todd su

http://valueplays.blogspot.com
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    • Wed Jun 13th 08:22 AM | Rating: 0 0
      Commented on:
      Sirius/XM Satellite Radio: Merger is Doomed
      actually the reason they ramped up membership was the inclusion of radios in ford vehicles that coincided with the stern signing. they would have picked up millions of new folks without stern and managed to save a few hundred million in the process
      View article »
    • Tue Jun 12th 11:46 AM | Rating: 0 0
      Commented on:
      Sirius/XM Satellite Radio: Merger is Doomed
      have you ever lived in rural America? Radio, like TV is not a given. There are places where no or only a couple of station are receivable. I am not talking about the midwest either, there are places in upstate NY, Pennsylvania, Vermont, NH. Maine etc etc etc where no radio is receivable....
      View article »
    • Tue Jun 12th 08:05 AM | Rating: 0 0
      Commented on:
      Berkshire Hathaway: Hold Off Until Buffett Steps Down
      i agree they are trading at a value, that is my point. they are trading at a value because folks realize the $40 B will be sitting there for years. if he would deploy it, the stock would jump..

      you never heard this argument from me before because I was an owner and he was investing based on his statments, not anymore..
      View article »
    • Tue Jun 12th 08:02 AM | Rating: 0 0
      Commented on:
      Berkshire Hathaway: Hold Off Until Buffett Steps Down
      he has been buying shares regularly, just not swinging for then fences
      View article »
    • Mon Jun 11th 18:30 PM | Rating: 0 0
      Commented on:
      Ethanol Has OPEC Publicly Concerned
      see today's ADM hire at the blog. their ideal would be to use cellulose technology to utilize the whole corn stock and triple yields...

      this is not far away....
      View article »
    • Mon Jun 11th 10:48 AM | Rating: 0 0
      Commented on:
      Barely Legal: IBM Move Saved $1.6B In Taxes
      Vic,

      not a cheap shot at all and as i finished up saying i want to know if the other multinationals in my portfolio did it and if not, why?

      sneaky is not illegal, would savy been better? the tone of the article was not negative at all, do not get hung up on 1 word
      View article »
    • Mon Jun 11th 10:43 AM | Rating: 0 0
      Commented on:
      Ethanol Has OPEC Publicly Concerned
      Thomas,

      I think in order to get to "z", we need to start at "a" and corn ethanol is just that. yield are improving everyday and the cellulose technology is only a couple of years away. we can do it now, just not as cheaply as corn. the cost is falling regularly though and it is not a question of "if" but "when". ADM is in the game here now and based on their past, they do not bet on anything that is not almost a sure thing
      View article »
    • Mon Jun 11th 09:46 AM | Rating: 0 0
      Commented on:
      Altria's Marlboro Chew Will Be A Mega Hit
      maven,

      this is now officially a "marlboro" brand now. While "chew" users are "not as loyal" as smokers, they are still some of the most brand loyal folks out there.

      remember, this is not you father's "chew". it is new
      View article »
    • Thu Jun 7th 12:29 PM | Rating: 0 0
      Commented on:
      Why Did the Market Act Like Bernanke Said Something New?
      I WOULD LIKE TO SEE THEM JUST RUN THE SAME CLIP OVER AND OVER AND SAVE THE MEDIA THE EFFORT OF TRYING TO FIGURE HIM OUT..

      THERE IS NOTHING TO FIGURE
      View article »
    • Thu Jun 7th 08:18 AM | Rating: 0 0
      Commented on:
      Apple: Priced for Perfection
      ipod sales are already baked into the share price,

      iphone sales are too..... should they not materialize, poooof....
      View article »
    • Thu Jun 7th 08:17 AM | Rating: 0 0
      Commented on:
      Apple: Priced for Perfection
      alan,

      time will tell

      when any stock runs this far this fast, any stumble leads to a rush to the exits..

      apple will stumble, everyone does
      View article »
    • Thu Jun 7th 08:15 AM | Rating: 0 0
      Commented on:
      Apple: Priced for Perfection
      there was an interesting blog post out there about this. he speculated that RIMM is actually the big winner because the iphone will draw attention to the whole smart phone spectrum.

      since RIMM has the most economical products available on ALL networks, they will benefit..

      I agree

      No position in RIMM, do own a blackberry
      View article »
    • Thu Jun 7th 08:13 AM | Rating: 0 0
      Commented on:
      Apple: Priced for Perfection
      John,

      I have "no bone" with Apple. I have said many times it is a great company, i just do not think a $600 phone from only 1 provider on a lousy network will be anything more than a bit product...

      simple

      I also believe I said "lower the price to $299" and it will sell big?
      View article »
    • Thu Jun 7th 08:10 AM | Rating: 0 0
      Commented on:
      Apple: Priced for Perfection
      thomas,

      you seem to miss the essence of the "blog". that is what we do, draw conclusions from information as we see it. right or wrong, time will tell.....

      "commentary" involves drawing a conclusion, "reporting" is a recitation after the fact. If the SA editors wanted that here they would not need us, they would simply cut and paste from newspapers. You also would not be reading all my posts like you do.... no?

      as for MSFT, I think the worst thing a company can have happen to it is irrelevance or apathy, MSFT has achieved that
      View article »
    • Thu Jun 7th 08:05 AM | Rating: 0 0
      Commented on:
      Apple: Priced for Perfection
      I have no and never had any position in Apple. I believe I have stated that several times?
      View article »
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