Hedgeye issues some negative comments on the airline sector (AAMRQ.PK, LCC, UAL, DAL, LUV, HA, JBLU, ALK, RJET, ALGT, SAVE): 1) The firm notes that with the merger of U.S. Airways and American Airlines now set, a big catalyst is removed and the path toward actual integration and synergies is still slow. 2) Even if industry consolidation supports a higher fare environment, new low-cost carriers will pop up. 3) Is bigger really better? Several transportation industries have struggled after consolidation instead of thrived. [View news story]
Sure bigger is better! Look at Eastern Airlines, TWA, American, United, Pan Am, etc. lol lol They all went belly up eventually.
Fairholme is closing 3 of its funds to new investors as of the end of February. It's not about heavy inflows; instead Bruce Berkowitz is fed up with outflows and prefers a smaller, core group of investors who understand his deep-value process. Berkowitz might also be having trouble finding investments, having narrowed his holdings to basically just AIG, SHLD, BAC, JOE, CIT, LUK, and MBIA (GGP was sold last night). [View news story]
The real reason is probably he doesn't make enough money. Who are they kidding?
Heads are already rolling at CNN with top exec Jeff Zucker still fresh on the job. The network's managing editor will quit and personalities James Carville and Mary Matalin are reported to be ending their long relationship at CNN. Though the Time Warner (TWX -0.9%) property suffers from embarrassingly-low prime-time ratings, analysts think the CNN brand (cable + online) still has great potential to generate profits if Zucker pushes the right buttons. [View news story]
MSNBC with Big Al is a joke. First off he is VERY hard to understand. Being older I have trouble hearing a clear speaker but he is over the top. His mumbling drives me nuts. How he got the job is wayyyy beyond me. lol
Heads are already rolling at CNN with top exec Jeff Zucker still fresh on the job. The network's managing editor will quit and personalities James Carville and Mary Matalin are reported to be ending their long relationship at CNN. Though the Time Warner (TWX -0.9%) property suffers from embarrassingly-low prime-time ratings, analysts think the CNN brand (cable + online) still has great potential to generate profits if Zucker pushes the right buttons. [View news story]
People tune in Fox because they go behind the scenes and the new is reported the same day it happens. CNN misses the behind the scenes news or NEVER reports it.
Obama will do what he can to destroy the economy with illegals,planes and tanks to Egypt, welfare increases and Federal versus State conflict. That said the banks will make money and he will leave them alone. They are still to big to fail.
Starbucks (SBUX) reportedly will hold back $158M pegged for investments in the U.K. after comments from Prime Minister David Cameron rubbed the company the wrong way. Mr. Cameron claimed the coffee giant must "wake up and smell the coffee" on the issue of tax avoidance. Starbucks had said it will review its tax payment policy, but is feeling a bit singled out in the region. [View news story]
The Mighty Wart
You have some shitty posts. Get an education so you can express yourself less shitty!!!
"The banks will not get this country in trouble, I guarantee it," says major bank investor Warren Buffett. "The capital ratios are huge, the excesses on the asset side have been largely cleared out," he adds, seemingly making more of a case for the debt and the preferred, rather than the common equity. He's in no hurry to convert his Bank of America (BAC) preferred and says if the bank wants to call it, it's free to do so. [View news story]
Brian is doing a great job. I thought Warren was everyone's idol?? If the little people got Warren's deal we would not be complaining. I am long BAC common and preferred in huge quantities, for me, and intend to keep buying when drops occur.. Not because of Warren but because BAC is backed by you... The U.S. bailout government and is to big to fail. No brainer!!
This just in: The lawsuits against Bank of America (BAC -5.1%) are never going to stop. Despite the $10B+ settlement with Fannie Mae, U.S. Attorney Preet Bharara makes clear he will continue to aggressively go after BofA for selling fraudulent loans to the GSEs. Maybe this, not the downgrade, is what has the shares in a funk today. [View news story]
3,000 died in 9/11. Many planes were used to kill those people. Let's sell Boeing. Hundreds die in Oklahoma City explosion by McVeigh. Let's sell Archer Daniels Midland (AMD) They produce fertilizer which was the main ingredient in the bomb. Thousands die from cholesterol. Let's sell Burger King, McDonald's,Wendy's. Let's quit blaming manufacturers and start blaming people,no???
