Military Doc

AAR: By Many Metrics, a Gift At This Price

I agree with your thesis and bought into the company around $13, but given the current climate, talks of recession, decreasing flights hence maintenance decreases and the likelyhood of Obama being elected and cutting gov. contract spending makes for a better bargain in the coming days. I think it's realistic to say if you're patient $10.00-10.50 will be a great buy today.

Hoping AAR Will Rise Above Airline Cutbacks

Hey Chris,
I look forward to reading your analysis on picks and agree with what you stated up top. I purchased at 13 and look forward for an ever bigger turn in 2009-10. Thanks for your detailed work and I am bumbed I didn't pick up any GEOY at 20.

Wall Street Breakfast: Must-Know News

I agree, Thank you!!!

Well-Capitalized Regional Banks: The Bottom Is In

the reason CNB is up is due to the early release of it's report and wall street pandemonia not from a bottom. So if you were a day trader good on ya, but don't be suprised over the next week when it hits the 2.98 mark.

Well-Capitalized Regional Banks: The Bottom Is In

to recover exists, but I think it's too early to pull the trigger. I would waite until the 16Jul when quarterly report is released and focus on what they right in the small print as well as the numbers they report.

Well-Capitalized Regional Banks: The Bottom Is In

The way you are evaluating CNB specifically makes very little sense to me. They are heavily vested in florida to include commercial loans that have been trailing residential loans on the fall. Also, read closely to how CNB made its calculations with changing at risk accounts to 90 days rather than 60 days in order to hide its close to 500 million in loans that are 75 days past due. They currently have ,if i remember correctly, around 250million in their default account which will not cover the actual loss of loans if they go over 90 days. Hence, the evaluation decreases even more. I would agree that the potential form CNB

Oppenheimer's Whitney Dines with BofA’s Chief; Rates Stock a "Perform"

Forgive me if I am wrong, but in the statement Mr. Lewis makes “cautiously optimistic" is contradicted by an actual increase of 7% from April to May for foreclosure filings the same day this meeting took place. How could this possibly be optomistic and by what reasoning would Ms. Whitney give a rating of perform? I am willing to admit that I am not an analyst, but with all the uncertanty in this sector as well as the re-setting of ARMS in 2009 ( a potential 500 Billion dollar liability to the financial industry that has not been considered thus far) the thought of an analyst and "head of BAC" being optomistic is at least misleading if not simply wrong. Add to this the rise in unemployment, rise in commodities, labile strength of the dollar and decreasing home values does not lead to being optomistic. What it does lead to is a lack of confidence and full understanding of the economy as a whole. I feel that unless Ms. Whitney has information other than whats reported that she should inform the rest of us so we can truly understand what this optomism is all about.

Military Doc