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JFain

JFain
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  • Peter Hancock to replace Bob Benmosche at AIG [View news story]
    Isn't Property Casualty the AIG division that's been struggling so much lately?
    Jun 11, 2014. 08:37 AM | Likes Like |Link to Comment
  • American International Group: Laughing All The Way To The Bank? [View article]
    What about the upcoming departure of Benmosche though? In the sports world, it's often difficult for a successful team to replace a good coach with an equal or better coach.
    May 28, 2014. 03:22 PM | Likes Like |Link to Comment
  • It's academic: Consumers don't need dealerships [View news story]
    Good insight Seppo. Any time this type of academic research/study article comes out, it's good to inquire into who prompted it, why, and, most importantly, who funded it. I couldn't find any answers from the article itself.
    Mar 26, 2014. 01:55 PM | 1 Like Like |Link to Comment
  • Paragon Shipping Inc. beats by $0.01, beats on revenue [View news story]
    Isn't the EPS beat all the more impressive given the additional shares that PRGN has issued recently?
    Mar 13, 2014. 05:53 PM | Likes Like |Link to Comment
  • Aerospace Suppliers Taking Off [View article]
    How tied to or reliant upon BA is LMIA? Does LMIA provide parts to Airbus as well?
    Jan 14, 2014. 11:31 AM | Likes Like |Link to Comment
  • The Dichotomy Of Airlines And Aerospace [View article]
    Excellent, succinct, and helpful analysis. Keep up the good work.
    Jan 6, 2014. 05:31 PM | Likes Like |Link to Comment
  • TVA to close eight coal-fired power plants [View news story]
    Correction: Not 8 "coal fired power stations" (which to me implies plants), but 8 coal units are being shuttered...6 in AL and 2 in KY. Plus TVA plans to build a ~$1.1B natural gas-fired plant in KY. See http://bit.ly/17yDtRE .
    Nov 15, 2013. 12:05 PM | 1 Like Like |Link to Comment
  • 4 Auto Stocks Ready To Burn Rubber [View article]
    I'm confused. GM and F are both ranked by Zacks as #3 (hold), and yet this article, by Zacks Investment Research, says that they are "ready to burn rubber". So...which one is it?
    Sep 11, 2013. 09:35 AM | Likes Like |Link to Comment
  • Disney Still A Strong Buy [View article]
    I agree that the long-term prospects of Disney overall look good...especially with the line up of movies (Star Wars, etc.) being envisioned. However, it sure seems to me that the long-term threat to its big money maker - ESPN - by other networks (FoxSports1, etc) is being taken too lightly by a lot of analysts.
    Aug 28, 2013. 04:26 PM | Likes Like |Link to Comment
  • Treasury Department sells more General Motors stock according to plan [View news story]
    Am I wrong for thinking that the sale of so much GM stock by the Treasury is keeping the stock price from going higher than it other wise would? (Not that it's been doing bad recently by any means, but still...) My concern is for what that means for the next 4-5 months.
    Aug 14, 2013. 10:44 AM | Likes Like |Link to Comment
  • Sales of new cars and light commercial vehicles fell 11% in Russia during June. General Motors (GM +0.5%) has been one of the most active foreign automakers in the nation and will look forward to a new government subsidy program which is expected to boost sales in H2. [View news story]
    This is confusing: "foreign automakers in the nation". Which nation?
    Jul 8, 2013. 11:41 AM | 1 Like Like |Link to Comment
  • Tesla Motors (TSLA -0.7%) and CBL & Associates (CBL -3.4%) launch a partnership that will see Tesla supercharging stations set up at select malls across the country owned by CBL. Though it's a small step with only five CBL locations included in the initial phase, the automaker reiterates it expects to have a network set up by the end of the year that will allow drivers to travel from coast to coast powered by free charging stations. [View news story]
    So who pays for the "free charging stations"?
    Jun 24, 2013. 01:22 PM | Likes Like |Link to Comment
  • As expected, the Financial Stability Oversight Council has proposed to designate AIG (AIG) Prudential Financial (PRU) and GE Capital (GE) as systemically important. Prudential says it is evaluating whether to appeal the determination, although AIG won't. The Fed has yet to finalize its requirements for systemically important non-bank financial companies, but they're expected to include stress tests and higher capital holdings. [View news story]
    No appeal by AIG seems understandable. The designation would appear to validate AIG's recovery. Also, the financial requirements that accompany the designation should serve to assure the general public, and especially the investing world, on an ongoing basis that AIG is stable and responsible. Maybe I'm wrong, but it's hard to assign a value to the benefit of those assurances.
    Jun 4, 2013. 10:23 AM | Likes Like |Link to Comment
  • Heard during Disney's (DIS -1%) earnings call: 1) Investments in Fantasy Land at Magic Kingdom in Orlando look to be helping traffic. An all-time single day attendance record was set at the park during Easter weekend. 2) CEO Robert Iger addresses the one segment that is under-performing at the company (TV business) by noting that TV markets are compressing, but the exec sees market share improving. 3) Disney is working on opportunities to utilize the Star Wars franchise into television and theme parks. Details will follow later this year. (transcript[View news story]
    In the words of Lee Corso: "not so fast my friend". While setting "all time attendance" records may seem great for the present, it doesn't say anything about what that means for the future. Other important considerations are what type of experience that "all time attendance" gave to park guests, how long they stayed on a given day (all day? half day?) when those crowds were so large, and how that experience impacts their desire or willingness to return in the future.

    As someone who left Disney World on the day before Easter, I experienced the crowd build up during the week before Easter. This visit was not nearly as pleasant as my prior experiences. The crowds in the pm were overwhelming, and my family and I left the parks early because of it. Over the years, Disney has obviously done a good job getting loyal re-visiters, but future attendance may suffer if something doesn't change.
    May 8, 2013. 11:04 AM | Likes Like |Link to Comment
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