deefree

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    • Wed Mar 26th 19:50 PM | Rating: 0 0
      Commented on:
      Flooding, Food Shortages, Ethanol Boondoggle Good News for Agriculture
      i see you're long the powershares, do you recommend any other etfs or funds for those of us too lazy to open a commodities account?
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    • Wed Mar 26th 19:33 PM | Rating: 0 0
      Commented on:
      Apple and United Technolgies: Bargains Amidst the Recession News
      what are growth rates for AAPL product lines?
      iPod
      Macs
      iPhone

      apply these growth rates to current revenue in a ratio according to their respective product mix. subtract from this fixed costs and cogs. then tell me what that operating profit is, compare it to equity market cap less cash on hand, and then see what the multiple implies for future growth. then you might have something worth reading instead of idle price speculation.
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    • Wed Mar 26th 19:28 PM | Rating: 0 0
      Commented on:
      Desjardins Analyst: Now is the Time to Buy Canadian Banks
      what is percentage of these assets to total loan portfolio for these banks?
      1) sub prime mbs
      2) other abs
      3) consumer credit
      4) construction lending

      also, please compare total bank market captitalization in canada to gdp of canada and compare that to other OECD countries. then what you have to write might be useful instead of just another opinion.
      View article »
    • Mon Mar 24th 18:56 PM | Rating: 0 0
      Commented on:
      Bear and the Banks: Risk Profile and Implications
      giving an investment banker access to the Fed window is like giving a crackhead access to a cocaine mine.
      View article »
    • Mon Mar 24th 18:50 PM | Rating: 0 0
      Commented on:
      'Fedization': Bear's Rescue Presents a Major Moral Hazard
      giving investment bankers access to the Fed window is like giving a crackhead access to a cocaine mine.
      View article »
    • Sun Mar 23rd 21:11 PM | Rating: 0 0
      Commented on:
      3 Reasons To Be Bullish on the Investment Banks
      What's to keep the investment banks from creating more ABS and sell them to the Fed at par? It seems like the Fed is guaranteeing profits, isn't it?
      View article »
    • Wed Mar 19th 12:58 PM | Rating: 0 0
      Commented on:
      Financial Stocks: A Look at the Big Picture
      BBT has 21.24% or $19.5 billion of its loan portfolio in construction loans. This is 153% of shareholder's equity, which by the way has a bunch of goodwill in it. As of 12/31/07 BBT had $3.3 billion of Alt A loans. BBT's loss reserve as percentage of its loan portfolio was 1.11%. Does valuation even matter any more?
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    • Wed Mar 19th 12:14 PM | Rating: 0 0
      Commented on:
      Survey of Banking Industry Intangible Assets
      Also look at weak assets as percent of loan portfolio. For example, SNV has $8.008 billion of construction loans in its loan portfolio, or 30+% of its loan portfolio. This is also 233% of shareholder's equity, including intangibles. STI has 11.26% of its loan portfolio in construction loans, or 76% of shareholder's equity, before your haircut for intangibles. However, it is not working as a trading strategy, since its difficult to "fight the Fed" with revaluations of risky assets like ABS upwards.
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    • Tue Mar 18th 19:00 PM | Rating: 0 0
      Commented on:
      Repurchase Agreements and Covert Nationalization
      giving an investment banker access to the Fed window is like giving a crackhead access to a cocaine mine.
      View article »
    • Tue Mar 18th 18:50 PM | Rating: 0 0
      Commented on:
      Fed too Little, too Late?
      giving an investment banker access to the Fed window is like giving a crackhead access to a cocaine mine
      View article »
    • Sat Mar 15th 18:25 PM | Rating: 0 0
      Commented on:
      The Bailout's Pathetic - Here's Who To Blame
      wall street senior execs have taken cash money off the table big time for the last 5 years. i get why fed is sucking in mbs--can't worry the toilet don't flush when the house is on fire-- but don't get why the execs in charge keep their money. why not make them write down shareholders equity to zero--send all their personal shares to zero-- and they should be barred from dealing in securities for the rest of their lives.
      View article »
    • Sat Mar 15th 16:07 PM | Rating: 0 0
      Commented on:
      The Bailout's Pathetic - Here's Who To Blame
      Giving investment banks access to the Fed window is like giving a crackhead access to a cocaine mine.
      View article »
    • Fri Mar 14th 18:38 PM | Rating: 0 0
      Commented on:
      Financial Stocks Respond to Fed Move
      mtrader i hope you protected that gain by selling off those picks
      View article »
    • Tue Mar 11th 23:10 PM | Rating: 0 0
      Commented on:
      Fed to the Rescue
      Many banks and brokers were in danger of having massive write downs on their Q1 financial statements. The Fed's 28 day purchase of agency and non agency MBS will allow these banks to sell these securities at par and permit them to avoid this Q1 earnings devastation. If the banks use this window of opportunity to write down other deteriorated assets in their loan portfolio this may offer a "soft landing", otherwise today's Fed action just delays the day of reckoning.
      View article »
    • Tue Mar 11th 23:10 PM | Rating: 0 0
      Commented on:
      Fed to the Rescue
      Many banks and brokers were in danger of having massive write downs on their Q1 financial statements. The Fed's 28 day purchase of agency and non agency MBS will allow these banks to sell these securities at par and permit them to avoid this Q1 earnings devastation. If the banks use this window of opportunity to write down other deteriorated assets in their loan portfolio this may offer a "soft landing", otherwise today's Fed action just delays the day of reckoning.
      View article »
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