todd su

http://valueplays.blogspot.com
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184 Comments

    • Sat Dec 8th 09:58 AM | Rating: 0 0
      Commented on:
      ARM Bailout Unfair to Responsible Borrowers
      so the argument is "the bank's made them do it"?

      i
      View article »
    • Mon Nov 19th 09:43 AM | Rating: 0 0
      Commented on:
      Home Depot: Bye Bye Buyback
      karl,


      saw that, disagree with him on it

      mayo,

      i agree the problems are totally fixable. my issue is that current management are not the folks to do it
      View article »
    • Mon Nov 19th 09:41 AM | Rating: 0 0
      Commented on:
      Wachovia: Insider Buying of Shares is A Great Sign
      mike,

      point?

      there are no guarantees. just because it did not work in one case does not mean another will not..

      perhaps your time frame it too short?
      View article »
    • Mon Nov 19th 09:35 AM | Rating: 0 0
      Commented on:
      Wal-Mart Grocery Delivery Is A Good Move
      justin,

      i do not work for walmart.

      contact the local store in your area
      View article »
    • Mon Nov 19th 09:31 AM | Rating: 0 0
      Commented on:
      Six Flags: Blaming It On The Rain
      GUYS/GALS,

      if everything you are saying is true, why are they in so much trouble? you CANNOT blame the raid\n because IT WILL ALWAYS rain somewhere.

      they just are not performing, having bad weather in two states for one month CANNOT lead to annual losses. if it does, they will always lose money.

      do they need a nationwide drought to make $$?
      View article »
    • Mon Nov 19th 09:31 AM | Rating: 0 0
      Commented on:
      Six Flags: Blaming It On The Rain
      GUYS/GALS,

      if everything you are saying is true, why are they in so much trouble? you CANNOT blame the raid\n because IT WILL ALWAYS rain somewhere.

      they just are not performing, having bad weather in two states for one month CANNOT lead to annual losses. if it does, they will always lose money.

      do they need a nationwide drought to make $$?
      View article »
    • Wed Oct 31st 15:57 PM | Rating: 0 0
      Commented on:
      Archer Daniels Midland Enters Industrial Chemicals Market, A Good Place To Be
      i do not know that they are despised.... i would bet most people do not even know what they do.
      View article »
    • Wed Oct 31st 15:55 PM | Rating: 0 0
      Commented on:
      Altria Shareholders: Watch Exxon's Supreme Court Appeal
      user.

      i agree but every definitive action in the punitive arena from the SC to date has lead to a ripple effect downstream. will this one action have a huge effect? no, but it will add to the current tide
      View article »
    • Tue Oct 30th 14:06 PM | Rating: 0 0
      Commented on:
      Is Bank Of America Overreacting?
      jim,

      i did not say they were... please read again..
      View article »
    • Mon Oct 29th 11:00 AM | Rating: 0 0
      Commented on:
      Is AT&T An iPhone Sales Anchor?
      i do not know about the first 3 months but i believe the last #'s were it was the #4 seller?

      if you read my previous (May?) stuff i have referred to the ipod consistently as "brilliant" but let not forget that ipod sales did not take off until cheaper versions were introduced

      you will see that satisfaction # fall as non-apple nuts buy it. i wonder how many of those blackberry folks were wanting to trade up into a better one? i did not gloss over it, i just could not get my questions answered from it.

      shares.... good for you. although it is odd, i have yet to run into a single person who ever lost $$ on apple or sold early... who is selling all those shares?

      it is funny, people think i hate apple but i do not. i love my ipod and think the phone is decent, just not worth $500 (apparently jobs did not think so either). I stand by my statement in my first post of this months before the phone came out, $299 it is a huge hit...
      View article »
    • Mon Oct 29th 10:48 AM | Rating: 0 0
      Commented on:
      Merrill CEO Approaches Wachovia Without Board Approval; Grounds For Dismissal?
      i think thompson was nicely telling him to go screw
      View article »
    • Mon Oct 29th 10:46 AM | Rating: 0 0
      Commented on:
      Comparison to Berkshire Hathaway Shows Sears Has Hope
      FIG,

      i think you really aren't getting it. forget insurance. it has no relevance whatsoever in the early years of berkshire which was the point if the post....

      the way warren ran berkshire then and lampert is running shld now are similar.
      View article »
    • Fri Oct 26th 16:40 PM | Rating: 0 0
      Commented on:
      Comparison to Berkshire Hathaway Shows Sears Has Hope
      rohan,

      LOL.. your reply was better than mine
      View article »
    • Fri Oct 26th 16:38 PM | Rating: 0 0
      Commented on:
      Comparison to Berkshire Hathaway Shows Sears Has Hope
      he folded the buffett partnership when he bought berkshire and people were offered money or shares in hathaway...

      Lampert.... too early tell. it is a bit like a hedge fund with the credit swaps he has but for now it is a retailer. he has spent most of his energies repairing the huge mess he bought and financially, the company is in great shape and the balance sheet is clean. my guess is in 3-4 years it will be a much different operation though..... at least more diverse
      View article »
    • Fri Oct 26th 16:34 PM | Rating: 0 0
      Commented on:
      Comparison to Berkshire Hathaway Shows Sears Has Hope
      fig,

      incorrect. Warren began buying geico big in 1976-to 1981 investing $45.7 million in it. as late ad 1992 he only has 48% and bought the rest in 1995. he first bought in in 1971, 6 years after he took control of berkshire.

      Berkshire's 1st insurance operation was not bought until year 3 (national indemnity). that was the point of the post. most people think Berkshire has
      been into insurance from day one when the reality is far different.

      i agree on your point on insurance vs retail and the point of the post was that retail (sears) is a better business that a textile mill which is all berkshire was until year 3.

      it was a comparison of years 1 and 2 of the two businesses, do not jump ahead in Berkshire to year six and draw conclusions because we cannot compare when we do not know what sears will be in 4 years from now.

      i am fully versed in buffetology, you are missing the point of the post
      View article »
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