Educated Investor's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/170789/comments http://seekingalpha.com/article/92611-china-what-comes-after-the-olympics?source=feed#comment-239011 239011 Tue, 26 Aug 2008 01:31:41 -0400 http://seekingalpha.com/article/92611-china-what-comes-after-the-olympics?source=feed#comment-239010 239010 Tue, 26 Aug 2008 01:28:25 -0400 http://seekingalpha.com/article/82085-metrics-mortgages-and-analysts?source=feed#comment-189953 189953
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. ]]> Sun, 22 Jun 2008 00:38:35 -0400
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. ]]> http://seekingalpha.com/article/82085-metrics-mortgages-and-analysts?source=feed#comment-189947 189947 Sun, 22 Jun 2008 00:04:46 -0400 http://seekingalpha.com/article/82085-metrics-mortgages-and-analysts?source=feed#comment-189945 189945
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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.]]> Sat, 21 Jun 2008 23:49:27 -0400
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.]]> http://seekingalpha.com/article/82085-metrics-mortgages-and-analysts?source=feed#comment-189938 189938
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.]]> Sat, 21 Jun 2008 23:25:55 -0400
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.]]> http://seekingalpha.com/article/82085-metrics-mortgages-and-analysts?source=feed#comment-189456 189456
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.]]> Fri, 20 Jun 2008 17:30:33 -0400
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.]]> http://seekingalpha.com/article/82085-metrics-mortgages-and-analysts?source=feed#comment-189356 189356
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!]]> Fri, 20 Jun 2008 14:42:28 -0400
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!]]> http://seekingalpha.com/article/81062-s-p-upgrades-e-trade-despite-struggling-financial-sector-peers?source=feed#comment-184173 184173 Thu, 12 Jun 2008 10:58:42 -0400 http://seekingalpha.com/article/81062-s-p-upgrades-e-trade-despite-struggling-financial-sector-peers?source=feed#comment-184063 184063 Thu, 12 Jun 2008 09:25:13 -0400 http://seekingalpha.com/article/80821-e-trade-s-first-in-first-out-position-yes-111m-shorts-can-be-wrong?source=feed#comment-183857 183857
"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.]]> Thu, 12 Jun 2008 00:38:27 -0400
"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.]]> http://seekingalpha.com/article/80195-most-and-least-shorted-stocks-in-the-russell-1-000?source=feed#comment-180194 180194
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.]]> Fri, 06 Jun 2008 07:56:50 -0400
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.]]> http://seekingalpha.com/article/79303-citadel-infuses-e-trade-with-strong-experienced-management?source=feed#comment-176501 176501
I don't like CC because of the earnings projections for 2009 and 2010 are negative 1.84 and negative $1.65. Retail stocks right now are quite risky. ]]> Fri, 30 May 2008 03:47:05 -0400
I don't like CC because of the earnings projections for 2009 and 2010 are negative 1.84 and negative $1.65. Retail stocks right now are quite risky. ]]> http://seekingalpha.com/article/78618-on-speculation-cramer-s-mad-money-5-22-08?source=feed#comment-174434 174434
Note: At this time, E*Trade (ETFC) is a great place to put money. Price is still "beaten up" from last November and yet the "Turn Around Plan" for cash strength of $1 billion has been executed, and the brokerage metrics are beating competitors. A depressed price trending upward since April and primed for a big upward pop.]]> Tue, 27 May 2008 09:48:24 -0400
Note: At this time, E*Trade (ETFC) is a great place to put money. Price is still "beaten up" from last November and yet the "Turn Around Plan" for cash strength of $1 billion has been executed, and the brokerage metrics are beating competitors. A depressed price trending upward since April and primed for a big upward pop.]]> http://seekingalpha.com/article/78935-the-online-brokerage-wars-e-trade-offers-compelling-risk-reward?source=feed#comment-174428 174428 Tue, 27 May 2008 09:39:05 -0400 http://seekingalpha.com/article/78935-the-online-brokerage-wars-e-trade-offers-compelling-risk-reward?source=feed#comment-174425 174425 Tue, 27 May 2008 09:34:35 -0400 http://seekingalpha.com/article/78182-e-trade-what-the-analysts-and-news-haven-t-told-you?source=feed#comment-171646 171646 Thu, 22 May 2008 09:01:15 -0400 http://seekingalpha.com/article/78182-e-trade-what-the-analysts-and-news-haven-t-told-you?source=feed#comment-171625 171625 Thu, 22 May 2008 08:46:45 -0400 http://seekingalpha.com/article/78182-e-trade-what-the-analysts-and-news-haven-t-told-you?source=feed#comment-171622 171622 Thu, 22 May 2008 08:46:00 -0400 http://seekingalpha.com/article/77548-e-trade-primed-for-a-breakout?source=feed#comment-170796 170796
messages.finance.yahoo...

Read comments on "Citadel: are the selling bonds but buying more stock." Comments by Quasi and Numbersss are research informative. ]]> Tue, 20 May 2008 20:59:48 -0400
messages.finance.yahoo...

Read comments on "Citadel: are the selling bonds but buying more stock." Comments by Quasi and Numbersss are research informative. ]]> http://seekingalpha.com/article/77548-e-trade-primed-for-a-breakout?source=feed#comment-170793 170793 Tue, 20 May 2008 20:47:09 -0400 http://seekingalpha.com/article/77355-schwab-e-trade-monthly-activity-comparison-and-the-industry-average?source=feed#comment-168051 168051
today.reuters.com/news...]]> Thu, 15 May 2008 10:38:47 -0400
today.reuters.com/news...]]> http://seekingalpha.com/article/77411-fast-money-recap-talking-turkey-5-14-08?source=feed#comment-168045 168045 today.reuters.com/news...]]> Thu, 15 May 2008 10:35:27 -0400 today.reuters.com/news...]]> http://seekingalpha.com/article/77355-schwab-e-trade-monthly-activity-comparison-and-the-industry-average?source=feed#comment-167957 167957 Thu, 15 May 2008 09:08:26 -0400 http://seekingalpha.com/article/73116-comparative-price-shopping-selected-banking-mortgage-and-brokerage-stocks?source=feed#comment-154210 154210 Mon, 21 Apr 2008 15:25:27 -0400 http://seekingalpha.com/article/73116-comparative-price-shopping-selected-banking-mortgage-and-brokerage-stocks?source=feed#comment-154166 154166 Mon, 21 Apr 2008 14:34:42 -0400 http://seekingalpha.com/article/73116-comparative-price-shopping-selected-banking-mortgage-and-brokerage-stocks?source=feed#comment-154154 154154
By the way ... your contrary perspective is appreciated and is important to help us think through things.]]> Mon, 21 Apr 2008 14:15:35 -0400
By the way ... your contrary perspective is appreciated and is important to help us think through things.]]>