Todd Sullivan's - ValuePlays

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What About REIT's?

4 Dec 11:00am
Posted by ToddSullivan
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Could it be time? They have sure sold off unlike anytime before. The recent sell-off is worse than the 1970-1980 one.$$ Check out the following chart:Trend line not only has been broken, it has been demolished to the downside.What to do? Here is the class of the group, (VNO) Vornado, )JOE) St Joe, (FUR) Winthrop REIT and (BAM) Brookfield Asset Management.Brookfield Asset Management Inc.(NYSE:BAM) announced last month its results for the third quarter ended September 30, 2008.Cash Flow From O...
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Thinking About Buying Oil Again

4 Dec 10:16am
Posted by ToddSullivan
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Did well with this trade over the last year and I think it may be time to get back in...$$ For those who remember in Feb 2007 we bought Oil (USO) when the price of crude was $47 and rode it until we sold this May at $127 (it later peaked at $147). With the price back to where it all began last year, I think I am inclined to start buying again.First, watch Paul Kedrosky on CNBC yesterday.Personally I think Paul may be a bit conservative in both the price level and the time it may take. Why? F...
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Nassim Taleb: "Sell The Rally's"

4 Dec 5:06am
Posted by ToddSullivan
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Taleb is is usual self, sorry. One does have to wonder though. Taleb used to stay away from specific predictions preferring to talk in generalities. He now regularly offers predictions on smaller and smaller time frames. Perhaps he is falling prey to some of the mistake paradigms in his books? ):Visit the ValuePlays Bookstore for Great Investing Books Enter your Email Preview | Powered by FeedBlitz
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Thursday's Links

4 Dec 1:08am
Posted by ToddSullivan
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Thank you, Meet the Press, Burress, Rubin, Rubin - Thank you for the mention- From Russert to Gregory.......talk about lowering the bar...- Should be in jail...too stupid to be free- Yes or No?- About timeDisclosure ("none" means no position):Visit the ValuePlays Bookstore for Great Investing Books Enter your Email Preview | Powered by FeedBlitz
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A Chart That Will Surprise You

3 Dec 8:30am
Posted by ToddSullivan
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Here is a chart of four stocks.....I'll bet a whole lot the results will surprise you.. First, here is the cart:Surprised? Would anyone have bet shareholders of Google (GOOG), Research in Motion (RIMM) and Apple (AAPL) are essentially in the same boat in the past year as shareholders of Sears Holdings (SHLD)? Or, based on the love affair or lack thereof with their products, is our outlook of the various stocks skewed? One is a struggling retailer about the kick short sellers in the face and ...
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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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