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pig1mouse

pig1mouse
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  • Damnable big banks a buy [View news story]
    10 year to 4% alone will get this above $25, due to better NIM. However, I believe the big changes taking place in asset-advisory(transpa... pricing, more regulation, more do-it-yourselfers) will cap any value added by Merrill Lynch, which could turn into their next beast of burden.
    Jun 10, 2014. 12:01 PM | Likes Like |Link to Comment
  • Clean Energy sinks after Piper Jaffray labels it a top sell [View news story]
    if you chose to invest in this space, you should have checked the % of short-sellers in it. They are now having their day in the sun. Fundamentals(and now technicals) aside, this could be a great buy opp. here, if you can time the short-side buy-in. Good luck. Brokers love to invest in this name, since its a great story. Always with OPM(Other Peoples Money).
    Oct 8, 2013. 02:27 PM | Likes Like |Link to Comment
  • Bank Of America: Is It In Or Out Of Favor Right Now? [View article]
    20% off its 2012 high of 9.80...I would vote for out of favor. Related reading regarding(via Bloomberg) the worlds 20 strongest banks http://bloom.bg/Iq46aJ
    May 3, 2012. 07:20 PM | Likes Like |Link to Comment
  • Aflac: Bad Press Can Bring Good News [View article]
    Great numerical analysis.Japan accounts for 75% of total AFL revenues. AFL sells cancer insurance in Japan. What about the risk of increased claims due to the nuclear disaster? You really need to consider this along with the positives of fundamentals.
    Sep 21, 2011. 09:44 AM | Likes Like |Link to Comment
  • Why Bank of America Should Spin Off Merrill Lynch [View article]
    I respectfully disagree that BAC should/will spin-off Merrill(although every employee of Merrill would love it...morale is in the toilet). Merrill is the only business unit within BAC that has a positive outlook .Cross-selling opportunities is why BAC bought Merrill(which they did pay too much for). Without Merrill, the sale of mortgages and credit-cards will sink even further. Why would you spin-off your last lifeline? The only scenario for it would be the need for an emergency asset-raise, which would be the first nail in the coffin before a governemnt take-over.
    Aug 9, 2011. 10:15 AM | 2 Likes Like |Link to Comment
  • Bank of America (BAC) has a message to those still disgruntled over its $29B purchase of Merrill Lynch in 2009: We told you so. BofA's investment banking, sales and trading, and wealth management businesses - all boosted by the Merrill deal - have provided the rare bright spots in the still-struggling bank's recent quarterly results.  [View news story]
    see Buffett's comments in the Financial Crisis Inquiry Commission Report(I paraphrase)...they paid too much. He then disclosed that he sold the shares that he inherited from a previous deal.
    May 4, 2011. 12:27 PM | Likes Like |Link to Comment
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