Fifth Third Bancorp (FITB)

All Comments on FITB

  • commenter
    Daniel
    Jacome
    Sep 04 04:36 PM
    My Website
    Replacement Candidates for David Merkel's Portfolio: From AA to ZZ [view article]
    can we dump this into a spreadsheet next time and rank them a bit. this is just another snow job: ) Reply
  • commenter
    Mayitoval
    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
    squashnut
    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
    User 234133
    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
    Ishortyou
    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
    omooc
    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
    JustChecking
    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
  • commenter
    Big Al45
    Aug 24 06:40 PM
    Lehman Brothers Take-over: Implications for Financials [view article]
    The so called "peer group" does not provide a meaningful comparison . Lehman has very little in common with monoline insurers, Business Development Companies, and regional banks that don't have significant off balance sheet exposure. Their asset mix (and risk exposure) is considerably different than that of investment banks like Lehman.

    The comparators should be limited to other investment banks and the large money center banks (such as BAC, RY, DB, TD, UBS.)     Reply
  • commenter
    macroguy
    Aug 24 05:36 PM
    Lehman Brothers Take-over: Implications for Financials [view article]
    LFI = latest financial information? Agree with majority about difficulty of comparing apples and oranges and notions that no outsider (and very few insiders, if any) really knows the real values of the assets (i.e., book value). Reply
  • commenter
    William
    Feader
    Aug 24 05:09 PM
    Lehman Brothers Take-over: Implications for Financials [view article]
    The only thing I think the table shows is that the entire US financial system is mis-priced, not just Lehmans, but everything. Good luck. Reply
  • commenter
    jjason
    Aug 24 02:42 PM
    Lehman Brothers Take-over: Implications for Financials [view article]
    I don't know what LFI means either.

    I do know some helpful ratios and statistics like: book value, tangible book value, debt to equity, total debt to equity, return on assets, return on investment, gross margin, net margin, dividend yield, etc. They are all important to understand. All of this data must be taken into account...as well as the valuation of the underlying assets on the balance sheet and the liabilities before making an investment decision.

    I am only familiar with ACAS and I do believe Malon Wilkes when he said that FAS157 has resulted in the decrease in asset values and that without a market for these assets they are hard to value but since these assets will be held to maturity, ACAS will get their money back.

    I trust he is right. ACAS has a total debt to equity ratio of less than one and is selling for less than tangible book value ( ACAS has no goodwill or intangible assets on the balance sheet ).

    Long ACAS, no other positions, no short selling at all ( I think short selling should be made illegal ).     Reply
  • commenter
    surgcare
    Aug 24 02:00 PM
    Lehman Brothers Take-over: Implications for Financials [view article]
    All this points out is that anyone who puts money into these institutions might as well go to a casino .At least you know your gambling . Reply
  • commenter
    leh
    Aug 24 12:01 PM
    Lehman Brothers Take-over: Implications for Financials [view article]
    I'm with Pokernut, putting a price on LEH is like trying to value a cloudy swamp--who the hell knows what lurks in those murky waters! IMO LEH is giving off the same panicked stench that Bear emitted before it went down. This may be one token lamb Bernanke and Paulson may be willing to allow to fail. Reply
  • commenter
    Dallas
    Aug 24 11:55 AM
    Lehman Brothers Take-over: Implications for Financials [view article]
    Hey Benjamin,
    Maybe everyone else knows the difference between Book Value and Tangible Book Value and knows what LFI is, but I got my Harvard Business masters degree too long ago and would appreciate a little help. Thanks.
    Reply
  • commenter
    pokernut
    Aug 24 08:57 AM
    Lehman Brothers Take-over: Implications for Financials [view article]
    Lehman is insolvent and bankrupt! They are facing $65-70 billion in future writedowns - and have a market cap of $10 billion! This buyout rumor was likely planted by those desperate to unload Lehman stock (using Dick Bove as a conduit). Of course, it will NOT be investigated by the SEC or any other US regulatory agency. When will the crooks go to jail? Hasn't the Street ripped the clueless investor for enough money already?
    Reply
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