Deutsche Bank AG (DB)

All Comments on DB

  • commenter
    This Blog
    Should Be
    Removed
    Apr 18 10:14 AM
    CLOs are In; CDOs are Out [view article]
    Being a fellow business journalist, I really think Seeking Alpha should take this blog entry down. This kind of half-assed, lazy reporting is not helping anybody to understand what went wrong with the industry, the current state of securitization, or what banks and regulators are trying to do to fix the market. I cannot believe the editors actually let this snarky piece of crap appear on the site, unless their goal is to misinform the public. Industry officials reading this, please note that Ms. Cheng is (at least I hope) in the minority; most reporters do their homework. Reply
  • commenter
    User 131764
    Apr 17 05:49 PM
    Time to Cut Links to the Leveraged Lending Economy [view article]
    Wow! This article really tells me that you have no idea what you are talking about. You know absolutely nothing of DFR's operating structure, and you've obviously been burnt by your inability to read the market. If you were any kind of investor, you would have been out of these stocks long before 3/3/08 (when DFR burst).

    I can tell you that DFR probably isnt going anywhere as they have boxed their liquidity issues in order to survive this credit bust. The losses were heavy on their non-agency rated paper and we're forced to sell their holdings at a deep discount to create liquidity. However, those issues are long gone, and shall not be returning any time soon. DFR/DCM is now operating within a much safer realm (mostly corporate bank loans) and has little to no sub-prime exposure at this point in time.

    What would I say to a new investor to DFR?
    BUY BUY BUY!!!
    This stock is never going to be this cheap again, and returns will be hefty for those of us who have leveraged down during this market phenom.     Reply
  • commenter
    chinesepetti
    Apr 16 12:45 PM
    China, Japan Claim Minimal Impact From Subprime - Housing Market Tracker [view article]
    Dear Ms Judy;

    I like to explore the situation why Chinese bought less subprime paper compared to other nations ( the sixth largest bank China Mercahnt Bank just reported it had nil subprime paper in its most recent earning filing); the resean might be very simple because they do not speak English very well so the subprime sales people simply had little chance to close the sales. Very funny; is it ? sometime an economic issue is also a cultural one.     Reply
  • commenter
    EtoileBrilli
    ant
    Apr 16 04:10 AM
    Spinning Deutsche's Loan Sale [view article]
    Great article Felix, I've been scratching my head on the Deutsche Bank versus Goldmans conundrum.

    On the same day, Deutsche Bank sold or planned to sale €36 billion of loans "in the hope of taking advantage of a recent slight improvement in debt market conditions" as Goldmans sold parts of their portfolio at 65 cents in the dollar.

    Me thinks, somebody's not being totally truthful.     Reply
  • commenter
    Ryan Freund
    Apr 15 02:23 PM
    My Website
    14 Bank and I-Bank Write-Downs [view article]
    In addition, you are only looking at residential, not commercial or auto loans. If you think these will escape the credit squeeze, you are sorely mistaken. Reply
  • commenter
    Ryan Freund
    Apr 15 02:21 PM
    My Website
    14 Bank and I-Bank Write-Downs [view article]
    I had a short position last week in Lehman, but no longer do. I have no vested interest whatsoever in any of the companies mentioned in this article. Reply
  • commenter
    Judy Weil,
    SA Editor
    Apr 15 01:40 PM
    China, Japan Claim Minimal Impact From Subprime - Housing Market Tracker [view article]
    Dear Liouweqing,

    I've tested the link myself and it brings me to my email preferences. It should offer you a page with a choice of email preferences. The Housing Market Tracker is in the Housing section of Seeking Alpha.

    In any case, I've forwarded your comment to our tech team to see if there's anything amiss.

    Best,

    Judy     Reply
  • commenter
    DSX Lover
    Apr 15 01:31 PM
    14 Bank and I-Bank Write-Downs [view article]
    If you think the worst is yet to come, then give the disclosure of what you own, or short of. These article is not helping anyone make a better investment decision. 400,000 New houses in Inventory, 600K estimated 2008 sales, although I Don't believe any of those two(1.750 Million were sold in the peak year). 4 Million existing home sales on Inventory, 1 Million foreclosures last year, 1.3 estimated for these year. All the foreclosures don't add up to $1 Trillion in these estimates, and if they are repackaged at 50% discount, there's a maximum of $500 Billion in loses. I see $250 Billion in writedowns so far, so the worst is clearly over. Homebuilders inventory, has gone down considerable, and once Existing Home sales inventory drops, we can look forward. With Banks selling at 60-80 cents on Book, its the best time to go long NCC, RF, FITB, HBAN, because those Europeans monsters are full of cash, and looking to invest. Other midsize Regionals selling close to book are BBT, CMA without subprime crap. Reply
  • commenter
    B. Ray
    Apr 15 11:07 AM
    China, Japan Claim Minimal Impact From Subprime - Housing Market Tracker [view article]
    Dear Judy,

    this link
    "Get Seeking Alpha's housing market coverage by email"
    does not work.     Reply
  • commenter
    SA Editor
    Eli Hoffmann
    Apr 15 10:46 AM
    Wall Street Breakfast: Must-Know News [view article]
    Thanks for the kind words! Reply
  • commenter
    jimmy46
    Apr 14 03:43 PM
    14 Bank and I-Bank Write-Downs [view article]
    Here in Reno most of the houses for sale last year have sold
    Prices are steady or up a little,

    AND THE BUILDERS ARE STILL BUILDING NEW HOUSES
     Reply
  • commenter
    Rajshree
    Laturia
    Apr 14 01:19 PM
    14 Bank and I-Bank Write-Downs [view article]
    Looks like that the worst is yet to come. With Goldman predicting that there are around a trillion debts in securitisation, this looks like just the tip of an ice berg..! lets see how the market moves.!! Reply
  • commenter
    Mazel Tov
    Apr 14 11:40 AM
    My Website
    Wall Street Breakfast: Must-Know News [view article]
    Rabbi Hoffmann, you are a good man. In the words of the old country...Mazel Tov Reply
  • commenter
    helplessobse
    rver
    Apr 14 11:06 AM
    14 Bank and I-Bank Write-Downs [view article]
    Here in Fredericksburg, Va, home prices have dropped from $350k to $275k, selling time has increased from 28 days at the peak to 138 today. Realtors report people are walking away from bad loans. Finally Fredericksburg, Va is a prosperous area with tons of govt dough for workers. Reply
  • commenter
    not even
    close
    Apr 10 10:22 AM
    CLOs are In; CDOs are Out [view article]
    Read and re-read the above comments. You're "opinion" represents a complete misunderstanding of the product.

    What you should have written about is whether JPM took down the senior and posted it to the Fed on 20% margin...     Reply
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