Lehman Brothers Holdings Inc. (LEH)

All Comments on LEH

  • commenter
    Ames
    Tiedeman
    Apr 14 08:04 AM
    My Website
    GE Brings Bad Earnings to Life: Fast Money Recap (4/11/08) [view article]
    I think GE will struggle for several quarters. Do you think they will sell NBC? Reply
  • commenter
    britishsteel
    Apr 14 07:42 AM
    BSC Bailout: Fed Prevented a Domino Effect [view article]
    you forgot to mention that JP morgan stood to lose really big if they did not get the bailout. Dimon testifying before congress said when asked if the bailout was needed and saved the whole finacial system then how would it have effected your company and he said not at all But JP morgan if that were true then the previous statement of every one being taken down had to inclue JP Morgan they are part of our financial system no? And least we forget JP Morgan is the federal rerserve and if they knew cause they had to know through discussions over that weekend that they would open the discount window to non regulated banks then why not let Bear Sterns borrow from the discount window? Sounds to me that JP Morgan had some serious expousure that they did not want to let see the light of day . And least you all think this rally is a bottom do not buy it.The non regulated Banks meaning [ investment banks ] are now able to hit up the discount window and buy stocks and currency with the money they are now allowed to borrow without congressional approval being given in the first place. their is no volume and no breadth to this move and the downside has been a tightly controlled drop . WE NO LONGER HAVE A FREE MARKET IN THIS COUNTRY AND OUR FREEDOMS ARE BEING STRIPPED DAY BY DAY AND EITHER CONGRESS IS IN COLLUSION OR THEY HAVE NO CLUE AND BOTH IDEAS FRIGHTEN ME! Reply
  • commenter
    mag
    Apr 14 06:50 AM
    Lehman: ‘Creative’ Financing Rides Again [view article]
    WaveNet...it is exactly the needed solution so these things do not happen again in the future. Reply
  • commenter
    venividivici
    Apr 14 06:25 AM
    BSC Bailout: Fed Prevented a Domino Effect [view article]
    America's financial system doesn't have a shed of credibility. Smoke and mirrors are all that's keeping this teetering sham on two legs. Reply
  • commenter
    WaveNet
    Apr 13 10:33 PM
    Lehman: ‘Creative’ Financing Rides Again [view article]
    Creative or not, it is time that we stop this financial institution bashing -- whether banks or brokers or insurance companies.
    They are facing the challenge of many generations -- and with them the entire US industrial fabric, our currency and our economy.

    Yes, they should have been a lot more prudent with leverage and risk management. But, no, sitting on the sidelines and throwing rocks at them is not the solution.     Reply
  • commenter
    deefree
    Apr 13 08:11 PM
    My Website
    Lehman: ‘Creative’ Financing Rides Again [view article]
    giving an investment banker access to the Fed window is like giving a crackhead access to a cocaine mine. Reply
  • commenter
    cat & mouse
    Apr 13 04:10 PM
    My Website
    Smelling a Short-Squeeze in Lehman [view article]
    I understand now, as to why certain analysts prop up Lehman and their ilk investment banks. The visible reason is that you have the FED coming to their rescue, when bankruptcies are inevitable. FED wants to avoid this bad situation, to prevent follow up bankruptcies of other banks and firms. The firms depend on the banks for loans, so the banks must be stable. This action of the FED are really laudable, although it is a bad practice, because ultimately they are saving the investors, so that they do not lose on their investments. Reply
  • commenter
    Frederick
    Apr 13 02:43 PM
    Lehman: ‘Creative’ Financing Rides Again [view article]
    If Lehman transferred these assets into a CLO (usually done by selling the assets into a bankruptcy remote SPV) and then sold say the senior 80% tranche which was rated investment grade to investors then Lehman only retains the bottom 20%. Sure, this is the riskiest first-loss portion but it is certainly better than holding 100% of the assets and they get cash back from the investors in the senior note. Also, it means that their maximum potential loss is only this 20% unlike the 100% it was. As a result it kills two birds with one stone - it reduces Lehman's worst case exposure and gets some more cash in thereby enhancing liquidity. "Brilliant" may be an excessive term, this is fairly basic stuff to most structured credit specialists, but it certainly makes sense. Also, as this first loss piece has a low rating, this should require a greater amount of risk capital to be put aside under Basel II. Indeed if it is unrated then it could be 100% of the retained notional - i.e. the maximum loss. Reply
  • commenter
    helplessobse
    rver
    Apr 13 11:22 AM
    Lehman: ‘Creative’ Financing Rides Again [view article]
    Herb,
    Last year at this time LEH could pull off this type of deal, but even with Fed backing they will find the Freedom CDO only worth what the market thinks the underlying securities are worth.
    Also, I hope you are well paid for putting up with Dennis Knelle on CNBC, what a pumper!     Reply
  • commenter
    helplessobse
    rver
    Apr 13 11:22 AM
    Lehman: ‘Creative’ Financing Rides Again [view article]
    Herb,
    Last year at this time LEH could pull off this type of deal, but even with Fed backing they will find the Freedom CDO only worth what the market thinks the underlying securities are worth.
    Also, I hope you are well paid for putting up with Dennis Knelle on CNBC, what a pumper!     Reply
  • commenter
    johnthebear
    Apr 11 08:44 PM
    Accounting Antics Lift I-Bank Earnings - Barron's [view article]
    If FAS 159 is used for REITs, will it change the earnings per share or just economic/tangible book value, and thereby not really change the value of the stock?

    If so, how do you see it affecting earnings reports and values of REITs with Q1 reports?     Reply
  • commenter
    Manifestor
    Apr 11 03:32 PM
    Lehman Shorts Scared by Bear Stearns Investigation [view article]
    Rumors can take many forms. It is one thing to put a blatant rumor on a message board, quite different when it is passed on to say an influential analyst or a TV reporter who may not have the time to validate it, but would be doing clients/readers injustice if he/she does not pass it on in a timely manner. Bottom line it looks like these days,with big money (hedge funds), fast computers, influential connections, removal of an uptick rule, and high volatility, it is quite easy for a network of perpetrators to manipulate specific stocks, if not whole markets. Bear Stearn paid the price. They tried on Lehman but something in the chain didn't quite help out... Reply
  • commenter
    Tom B
    Apr 11 01:40 PM
    Under The Radar News - Friday [view article]
    Hmmm. I bet the airlines will be unable to sue the FAA regarding the agency's negligent inspections.

    As for Blockbuster taking on Apple with a hardware device: that can't end well for Blockbuster, I would think. But maybe it does validate Apple's idea of where the movie rental biz is going to end up -- download from home.     Reply
  • commenter
    jimmy46
    Apr 11 01:01 PM
    Lehman Shorts Scared by Bear Stearns Investigation [view article]
    I have some shorts myself, but if I look at some of the message boards, I see other shorts are spreading ridiculous rumors if they have a short position.

    Here's one from GRMN garmin: message board

    "Garmin will announce Bankruptcy"

    There are lots of examples of phony rumors like this.     Reply
  • commenter
    PrudentMan
    Apr 11 11:29 AM
    Under The Radar News - Friday [view article]
    Are we seeing where large companies, like the Federal Government, a getting too big to manage? Of course, if they are too big to fail they are, by definition, too big.

    Evidently, management appears to be clueless as to what the operations of their companies are doing. This is not good for the country as their size hinders competition and efficiency and hinders a free market.     Reply

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