marvin schwartz's Comments marvin schwartz's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.com/user/1150612/comments Where's the love for Wal-Mart (WMT -0.3%)? Despite projections the retail giant will grow earnings at a double-digit rate, the stock trades with a lower multiple than defensive-oriented peers such as Hershey, Kellogg, and Procter & Gamble, observes Stephen Leeb. The company is also gobbling up market share in the grocery category and its  e-commerce sales growth beat Amazon's (30% vs. 22%) during the last quarter. http://seekingalpha.com/currents/post/1035451?source=feed#comment-19039051 19039051 Mon, 20 May 2013 15:05:47 -0400 Panera Bread: A Simple Strategy Shift To Double Shares http://seekingalpha.com/article/1437501/comments?source=feed#comment-18920231 18920231 Thu, 16 May 2013 18:11:23 -0400 Panera Bread: A Simple Strategy Shift To Double Shares http://seekingalpha.com/article/1437501/comments?source=feed#comment-18913361 18913361 Thu, 16 May 2013 15:46:22 -0400 AIG: Where Do We Stand? http://seekingalpha.com/article/1415561/comments?source=feed#comment-18594361 18594361 Wed, 08 May 2013 16:15:17 -0400 AIG's huge run is halted for the moment as Goldman has seen enough, downgrading the stock to Hold. Still bullish on the AIG's business prospects, analyst Michael Nannizzi says it's priced into the stock. Further gains would need to come from a big dividend or buyback announcement, and he's not convinced AIG is ready to go there for just yet. Shares -2.9% permarket. http://seekingalpha.com/currents/post/1003421?source=feed#comment-18530401 18530401 Tue, 07 May 2013 09:15:16 -0400 JPMorgan (JPM) has "transitioned from model citizen to problem child" in the eyes of Washington, the NY Times says. The latest evidence of the shift is a government document (reviewed by the Times) which reportedly says the firm dreamed up "manipulative schemes" in order to wring profits from "money-losing power plants." The Federal Energy Regulatory Commission also says Blythe Masters (mother of the synthetic CDO) "falsely denied under oath her awareness of" certain activities allegedly undertaken by a group of Houston energy traders. It isn't clear whether actions will be taken against JPM, which will have a chance to respond to the allegations. http://seekingalpha.com/currents/post/995531?source=feed#comment-18418541 18418541 Fri, 03 May 2013 15:41:59 -0400 More from AIG's Q1 earnings: A slight miss on revenues ($8.56B vs. $8.64B expected) isn't damping AH enthusiasm with shares up 2.5%. Q1 after-tax operating income of $2B compares with prior-year $3B - which had included pretax income from investments (including Maiden Lane) disposed of in 2012. Insurance operating income of $3B is up 28% Y/Y. "Our priority this year is to improve operating fundamentals and reduce costs," says CEO Robert Benmosche. http://seekingalpha.com/currents/post/994321?source=feed#comment-18375131 18375131 Thu, 02 May 2013 16:54:57 -0400 Answer: "About $2B in market cap." Question: "How much are four executives really worth?" AIG has fallen 3% and can't get up after Berkshire poached 4 of its top insurance men. The question comes from Bernstein (presumably Josh Stirling). The dour answer from Forbes' Steve Schaefer. http://seekingalpha.com/currents/post/975501?source=feed#comment-18150361 18150361 Fri, 26 Apr 2013 16:27:12 -0400 AIG loses talent to Berkshire Hathway (BRK.B), the House of Buffett grabbing 4 senior executives experienced with insuring large and unusual risks, reports the WSJ. The hires will help Berkshire develop its "excess-and-surplus" business line, writes The Insurance Insider, historically one of AIG's largest and most successful operations. AIG: "(We have) a seasoned and very deep bench." http://seekingalpha.com/currents/post/975081?source=feed#comment-18150061 18150061 Fri, 26 Apr 2013 16:15:19 -0400 More on Chipotle Mexican Grill (CMG) Q1 earnings: Comparable restaurant sales growth of 1% Y/Y was hurt by fewer trading days this year. Operating margin of 26.3% off 110 bps from a year ago. Food costs at 33% of revenue up 80 bps. Opened 48 restaurants during Q1. Management