marinsunshine's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/52366/comments http://seekingalpha.com/article/125977/comments?source=feed#comment-426534 426534 Sun, 15 Mar 2009 12:26:11 -0400 http://seekingalpha.com/article/93980/comments?source=feed#comment-245834 245834 Thu, 04 Sep 2008 19:52:03 -0400 http://seekingalpha.com/article/84917/comments?source=feed#comment-205594 205594 Mon, 14 Jul 2008 21:12:14 -0400 http://seekingalpha.com/article/59963/comments?source=feed#comment-110368 110368
Merger stocks always trade at a discount which represents the risk of the deal breaking down etc. Granted we have a big discount here, but we also have a lot of shorts who want a better price to cover and have the ammo to move the market around a bit. ]]> Mon, 14 Jan 2008 19:14:07 -0500
Merger stocks always trade at a discount which represents the risk of the deal breaking down etc. Granted we have a big discount here, but we also have a lot of shorts who want a better price to cover and have the ammo to move the market around a bit. ]]> http://seekingalpha.com/article/59963/comments?source=feed#comment-110367 110367
Why would Mozilo and CFC agreed to the stock ratio of .1822?? CFC obviously had its feet to the fire. An all stock sale, at least provides some upside to investor of CFC who retain the BAC stock they receive and it gives them a heck of a lot more security than they had a week ago.

Ultimately, lewis has made the buy of a lifetime. Just the 1.3 trillion servicing portfolio in a low refi environment is a cash cow. Yes, foreclosures are rising, but that's bad news all round. Those in the best position to survive, will also be in the best position to profit. . .eventually. ]]> Mon, 14 Jan 2008 19:10:57 -0500
Why would Mozilo and CFC agreed to the stock ratio of .1822?? CFC obviously had its feet to the fire. An all stock sale, at least provides some upside to investor of CFC who retain the BAC stock they receive and it gives them a heck of a lot more security than they had a week ago.

Ultimately, lewis has made the buy of a lifetime. Just the 1.3 trillion servicing portfolio in a low refi environment is a cash cow. Yes, foreclosures are rising, but that's bad news all round. Those in the best position to survive, will also be in the best position to profit. . .eventually. ]]> http://seekingalpha.com/article/60100/comments?source=feed#comment-110357 110357 The piece is self-serving. I love it because it makes for a good arb opportunity. I don't have time to point out every erroneous assumption, but I will mention one thing- if Countrywide already owns FHLB-Atlanta stock then BAC will own the stock, it's on their Countrywide's balance sheet.

This article is absolute garbage. In response to the second question the widening of the spread is an indication of how many shorts are trying to push CFC down so they can bail. In my view, the bears have until Fed approval to cover their shorts. It wouldn't surprise me if Countrywide stock starts popping up on the fail-to-deliver list in the very near future. Just mho.]]> Mon, 14 Jan 2008 18:04:26 -0500 The piece is self-serving. I love it because it makes for a good arb opportunity. I don't have time to point out every erroneous assumption, but I will mention one thing- if Countrywide already owns FHLB-Atlanta stock then BAC will own the stock, it's on their Countrywide's balance sheet.

This article is absolute garbage. In response to the second question the widening of the spread is an indication of how many shorts are trying to push CFC down so they can bail. In my view, the bears have until Fed approval to cover their shorts. It wouldn't surprise me if Countrywide stock starts popping up on the fail-to-deliver list in the very near future. Just mho.]]> http://seekingalpha.com/article/37755/comments?source=feed#comment-88090 88090 Fri, 08 Jun 2007 10:58:24 -0400