Educated Investor

34 Comments

    • China: What Comes After the Olympics? [view article]
      Also, do you think that China Unicom, China Netcom, and China Telecom will significantly slow down the market dominance of China Mobile? Especially since China Mobile seems to have invested in "higher quality infrastructure" for mobile users to have consistent access. Thanks for your input from inside China. Aug 26 01:31 AM
    • China: What Comes After the Olympics? [view article]
      Since you live in Beijing, I have a question. Is there still a delay for people to get cell phones? I had read this somewhere because they wanted to assure that visitors had uninterrupted cellular service. Aug 26 01:28 AM
    • Metrics, Mortgages and Analysts [view article]
      My "ineptitude?"... If you want some article about Enron and 1999 write it yourself. We are living in the year 2008.

      I just quoted Layton's comments from the June 2008 Sandler O'Neill Conference and have stated that I feel he has the work ethic and management ability to produce results. You are just trying to discredit him by digging up things from 1999.

      I am so done with this thing. Your 1999 tangent was never a viable topic to be researched or discussed. It is history that really has no pertinent relevance to current market issues nor does it have any bearing on Layton's responsibility as the CEO of E*Trade.       Jun 22 12:38 AM
    • Metrics, Mortgages and Analysts [view article]
      Obviously still not working. Was not hard to find with a google search for "Layton Enron 1999" and I am done trying to provide a link. Jun 22 12:04 AM
    • Metrics, Mortgages and Analysts [view article]
      Seeking Alpha is cutting the link off with ... so I am putting spaces between the parts. I about ready to give up on this one if it doesn't work now.

      http://
      www.
      thestreet
      .com/
      story/
      10060522/1/
      jp-morgan-exec-turns-a...
      Jun 22 12:03 AM
    • Metrics, Mortgages and Analysts [view article]
      Still not working, don't understand these limitations here on seeking alpha. So I also put a space between the words "the" and "street" and ".com" Try that if you want to read the article.

      h ttp://the street .com/story/10060522/1/...       Jun 22 12:01 AM
    • Metrics, Mortgages and Analysts [view article]
      The article link in my last post is not executing correctly so I have posted it again with a space after the "h" in http:

      h ttp://thestreet.com/story/10...

      Jun 21 11:59 PM
    • Metrics, Mortgages and Analysts [view article]
      By the way, here is a nice link regarding Layton's Enron e-mails.

      http:// thestreet.com/story/10......

      This more detail-coverage article shows that Layton DID his job. After all he is the "fourth highest-ranking executive at J.P. Morgan." Do you think he was in on making these oil and gas deals? No he has an administrative position and his responsibility is to tell the people working under him on the oil and gas deals to do things right! That is just what he did.

      In 1999, his e-mails say he felt "queasy" and because of that he "sent ... e-mails to a number of bank officials and asked them to look into the deals and 'MAKE SURE THEY ARE DONE RIGHT.' [emphasis added]"

      Layton didn't just send ONE e-mail to ONE bank official. He sent a NUMBER of e-mails to a NUMBER of bank officials. He did what he should do to get the transactions DONE RIGHT.

      I am so glad that you encouraged me to do the research on this. It has been informative.       Jun 21 11:49 PM
    • Metrics, Mortgages and Analysts [view article]
      JB, I haven't answered your above discussion of Enron because I wasn't around. Unlike you, I have a life besides the Yahoo Message Board and the Seeking Alpha Comment Posting.

      Well, I read through what you and WEZ said about the 1999 Enron problem, did some research, and it seems like you are extracting some commentaries here and there; I still have looked around now and have not been able to find any conclusive link to Mr. Layton and Enron; except for some minor interactive type things that can happen in the business world. He definitely was not "IN" on anything illegal that happened there.

      Now you are also bashing the entire analyst community for missing the mark on the "subprime crisis." Well JB, I must say, my little article here has you way excited. I take that as a compliment that the content of my article would prompt you to analyze Layton's activities in 1999, and attack the entire Capital Market Analyst Group as having no credibility.

      These types of things damage your credibility, and overall, I find them kind of amusing because you have no true facts backing up what you say. You are also now running some hypothetical storyline proposing an exit and dump on E*Trade Shareholders by Layton for $5M. Again, that won't happen because his management style is to grab on to the challenge and takes it to the finish line (or to the point where the baton can be handed to the next runner). Where in his professional career has he dropped his responsibility and taken the cash? What other story lines have you figured out in your bashing. You and "Wez" need to have a "private meeting" and discuss your next bashing strategy; and this time please try to get some solid facts behind you.

