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  • National Bank Of Greece Is An Asymmetric Risk [View article]
    National Bank Of Greece Is An Asymmetric Risk: So is a lottery ticket. That doesn't make either of them good investments.
    Jan 21, 2015. 09:35 AM | 1 Like Like |Link to Comment
  • Stay Far Away From Movado Group Inc. [View article]
    I noted the same thing about the strong balance sheet. At this PE Ratio and the currently unleveraged balance sheet, they could be a candidate for an LBO or purchase by a PE firm. Assuming that their sales numbers are now realistic, of course. I got the impression that part of their current problem was the strong USD and the weak European economy.
    Nov 20, 2014. 09:47 PM | 1 Like Like |Link to Comment
  • Time To Get Rich With Greece [View article]
    At their current price per share, buying NBG is no worse than buying a lottery ticket. But as someone who worked for them for a year, I wouldn't recommend putting any money into them that you can't afford to lose.
    Aug 11, 2014. 06:13 PM | Likes Like |Link to Comment
  • Walker & Dunlop's (WD) CEO Willy Walker on Q2 2014 Results - Earnings Call Transcript [View article]
    Will WD ever hit its forecast?
    Aug 6, 2014. 09:21 PM | Likes Like |Link to Comment
  • KKR & Co.: Looks Can Be Deceiving [View article]
    You do not address KKR's proposed acquisition of KFN. What impact do you think that would have on your projections, assuming that it goes through?
    Apr 19, 2014. 08:40 AM | Likes Like |Link to Comment
  • PNC Bank Puts Money Back In Shareholders' Pockets In 2014 [View article]
    PNC sold Global Investment Servicing to BNY-Mellon in 2010.
    PNC's Blackrock ownership stake in Blackrock is reported elsewhere at 21%.
    Apr 17, 2014. 03:17 PM | 1 Like Like |Link to Comment
  • WaMu Seesaws On M&A Speculation [View article]
    Except, of course, if it is an opportunity to make a profit.
    Mar 24, 2014. 01:51 PM | 3 Likes Like |Link to Comment
  • You Call Yourself A Contrarian? Then Buy Russia [View article]
    I wrote some out of the money RSX puts on Monday. I'm looking smart this morning, but we'll see what happens.
    Mar 4, 2014. 08:59 AM | Likes Like |Link to Comment
  • Volcker rule claims tiny victim [View news story]
    That "tiny" little bank is the 138th largest out of almost 7000 banks in the country. $7 Billion in assets may be small compared to YOUR personal portfolio, but it isn't tiny.
    Dec 31, 2013. 08:33 AM | 2 Likes Like |Link to Comment
  • LaSalle Hotel Properties: Why I'm Staying Bullish On This Hotel/Motel REIT [View article]
    I like the sector for patient investors as an opportunity to pick up shares if "out of favor" companies. They have attractive earnings growth potential as the economy continues to recover. It's one sector of the REITs group that may prove to not be hurt by climbing interest rates.

    But you really weakened your case with that "comparison" of LaSalle's dividend growth rate to that of CHSP over THE LAST TWO YEARS. Do you really think that their dividend growth will be sustained at that rate for any length of time? Oh, by the way: LaSalle's peak dividend was 39 cents per share in 2001. What would their compound dividend growth rate be if you measured it from that date? Hint: it's negative.
    Dec 30, 2013. 08:24 PM | Likes Like |Link to Comment
  • Peapack-Gladstone Financial: 13 Different Insiders Have Purchased Shares This Month [View article]
    Are you sure that all of those Dec.12 purchases were open market purchases, and not related to their exercising of expiring options?
    Dec 18, 2013. 04:00 PM | Likes Like |Link to Comment
  • ESSA Bank & Trust: One Dollar Of Value Available For 50 Cents [View article]
    No way in the world Wells Fargo would be buying them: they couldn't get regulatory approval to expand. Besides, $1.3 billion in assets is irrelevant to a $2 Trillion bank anyway. PNC is all over PA already. It's unlikely that they would be able to buy, if they were so inclined, without being required to sell off branches by the regulators. PNC's new CEO has recently stated that they aren't planning any acquisitions anytime soon. Maybe Sovereign/Santander could be interested, but I wouldn't buy this bank on that hope.

    While it's true that bank consolidation is likely to continue, this one, like most of the good little banks around, is unlikely to get bought out very soon.
    Nov 26, 2013. 01:45 PM | Likes Like |Link to Comment
  • Don't Fall For The Taper Talk Again: Buy Gold On This Related Decline [View article]
    Bull market in stocks started in 1982, not 1980. Gold bottomed in 1999, not 2000.
    Nov 22, 2013. 06:33 PM | 3 Likes Like |Link to Comment
  • I'm Not Investing In GOV Since The Thrill Of Victory Isn't Worth The Agony Of Defeat [View article]
    Actually, after the GSA's recent scandals, and some embarrassing "over leasing" in DC, the GSA is in the process of doing some serious downward revisions to their future space needs.
    Nov 4, 2013. 07:07 PM | Likes Like |Link to Comment
  • Potash Corp: 5 Fundamental Reasons To Buy [View article]
    I have some experience living and doing business in Eastern Europe, including Russia. It's important to understand that misleading public statements and pseudo-masculine bluster is SOP over there. It's reasonable to assume that much more rational discussion and negotiations are going on behind the scenes. I expect a much more reasonable negotiated settlement to eventually come out of this.
    Aug 28, 2013. 12:28 PM | 4 Likes Like |Link to Comment