Todd Sullivan | TalkMarkets | Page 36
Hedge Fund Manager, Owner of ValuePlays and Angel Investor
Contributor's Links: ValuePlays Rand Strategic Partners
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. ...more

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Dollar Reversal
My call of 18mos ago that the US$ would reverse once this Momentum Trade had run its course was based on understanding Free Markets. One cannot time these things, but one can understand then qualitatively.
People Over Products
I advise investors to focus on people and their processes not the products companies produce or the concepts with which they are promoted.
Retail Sales Growth Accelerating
The one major sector clearly lagging in our current economy is the Single-Family Home sector. The NAHB Housing Market Index was reported today at 58.
IEA Flops On Oil Price Prediction
The IEA is good for one thing only, compiling data... their predictive skills ought be ignored.
Feb. Houston Housing Market... Average Price And Sales Both Up
The “crash” many have predicted for so long won’t come with supply <6mos. Builders are also not building homes on spec as they did in the past so one has to have serious doubts that it ever gets there…
Mr. Market’s Psychology Shifts... He’s Been As Irrational As Ever
Market psychology does not make sense. It can be so against common sense that it causes investors to question their sanity.
Economic Data Still In Uptrend
It has been as usual a busy week for economic reports. Multiple analysts have called for a collapsing economy citing weak hourly wage growth, weak retail sales, weak personal income growth.
Our Economy In Inherently Deflationary
Recent economic history leads me to conclude that inflation comes from government spending where there is no intellectual value(improvement in standard of living) to society.
Insider Buying & S&P Intrinsic Value
Corporate insiders in general have a better sense of when their share prices are undervalued relative to future business prospects. Current markets are a buying opportunity. (Video Length: 00:03:07 )
The Market And The Economy Diverge
It is impossible to predict when or what direction market psychology will take. One can see it happening, but not predict it. One has to invest through it using economics. Time to be very bullish. Lots of good news.
Housing, Employment & Chemical Index Point To Continued Expansion
All signs point to continued economic expansion. It is my recommendation that investors take advantage of the current turmoil and add to equities.
Housing Starts Reaction Indicative Of Negative Mood
U.S. housing starts and permits fell in December after hefty gains the prior month, adding to a raft of weak data that have raised concerns over the health of the economy.
Davidson And Cooperman On The Market
Ignore the negatives and buy energy and other Value type stocks. Yes, ignore the FANG stocks as they are over-priced and have traded much higher than they deserved based on fundamentals simply because they have received so much media support.
The “Madness Of Crowds”
Economic growth is continuing. Oil falling is due to market psychology and not a measure of economic fundamentals. Many good values are available in the current environment. I recommend taking advantage of the current panic in ‘Group Think’.
Employment Surges… Expansion Continues
Almost 300k more jobs in December and both October and November revised up by 50k…recession calls are nonsense. The stock market is not the economy.
ACAS Repurchases 8% In Q4
American Capital, Ltd. announced today that in the fourth quarter of 2015 it made open market purchases of approximately 20.7 million shares of American Capital common stock, or 8.0% of the Company’s outstanding share.
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