10 Reasons Why Genworth Is A Good Value [View article]
BEA, there is no mention of their variable annuity and managed care exposure either. Genworth might be cheap and might survive…but the risks are barely discussed in this article.
Caiman, I really don't want to be an ass, but I couldn't find anything about goodwill included in Tier 1. These are very standardized measures worldwide so actually I would be curious to find an example where it isn't so. Can you be more precise? And yes, I did read them before but I may have miss something. Some of these things can be hidden in footnotes or long paragraphs.
Sorry to bother Caiman. Can you be more specific with the paragraph? I have not been lucky finding anything about Tier1/goodwill in either of those fillings.
10K: "Our Basel capital adequacy ratios are calculated EXCLUDING goodwill, in accordance with the Basel II standardized approach (provided by the “International Convergence of Capital Measurement and Capital Standards—A Revised Framework Comprehensive Version” issued by the Basel Committee on Banking Supervision from the Bank for International Settlements)."
Hartford Financial: TARP Warrants Offer Advantages [View article]
With their large guarantees ("ungodly risk" - Buffett), high leverage at Corporate, and just OK RBC of the subs, is not that obvious a buy as AIG. They have a very strong P&C business but still. At least for me, their disclosures in the 10K of sensibilities to interest rate impact and S&P variations made me confident enough for a small position but I would not go all in as he did with AIG,
Kodak's Sad Decline And Why RIM, Sears May Turn Around [View article]
Before anyone takes this post as an endorsement of RIMM and SHLD, it is not. Seeking Alpha changed the title and butchered the post. Here is the original.
Gramercy Capital: A Graham Stock Wrapped in a Mystery [View article]
That is a good question and I do not know the answer because I bought the common. There is a link in the fourth part ("loose ends") to the prefs prospectus
Gramercy Capital: A Graham Stock Wrapped in a Mystery [View article]
It seems that dividend is increased in case of a change of control. Also the prefs are redeemable, that aligns the incentive of the new owner to call them.
Why the 'Magic Formula' Favors For-Profit Education Stocks Now [View article]
Thanks MOI that is a great starting point for someone just initiating his analysis of the industry ... like me. Do you have the Bridgepoint preez from the Ira Sohn conference?
Sonae Capital: A Portuguese Company In Which Pabrai Invested [View instapost]
http://bit.ly/10rnEDa
10 Reasons Why Genworth Is A Good Value [View article]
Banco Santander Brasil: Declining Asset Quality And Growing Headwinds Hamper Profitability [View article]
Banco Santander Brasil: Declining Asset Quality And Growing Headwinds Hamper Profitability [View article]
Banco Santander Brasil: Declining Asset Quality And Growing Headwinds Hamper Profitability [View article]
Thanks.
Banco Santander Brasil: Declining Asset Quality And Growing Headwinds Hamper Profitability [View article]
Banco Santander Brasil: Declining Asset Quality And Growing Headwinds Hamper Profitability [View article]
Banco Santander Brasil: Declining Asset Quality And Growing Headwinds Hamper Profitability [View article]
Hartford Financial: TARP Warrants Offer Advantages [View article]
Hartford Financial: TARP Warrants Offer Advantages [View article]
I cannot find anything on their presentations or 10K. Should I go to the statutory report maybe?
Also, have you seen any good analyst report on the company?
Plan
Kodak's Sad Decline And Why RIM, Sears May Turn Around [View article]
http://bit.ly/yFC50X
Gramercy Capital: A Graham Stock Wrapped in a Mystery [View article]
variantperceptions.wor.../
Gramercy Capital: A Graham Stock Wrapped in a Mystery [View article]
Dell Is Ripe For a Leveraged Buyout [View article]
Why the 'Magic Formula' Favors For-Profit Education Stocks Now [View article]