nz2mark

3 Comments

    • ON: Fri Apr 18th 19:47 PM
      Commented on:
      E*Trade: Primed To Turn Around?
      How come no one is talking about the 1 - 4 single home portfolio performing worse then expected? Is the amount of losses not significant to the stock price because of the increased capital raised by the company in the quarter (more protection on the balace sheet)?
      "Although the performance of our one- to four-family portfolio is somewhat outside of our anticipated range, the expected losses in dollar terms are comparatively low given our position in the underlying collateral."
      Does that mean they think the property values are stillhigh enough to abosrob most of the losses from defaults in this group/
      View article »
    • ON: Fri Apr 18th 19:33 PM
      Commented on:
      E*Trade: Primed To Turn Around?
      How come no one again is taking about the 1 to 4 family home portfolio portion of the mortgage portfolio that performed worse then the board expected? The portfoliio significantly underperformed all expectations with more losses then expected? I do not understand why this is not a concern? Sure you can foreclose but the losses are still there? Any help.
      I too believe the moat of etrade is still unbreakable and should definetly help the stock contiue to rise. Just look at the book value
      View article »
    • ON: Thu Mar 6th 17:09 PM
      Commented on:
      E*Trade Financial: Laying the Foundation for Success
      How come there is only concern on the hELOC side and not the other 15.4 billion of mortgage portfolio a concern? Is it simply because the heloc loses value based on propety value losses? If the borrower defaults on their property isnt the first and the second mortgages in trouble? Why isnt the entire 27.4 billion in trouble? Some one help.
      View article »
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