Stewie

Five Midget Banks I'm Watching

Come on, look at this guy's BIO. He is a career salesman, he is doing the best he can. This article is terrible and a complete waste of time.

Murky Objectives of the PPIP

"Their stock price will get a bump from the fact that the legacy securities are sold for more than their marked at or worth."

What ? That's a pretty big assumption, and not at all a "fact" as you portray it. If you think the pricing services, used by banks to value illiquid assets, are understating their actual bid price in a true open market than you are an idiot. Participation in this program will more likely lead to an acceleration of larger write downs. Your article is comical and extremely naive.

Will Banks Repaying TARP Take Back Their Toxic Waste Now?

That's brilliant Ed, a year ago when Fifth Third purchased the assets of a distressed of a Florida bank you penned an article how the Fed approval was in essence an all clear signal for FITB. ( I don't think we need to go into what has happened to FITB's stock price since your ridiculous assumption) Now you claim those very same regulators are engaged in a fraudulent scheme to hide under performing assets and staged a rigged stress test. So I guess in your opinion the Fed has gone through a deep metamorphosis in a short year, or could it just be you are clueless, which I expect is the real case. Talk about toxic waste.

Home Prices May Be Nearing Bottom, Bank Equities to Follow?

Geez look at the retail numbers............A commercial real estate meltdown is just starting, most commercial banks have a huge exposure. This guy is kidding himself.

10 Banks 'Guaranteed' to Survive and Prosper

I just don't get it at all, FITB has been tanking since 2002, long before the current mortgage/credit markets began their nosedive. What on earth would make you think they will bounce back and prosper when they clearly have both a flawed business model and a foot print from hell ? Did you do any research at all ? Did you just throw names in a hat ? FITB had already borrowed more than 4 billion in the last two years prior to the TARP money. It didn't do anything for them, why would a government loan suddenly overcome bad management ?

Four Banks to Bank on - Barron's

Why would anyone who had an interest in the regional sector go anywhere near Comerica or Fifth Third. Both these banks struggle to grow organically and both have a huge exposure to Michigan.

S&P 1500 Regional Banks Index Down 33% YTD

Yes try KRE............

Value in Regional Bank Stocks?

Very nice article, both from a fundamental evaluation and market psychology standpoint.

Goldman Sachs Raids the Cookie Jar

That's a good point, but since the $380 million is on deposit isn't FITB still presently booking that as net capital and wouldn't it plus additional funds disappear if they lost the tax case.

Was FITB trying to force a negotiation by taking a single transaction to jury trial, it that was their plan it didn't work out very well.

Thanks for responding.

Goldman Sachs Raids the Cookie Jar

FITB does have the same issues:Although this isn't as large as KEY's loss it is only one of what could be large numbers of lease backs they hold. Also remember KEY will likely appeal that decision so their capital may not be affected for several months. In my opinion KEY used the court decision as a single event excuse to try and cover-up multiple problems. Below is a link to the FITB Federal Court decision.

www.usdoj.gov/opa/pr/2...

The 20 Highest Yielding Dividend Aristocrats

Ummmmmmm.........I don't think publicly posting a "make whole" offer is a real good idea. Although I wasn't foolish enough to buy either of those stocks I'll bet someone did. You may be getting more e-mails than you can handle.

"By the way Stewie, I am willing to reimburse you for the losses that you have suffered in the stocks in the list above from the profits that I earned from publishing this article. Please send me scanned copies with your actual trading transactions history in the abovementioned stocks from June 12, 2008. If they are also legally verified, I would be even happier. My e-mail is dividendgrowthinvestor at gmail dot com."

The 20 Highest Yielding Dividend Aristocrats

"Nothing wrong with dividend." No one said there is anything at all wrong with dividend stocks. Look at this way the stock at the top of his list of "Aristocrats" (FITB) is down 20% since he posted this, and KEY is far worse. If he doesn't fell guilty about misleading amateur investors I have no use for him at all.

The 20 Highest Yielding Dividend Aristocrats

"KEY lowered their dividend, so we delete that name from the list; the ones that don't cut are great bargains and their stocks will recover. Your list is a good place for intelligent investors to start Blooking for value."

Says the Black cat as it enters the slaughterhouse and is never seen again.

"However, longer-term passive bond investors ( people holding till maturity) do not really get much in capital gains." Duh, I think it's safe to say if you hold a bond to maturity you don't get any capital gain or loss. You are advising people on income producing securities and yet you have no concept of why the equities on your list are paying high dividends, nor do you have even a rudimentary understanding of the bond market.

Black cat, Value investing involves fishing out opportunities where the street has underestimated earnings and growth, not buying a beaten down company. The banks at the top of this list are all likely to cut their dividends and lose further share price. That's what makes this list an amateur production.

The 20 Highest Yielding Dividend Aristocrats

How did KEY and FITB work out for you Dodromir.......Got anymore big advice for us.

The 20 Highest Yielding Dividend Aristocrats

"By the way Stewie, try telling your clients that you are going to invest in bonds for the capital gains, and they will look at you as if you are coming from the woords." Hey Pal, every fixed income fund, portfolio, or trust is total return managed and its performance is quantified on a total return basis just like an equity fund. If you look at the stocks at the top of your list, they are all banks and everyone of them has suffered a huge capital loss in their fixed income portfolio. What do you think ABS's and MBS's are ? Do think fixed income just sits there and never trades or changes price ? The fixed income markets are as dynamic as, and in fact dwarf the equity markets in both size and scope. Professionals place huge bets and make huge capital gains or suffer huge capital loses in the Treasury Market every day. To be honest you have no clue what you are talking about.