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Lqlax87

Lqlax87
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  • Bank Of America: Don't Wait For The Robins (Update) [View article]
    My guess is that the yield curve could not possibly get worse than it is currently. If that is the case then we may be at a true bottom as far as the stock is concerned. The drag on investment income will be reduced.

    I would however expect the top line to continue to decrease in line with expenses as BAC continues to move forward as a leaner, yet more profitable company
    Jul 18, 2012. 08:02 PM | 4 Likes Like |Link to Comment
  • Green Mountain's Pop Will Fizzle Out [View article]
    I see this actually as a hedge for Coke in the event the home drink making process takes off
    Feb 7, 2014. 06:00 PM | 3 Likes Like |Link to Comment
  • Bank Of America Strong Buy - 30% Undervalued And Lagging Peers [View article]
    Banks have historically traded at 2x book value. Tangible or not there is still upside here
    Aug 12, 2013. 06:48 PM | 3 Likes Like |Link to Comment
  • Bank Of America - Under-Reserved And Overvalued [View article]
    Common Equity of ~$217 Billion
    Market Cap of ~$77 Billion
    Potential Losses ~ $23 Billions

    Where do the $100 Billion + dollars go to. Unlikely all those get written off, but even if they did, the stock would still be undervalued
    Jul 26, 2012. 03:34 PM | 3 Likes Like |Link to Comment
  • Why Bank Of America Shares Might Plunge Again When Earnings Are Reported [View article]
    I need you all to get scared after earnings and sell all your stock at once. I'm looking for a buying opportunity so your help would be appreciated. Thanks!
    Jul 8, 2013. 07:38 PM | 2 Likes Like |Link to Comment
  • The U.S. Housing Bubble Is Back [View article]
    Real estate is all about the local market. Typically the secondary and tertiary markets get hit first and recover last.
    Mar 19, 2013. 01:20 PM | 2 Likes Like |Link to Comment
  • Real Estate Agents Flock To Zillow And Trulia [View article]
    Yeah I don't see how earnings are going to grow 10 fold for Zillow to make it a good investment today. The business model is also really easy to duplicate.
    Feb 28, 2013. 05:08 PM | 2 Likes Like |Link to Comment
  • A Case For Bank Of America [View article]
    The dividend will be increased with time. If it does, institutional investors will come back into the stock in strong fashion.
    Sep 14, 2012. 02:31 PM | 2 Likes Like |Link to Comment
  • Should You Invest In Bank Of America Because Buffett Did? [View article]
    Good Point:

    Paying off debt at 7% with cash is the equivalent of earning that same return if invested in a new asset.

    Paying off debt is the only way to make a decent return given lack of hi-yield securities
    Jul 24, 2012. 03:41 PM | 2 Likes Like |Link to Comment
  • Bank Of America Is The Most Attractively Valued Large U.S. Bank [View article]
    Tim- Another great BAC article. Keep it up!
    Jul 22, 2013. 12:33 PM | 1 Like Like |Link to Comment
  • The U.S. Housing Bubble Is Back [View article]
    It's a result of interest rates. If you have $300 less in interest cost per month, that means that you can borrow more.. The bank lending ratios haven't really eased up much and most financing has been done through FHA.

    W also can't forget that many homes are being bought up by cash investors with the intention to rent them out.
    Mar 19, 2013. 02:30 PM | 1 Like Like |Link to Comment
  • MGIC's Stock Is Up 80%: How Much Higher Can It Go? [View article]
    I would think both are going to be in great shape from a capital standpoint going forward
    Mar 11, 2013. 06:17 PM | 1 Like Like |Link to Comment
  • MGIC's Stock Is Up 80%: How Much Higher Can It Go? [View article]
    It's hard to look back and say that this stock is going to return to pre crisis highs of $70 when you have some much dilution of shares. In three years it will be a $20 stock and in five a $30 stock. Still a great return nonetheless
    Mar 11, 2013. 06:17 PM | 1 Like Like |Link to Comment
  • After more than a 50% rise in the past few sessions, MGIC Investment (MTG) +8.4% premarket with Barclays  - for 3 years having a Sell rating - turning bullish, with an upside target of $12 on the stock and $1.10 EPS in 2015. Other mortgage insurers continue to party as well: RDN +4.2%, GNW +3.4% premarket. [View news story]
    It's interesting that with the dilution of shares for RDN and soon MTG that they would rally so much above book value
    Mar 5, 2013. 12:44 PM | 1 Like Like |Link to Comment
  • Buy MGIC Instead Of Radian's Overpriced Stock Offering [View article]
    Once all of the legacy business is figured out, I would assume that the new business is going to be very profitable and probably as profitable as ever.

    The FHA rate changes coming in a few months will definitely push people toward PMI. The FHA process already is too much of a hassle in my opinion and is very restrictive if you are going to buy an attached home.
    Feb 27, 2013. 02:28 PM | 1 Like Like |Link to Comment
COMMENTS STATS
86 Comments
48 Likes