Gollum's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.comuser/93545/comments http://seekingalpha.com/article/115807-the-new-york-times-is-dead-long-live-the-new-york-times?source=feed#comment-362760 362760
A counterargument is to keep it free in order to increase website traffic and thus website advertising revenue. However, website advertising rates appear to be too low for this to work]]> Thu, 22 Jan 2009 06:59:05 -0500
A counterargument is to keep it free in order to increase website traffic and thus website advertising revenue. However, website advertising rates appear to be too low for this to work]]> http://seekingalpha.com/article/82230-david-einhorn-the-irony-of-it-all?source=feed#comment-195043 195043
I think a heavy financial penalty on the executive officer who authorized the illegal behavior would punish the real wrongdoers and change behavior.]]> Sun, 29 Jun 2008 07:45:53 -0400
I think a heavy financial penalty on the executive officer who authorized the illegal behavior would punish the real wrongdoers and change behavior.]]> http://seekingalpha.com/article/69835-jp-morgan-rolls-the-fed-of-new-york-and-bsc?source=feed#comment-132165 132165
How do you know this? Does JM publish it? Where?
]]> Wed, 26 Mar 2008 22:34:54 -0400
How do you know this? Does JM publish it? Where?
]]> http://seekingalpha.com/article/42228-commerce-bancorp-why-tim-long-is-wrong?source=feed#comment-92339 92339
2) I think it might be in Wells Fargo best interest to apply for a State charter to replace the OCC charter. Not only would Wells Fargo move outside Mr. Long's jurisdiction but it would pay lower fees to the State than it pays to the OCC.

3) I understand that examination reports, correspondence, etc. are confidential by law. I wonder how you acquired confidential information and whether it is legal for you to publicize it.]]> Fri, 27 Jul 2007 22:13:16 -0400
2) I think it might be in Wells Fargo best interest to apply for a State charter to replace the OCC charter. Not only would Wells Fargo move outside Mr. Long's jurisdiction but it would pay lower fees to the State than it pays to the OCC.

3) I understand that examination reports, correspondence, etc. are confidential by law. I wonder how you acquired confidential information and whether it is legal for you to publicize it.]]> http://seekingalpha.com/article/40438-what-does-jim-cramer-see-in-commerce-bancorp?source=feed#comment-91824 91824
CBH's 3/31/07 10-Q reports:

Available for Sale Held to Maturity
Duration (in years) 2.86 3.47

Average life (in years) 4.99 5.18

Are your figures consistent with CBH's?]]> Sun, 22 Jul 2007 09:01:20 -0400
CBH's 3/31/07 10-Q reports:

Available for Sale Held to Maturity
Duration (in years) 2.86 3.47

Average life (in years) 4.99 5.18

Are your figures consistent with CBH's?]]> http://seekingalpha.com/article/40438-what-does-jim-cramer-see-in-commerce-bancorp?source=feed#comment-91518 91518
You say that the ratio of core deposits to assets is high – and so it is. This is generally considered highly desirable since non-core deposits and non-deposit liabilities tend to be more expensive and “hot” – quick to leave the bank in search of higher yield.

You say that the drop in CBH’s non-core funding is “ominous.” I think it evidences that CBH is able to fund itself from retail deposits.

The danger may be in the MBS that CBH holds as a number of hedge funds and others are taking losses on MBS. I don’t know the quality of CBH’s MBS.]]> Wed, 18 Jul 2007 20:35:03 -0400
You say that the ratio of core deposits to assets is high – and so it is. This is generally considered highly desirable since non-core deposits and non-deposit liabilities tend to be more expensive and “hot” – quick to leave the bank in search of higher yield.

You say that the drop in CBH’s non-core funding is “ominous.” I think it evidences that CBH is able to fund itself from retail deposits.

The danger may be in the MBS that CBH holds as a number of hedge funds and others are taking losses on MBS. I don’t know the quality of CBH’s MBS.]]> http://seekingalpha.com/article/41337-regions-financial-q2-2007-earnings-call-transcript?source=feed#comment-91426 91426 Tue, 17 Jul 2007 21:29:13 -0400