gta

Ackman Did Not Sell General Growth Shares

dear todd, you don't know if he did not sell GGP for sure.

there is a very high probability that he sold GGP equity. And bought GGP debt....

i think Ackman sold his entire position in GGP and swapped it for DEBT!!!!! that is the most sensible explanation.

i think GGP is going back down under $1.00 this week, when the news comes out... ACKMAN is out for himself here...

Am I Too Much of a Pollyanna on Starbucks?

SBUX brand and coffee is really good and improving, and on average the Partners are productive enough. But there are a few head winds....

- Partner lawsuits with a $100M award in California with more suits being brought forward.

- Higher input prices for milk, sugar, etc.

So at a very modest growth rate SBUX deserves a 10 to 15 PE based on $0.87 in earnings. That would put the stock at $10 give or take a dollar.

I would start to buy this stock at $12.00 all the way down to $10. An expect either private equity or YUM brands or Hershey to do a leveraged buy out. New management should increase prices to become profitable.

6 Questions for Long Term Google Investors

this is a badly written article and its premise is wrong. Google the company is actually very flawed and its shares are following suit. Google has its fingers in too many things (AOL, Wireless, laying cable across the Pacific) and its going to fail at most of those things. And its mobile SDK (what is it called again???) was launched by two guys in a boardroom. Compare that to Apple. iPhone SDK was downloaded by 100,000 people and over a million people watch the launch. Now thats powerful. Google is overpriced at these values, and its going to hit $285 a share this year. I found the article to be very boring and redundant. My recommendation is SELL GOOGLE and BUY APPLE.

Is Google Bashing Finally Peaking?

i think you are wrong about GOOG. it deserves a 15 pe and at $20 eps requires the stock to be valued at $300. it is currently overpriced. Apple is a much better choice here, as it has engines of growth that google does not have. Barron's was right. sorry.