      I still really like my article, like my life, and am happy to hold a strong and long position in E*Trade.       Jun 21 11:25 PM
    • Metrics, Mortgages and Analysts [view article]
      Well, JB

      nv.intellectspace.com/...

      study the information from this link and you will see that he is very qualified to lead E*Trade through this difficult time. I have never heard his name linked to Enron so I think you are just dropping that "well known negative" out here with no reference to back it up. Give me a reference for this Enron involvement so that I can feel that you have integrity and factual basis for what you say.       Jun 20 05:30 PM
    • Metrics, Mortgages and Analysts [view article]
      Look, all the comments out here have measures of validity depending on each persons opinion. Those calling out that the mortgage and banking industry have problems are absolutely right; we hear about it every day and the 200 point drop in the DOW validiates the problems. Why would I need to write about that since it is so obvious?

      The fact is, E*Trade's comments in June's conference are something that is not generally known to the investment public. Since that information indicates E*Trade will be able to maintain unique performance differences in comparison to the industry, I felt those comments needed more publicity. My decision to publish that information shows that I have confidence in Layton as a man of integrity; unlike other Wall Street Financial Company CEOs. His reputation and experience speak loudly, and he would not risk his reputation to mislead investors regarding E*Trade's Mortgage performance.

      I have shared my "Due Diligence" in deciding that I am going to hold on to my long position in ETFC. If you don't feel the same, then sell out your position or don't bother buying the stock.

      I am not a paid pumper, nor do I write any lies, unless a positive attitude is construed to be a lie. I fail to understand how my presentation of my "due diligence research" to maintain my long position in holding a stock compromises my integrity as a researcher. I am pleased with my research, pleased with this article, and pleased with my long position in E*Trade. Hope you all have a great day!       Jun 20 02:42 PM
    • S&P Upgrades E*Trade Despite Struggling Financial Sector Peers [view article]
      JB, I don't need to defend myself against personal insults, which is usually what you are tossing out. I don't have to defend anything, the facts that I research speak for themselves. I am in a strong long position, but I have rolled in and out of blocks of shares when the pps has had favorable highs that were too tempting to resist. Jun 12 10:58 AM
    • S&P Upgrades E*Trade Despite Struggling Financial Sector Peers [view article]
      I did not provide a link to the S&P upgrade in my article, because it can not be accessed directly on the web. I have tried many avenues but without success. The only way to web access it is to become a member of the S&P Marketscope community so you can log in to their analysts research and posting, or it can be seen through any of the brokerage firms that subscribe to the streaming of S&P releases (which E*Trade does). Jun 12 09:25 AM
    • E*Trade's 'First In, First Out' Position: Yes, 111M Shorts Can Be Wrong [view article]
      Interesting how S&P Upgrade Released Today has similarities to Ms. Reed's posting:

      "S&P UPGRADES SHARES OF ETRADE FINANCIAL TO HOLD FROM SELLFont size: A | A | Aundefined undefined | S&P Marketscope"

      "We think management has been straightforward in their disclosure of exposures to troubled mortgage securities and has made strides to reduce this exposure. It has also been able to attract customers and post strong trading volume despite balance sheet issues. We expect loan loss provisions and valuation adjustments will continue to weigh on results, but we think ETFC has acted in a timely manner and should be able to sustain its business. We are raising our target price by $0.50 to $4.00, a discount to its book value, but keep our '08 estimate at a loss of $0.49."

      Excerpts like "straightforward in their disclosure of exposures to troubled mortgage securities," "attract customers," "post strong trading volume despite balance sheet issues," "should be able to sustain its business." Many similarities and Ms. Reeds information was obviously composed prior to the S&P.

      Appears that she is not very far from what analysts are beginning to see.       Jun 12 12:38 AM
    • Most and Least Shorted Stocks in the Russell 1,000 [view article]
      Heavily shorted stocks that have had positive YTD activity are those that deserve special note, including: YRCW, BIG, PNRA, and ETFC. These are the stocks that are in a bullish condition but that still have heavy short positions.

      This condition is indicative of a "short squeeze" stock price pop; especially with ETFC since it just moved in to secure an exclusive BlackBerry Mobile Streaming Platform yesterday.

      Positive exclusive technology position on top of several other positive brokerage metrics over the past two months; and yet a heavy short position condition.       Jun 06 07:56 AM
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