Todd Sullivan

Avoid Starbucks at All Costs

poker,

they may be too big to do anything else...

Phillip Morris: Smoke 'Em If You Own 'Em

mj


thank you

Is GE a Buy?

cross,

i meant a "tax free exchange" to shareholders when i said "altria like"

Wachovia: The Problem with Guarantees

i do not think he lied anymore than immelt at GE did...

he was just way wrong...

Blogonomics: The Seeking Alpha Model

SA has opened doors for me that were previously closed. It is hard to put a value on the presence one gets from being affiliated with you. It comes down to far more than simple "clicks". Although, after the recent changes you have made to the site, I have noticed a dramatic uptick in traffic. I am convince that many subscribers and current regulars to my blog found me first through SA and then went to my site. As a reference and news site, it is unmatched.
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Sears' Nifty Purchase: Footstar Footwear

tucker,

sears paid to foot $637 million (foot revs.)

they are going to run the operations. even if they run it at zero profit, they can sell the merchandise in kmart and save the $53 in profits they paid to foot.

the license fees would be removes from the profit equation. that make that # a wash for the comparison

Citi's Deal: Unclogging of the System

helpless,

i make no opinion on what is below them because any assumption is just that. it is clear that for the first time buyers are emerging.

Circuit City Earnings: The Devil Is Always in the Details

thank you

Borders Keeps Us In Suspense

din,

do not forget, he first bought at $24, then at $12 and now can pick up more at $7.

his losses on the stock would take years to recoup via the international operations should bgp go under.

he may be angling for a merger? who knows.

i do like having the same interest though

UBS Plan Could Be the Road Map for Financials

itsjust,

i get that. my point is that by doing it that way they do eliminate future writedowns and have the "kitchen sink" event everyone is waiting for. at least in this way, investors can move forward with more clarity as to what the value of what is left is

Borders Keeps Us In Suspense

FX,

were it not for ackman's 26% stake, i might agree. the buy is his ability to force shareholder friendly actions...

Borders Keeps Us In Suspense

bsc,

read that.....is it just me or is reading FT really depressing? when is the last time they said anything positive about anything?

Borders Keeps Us In Suspense

chandler,

the new concept dramatically reduces space devote to DVD's. my local store is not going to go "new concept" until next year most likely but they told me DVD space is being reduce "more than 50% soon"

UBS Plan Could Be the Road Map for Financials

its just...

if they sell chunks, they do not write if off, correct? if they "spin it", then they recognize the proceeds and get rid of the bad loans, right?

i am not a CPA but that seems logical... (not that logic and accounting are synonymous)

Archer Daniels' Suit Ought to Give Railroads Pause

i do not think they share very many fueling centers.

they pretty much operate on their own tracks