ValuePlays

Here are the most read posts for May 1- Todd Sullivan's - ValuePlays: Leucadia Releases 13-F: Can you Spell Concentrated Portfolio? 2- Todd Sullivan's - ValuePlays: NetFlix Beats Blockbuster Again (update with video) 3- Todd Sullivan's - ValuePlays: Circuit City On The Bankruptcy Express 4- Todd Sullivan's - ValuePlays: Warren is Everywhere, Why? 5- Todd Sullivan's - ValuePlays: "Complet

Our first three loans have bee dispersed to the recipients...Let's Wish Them Good Luck **This is an update on "Second-hand electronic sales", run by Basilia Paucar Quispe,: Thank you for your loan. It has been disbursed to Basilia Paucar Quispe by Microfinanzas PRISMA in Peru. We are excited to watch this business grow. Over the next 6 months, Microfinanzas PRISMA will be collecting repayments from this entrepreneur and posting progress updates on the Kiva website. Kiva very much... Continued at Todd Sullivan's ValuePlays

We made our first loans over the weekend. Read on for details and to contribute more... View the recipients and their businesses here Donate to our Project here: Subscribe in a reader Enter your Email Preview | Powered by FeedBlitz Continued at Todd Sullivan's ValuePlays

Here are the most viewed stories for the month of October. 1- Warren Buffett On Fox Business News 2- The Dow Chemical and DuPont Drama Deepens 3- It's Lampert Rumor Season Again 4- Berkshire Hathaway vs Sears Holdings: The Early Years 5- The Hidden Value in Sears Holdings 6- Verizon Finally Unveils Its iPhone Competition Subscribe in a reader Enter your Email Preview | Powered by FeedBlitz [[ This is a content summary only. Visit my website for full links, other content, and more! ]]

Here are the most read posts for the past week. It would seem people love reading about Mr.Lampert. 1- Lampert Gobbling Up Sears Shares. Symbols SHLD, HD 2- This Is Great Symbols SHLD, DOW, GS, C, SHW, MO 3- Thinking Like Lampert Symbols SHLD, C 4- Note To Lampert: Let People Know About Land's End Symbols SHLD 5- Another Starbucks Competitor: Proctor & Gamble Symbols SBUX, PG, MCD, COST, KR, WMT, CVS Enter your Email Preview | Powered by FeedBlitz [[ This is a content summary only. Visit my website for full links, other content, and more! ]]

Here are the most read posts for the month of July 1- Macy's Into Sears Holdings? 2- Sears Holdings: If Lampert Is Buying more, Shouldn't We? 3- Mohnish Pabrai Interview 4- Buffett and Johnson & Johnson 5- Another Mystifying Analyst Call: Starbucks Enter your Email Preview | Powered by FeedBlitz [[ This is a content summary only. Visit my website for full links, other content, and more! ]]

Here they are, the most read posts for the last 30 days. 1- Finally An Analyst Call That Makes Sense (SHLD) 2- Google: Overkill Reached 6 Months Ago 3- Lampert Buying More Sears Shares 4- Wal-Mart Getting Real Hard Not To Buy 5- Apple: iPhone Making All The Wrong Moves Enter your Email Preview | Powered by FeedBlitz [[ This is a content summary only. Visit my website for full links, other content, and more! ]]

I have been contacted and have agreed to be interveiwed for a Podcast (my first Podcast). I was contacted by Dennis Olson, the editor for Wall St. Radio. Wall St. Radio is a part of WallSt.net. Dennis has been doing interviews of financial bloggers since April and has already interviewed some of my favorite bloggers like George at Fat Pitch and Paul Kedrosky at Infectious Greed. It is a great series as it gives insight into financial bloggers and their thought process. The interveiw will... [[ This is a content summary only. Visit my website for full links, other content, and more! ]]

Here they are, the top five most read posts for May. If they look familiar it is because two of them were linked to in Altucher's "Daily Blog Watch" in TheStreet.com and the other in the Adviser Soapbox in Fortune Online. 1- Home Depot (HD) vs. Lowes (LOW): Go With Oprah 2-Sears Holdings (SHLD) To Spend Cash Hoard 3-Google (GOOG) Update: Il Caveat Emptor 4-Wal-Mart (WMT): Time For Scott To Go 5-Using Stops: Are You Stopping Gains? Subscribers and traffic jumped again this month and... [[ This is a content summary only. Visit my website for full links, other content, and more! ]]

5 Most Read Posts for April: 1- Altria (MO): Spin Q&A 2- Coal (BTU): There's Green In It 3- Sears Holdings (SHLD) Securitizes Main Brands 4- Altria (MO): Spin Day And It's Effect 5- Sherwin-Williams (SHW): No Lead Threat Site traffic surged again this past month as subscribers rose 30% and daily traffic jumped 98% with 76% being new folks. Keep forwarding the daily email to family and friends and encourage them to sign up themselves, the more of us there are the better for all. Post's that were picked up in The Street.com and Forbes really helped drive viewers. I have added an email link on the main page. Feel free to email me thoughts and ideas for stocks or general investing. I do not always get a chance to review the comments on a post and if you are commenting on something that was posted days ago, chances are I may not get to it. Enhanced Features Subscribers always get top priority but I will try to get to all of you. As the numbers of site visitors grow each day t

Forbes.com: This past week my post on selling puts was picked up in Forbes.com. You can view it here. I received a ton of email on it from readers and will probably do a follow up piece soon. I seem to have people thinking about them and it did spur a bunch of additional questions the original piece may have not answered totally. They have been featuring articles by various bloggers lately and the site is full of great info. Please visit them here. A Good Read: Since I am laid-up recuperating from a torn quad tendon and patella bone repair and will be for the next 6-8 weeks (If I was a horse I would have been Barbaroed' by now), I now have a bunch of time to catch up on some reading. This weekend I read through a little known Benjamin Graham book, "The Interpretation of Financial Statements". It is a short book , only 88 pages plus 31 pages of financial terms defined at the end. I highly advise this book to anyone who decides to take stock picking into their own hands...

