Thinking About the Bear Stearns Bailout [View article]
gurl, I hope you have a crate of gas-X because that BSC stock is going to cause you some indigestion. remember: federal indictment risk is a possibility. why would you buy in front of that?
The Bear Necessities: Law of the Jungle Rules [View article]
this article is very short sighted. again, why would anyone in their right mind buy BSC and assume possible federal indictment risk from the ongoing investigation by the us attorney's office in brooklyn. kind of like buying arthur anderson before the deluge.
Time to Discard Price/Book Ratio When Evaluating the I-Banks [View article]
the takeaway here that is important is that Merrill is expensive using both measures and looks good as a short to me. I wouldn't buy any financial stocks given what happened to Carlyle and Thornburg
Markos, MBI has a 2.28 P/E, maybe you should buy that too....my point is, if you're investing in investment banks, you need to discuss the book value of the firm, which you left out of your analysis. How can you be sure the book value of any investment bank will hold up?
Thinking About the Bear Stearns Bailout [View article]
The Bear Necessities: Law of the Jungle Rules [View article]
Time to Discard Price/Book Ratio When Evaluating the I-Banks [View article]
Investment Banks Look Good in '08 [View article]