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- Substantive Consolidation May Strengthen General Growth Properties
- Todd Sullivan submits: June 17th is D-Day for many lenders in the General Growth (GGWPQ.PK) bankruptcy case. Why?From Reuters: by Todd Sullivan
- External links 2009-06-11
- Commercial Mortgage Servicers Extending Maturities: Big News for General Growth
- Todd Sullivan submits: For shareholders of General Growth Properties (GGWPQ.PK) this bit of news is huge....it really is.From Reuters: by Todd Sullivan
- External links 2009-06-11
- How to Evaluate Employment Numbers
- Todd Sullivan submits: I have been tracking the jobs information since last August. Three categories are paramount for me: Non-farm payrolls the total, private and government. What interests me most of the three is not the total number each month of job declines, but the percentage change that number...
- External links 2009-06-04
- Whitney Tilson's Updated Housing Analysis
- Todd Sullivan submits: For those who do not wish to peruse the whole presentation (you're insane if you do not) there are two slides that bear watching closely. The whole sub-prime has been exhausted. It is the Alt-A mortgage storm that is the cause of then next wave down.What...
- External links 2009-06-03
- Things Looking Better for General Growth Properties Shareholders
- Todd Sullivan submits: There has been a ton of speculation out there that General Growth Properties (GGWPQ.PK) would be forced to dump holdings on the cheap, reducing the odds of equity preservation in the Chapter 11 process. This ought to dump some cold water on them... When you take...
- External links 2009-05-24
- U.S. Consumer Still Retrenching
- Todd Sullivan submits: The new Nielsen Global Economic Scorecard, released yesterday, shows that consumer activity in the United States and China showed significant declines during the month of March—despite optimism for economic recovery. Additional findings include: by Todd Sullivan
- External links 2009-05-22
- CRE, CMBS Disaster Imminent? Not So Fast
- Todd Sullivan submits: The general theory has been that commercial real estate [CRE] & commercial mortgage backed securities [CMBS] may be the next shoe to drop, as I speculated here in March. But some recent events force us to take a closer look. Since March we have seen improvement...
- External links 2009-06-15
- General Growth Properties: Have You Missed the Boat?
- Todd Sullivan submits: I have been getting a bunch of questions regarding General Growth (GGWPQ.PK). The majority tend to be of the "is it too late to buy?" vein.I thought I would answer by giving some of Bill Ackman's (the company's largest shareholder) ownership data. Remember, Ackman has said...
- External links 2009-06-17
- General Growth Properties: Shareholders Waiting for Saga to End
- Todd Sullivan submits: As lenders seek to remove malls from General Growth Properties (GGPWQ.PK) Chapter 11, there are two questions we need to answer: Will they be successful? Does it matter? First the news: by Todd...
- External links 2009-06-15
- Disputing Auto Nation Downgrade by Thomas Weisel
- Todd Sullivan submits: Let's delve into the recent downgrade of AutoNation AN by Thomas Weisel.Here is their thesis:1. Geographic footprint may limit early cycle recovery.2. Detroit restructuring could bring near-term disruption.3. Sizable premium valuation appears unwarranted, by Todd Sullivan
- External links 2009-04-22
- Marc Faber's 10% Prediction? Gimme a Break
- Todd Sullivan submits: This story from Bloomberg should not qualify as news: Faber said the Standard & Poor’s 500 Index may drop as much as 10 percent before resuming gains. by Todd Sullivan
- External links 2009-04-08
- General Growth Properties: Focus on Net Operating Income
- Todd Sullivan submits: There is a lot here so I will try to make it easy.Here are the basics: General Growth Properties, Inc. the Company released today its first quarter 2009 operating results. For the first quarter of 2009, Core Funds From Operations Core FFO per fully diluted share...
- External links 2009-05-07
- General Growth Properties: Commentary from Ackman and Zell
- Todd Sullivan submits: More commentary on the proposition of General Growth GGP shareholders being kept whole in bankruptcy. From Reuters by Todd Sullivan
- External links 2009-04-04
- Brookfield Properties' Relative Value Is Key
- Todd Sullivan submits: For those not familiar with it here is the original investment thesis for Brookfield Properties BPO:The report said emphasis mine: by Todd Sullivan
- External links 2009-08-25
- The Beauty of Investing in Real Estate Through Brookfield Properties
- Todd Sullivan submits: Brookfield Properties Corporation BPO is a North American commercial real estate company. The Company operates in two principal business segments: the ownership, development and management of commercial office properties in select cities in North America, and the development of residential land. As of December 31, 2008,...
- External links 2009-08-18
- Greenlight's Einhorn: Buying S&P 500 and General Electric Puts
- Todd Sullivan submits: It would appear Einhorn is not a believer in the recent rally as he added puts in the S&P SPY and General Electric GE to his portfolio in the last quarter. Maybe this is why? From Bespoke by Todd Sullivan
- External links 2009-08-16
- Ackman Did not Sell General Growth Shares
- Todd Sullivan submits: So I am sitting there at the kids hockey practice Friday afternoon having a blast watching son #1 score some pretty goals and son #2 go "Abu Ghraibe" on a few kids when my blackberry starts going nuts. "Ackman sold GGP shares" were the emails and...
- External links 2009-08-16
- U.S. Housing: The Only Positive Sign I've Seen
- Todd Sullivan submits: When the boys at Brookfield Asset BAM are buying, I am intrigued. August 08, 2009 David FriendTHE CANADIAN PRESSExecutives at investment giant Brookfield Asset Management Inc. are confident they can scour the international market for distressed assets and acquisition deals for at least two more years,...
- External links 2009-08-12
- Banks Run Out of Options in General Growth Properties
- Todd Sullivan submits: So we bought more shares of General Growth Properties (GGWPQ.PK) Friday, our first purchase since the stock passed the $2 mark. Why? Simply put, what looked like the most “reasonable” scenario in March when we first bought, now looks like the “only” one left. That is...
- External links 2009-11-03
- No Reason to Panic Over General Growth Properties Decline
- Todd Sullivan submits: The drop in General Growth Properties (GGWPQ.PK) over the past few days, while scary, does not even register as the most since this saga began in March. Can’t believe I am going to break out a chart, but we need some perspective. Click to enlarge: by...
- External links 2009-10-29
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