valueplays

Todd Sullivan is a Massachusetts-based value investor and a General Partner in Rand Strategic Partners. He looks for investments he believes are selling for a discount to their intrinsic value given their current situation and future prospects. He holds them until that value is realized or the fundamentals change in a way that no longer support his thesis. His blog features his various ideas and commentary and he updates readers on their progress in a timely fashion. His commentary has been seen in the online versions of the Wall St. Journal, New York Times, CNN Money, Business Week, Crain’s NY, Kiplingers and other publications. He has also appeared on Fox Business News & Fox News and is a RealMoney.com contributor. His commentary on Starbucks during 2008 was recently quoted by its Founder Howard Schultz in his recent book “Onward”. In 2011 he was asked to present an investment idea at Bill Ackman’s “Harbor Investment Conference”.

Ed Terino - SeaChange International

Ed Terino – SeaChange International CEO – Interview

This is a great chat and a very good overview…..this investment has already worked out well (we are up >40%) … Read more

The Dollar And Oil

Javelins To Ukraine And Oil Prices

“Davidson” submits: I am a long-term investor with the goal of taking advantage of long-term market cycles which can last … Read more

Real Estate

Real Estate – Supply Shortage Or Rising Rates?

Davidson and I have disagreed on real estate for some time now. My take is that we are woefully short … Read more

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What Oil Bears Are Missing [CHARTS]

“Davidson” submits: What is interesting is that the pessimists have ignored the drop in US crude inventories which are now … Read more

Chemical Activity

Chemical Activity Accelerating…if it holds, we aren’t even close to the end of the rising market

This is one of the most reliable market predictors……..if it holds, we aren’t even close to the end of the … Read more

Oil pricing

Short DTO (read the prospectus on it, they’ll will tell you it is)

I remain short DTO (read the prospectus on it, they’ll will tell you it is). It is a flawed ETF … Read more

Fed Is Behind The Curve

The Fed Is Behind The Curve

The Yellen Fed has been painfully slow to ratchet rates up to levels required by the US economy. As “Davidson’s” … Read more

Accelerating Economy

Economic Indicators Illustrate Hot Economy

“Davidson” submits: Employment and vehicle sales for November indicate a continuation of the trend established in 2009. GDP has had … Read more

S&P 500 Intrinsic Value Index

S&P 500 Intrinsic Value Index Update – $6665 Is Possible

This indicator, taken with the CAB has been perfection since “Davidson” first introduced us to the Index in early 2009. … Read more

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Housing Could Go Up A Lot If Only…

Dodd-Frank and other restrictive lending legislation have hampered the housing recovery. There is plenty of demand for homes but when … Read more

US Oil Situation

The US Oil Situation

The price of oil is finally rising….it can go significantly higher “Davidson” submits: The US Oil Situation reports from the … Read more

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The Federal Reserve Gets Ready To Follow Markets

“Davidson” submits: History often reveals truths which counter the myths of near term thinking. The phrase, “This time is different”, … Read more

Interest Rates

The Fed Still Follows The Market On Interest Rates Not Vice Versa

We need to put to bed once and for all the notion the Fed is ahead of things and set … Read more

Economies Drive Markets

Why The SP&500 in 3yrs+ has the potential to reach $4,500

Some of Davidson’s best work…. [activintinvesting] “Davidson” submits: One of the most difficult tasks investors face is assessing the mass … Read more

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Private GDP Continues It’s Strength

GDP came in at 3% today despite two hurricanes……..that means we ought to see Q4 above 3% also as reconstruction … Read more