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  • Legg Mason: Earnings Good at First Glance, Ugly After That [View article]
    agree LM is still struggling. I held a significant investment in LM but lost faith in management after 5 negative quarters and conference call shpiel that didn't make sense. They had a disaster with the SIVs and had to take on a couple of billion dollars of debt to escape it. Lets face it, an asset manager should not need lots of debt.
    i switched out of LM into AB, much simpler business, no debt issues or SIV's. Funnily though, since jumping to AB, they have reported better results than LM but LM has rallied much more!
    It interesting that the biggest rallys have occured with the companies with the most debt and shakiest earnings, do fundamentals mean nothing to todays investors???
    Aug 27 01:06 am |Rating: 0 0 |Link to Comment
  • Why Do Spin-Offs Often Outperform? [View article]
    not a bad portfolio, watch for spin off loaded with debt. Like dfs but wait until next year to get back in
    Jun 18 06:37 am |Rating: 0 0 |Link to Comment
  • Thursday Outlook: Commodities, Global Markets [View article]
    Best wishes from Australia Francie.
    May 07 06:11 am |Rating: +4 -1 |Link to Comment
  • Four Stocks Selling Below Cash [View article]
    dfs is the company i'd choose. When charge-offs stabalise look for dfs to take off
    May 05 17:21 pm |Rating: +1 0 |Link to Comment
  • Weekly Preview: How Stressed Will the Markets Be? [View article]
    i'm thinking when the stress test results are published we will rally big time, whatever the results. Markets hate uncertainty, publishing even bad results removes the uncertainty.
    May 04 08:45 am |Rating: +3 0 |Link to Comment
  • Tuesday Outlook: Commodities, Global Markets [View article]
    Sentiment turning negative, not sure i want to risk being in cash though with all the volitility
    Apr 28 08:01 am |Rating: +2 -3 |Link to Comment
  • Capital One Defies Even Constanza Logic [View article]
    The big problem with COF is that they don't own the network like axp and dfs, they they don't get all that fee income to help offset loan loses. DFS and AXP are better bets. DFS having the more growth potential long term.
    Apr 24 18:14 pm |Rating: +1 0 |Link to Comment
  • Financials' Earnings Reports - Each Firm Unique in Market's Eyes [View article]
    prefer AB, best value amongst the lot of them and also poised to benefit most from upswing
    Apr 24 05:37 am |Rating: 0 0 |Link to Comment
  • Where Have All the Buybacks Gone? [View article]
    moodys bought back a fair bit of stock last year, but most of it was with borrowed money. That poses another question doesn't it, are companies right to borrow to buy back? If your business is growing at 10% and you can borrow at 5% is it good practice to lever up to buy back?
    Apr 11 01:32 am |Rating: +2 0 |Link to Comment
  • Discover Financial: An Average Company at a Great Price? [View article]
    HJ, thanks for your analysis. Been long dfs for some time. People don't realise that the charge-off are masking very good growth in transaction processing, for instance network volume has doubled since 2004, people don't seem to realise this. They also have plenty of cash once charge offs stabalise and could return some of that to shareholders. The other potential is as an aquisition target. In July, its 2 years since the spin-off
    Apr 09 17:37 pm |Rating: 0 0 |Link to Comment
  • Tuesday Outlook: Commodities, Global Markets [View article]
    Surely must be some kind of pull back after yesterday? right?
    Mar 24 06:12 am |Rating: 0 0 |Link to Comment
  • Friday Outlook: Commodities, Global Markets [View article]
    You're comment about the fed buying up the housing industry is not such a stupid idea, if the government bought up all the unsold new construction for social housing, things could get interesting!

    So i'm taking it that you expect a down day today......
    Mar 20 04:19 am |Rating: 0 -1 |Link to Comment
  • Thursday Outlook: Another Bubble? [View article]
    i'm thinking down today, but its any guess how much
    Mar 19 05:10 am |Rating: +3 -3 |Link to Comment
  • 7 Insurers on My Shopping List [View article]
    prefer to stick with MKL, FFH and brk
    Mar 08 17:40 pm |Rating: 0 0 |Link to Comment
  • Wednesday Outlook: Commodities, Emerging Markets [View article]
    small bounce today, DJIA up 80 points?
    Mar 04 05:38 am |Rating: 0 0 |Link to Comment
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