“Davidson” submits:
Q2 hedge fund letters, conference, scoops etc
Real Retail and Food Svc Sales post new high with revisions higher for past months. Little market response to this report with a couple advisors predicting today’s market at a top with a recession imminent. Last week the Household Survey posted a new high on the heels of a new high for Trucking Tonnage.
With economic data like this, there is simply no recession in sight. Equities should track higher.
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”.
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