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U.S. Credit Card Industry Moving into Uncharted Territory

Smart. But the data is a bit old. None the less, it is still a wonder how it has taken Moody's so long to figure this out. There is much hope resting on the side of the bulls. But anyone who has been to a rodeo know what follow the bull.... clowns and crap.

See more on credit issues and hear on The Disciplined Investor Podcast

www.thedisciplinedinve...

Andrew
May 21 12:57 pm |Rating: 0 0 |Link to Comment |View article
Financial Stocks Trading Near Book Value

FELIX!

Book value ratios are based on the value of the book. We are not sure how to value Bear's book/assets. More risk there.

By the way, why is there no disclosure of holdings included. You have written a few bullish posts on BSC. Position???
Mar 14 08:53 am |Rating: 0 0 |Link to Comment |View article

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Wall Street Breakfast - Sample Wall Street Breakfast: Must-Know News by SA Editor Rachael Granby Bank trio becomes duo. Wells Fargo (WFC) will become the largest U.S. bank by branches with its bid for Wachovia (WB), after Citigroup (C) withdrew from compromise negotiations late yesterday on concerns about the quality of some of Wachovia's assets. Wells Fargo, with a bid valued at $11.4B, expects the purchase to be completed by the end of the year, and denies it will have to absorb assets shakier than originally thought. Government considers next steps. As the financial crisis continues to worsen, the U.S. government is considering two dramatic steps to turn around, or at least slow, the damage: guaranteeing billions of dollars in bank debt and temporarily insuring all U.S. bank deposits. The moves, which would mark the government's most extensive intervention to date, are in discussion stages only. Credit stays frozen. As frozen credit markets refuse to thaw, the cost of default protection on corporate bonds reaches new global records amid investor concerns the credit crisis will trigger corporate failures as companies struggle to finance their businesses. Interbank lending remains limited, and borrowing from the Fed's expanded discount window continued its trend of setting new highs every week, as the total daily average rose to $420.2B vs. $367.8B last week. Oil demand withers. The International Energy Agency warned Friday worldwide oil demand... Email continues...
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Jim Cramer's Picks -
Sample

Better Choices - Cramer's Lightning Round (10/15/08)

by SA Editor Rachael Granby

Stocks discussed in the lightning round session of Jim Cramers Mad Money TV program,
Wednesday, October 15.

Bullish Calls:

Continental Resources (CLR) -- "This is a remarkable decline. All of the high quality ones are down so much, I can't go against it. This is where you pull the trigger.
3M (MMM) -- The moment this stock starts yielding 5%, I'm a buyer. Until then, keep your powder dry.

Bearish Calls:

Computer Sciences (CSC) -- This is a company that was going to be bought, but they passed up the chance. Now I don't want to buy it."
Annaly Mortgage (NLY) -- I think this is a business model that needs to borrow money. Definitively do not buy."
Northrop Grumman (NOC) -- You can't own the defense stocks right now. If I had to own one, I'd look at Lockheed Martin (LMT) with its good dividend.
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Andrew Horowitz

Comment Stream » BAC (2)

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U.S. Credit Card Industry Moving into Uncharted Territory

Financial Stocks Trading Near Book Value

Andrew Horowitz's Comments Stream Stats

Stock Market Opinion & Analysis