Durable Goods and Employment
By Todd Sullivan of Value Plays…… Some relationships are so simple as to almost omit all others. For instance is rail traffic … Read more
By Todd Sullivan of Value Plays…… Some relationships are so simple as to almost omit all others. For instance is rail traffic … Read more
By Todd Sullivan of Value Plays…… Mortgage delinquencies stabilized in the third quarter, though new foreclosures jumped 21.1% from last quarter according to … Read more
By Todd Sullivan of Value Plays…… This is a perfect example of a misleading headline that is in fact debunked withing the … Read more
By Todd Sullivan of Value Plays… Every year Temp Employment peaks in November and then begins a swift slide through the end … Read more
By Todd Sullivan of Value Plays… This is a follow up to lat weeks post on $CRM’s very aggressive year end pricing. It appears … Read more
By Todd Sullivan of Value Plays We are in a period which could properly be called “The Great Pessimism”. No matter how … Read more
By Todd Sullivan of Value Plays For me, it was a foregone conclusion……but this email from the $CRM sales staff seems like a group … Read more
By Todd Sullivan of Value Plays Note: This is part of a much larger study being done on the subject “Davidson” submits: … Read more
By Todd Sullivan of Value Plays The SAP deal for SuccessFactors (SFSF) for $3.4B has sparked a frenzy in “cloud” shares today … Read more
By Todd Sullivan of Value Plays Yesterday I tweeted on the correlation between auto sales and recessions. The truth is we have … Read more
By Todd Sullivan of Value Plays I’m not going to rehash much of what I have already said regarding deferred commissions and … Read more
By Todd Sullivan of Value Plays This is more that a little interesting. Here is the plan for the current FY filed in … Read more
By Todd Sullivan of Value Plays This is amazing…..the insider dumping at $CRM did not stop just because it was the Thanksgiving holiday. On … Read more
By Todd Sullivan of Value Plays Been hearing rumors that as $NFLX sees its share price crater (still over valued) it may look appealing … Read more
By Todd Sullivan of Value Plays This continues this post from earlier this week. Read this first as the reasoning still hold and … Read more