Colonial BancGroup, Inc. (The) (CNB)

All Comments on CNB

  • commenter
    Sep 22 10:57 AM
    S&P 1500 Regional Banks Index Down 33% YTD [view article]
    There's also RKH Reply
  • commenter
    Sep 14 03:34 PM
    Financials in Turmoil? Someone Forgot to Tell These Eleven Pennsylvania Banks [view article]
    Of course there are banks with even rising stock prices, just like there are banks that are severly hurt in their stock values but will survive anyway.
    All you need in a bank is one or more senior bankers that say "We do not participate in weird stuff".

    And then the weird title of this article: Someone 'forgot' to tell it to these banks... After my humble opinion these banks did see what was coming far better compared to those big Wall Street banks.

    Lets leave it with that.

    This all does not take away that the entire US financial sector could easily see another decline of 50% in combined market cap.

    And when you combine total wiped out market cap from the 11 worst performing banks to these 11 best performing banks, the picture is clear: Well deserved market cap destruction wins it from the smart long time bankers...
    Reply
  • commenter
    Sep 14 12:28 PM
    Financials in Turmoil? Someone Forgot to Tell These Eleven Pennsylvania Banks [view article]
    As with any sector there are shining stars. I've personally been buying select CA community banks that have ZERO exposure to crazy financing. Reply
  • commenter
    Sep 11 10:16 AM
    The Fiasco in Financials Comes to a Head [view article]
    the thing that conerns me the most is the 'run on the bank' gets triggered specially for those that hold more than 100,000 dollars on deposits, kind of like IndyMac who was well capitalized and had the Fed discount window open before this happened. Reply
  • commenter
    Sep 10 05:58 PM
    Regional Banks: Sensible Choice For Shifting Financial Landscape [view article]
    There is no reason why bank-"survivors&q... should be good investments long term.

    IMO banks are facing an ugly future...cheaper ways to reach customers,less branches,higher competition,lower margins as% of deposits,costly layoffs,stagnant or reduced dividends...not necessarily related to current troubles.
    Ask newspaper execs for details...

    For some reasons many investors believe the credit crunch is the ONLY reason why bank stocks got crushed.
    According to my calendar it's 2008,NOT 1990.




    Reply
  • commenter
    Sep 10 02:07 PM
    My Website
    Regional Banks: Sensible Choice For Shifting Financial Landscape [view article]
    The stocks have been researched and a longer term, speculative viewpoint was established. One can find dividends much higher than the stocks listed, but the risk/reward is suspect at best. Astute investors know the difference. Reply
  • commenter
    Sep 10 11:13 AM
    My Website
    Regional Banks: Sensible Choice For Shifting Financial Landscape [view article]
    Not one of the dividends meet inflation for the last quarter which was 5.2%, I think. That means you are losing money unless the price of the stock advances. Reply
  • commenter
    Sep 09 10:47 PM
    Regional Banks: Sensible Choice For Shifting Financial Landscape [view article]
    This author has obviously not researched any of these stocks in depth. The entirety of the research can be summed up in the sentence "shed a nice dividend that appears supported, trade at a decent volume per day and have a successful niche market, excellent management, or both, indicating hope for future prosperity."

    Follow his advice at your own peril.
    Reply
  • commenter
    Sep 09 09:08 PM
    Regional Banks: Sensible Choice For Shifting Financial Landscape [view article]
    How do you distinguish between regionals that don't own FNM, FRE and the related paper and those that do? From my research a lot of them have this nasty anchor around their necks that they haven't marked to market yet... Reply
  • commenter
    Aug 26 09:09 AM
    Lehman Brothers Take-over: Implications for Financials [view article]
    Did you read "Finance for Dummies" and think you could just post an article on SA? Reply
  • commenter
    Aug 26 12:23 AM
    Lehman Brothers Take-over: Implications for Financials [view article]
    "but since these assets will be held to maturity, ACAS will get their money back."

    Wow. Unless they don't.
    Reply
  • commenter
    Aug 25 12:28 PM
    Lehman Brothers Take-over: Implications for Financials [view article]
    Just fluff - no analysis, something a 5th grader would provide for a school report. Reply
  • commenter
    Aug 25 05:59 AM
    Lehman Brothers Take-over: Implications for Financials [view article]
    CDO or any structured finance vehicle i.e. ABS-MBS price, is dictated by supply and demand, right now there is a glut in the market or oversupply of them due to uncertainty of how much toxic waste they contain, once those uncertainties clear up and the housing market recovers no doubt that the 0.22cents of a dollar will be 1.22 cents of a dollar. Reply
  • commenter
    Aug 24 10:15 PM
    My Website
    Lehman Brothers Take-over: Implications for Financials [view article]
    When MER sold some of its CBOs at 22 cents per dollar, with 75% financed by MER, one commentator, over CNBC, said that the effective rate is actually 5.5 cents on the dollar -- I share this view. Reply
  • commenter
    Aug 24 10:05 PM
    Lehman Brothers Take-over: Implications for Financials [view article]
    So, forgetting the boring acronyms for a second, is it safe to short most of the companies you mention? Is that what you're saying? Reply