National City Corp. (NCC)

All Comments on NCC

  • 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
    pachanguero
    Aug 25 12:28 PM
    Best and Worst Performing Stocks of the Current Bear Market [view article]
    ANR is headed for $200! 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
    Richard
    Wendling
    Aug 24 12:13 PM
    My Website
    Revisions Ratios Help Uncover Hidden Gems [view article]
    Unfortunately the stocks that you have listed as staying wary of are the very issues that the specialists on the floor of the NYSE want to accumulate the most for their own personal long term investment accounts before propelling them dramatically higher.

    For more information on how and why they are doing this click on my site and read the documentation on how it all works, and the reports I have issued on some of these issues listed above.

    Richard     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
Loading...
Symbols:
Authors:
Quick Links: