Author: valueplays

Economic Expansion

Economic Expansion – The Market And The Economy Diverge

Economic Expansion – The Market And The Economy Diverge “Davidson” submits: Light Weight Vehicle Sales, Help Wanted Online, Household Employment, US Real GDP and PCE Trimmed Mean Inflation were reported this week. All continue to signal economic expansion. Yet, fears […]

Bruce Berkowitz On Sears Holdings Corp (SHLD) Asset Value

Bruce Berkowitz On Sears Holdings Corp (SHLD) Asset Value

Bruce Berkowitz on Sears Holdings Corp (SHLD) asset value From Bruce’s letter: Sears Holdings Corporation Sears Holdings Corporation (“Sears”) common stock, warrants, and bonds comprise 13.2% of Fund assets. Our ongoing valuation work reinforces our longstanding belief that Sears is worth […]

Momentum Investing – The “Madness Of Crowds”

Momentum Investing – The “Madness Of Crowds”

Momentum Investing – The “Madness Of Crowds” by Todd Sullivan, ValuePlays “Davidson” submits: The past year’s pessimism in the face of continued economic improvements has within in a couple of days shifted to panic. Multiple forecasts for oil prices to […]