Military Doc

6 Comments

    • Hoping AAR Will Rise Above Airline Cutbacks [view article]
      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.       Sep 12 10:42 AM
    • Wall Street Breakfast: Must-Know News [view article]
      I agree, Thank you!!! Jul 24 10:37 AM
    • Well-Capitalized Regional Banks: The Bottom Is In [view article]
      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. Jul 15 01:09 PM
    • Well-Capitalized Regional Banks: The Bottom Is In [view article]
      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.
      Jul 15 12:38 PM
    • Well-Capitalized Regional Banks: The Bottom Is In [view article]
      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 Jul 15 12:36 PM
    • Oppenheimer's Whitney Dines with BofA’s Chief; Rates Stock a "Perform" [view article]
      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       Jun 13 08:31 AM
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