expects 165-180 new restaurant openings for all 2013 and flat-low single digit comparable sales. Earnings call started at 4:30 ET. Shares +5.7% AH. (PR) http://seekingalpha.com/currents/post/953201?source=feed#comment-17807091 17807091 Thu, 18 Apr 2013 17:16:51 -0400 AIG is initiated a Buy at BMO Capital with $50 price target. http://seekingalpha.com/currents/post/950521?source=feed#comment-17806131 17806131 Thu, 18 Apr 2013 16:59:59 -0400 Restaurant Wars http://seekingalpha.com/article/1344131/comments?source=feed#comment-17687201 17687201 Tue, 16 Apr 2013 09:57:31 -0400 Bank Of America Has Failed Shareholders http://seekingalpha.com/article/1281111/comments?source=feed#comment-16399651 16399651 Sun, 17 Mar 2013 12:03:55 -0400 Analysts line up Diamond Foods (DMND +2.8%) as a possible acquisition target as the company puts its earnings reporting troubles in the rear-view mirror. One potential suitor could be Kellogg (K +0.3%) on the theory that if the food company target was called a "good fit" by execs last year with DMND trading at $28 a share - it might look even tastier at $16. http://seekingalpha.com/currents/post/886281?source=feed#comment-16236401 16236401 Wed, 13 Mar 2013 14:08:55 -0400 AIG improves its debt picture, saying it will redeem on March 15 all of its 7.7% junior subordinated debt due in 2047. A total of $1.1B of the paper is outstanding. (PR) http://seekingalpha.com/currents/post/875431?source=feed#comment-16001861 16001861 Thu, 07 Mar 2013 16:54:45 -0500 4 Catalysts That Will Drive AIG Shares Higher http://seekingalpha.com/article/1232231/comments?source=feed#comment-15637831 15637831 Thu, 28 Feb 2013 12:09:04 -0500 Cramer's Lightning Round - Cramer Gets Behind Airlines (2/25/13) http://seekingalpha.com/article/1223831/comments?source=feed#comment-15524501 15524501 Tue, 26 Feb 2013 10:44:22 -0500 Cramer's Lightning Round - Cramer Gets Behind Airlines (2/25/13) http://seekingalpha.com/article/1223831/comments?source=feed#comment-15518731 15518731 traders. You like it or you don't.]]> Tue, 26 Feb 2013 09:07:09 -0500 traders. You like it or you don't.]]> Billionaire Tom Sandell's Top Portfolio Positions http://seekingalpha.com/article/1220641/comments?source=feed#comment-15475371 15475371 Mon, 25 Feb 2013 10:54:27 -0500 AIG Offers Extreme Upside With Margin Of Safety http://seekingalpha.com/article/1218161/comments?source=feed#comment-15414831 15414831 Sat, 23 Feb 2013 11:47:05 -0500 AIG Offers Extreme Upside With Margin Of Safety http://seekingalpha.com/article/1218161/comments?source=feed#comment-15397241 15397241 Fri, 22 Feb 2013 20:28:17 -0500 Bruce Berkowitz Expects To Make 4 Times His Money On His Core Holdings http://seekingalpha.com/article/1155571/comments?source=feed#comment-14589301 14589301 Tue, 05 Feb 2013 10:35:00 -0500 Bruce Berkowitz Expects To Make 4 Times His Money On His Core Holdings http://seekingalpha.com/article/1155571/comments?source=feed#comment-14566521 14566521 Mon, 04 Feb 2013 20:58:41 -0500 Hedge Funds Are Selling These 4 Large Cap Financials http://seekingalpha.com/article/1133491/comments?source=feed#comment-14154041 14154041 Fri, 25 Jan 2013 11:48:07 -0500 Hedge Funds Are Selling These 4 Large Cap Financials http://seekingalpha.com/article/1133491/comments?source=feed#comment-14146161 14146161 Fri, 25 Jan 2013 09:24:04 -0500 AIG, A Surprising Investment Opportunity http://seekingalpha.com/article/1088341/comments?source=feed#comment-13174071 13174071 Tue, 01 Jan 2013 01:29:04 -0500 3 Stocks To Buy, 2 Stocks To Sell, What's Next For The Market http://seekingalpha.com/article/1083491/comments?source=feed#comment-13021801 13021801 Thu, 27 Dec 2012 09:02:29 -0500 AIG Is The Best Insurance Play For 2013 http://seekingalpha.com/article/1082001/comments?source=feed#comment-13017931 13017931 Thu, 27 Dec 2012 04:48:03 -0500 AIG Needs To Be Strongly Revalued http://seekingalpha.com/article/1081401/comments?source=feed#comment-12981721 12981721 Wed, 26 Dec 2012 02:21:13 -0500 AIG Needs To Be Strongly Revalued http://seekingalpha.com/article/1081401/comments?source=feed#comment-12981581 12981581 Wed, 26 Dec 2012 02:12:41 -0500