $$ 11/25/09 — Given what we have seen in recent sales, this is not so far out of the realm of the likely…. … Continued at Todd Sullivan's ValuePlays ...

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Subs: News Corp. Gaining Traction 11/25/09 — Seems Rup may have some company… … Continued at Todd Sullivan's ValuePlays ...

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Dow Chemical Expands Ag Division $$ 11/25/09 — Just last week CEO Andrew Liveris said they were going to be “an investor, not a divestor” of Ag assets Released yesterday: Dow AgroSciences Canada, a unit of Dow Chemical Corp.’s agricultural products operations, says it is buying the assets of Hyland Seeds, a division of family owned Thompson...

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Subs: We Starting to Get Firmer Potential Values for GGP Now $$ 11/24/09 — We are finally getting some numbers here…. … Continued at Todd Sullivan's ValuePlays ...

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CODI Subs: Insiders Still Adding to Holding 11/24/09 — This is the fourth buy in less than a month The big test for Compass (CODI) is going to be when they make the next acquisition. for months they have been saying that by the end of 2009 or early 2010 they should have a deal. Getting down to action time. They have done a fantastic [...] Continued at T...

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More about Todd Sullivan

Avg exp holding time:
527.09 days

Website:
valueplays.blogspot.com/

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