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Tom Armistead
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Articles (88)
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U.S. Financial Institutions: Does the Collective Balance Sheet Add Up?
on Nov 13, 2009
•
ABK
,
AGO
,
BAC
Is the Consumer Overextended? Ask the Fed
on Nov 02, 2009
•
DIA
,
QQQQ
,
SPY
Dinallo Has Common Sense Solutions on CDS and Regulatory Issues
on Oct 25, 2009
•
BAC
,
C
,
GS
Sigma Designs to Acquire CopperGate
on Oct 16, 2009
•
SIGM
ConocoPhillips Plans Two Year Makeover
on Oct 13, 2009
•
COP
Exelon: Defensive Dividend Utility Stock
on Oct 07, 2009
•
EXC
Gulf Island Fabrication: Value with Deepwater Exposure
on Sep 29, 2009
•
ATPG
,
GIFI
Haynes International: Value in Specialty Steel
on Sep 25, 2009
•
CRS
,
HAYN
Allstate: Buy on the Dips
on Sep 18, 2009
•
ALL
Regulatory Reform: The Political Calculus
on Sep 17, 2009
•
SPY
Webster Financial: Following the Smart Money
on Sep 17, 2009
•
KRE
,
WBS
Sigma Designs: Assessing Its Potential for Renewed Growth
on Sep 14, 2009
•
CSCO
,
DT
,
MOT
Procter & Gamble: Projecting a Resumption of Organic Growth
on Sep 11, 2009
•
PG
Baker Hughes Plus BJ Services: Doing Some Simple Math
on Sep 01, 2009
•
BHI
,
BJS
,
HAL
Portfolio Revisions by Target, Trajectory and Strategy
on Sep 01, 2009
•
COP
,
EXC
,
NKE
Monoline Mania: MBIA and Ambac Included in the Dash to Trash
on Aug 27, 2009
•
ABK
,
AIG
,
FNM
Health Insurers: Harnessing Volatility from Political Risk
on Aug 19, 2009
•
AET
,
CI
,
CVH
Selling Toll Brothers on Good News
on Aug 13, 2009
•
KBH
,
RYL
,
TOL
CDS Reform: Making Wall Street Safe for Capitalism
on Aug 12, 2009
MBIA Reports a Profit: $1.1 Billion in Expected Recoveries on Claims
on Aug 06, 2009
•
ABK
,
MBI
S&P 500: Which Earnings Are Most Relevant to Its Performance?
on Jul 17, 2009
•
IVV
,
SPY
Carbo Ceramics: Value Plus Volatility
on Jul 10, 2009
•
BJS
,
CRR
,
HAL
Why I'm Still Drawn to BJS Services
on Jun 30, 2009
•
BJS
,
UNG
Cogo Group: Value Prospect with Exposure to 3G in China
on Jun 24, 2009
•
COGO
Jabil Circuit: Options Strategy Ahead of Earnings
on Jun 18, 2009
•
JBL
,
TECH
Geithner, Summers on the Same Page About CDS
on Jun 16, 2009
•
BAC
,
C
,
GS
Summers on Regulation: What Larry Left Out
on Jun 13, 2009
Jungle Ethics Financialism vs. Free Market Capitalism
on Jun 08, 2009
•
SPY
Valero vs. Tesoro: Comparing Two Refiners
on Jun 08, 2009
•
TSO
,
VLO
Office Depot: Ending the Dumpster Dive
on May 28, 2009
•
ODP
,
SPLS
Options Strategy: Reverse Collar or Fence
on May 22, 2009
•
JBL
,
MBI
Options Strategy: Diagonal Spreads
on May 15, 2009
•
DOW
,
STX
1
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Latest Comments on Tom Armistead's Articles
john s. gordon
on
U.S. Financial Institutions: Does the Collective Balance Sheet Add Up?
: good article. > jack
more »
athena
on
U.S. Financial Institutions: Does the Collective Balance Sheet Add Up?
: Its what keeps me up at night, thanks for the article.
more »
JAMES CARLINI
on
Is the Consumer Overextended? Ask the Fed
: The real problem is REAL jobs. Without jobs the economy is going...
more »
smarttogether
on
Is the Consumer Overextended? Ask the Fed
: Tom, Thanks for the facts and chart. I would really like to...
more »
socrateaz
on
Is the Consumer Overextended? Ask the Fed
: Although your numbers are probably correct. I wonder what you are...
more »
Dave Wrixon
on
Is the Consumer Overextended? Ask the Fed
: The problem is that the consumer is either going to face higher...
more »
Kimball Corson
on
Is the Consumer Overextended? Ask the Fed
: Interesting article. It supports my intuitive sense of how long it...
more »
jimmy46
on
ConocoPhillips Plans Two Year Makeover
: Hello Tom Zacks has a blog about COP today: "ConocoPhillips’...
more »
uamt1998
on
Baker Hughes Plus BJ Services: Doing Some Simple Math
: Can someone tell me if shareholders on and after the 28th Aug are...
more »
CaptainJJack
on
Dinallo Has Common Sense Solutions on CDS and Regulatory Issues
: The Credit Default Swap is not an insurance contract. There is no...
more »
apppro
on
Dinallo Has Common Sense Solutions on CDS and Regulatory Issues
: ALL I know is, is that while Bill Ackman was screwing over MBIA...
more »
lower98th
on
Dinallo Has Common Sense Solutions on CDS and Regulatory Issues
: >Basically we need to repeal CFMA and Graham-Leach-Bliley,...
more »
Tom Armistead
on
Dinallo Has Common Sense Solutions on CDS and Regulatory Issues
: Disclosure correction, I am long MBI
more »
Tom Armistead
on
Adaptec: Value Plus a Possible Catalyst
: This situation has deteriorated into a proxy battle between Steel...
more »
Tom Shohfi
on
Sigma Designs to Acquire CopperGate
: The drop in ROE has been reflected with a 80% decrease in share...
more »
Latest Comments on Tom Armistead's Articles
Latest Comments on Tom Armistead's Articles