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sumosama » Comments » COF

  • Capital One on Delinquency Rates and Fitch's Broad View [View article]
    "Net charge-offs reflect loans that a lender does not expect to be repaid."

    This is actually "gross" c/o. Net is gross + recoveries on previously charged off loans.

    Good article though.
    Dec 16 12:17 pm |Rating: +1 0 |Link to Comment
  • Great Shorting Opportunity, Care of Obama [View article]
    Never thought I would be defending Obama, but give the guy a break...let him at least take office. I see you are getting squeezed on the shorts. Glad to see that!
    Dec 10 09:53 am |Rating: +3 -1 |Link to Comment
  • Which is a Better Short Candidate - Capital One or American Express? [View article]
    ah, look at their stock prices. Puts at 20 have inherently more risk for COF as it is still around 30 vs 20 for axp.

    BTW, capital spending is not put on credit cards.

    COF also has a large retail banking presence.

    Your article is seriously lacking in depth.
    Nov 13 10:14 am |Rating: 0 -1 |Link to Comment
  • Increased Government Investment in Banks?  [View article]
    I have read the details of the package and I believe Barney is making it up as he goes along. I did not see any restrictions on usage of the money. Specifically, as he was whining about, I did not see any requirement for the money to be immediately lent out.

    Further proof that knee jerk reactions makes for bad law.
    Nov 04 10:15 am |Rating: 0 0 |Link to Comment
  • On the Banking Rescue: Clueless Politicians and Banks' Refusal to Lend [View article]
    Good article. Good title. Far be it for Chuck to understand your point. Clearly, many banks need the capital to shore up reserves and ratios, thus they cannot lend (at least not all of it).
    Oct 29 11:34 am |Rating: 0 0 |Link to Comment
  • Wall Street Breakfast: Must-Know News [View article]
    Nice job!!!
    Oct 17 12:38 pm |Rating: 0 0 |Link to Comment
  • Options Trader: Outlook for Turnaround Tuesday  [View article]
    guess i was wrong...WFC is indeed part of the plan! My apologies!
    Oct 15 11:24 am |Rating: 0 0 |Link to Comment
  • Options Trader: Outlook for Turnaround Tuesday  [View article]
    WFC is not part of the plan!!! I am starting to believe some of your critics!
    Oct 14 14:05 pm |Rating: 0 0 |Link to Comment
  • Credit Cards: Not Dead Yet [View article]
    Great article which points out the subtleties (sic) of making things that sound the same BE the same in the mind of the reader. Lies, damn lies and statistics.
    Sep 03 11:16 am |Rating: 0 0 |Link to Comment
  • A Look at Post Click-Through Conversion Rates [View article]
    I think you mean JPM for chase...
    Sep 03 11:13 am |Rating: 0 0 |Link to Comment
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