| From : valueplays.blogspot.com
Not yet published.
THE NEW ADDRESS FOR VALUEPLAYS IS NOW VALUEPLAYS.NET (CLICK LINK TO BE DIRECTED) Read Full Story
| From : valueplays.blogspot.com
Not yet published.
Don't know whether to laugh, cry or become a criminal after reading this as the chance of the SEC catching me is virtually nothing... SEC Madoff Report Disclosure ("none" means no position): Read Full Story
| From : valueplays.blogspot.com
Not yet published.
I just love good information coming in from readers, thanks "bhall" for the email..... Online– Yesterday STORES Magazine released the list of its 50 Favorite Online Retailers of 2009 and we’re happy to announce that www.Sears.com - #10, www.LandsEnd.com - #15 and www.Kmart.com - #23, all made the top 25! Kmart.com showed the biggest improvement moving from #34 to #23. STORES commented, “Living paycheck to paycheck is a sobering reminder of the need to stretch every dollar. With improved... Read Full Story
| From : valueplays.blogspot.com
Published to CEO Andrew Liveris
Still no whiff of a Dow Ag sale from Dow Chemical (DOW) The Detroit Free Press Reports : Dow Chemical Co., the largest U.S. chemical maker, said it is ahead of schedule on its plan to repay by year-end a $9.2-billion bridge loan that helped finance the April acquisition of Rohm & Haas Co. The sale originally announced in May, to reflect inventory values, Bob Plishka, a spokesman at Midland-based Dow, said Tuesday in an interview. Proceeds will be used to repay the bridge loan, which had a... Read Full Story
| From : valueplays.blogspot.com
Published to Stock Portfolio Investing
Davidson" submits: With the 2007’s Total Mortgage level over $14.5Trillion of which more than $11.1Trillion were home mortgages it would be hard to find a stronger connection to the financial system than this. Data from US Census Bureau most current information. Equity REITs are publicly traded investment vehicles which use mortgage debt in the purchase of investment properties and form the REIT asset class that is used as part of your balanced portfolio. The market capitalization of the... Read Full Story
| From : valueplays.blogspot.com
Not yet published.
"Davidson" submits: The Philadelphia Fed report on the business outlook survey has startled Wall Street and set abuzz chatter regarding the long forecasted V-Shaped Recovery by Wesbury. This report was so far better than expected 4.2 vs. an expected -0.2 that Treasuries fell in value as investors sold to buy stocks. The report can be accessed at the URL here and I have presented the relevant chart below. The market is if anything anticipatory. On CNBC @4:30PM yesterday John Herrmann of... Read Full Story
| From : valueplays.blogspot.com
Not yet published.
Key quote regarding the sate of the CRE market: "On the fundamental side, today is not as bad as the 90's"
Here is my original investing thesis for Brookfield Properties (BPO) . Brookfield is being priced as though it has problems and it doesn't. When the rest of the market wakes up to that fact, money will be made....in bunches.. Disclosure ("none" means no position): Read Full Story
| From : valueplays.blogspot.com
Not yet published.
"Davidson" Submits: Subject: Dallas Fed Releases Updated 12mo Trimmed mean PCE Inflation benchmark. The Dallas Fed released their 12mo Trimmed mean PCE inflation benchmark this morning. This includes the Jun09 and July09 values and was delayed while they went through a periodic review. It should be no surprise that the values are lower as this indicator carries an estimate for cost of housing as well as energy and food. This index “trims” monthly spikes, but includes all relevant expenditures... Read Full Story
| From : valueplays.blogspot.com
Published to Bankruptcy and Corporate Restructuring
The firm of Wachtell, Lipton, Rosen and Katz has put out some very interesting opinions as to the General Growth (GGWPQ) Chapter 11. It goes to the central thesis we have here that the lenders, one way or another will end up extending maturities on the loans. This, in turn, will leave tremendous value for the common shareholders. First this from 8/12: GGP WLRK Here is the applicable section: Given the novelty of some of these issues, it is not yet clear how the coming wave of real estate... Read Full Story
| From : valueplays.blogspot.com
Not yet published.
Well, its official, the boo-bird are back out on Eddie Lampert after Sears Holdings (SHLD) recent quarter. Now, it should be noted this is after Q1 results that "surprised" everyone being better that expected and the stock rallied from $35 to near $80. So, who is right, the cheerleaders or the boo-birds? Neither. Unlike any other retailers, Sears is mainlined to the US housing market. With 40% of the US market share for appliances, what happens in housing is acutely felt at Sears. With that... Read Full Story