In The News Recently I was asked for a response to an article titled "Getting The Lead Out" that ran in The Nation magazine. Jane Genova, who runs the blog Law And More asked for a response and you can read it on her blog below. She has done the most extensive work to date on the lead paint trials in Rhode Island and for those of you interested, she actually "live blogged" from the court room in the Rhode Island lead trial. I consider her blog to be the starting point for any details you want on this litigation. You can read the response here. Also, the legal website Legal Newsline.com did an article on the California Superior Court ruling on the contingency fee issue and picked up my post on it for reference. The article can be viewed here A Trade: Last Thursday we had a trade in the ValuePlays Portfolio. We sold April $45 puts in BTU. We received $90 for each put we sold. This means that is BTU closes below $45 on or before this coming Friday, We will be forced to buy..

I was recently contacted by LexisNexis® Mealey's Litigation Report: Lead regarding my work on the Sherwin-Williams (SHW) litigation. The following is what appeared: The full report can be purchased here Massachusetts Investor: Shareholder Lawsuit Needed Against Plaintiff Attorneys BOSTON - Shareholders who own stock in the companies being sued under public nuisance law for producing lead paint and pigment should sue the plaintiff attorneys pursuing such litigation, a Massachusetts investor told Mealey Publications on March 29. Todd Sullivan, a self-described value investor, said he is exploring the possibility of suing the plaintiff attorneys Motley Rice and the Rhode Island Attorney General's Office in connection with the case brought on behalf of the State of Rhode Island (State of Rhode Island v. LIA, No. 99-5226, R.I. Super., Providence Co.). Litigation 'Wrong' Sullivan said that the litigation against Sherwin-Williams and others is "wrong" and that the for

Here are the most read stories for the month of March: The ValuePlays PortfolioSherwin Williams- No Lead ThreatEthanol: Debunking A Few MythsTaking "A Leap"Housing: Enough Already! Site traffic surged again this past month as subscribers rose 50% and daily traffic jumped 78% for the month (140% the past 2 weeks). Keep forwarding the daily email to family and friends and encourage them to sign up themselves, the more of us there are the better for all of us. I have added an email link on the main page. Feel free to email me thoughts and ideas for stocks or general investing. I do not always get a chance to review the comments on a post and if you are commenting on something that was posted days ago, chances are I may not get to it. Enhanced Features Subscribers always get top priority but I will try to get to all of you. As the numbers of site visitors grow each day the delay here may become longer. Do yourself a favor, just buy the subscription for $6.99 a month and guarantee..

Q1- 2007 (since 1/18/2007) ValuePlays= +5.1% S&P = -.6% I have written about quite a few stocks here and have been asked by readers, "do you own all these stocks"? Well, no. I have put together an "Official Value Plays Portfolio" so you can track my suggestions and in turn, measure my results against others and the market as a whole. Just so everyone understands what the following chart means and how I am going to measure the results, here are the ground rules: 1- The "buy price" is the price the day I email Enhanced Features Members a "Trade Alert" that says "buy". A post suggesting the same will hit the blog several days later giving EF Members ample time to buy ahead of others. Even though I have owned several of these picks for years, I cannot prove this to you so the date of the email will now be the "buy price". For stocks we advise you avoid, we will track those by the price per share the day I recommend you avoid them. 2- Dividends, splits or spin offs will be..

The following were the most read posts on the site in February 1- The ValuePlays Portfolio 2- Total Return Yield- A Measure Of Value 3- Memo To Dow CEO Liveras- Please Do Not Sell Out 4- Vindication: Thy Name Is Howard Schultz 5- ValuePlays Enhanced Features Subscription We are staring to catch on out there in the "blog sphere". At least I think so? Daily traffic to ValuePlays surged 640% the past 30 days, subscriptions jumped 260% and posts are beginning to pop up in different media. I guess that means that even if we have not officially "caught on", at least we are on the right track? Share the wealth and spread the word, email articles to your friends, encourage them to sign up for the email or Rss feeds to get free daily updates or, if you are getting the Enhanced Features subscription that is only $6.99 a month and like it, write me and tell me why (or suggest how I can make it better). Other notables: - I have added an email link on the main page. Feel free to...

It looks like those of you who read the blog regularly are in good company. It was brought to my attention yesterday that none other than those at the WS Journal have been keeping tabs on ValuePlays. February 8, 2007, 1:03 pm Blog Roll — Afternoon Edition Posted by David Gaffen Todd Sullivan, who writes a blog called Value Plays, can’t believe that Starbucks CEO Jim Donald asserted that McDonald’s move into premium coffee would spur more people to also buy Starbucks coffee. “On its face the statement does make sense, but when you take a step back and think about it, you have to wonder, especially when you consider: Consumer Reports recently compared coffees and came up with an interesting result. According to its tasters, Starbucks coffee was outdone by McDonald’s premium-coffee offering,” he writes. Charlie Kirk outlines some of his plans for this afternoon, and it involves finding a few stocks that look like they should be headed lower.