bbro

bbro
Send Message
View as an RSS Feed
  • Despite the Street's strongly bullish slant, earnings are growing significantly faster than valuations, resulting in shrinking P/E ratios even as stocks rise. How this affects markets in 2011 remains to be seen: Will slumping P/Es stymie the rally, or does this indicate there's still plenty of upside?   [View news story]
    As long as Baa yields stay below 7% we have an upside bias to stocks,,,,
    Jan 15, 2011. 04:28 PM | 7 Likes Like |Link to Comment
  • Weak holiday sales are even more dismal than they seem, Jeff Nielson writes. When adjusted for inflation, the 2010 shopping season was actually worse than in 2008 and 2009 - "nothing short of an economic disaster." But at least we're eating well.   [View news story]
    This article does nothing to help me make money...not going to
    bother,,,
    Jan 15, 2011. 07:03 AM | 7 Likes Like |Link to Comment
  • Cities, hospitals, schools and other public borrowers scramble to refinance tens of billions of dollars of debt this year in the midst of a crumbling municipal bond market. An estimated $109B worth of letters of credit and similar backstops are expiring this year, and for some borrowers, new guarantees may not be available and refinancing too costly.   [View news story]
    Anybody know the size of the muni market???
    Jan 14, 2011. 08:49 AM | Likes Like |Link to Comment
  • JPMorgan (JPM) surprised massively to the upside with Q4 earnings, providing a benchmark for the sector as a whole, according to analysts. Results could add to optimism about coming reports from other large banks such as Citigroup (C), Wells Fargo (WFC) and Bank of America (BAC). JPM -0.2%, C -0.2%, WFC -0.3%, BAC -0.6% premarket.   [View news story]
    End of 2008 JPM had 194 billion in residential exposure ( first lien and second lien)....156 billion at the end of 2010....
    Jan 14, 2011. 08:32 AM | Likes Like |Link to Comment
  • JPMorgan (JPM): Q4 EPS of $1.12 beats by $0.13. Revenue of $26.72B (+6% Y/Y) beats by $2.28B. (PR)   [View news story]
    do a stress test on their real estate portfolio,,,,they are in decent shapewith regrad to chargeoffs,delinquenci... performing,reserves....
    Jan 14, 2011. 08:10 AM | Likes Like |Link to Comment
  • JPMorgan (JPM): Q4 EPS of $1.12 beats by $0.13. Revenue of $26.72B (+6% Y/Y) beats by $2.28B. (PR)   [View news story]
    Still a strong " air cover " ratio.....PPNR/Loans.....
    Jan 14, 2011. 07:20 AM | Likes Like |Link to Comment
  • JPMorgan (JPM): Q4 EPS of $1.12 beats by $0.13. Revenue of $26.72B (+6% Y/Y) beats by $2.28B. (PR)   [View news story]
    Still a 40 billion PPNR company... 5x ( which is normal)
    52 dollar stock...
    Jan 14, 2011. 07:16 AM | Likes Like |Link to Comment
  • Initial Jobless Claims: +35K to 445K vs. 407K consensus. Continuing claims -248K to 3,879,000.   [View news story]
    C for style???
    Jan 13, 2011. 10:29 AM | 1 Like Like |Link to Comment
  • Initial Jobless Claims: +35K to 445K vs. 407K consensus. Continuing claims -248K to 3,879,000.   [View news story]
    As usual...words..words...A for style..F for substance
    Jan 13, 2011. 09:43 AM | 2 Likes Like |Link to Comment
  • Initial Jobless Claims: +35K to 445K vs. 407K consensus. Continuing claims -248K to 3,879,000.   [View news story]
    Give me a break......give me some statistical analysis.....
    Jan 13, 2011. 09:25 AM | 4 Likes Like |Link to Comment
  • Initial Jobless Claims: +35K to 445K vs. 407K consensus. Continuing claims -248K to 3,879,000.   [View news story]
    Now remember the seasonal factor is 1.73 the highest for the year...
    it always is the highest nonseasonally adjusted numbers...the disappointment is that the year over year differential narrowed a lot
    to only 45,000....I would have liked to see a 100,000 to 120,000
    differential....
    Jan 13, 2011. 08:41 AM | 4 Likes Like |Link to Comment
  • Initial Jobless Claims: +35K to 445K vs. 407K consensus. Continuing claims -248K to 3,879,000.   [View news story]
    Crappy numbers...California worse.....
    Jan 13, 2011. 08:34 AM | 6 Likes Like |Link to Comment
  • A massive tax increase squeaked through the Illinois legislature as Democrats played beat-the-clock to get the measure passed before a new session begins today. The bill would raise about $6.8B a year for the state's beleaguered budget by raising the individual income tax rate to 5% from 3% and the corporate tax rate to 7% from 4.8%.   [View news story]
    Read up on Texas....they are on the clock....do you know why???
    Jan 13, 2011. 02:40 AM | Likes Like |Link to Comment
  • Not all banks will be in a position to start or raise their dividend payouts, Goldman Sachs says, expecting action from U.S. Bancorp (USB +2.5%), JPMorgan Chase (JPM +2.3%), PNC Financial Services (PNC +1.2%) and Wells Fargo (WFC +1.4%), with dividend prospects for Bank of America (BAC +1.6%) and Citigroup (C +1.7%) “uncertain."   [View news story]
    No dividend increase for BAC until 3rd qtr...huge buyback in 2012,,,,
    Jan 12, 2011. 10:47 AM | Likes Like |Link to Comment
  • A massive tax increase squeaked through the Illinois legislature as Democrats played beat-the-clock to get the measure passed before a new session begins today. The bill would raise about $6.8B a year for the state's beleaguered budget by raising the individual income tax rate to 5% from 3% and the corporate tax rate to 7% from 4.8%.   [View news story]
    Move to Texas..oh wait they have a deficit too...
    Jan 12, 2011. 10:30 AM | 5 Likes Like |Link to Comment
COMMENTS STATS
10,936 Comments
18,271 Likes