The House's Ethics Committee has ended its probe of allegations former Countrywide (BAC) CEO Angelo Mozilo made preferential loans to Congressmen and their staffers through his "Friends of Angelo" program and other initiatives. Though still calling the allegations "serious matters," the committee says they're largely outside of its jurisdiction, due to their age and the current status of the loan recipients. [View news story]
Einhorn And Buffett Are Right: General Motors Is A Great Buy [View article]
lollol The GM shares are such a great buy the U.S. Government is selling and willing to take billions in losses. Hurry before they are all gone.... lol lol
Hedgeye issues some negative comments on the airline sector (AAMRQ.PK, LCC, UAL, DAL, LUV, HA, JBLU, ALK, RJET, ALGT, SAVE): 1) The firm notes that with the merger of U.S. Airways and American Airlines now set, a big catalyst is removed and the path toward actual integration and synergies is still slow. 2) Even if industry consolidation supports a higher fare environment, new low-cost carriers will pop up. 3) Is bigger really better? Several transportation industries have struggled after consolidation instead of thrived. [View news story]
American, United, Pan Am, etc. lol lol
They all went belly up eventually.
Fairholme is closing 3 of its funds to new investors as of the end of February. It's not about heavy inflows; instead Bruce Berkowitz is fed up with outflows and prefers a smaller, core group of investors who understand his deep-value process. Berkowitz might also be having trouble finding investments, having narrowed his holdings to basically just AIG, SHLD, BAC, JOE, CIT, LUK, and MBIA (GGP was sold last night). [View news story]
Heads are already rolling at CNN with top exec Jeff Zucker still fresh on the job. The network's managing editor will quit and personalities James Carville and Mary Matalin are reported to be ending their long relationship at CNN. Though the Time Warner (TWX -0.9%) property suffers from embarrassingly-low prime-time ratings, analysts think the CNN brand (cable + online) still has great potential to generate profits if Zucker pushes the right buttons. [View news story]
Heads are already rolling at CNN with top exec Jeff Zucker still fresh on the job. The network's managing editor will quit and personalities James Carville and Mary Matalin are reported to be ending their long relationship at CNN. Though the Time Warner (TWX -0.9%) property suffers from embarrassingly-low prime-time ratings, analysts think the CNN brand (cable + online) still has great potential to generate profits if Zucker pushes the right buttons. [View news story]
CNN misses the behind the scenes news or NEVER reports it.
A Storm Is Brewing For Financials [View article]
That said the banks will make money and he will leave them alone. They are still to big to fail.
A Storm Is Brewing For Financials [View article]
Starbucks (SBUX) reportedly will hold back $158M pegged for investments in the U.K. after comments from Prime Minister David Cameron rubbed the company the wrong way. Mr. Cameron claimed the coffee giant must "wake up and smell the coffee" on the issue of tax avoidance. Starbucks had said it will review its tax payment policy, but is feeling a bit singled out in the region. [View news story]
The Mighty Wart
You have some shitty posts. Get an education so you can express yourself less shitty!!!
"The banks will not get this country in trouble, I guarantee it," says major bank investor Warren Buffett. "The capital ratios are huge, the excesses on the asset side have been largely cleared out," he adds, seemingly making more of a case for the debt and the preferred, rather than the common equity. He's in no hurry to convert his Bank of America (BAC) preferred and says if the bank wants to call it, it's free to do so. [View news story]
I thought Warren was everyone's idol??
If the little people got Warren's deal we would not be complaining.
I am long BAC common and preferred in huge quantities, for me, and intend to keep buying when drops occur.. Not because of Warren but because BAC is backed by you... The U.S. bailout government and is to big to fail. No brainer!!
This just in: The lawsuits against Bank of America (BAC -5.1%) are never going to stop. Despite the $10B+ settlement with Fannie Mae, U.S. Attorney Preet Bharara makes clear he will continue to aggressively go after BofA for selling fraudulent loans to the GSEs. Maybe this, not the downgrade, is what has the shares in a funk today. [View news story]
GE: A Hedge Fund In Disguise [View article]
Hundreds die in Oklahoma City explosion by McVeigh. Let's sell Archer Daniels Midland (AMD) They produce fertilizer which was the main ingredient in the bomb.
Thousands die from cholesterol. Let's sell Burger King, McDonald's,Wendy's.
Let's quit blaming manufacturers and start blaming people,no???
The House's Ethics Committee has ended its probe of allegations former Countrywide (BAC) CEO Angelo Mozilo made preferential loans to Congressmen and their staffers through his "Friends of Angelo" program and other initiatives. Though still calling the allegations "serious matters," the committee says they're largely outside of its jurisdiction, due to their age and the current status of the loan recipients. [View news story]
Einhorn And Buffett Are Right: General Motors Is A Great Buy [View article]
Einhorn And Buffett Are Right: General Motors Is A Great Buy [View article]
Hurry to buy before they are all gone... lol lol
Einhorn And Buffett Are Right: General Motors Is A Great Buy [View article]
The GM shares are such a great buy the U.S. Government is selling and willing to take billions in losses.
Hurry before they are all gone.... lol lol
Bank Of America Warrants: Alpha Rich Trade To Leverage Capital Gains [View article]
I am long the shares.