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JamesJoyce

JamesJoyce
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  • AIG Earnings Preview: Messy Report Ahead [View article]
    Great summary. Their combined ratio presumably picks up underwriting from earlier times. It would be good if they were to illustrate the changing quality of their book...and investors could more comfortably anticipate the improving ratio.
    Jul 28 04:49 AM | 1 Like Like |Link to Comment
  • Why Apple Acquiring Tesla Makes Sense [View article]
    Aren't you lot splitting hairs? Every second article in seeking alpha has a short term day trading philosophy behind it. You don't make money that way so this article isn't any more ludicrous than those others?
    Jul 3 11:05 AM | Likes Like |Link to Comment
  • Can You Trust Buying Bank Of America? [View article]
    They're reserved for this lawsuit. Once it's done, it's done. Earnings on the other hand, just keep coming. Net Interest Margin will perk up soon. I'd also like to see the overhang of the lawsuit used as a means to enable BAC to repurchase its shares at bargain prices. There are times when you don't really want your company share price to rise.
    Jul 3 02:55 AM | Likes Like |Link to Comment
  • Splitting of CEO and chairman role back on agenda at JPMorgan? [View news story]
    Put it this way, would you object to Warren Buffett being appointed chairman?
    Jul 2 03:40 PM | Likes Like |Link to Comment
  • Splitting of CEO and chairman role back on agenda at JPMorgan? [View news story]
    CEOs need to be controlled just like any other man.
    Jul 2 03:39 PM | Likes Like |Link to Comment
  • It Appears As Though Shares Of Bank Of America Will Be Taking A Hit On Monday [View article]
    You can't just walk away from your pitch mumbling over your shoulder about a someday in the future problem.

    You made a short term call, cited 'evidence' and it was wrong.

    Why not explore why that kind of trading fails? That's the salvage.
    Jun 21 06:42 AM | Likes Like |Link to Comment
  • It Appears As Though Shares Of Bank Of America Will Be Taking A Hit On Monday [View article]
    Because thesis changes that occur frequently are short term thinking laid bare. No share price moves steadily upward, if it did, it means someone has madeoff with you money. Indeed share price volatility IS the result of people changing their thesis three times a day.

    I actually think on this occasion noisy heckling in the comments is entirely appropriate if it changes peoples attitude to trading in and out of stocks.
    Jun 21 06:29 AM | Likes Like |Link to Comment
  • A New Chapter For AIG [View article]
    I'd like to see more cash devoted to managing its debt, lock in lower rates ahead of a rate spike. If indeed 40 percent of its existing debt got taken on during the worst of times, then whenever AIG can it ought to restructure that.
    Jun 21 05:58 AM | Likes Like |Link to Comment
  • It Appears As Though Shares Of Bank Of America Will Be Taking A Hit On Monday [View article]
    So, financials generally dropped by 0.3percent on a flat Monday. BAC dropped by a further 0.7percent, a market cap reduction of about $1bn. Seems to me the market wasn't too bothered.

    How well reserved is BAC?
    Jun 17 03:10 AM | Likes Like |Link to Comment
  • It Appears As Though Shares Of Bank Of America Will Be Taking A Hit On Monday [View article]
    Without an appraisal of the complete profile of legal challenges facing BAC, it's other businesses and it's competitive landscape, no article published on seeking alpha has enough substance to count as anything other than a newsbyte, which at best is just day trading fodder.

    I've not seen such an article on SA, but if I had it would be pinned on the wall above my desk (with the various legal challenges crossed off as we'd moved through the deals struck over the last four years.)

    Even worthy folks like the motley fool finance guys seem to in the dark about the extent of outstanding liabilities. They buy or recommend knowing that even banks can't be trusted to value their assets and liabilities logically.

    Articles that address just one issue or another , but not all, cannot finish with a recommendation to buy or sell a stock, and retain credibility, other than in a day trading context.

    I'd wager that this author is hoping for a buying point.

    Good luck Monday.
    Jun 15 09:07 AM | 2 Likes Like |Link to Comment
  • It Appears As Though Shares Of Bank Of America Will Be Taking A Hit On Monday [View article]
    Almost every article is written by someone with an agenda.
    Jun 15 08:55 AM | 3 Likes Like |Link to Comment
  • Globalstar Hits A 5-Year High Amid Google's Broadband Push [View article]
    Fair warning..I'm intrigued by the "poised to" concept and I am trying to see if there is substance to " poised to ". So I'm going to challenge you to show a clear audit trail.

    It seems to me that success with things like the 300% concept depends on timing. Excruciatingly so.

    Can you identify say with globalstar, real networks or broadvision what period you advised investors should buy, and the second period (there can be only two such periods) saying when to sell?

    Can you confirm that any other reference to the stocks was clearly in line with the advice given during those two periods?

    Obviously I can't derive much progress with anything that highlights sharp movements in volatile stocks.. unless the advice when to buy, and sell is clear?

    Intrigued..
    Jun 8 04:13 AM | Likes Like |Link to Comment
  • AIG Warrants Or AIG Common Shares? An Update On The Math [View article]
    Very good article Benjamin. Spot on.
    Jun 5 06:26 PM | 1 Like Like |Link to Comment
  • Fresh 52-week highs for Apple following Goldman PT hike [View news story]
    I hope Apple gives Wall Street and to some extent, investors, the finger.

    It needs to get on with being selfishly APPLE. Enough of this Wall Street excitement. I preferred it when Wall Street cared less, and got short thrift from Apple.
    May 31 06:51 AM | Likes Like |Link to Comment
  • Obits piling up on Sears Holdings [View news story]
    From Wikipedia, about squeezing out smaller shareholders..

    "In the U.S. squeeze-outs are governed by State laws. E.g. 8 Delaware Code ยง 253 permits a parent corporation owning at least 90% of the stock of a subsidiary to merge with that subsidiary, and to pay off in cash the minority shareholders. The consent of the minority shareholders is not required. They are merely entitled to receive fair value for their shares. This is in contrast to freeze-outs, where the minority interest is unable to liquidate their investment."
    May 25 11:49 AM | 1 Like Like |Link to Comment
COMMENTS STATS
62 Comments
54 Likes