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216 Resources for

todd sullivan

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Why Wal-Mart Provides Health Insurance to Its Employees: Todd Sullivan submits: 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...; Tags: Retail, Todd Sullivan, Wal-Mart Stores Inc.; External links 2009-07-01
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; Tags: US Market, 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; Tags: US Market, Todd Sullivan; External links 2009-06-11
Looking North of the Border for Gas: A Currency Play Using ETFs: Todd Sullivan submits: This will not be for everyone but, that does not mean it is exceptionally risky, it just has more than the usual number of moving parts. Natural gas and the US dollar: The general thesis here is that gas prices are going up and the...; Tags: ETF, Energy, Todd Sullivan, United States Natural Gas Fund LP; External links 2009-06-09
Holding On to Wells Fargo, Watching How Banks Play Out: Todd Sullivan submits: After a brief lull from the serial insurance acquisitions of last year, Wells Fargo WFC is back at it. Chicago, June 4, 2009 – Wells Fargo Insurance Services, Inc. – part of Wells Fargo & Company (NYSE: WFC) - announced today that they have signed a...; Tags: Financial, Todd Sullivan, J.P. Morgan Chase & Co., Wells Fargo & Co.; External links 2009-06-08

GM's Surge: Proof Insanity Knows No Limits: Todd Sullivan submits: General Motors (GMGMQ.PK) shares are rising despite everyone, including GM saying they are worthless.AP Reports: by Todd Sullivan; Tags: Transport, Todd Sullivan; External links 2009-06-07
Will Sears' MyGofer Catch On with Consumers?: Todd Sullivan submits: Let's start out with the premise that we as Americans love convenience and anything that saves us time. We love it for our coffee, our lunch and our prescriptions. A liquor store near me actually has a drive thru window. Anything that saves us from getting...; Tags: Retail, Todd Sullivan, Sears Holdings Corp.; External links 2009-06-04
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...; Tags: US Market, Todd Sullivan; 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...; Tags: US Market, Todd Sullivan; External links 2009-06-03
Target: Interesting Developments Days Before Proxy Vote: Todd Sullivan submits: According to Target’s Own Governance Guidelines,Two Directors Should Step Down PromptlyNEW YORK, May 22 – The Nominees for Shareholder Choice commented today on recent developments concerning corporate governance issues at Target Corporation (NYSE: TGT). by Todd Sullivan; Tags: Retail, Todd Sullivan, Target Corp.; External links 2009-05-24
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...; Tags: US Market, Todd Sullivan; 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; Tags: US Market, Retail, 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...; Tags: US Market, Todd Sullivan; External links 2009-06-15
Tobacco Bill: Why Government Needs to Stay Out of Business: Todd Sullivan submits: Here is a flashback to a post I wrote in April 2008. The final bill passed Thursday it is not materially different that the previous bill above and cheers were heard from many in the Tobacco industry. That ought to have been clue #1 that this...; Tags: Retail, Todd Sullivan, Altria Group Inc.; External links 2009-06-15
Six Flags Mercifully Reaches Its Inevitable End: Todd Sullivan submits: Six Flags SIX CEO Mark Shapiro is the kind of guy who could urinate on you and tell you with a smile that he is "rinsing some dust off you".From the NY Times: by Todd Sullivan; Tags: Retail, Todd Sullivan, Six Flags Inc.; External links 2009-06-15
Volt: An Employment Play: Todd Sullivan submits: At the moment, employment sucks and 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...; Tags: Software, Todd Sullivan, Volt Information Sciences Inc.; External links 2009-07-01
AutoNation: 'Cash for Clunkers' Will Benefit Company: Todd Sullivan submits: I think 10% may be a bit conservative. From the empirical evidence department, I know several folks who are eagerly looking into the "cash for clunkers" program's details to get a new car. These are folks who have been putting off buying a new car for...; Tags: Transport, Todd Sullivan, AutoNation Inc.; External links 2009-06-29
Philip Morris as a Hedge Against Declining U.S. Dollar: Todd Sullivan submits: I received Phillip Morris International PM shares from Altria in last year's spinoff. Due to the deteriorating US legal environment for tobacco recently, I sold my long time holding Altria MO in December and now only hold PM shares.Of the two, I consider PM the company...; Tags: Retail, Todd Sullivan, Altria Group Inc.; External links 2009-06-27
iPhone Keeps Research in Motion on Its Toes: Todd Sullivan submits: Here is a very interesting smart-phone study that primarily deals with Apple's AAPL iPhone and Research in Motion's RIMM Blackberry. This has nothing to do with value investing, although it does show how tech margins always compress when a hot product sees competition.Crowd Science Smart Phone...; Tags: Gadgets, Todd Sullivan, Apple Inc., Research In Motion Ltd.; External links 2009-06-25
Saks: Browsing for a Retail Play: Todd Sullivan submits: I've been shopping around for more opportunities and this one caught my eye...The Basics:Saks, Inc. SKS is a leading retailer primarily offering high-end brand-name fashion apparel, shoes, accessories, and cosmetics. The company operates 53 Saks Fifth Avenue stores and 51 Off 5th units (off-price luxury goods)....; Tags: Retail, Todd Sullivan, Saks Inc.; External links 2009-06-24