Articles Written by:    TODD SULLIVAN     

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Banks Run Out of Options in General Growth Properties

GGWPQ.PK) Friday, our first purchase since the stock passed the $2 mark. Why? Simply put, what looked like the most “reasonable” scenario in March when we first bought, now looks like the “only” one left. That is good. General Growth is not losing ...

From TODD SULLIVAN, Seeking Alpha,  3 Nov 2009
Related Topics: General Growth Properties, Inc.

A Look at the Global Economy via Dow Chemical's Operating Rates

We have referenced this chart in the past and it bear looking at again. It is from Dow Chemical’s (DOW) earnings presentation today. Why does what Dow does matter? As we have said many times, Dow is at the ground floor of what happens globally. From ...

From TODD SULLIVAN, Seeking Alpha,  22 Oct 2009

Baseless: RHI Entertainment Hit with Class Action Suit

Essentially it charges that the following statement in their IPO filing was intentionally misleading: Essentially they are claiming that RHIE execs should have predicted in June 2008, the collapse of Lehman Brothers (LEHMQ.PK) in the fall 2008 and the ...

From TODD SULLIVAN, Seeking Alpha,  11 Oct 2009
Related Topics: Ben Bernanke,  Hank Paulson

Dow Can Pay Takeover Debt: Can It Make Takeover Work?

Dow Chemical (DOW) said at the time the Rohm & Haas (ROH) deal was completed they intended to pay off the bridge loan used to finance it before the end of the year. They have done that The Dow Chemical Company (NYSE: DOW) and K+S Aktiengesellschaft ...

From TODD SULLIVAN, Seeking Alpha,  30 Sep 2009
Related Topics: Dow Chemical Company,  NYSE,  Federal Trade Commission

Two Perspectives on Commercial Real Estate

Mr. Wells -- who might have just a small axe to grind as head of Wells Real Estate -- states the obvious without acknowledging the problem. He says, "There is no problem in commercial real estate. Them buildings don't know whether the market is up ...

From TODD SULLIVAN, Seeking Alpha,  25 Sep 2009

Sears Holdings Websites Take 3 of Top 25 Spots In Consumer Survey

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, ...

From TODD SULLIVAN, Todd Sullivan's ValuePlays,  4 Sep 2009

Dow Chemical Confims Loans To Be Repaid Early

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 ...

From TODD SULLIVAN, Todd Sullivan's ValuePlays,  3 Sep 2009
Related Topics: Rohm & Haas,  Andrew N. Liveris

"Davidson" Makes A Case for International REIT's

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 ...

From TODD SULLIVAN, Todd Sullivan's ValuePlays,  2 Sep 2009

Philadelphia Fed's Bullish Report

"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. ...

From TODD SULLIVAN, Todd Sullivan's ValuePlays,  2 Sep 2009
Related Topics: John Herrmann

Brookfield Properties CEO: CRE Death Fears Exaggerated

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 ...

From TODD SULLIVAN, Todd Sullivan's ValuePlays,  1 Sep 2009

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