Posts filed under “Valuation”

The Battle Over the Bottom in Financials

Another fun discussion with Henry. As you can see, I have trouble forming an opinion . . .

 

Note: I have a great deal of respect for Tom Brown — like Dick Bove, another smart guy I hate being on the opposite side of a trade from — but he has simply been way too early in his bottom calls.

Source:
Street Fight: Analysts Battle Over the Bottom in Financials
Henry Blodget
Yahoo, August 12, 2008
http://finance.yahoo.com/tech-ticker/article/47121/Street-Fight-Analysts-Battle-Over-the-Bottom-in-Financials

See also:
RBS slumps to one of biggest losses in UK banking history
Angela Monaghan
Telegraph, 10:35am BST 08/08/20081
http://www.telegraph.co.uk/money/main.jhtml?xml=/money/2008/08/08/bcnrbs208.xml

Wachovia boosts loss to $9.11 bln, cuts more jobs
Jonathan Stempel
Reuters Aug 11, 2008 7:02pm EDT
http://www.reuters.com/article/newsOne/idUSN1139894220080811

Michael Price Shorts Citigroup, Sees Few Banks to Buy   
Jeff Kearns
Bloomberg, Aug. 12 2008
http://www.bloomberg.com/apps/news?pid=20601213&sid=a57Gqx3lxcc4&

 

Category: Corporate Management, Credit, Derivatives, Valuation, Video

Bank Losses: Half Trillion and Counting

Category: Corporate Management, Credit, Derivatives, Finance, Valuation

Steel Owes Thain a Royalty Payment

Category: Corporate Management, Credit, Earnings, Legal, Valuation

MBIA DESERVES to Go Belly Up

Category: Corporate Management, Credit, Derivatives, Legal, Valuation

Betting on Bear’s Bust

Category: Options, Psychology, Short Selling, Valuation

Is the Market Still a Future Indicator?

Category: Apprenticed Investor, Hedge Funds, Markets, Trading, Valuation

FASB: OK For USA to Turn Japanese

Category: Derivatives, Legal, Valuation

Actual Merrill CDO Sale: 5.47% on the Dollar

Category: Credit, Derivatives, Mathematics, Valuation

Rinse. Lather. Repeat.

Category: Corporate Management, Derivatives, Earnings, Valuation

Merrill’s $5.7B Write-Down, $8.5B Share Issuance

Category: Corporate Management, Credit, Derivatives, Earnings, Valuation