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Allstate Corp. (ALL)

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Instablog posts on ALL

Will wide media coverage of Peter Cooper Village/Stuy Town make CMBS losses more likely? by Malay Bansal
Wide media coverage of the Peter Cooper Village & Stuy Town loan might make a CMBS loss on that loan more likely.Media has widely reported that the value of Peter Cooper Village/Stuy Town properties, which were purchased for $5.4 Bn in Nov 2006, is now estimated to be less than $2 Bn.... More »
November 1, 2009 • ALL, CFD, HIG
Fed's Chicken-and-Egg Problem in CMBS &Two Suggestions on CMBS TALF by Malay Bansal
By Malay Bansal Originators want to originate new loans, investors want to buy bonds with new conservatively underwritten loans, Treasury & Federal Reserve want the new issue CMBS market to start, borrowers certainly want to take out new loans to refinance maturing loans, and yet, four... More »
October 28, 2009 • PCM, CFD, ALL
Allstate: Price 7.1 X 5 Year Average EPS by Tom Armistead
Multi-line insurer Allstate (ALL) was recently downgraded by Goldman Sachs (GS), from neutral to sell. The analyst cited risk of loss of market share for Auto, low ROE on Homeowners, and uncertainty about the Life operation. The shares naturally gave up a few points on the news, so I thought I... More »
September 17, 2009 • ALL
AFLAC – Valuation, Leverage, Growth & Income by Chuck Carnevale
Aflac trades at a mere 8.9 times earnings. That’s approximately half their historical normal PE ratio of 17 plus. Cursed as a financial, their stock price collapsed in 2008, yet operating earnings were strong. Our fundamentals-at-a-glance research tool provides 20 years of... More »
September 10, 2009 • AFL, ALL, MET
Observations on CMBS Spread Forecasts by Malay Bansal
It’s always interesting to analyze forecasts about future spreads and yields. CMBS industry’s weekly newsletter, Commercial Mortgage Alert publishes predictions on future CMBS spreads every January & July. I have always liked to look at them, not because anyone has the ability... More »
August 23, 2009 • PCM, CFD, ALL
First Coverage Weekly Street Sentiment (July 28, 2009) - Sell-Side Loves Everything…Except Technology by First Coverage
Sell-Side Loves Everything…Except TechnologyBe long, and it doesn’t really matter where!Headline: Sell-side continues their love affair with the current summer market rally! What seemed to be a “stock pickers’” market mere weeks ago, in which the sell-side was... More »
July 27, 2009 • ALL, DECK, ORLY
Bought ALL and wrote July strike 24 calls by Jack Haddad
Bought shares at 24.70, and wrote July strike 24 at 1.75/contract for an intrinsic time value of 1.05/share. Shares are are pretty stable according to the -3minth chart. The stability is also evident by the MACD which is neutral at this time. This stability should be a safe... More »
June 15, 2009 • ALL
Sold ALL and bought to cover June strike 25 calls by Jack Haddad
Sold shares at 24.78, and covered calls at .40/contract.
June 12, 2009 • ALL
ALL is worth a buy at current levels! by Jack Haddad
Shares on Friday closed at 25.90. If you buy at the current level and write June strike 25 against the underlying shares, you'll get nearly .95/share in intrinsic value and 1.90/share in downside protection. This is a great risk/reward ratio according to the quantitative model. More »
May 10, 2009 • ALL
ALL: Watch those earnings after the bell. Heavy activity on the May 27.50 calls!!! by Jack Haddad
Bought 1/3 block at 27.62, and wrote 50 June strike 25 at 4.00/contract for 1.38/share in intrinsic time value. Someone bought 3500 May strike 27.50 calls 40 minutes ago. Do they know something? They'llknow accurately as ALL announces after the bell.
May 7, 2009 • ALL

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Allstate Corp. (ALL)

Instablog posts on ALL

Will wide media coverage of Peter Cooper Village/Stuy Town make CMBS losses more likely? by Malay Bansal

Fed's Chicken-and-Egg Problem in CMBS &Two Suggestions on CMBS TALF by Malay Bansal

Allstate: Price 7.1 X 5 Year Average EPS by Tom Armistead

AFLAC – Valuation, Leverage, Growth & Income by Chuck Carnevale

Observations on CMBS Spread Forecasts by Malay Bansal

First Coverage Weekly Street Sentiment (July 28, 2009) - Sell-Side Loves Everything…Except Technology by First Coverage

Bought ALL and wrote July strike 24 calls by Jack Haddad

Sold ALL and bought to cover June strike 25 calls by Jack Haddad

ALL is worth a buy at current levels! by Jack Haddad

ALL: Watch those earnings after the bell. Heavy activity on the May 27.50 calls!!! by Jack Haddad

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