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rmdonovan

rmdonovan
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  • Citigroup: The Tortoise, Not The Hare [View article]
    Jason B I agree with you. This SA article doesn't say much of anything about what moves a stock price. As I've said before in SA, a few quarters with consistent good earnings with an upward trend will change sentiment on Citi very quickly. Last quarter was good and if the second quarter is better then, the 3rd quarter impresses even more the stock will move upward and gain more in relation to its peers. Long Citi.
    Jun 4, 2015. 09:31 AM | 3 Likes Like |Link to Comment
  • Citigroup: The Tortoise, Not The Hare [View article]
    AL S Did not waste energy in fact he was right on target with what ultimately matters
    Jun 4, 2015. 09:22 AM | Likes Like |Link to Comment
  • Why Citigroup Is Worth $65 [View article]
    Talk about changing CFO's, technical resisitence, trading range, etc. will not mean anything if Citi posts good numbers for Q2 and Q3 which will favorably influence sentiment for Citi and it should trade higher. Who knows what the stock price will be if Citi stays on track with Q1 in Q2 and Q3 , but it should not be as out-of-favor as it has been. The Market adjusts for performance both past and expected.
    May 5, 2015. 04:36 PM | 2 Likes Like |Link to Comment
  • Why Citigroup Is Worth $65 [View article]
    If Citi goes up to 57 and can't break-out I'll just sell my options for a smaller yet significant % gain.
    May 5, 2015. 02:29 PM | 1 Like Like |Link to Comment
  • Why Citigroup Is Worth $65 [View article]
    Citi has call options that are as far out as 1/2017 (LEAPS) which for some might be a good way to invest if you are convinced there's an upside beyond the option premium. I believe Citi will get recognized as being worth $65+ after one or two more earnings reports that are as good as the last quarter. If that happens, I think buyers will be convinced that Citi is worth $65/share or more. I'm long on options for 1/2016 which are in the money now and long on 1/2017 options which are $2 out of the money today. Clearly, I'm a believer that Citi has an upside.
    May 5, 2015. 11:34 AM | 2 Likes Like |Link to Comment
  • Prospect Capital: What Comes Next? [View article]
    BDC BUZZ, Another great article. Do you know who are the largest stockholders of PSEC? I hope it's not the external management team that needs to go. It's time that "activists" take a very strong position on how PSEC is managed.
    Apr 23, 2015. 11:43 AM | 16 Likes Like |Link to Comment
  • It's Almost Citigroup's Time To Shine [View article]
    I agree more litigation and / or a failed test will screw everything up however, if all goes well (as it should) with some good earnings reports C could go past $70 by year-end---comparisons to others would mandate a move to $70+
    Feb 28, 2015. 02:05 PM | Likes Like |Link to Comment
  • It's Almost Citigroup's Time To Shine [View article]
    If Citi has such a big upside, why wait for the stock price to drop ~$1.00 to buy more Citi shares as contributor states? It doesn't make sense. Better course to follow: calls 6+ months out. Even LEAPS for January 2017 should be considered. I suggest the same for BAC.
    Feb 26, 2015. 12:32 PM | 2 Likes Like |Link to Comment
  • Bank Of America And Mr. Moynihan Continue To Disappoint [View article]
    What should a "modern bank" business model look like vs today's big banking business model?
    Jan 16, 2015. 02:57 PM | 4 Likes Like |Link to Comment
  • Why I Sold Ares Capital [View article]
    I'm sure many people, including me, would be interested in knowing about your mReit preferreds.

    Thanks
    Oct 30, 2014. 04:31 PM | 1 Like Like |Link to Comment
  • Citi Should Continue To Move Higher All The Way Until Interest Rate Hikes Happen [View article]
    ".....toxic balance sheet.....". Would you kindly explain the specifics behind your statement regarding Citi's balance sheet. As a very experienced finance guy, I am well-aware that big bank balance sheets are as complex as they get, but really how can you explain your "toxic" label?
    Oct 11, 2014. 05:42 PM | 1 Like Like |Link to Comment
  • SandRidge Permian Trust: Solid Results, Fairly Valued [View article]
    Daniel,

    Excellent analysis and article.

    Any possibility that fracking could be employed in this trust?
    Aug 6, 2014. 12:28 PM | 2 Likes Like |Link to Comment
  • Citigroup: Cheap For A Reason? [View article]
    Nooseah

    Your insider knowledge of Citi's "mark to market" (FASB 157) and Mr. Gersbach's "moral fortitude" truly overwhelms my senses. And, the Fed's actually operate in a way as not to disturb Lloyd Blankfein's wealth overwhelms me even more.

    REALLY?

    Please offer something of legitimate value.
    Aug 5, 2014. 04:46 PM | Likes Like |Link to Comment
  • Citigroup: Cheap For A Reason? [View article]
    Your insider knowledge of Citi's "mark to market" (FASB 157) and Mr. Gersbach's "moral fortitude" truly overwhelmes my senses. And, the Fed's actually operate in a way as not to disturb Lloyd Blankfein's wealth overwhelmes me even more.

    REALLY?

    Please offer something of legitimate value.
    Aug 5, 2014. 03:56 PM | Likes Like |Link to Comment
  • Citigroup: Cheap For A Reason? [View article]
    Nooseah,

    Your insider knowledge truly "overwhelms" my senses. You must have been right in the room when each and every line item was marked to fair value (FASB 157). In addition, you also seem to know that firms such as: KPMG, PwC and the like have no fear of following Arthur Andersen's fate where AA's partners did overlook the numbers being fudged at Enron and cost every other partner their equity.

    And, "moral fortitude" or the lack thereof as you say John Gersbach (NASDAQ:CFO) operates with (defamation? close but not quite) and the Feds encouraging practices because they worry about GS's Lloyd Blankfein's wealth.....

    REALLY?
    Aug 5, 2014. 03:50 PM | Likes Like |Link to Comment
COMMENTS STATS
65 Comments
79 Likes