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- Obama Administration: Watch Your Moves
- Chad Brand submits: Some people are worried that President Obama is going to try and run the banks and credit card issuers but how about this little tidbit from the Wall Street Journal: Then-U.S. Treasury Secretary Henry Paulson threatened to remove Bank of America Corp. Chief Executive...
- External links 2009-04-23
- Wells Fargo: Best First Quarter Ever
- Chad Brand submits: No wonder the market is up huge today. Before the morning bell, Wells Fargo WFC announced that it would earn a profit of $3 billion in the first quarter, making it the best quarter in the company’s history. Even more impressive, that result includes $372 million...
- External links 2009-04-09
- Meredith Whitney's Goldman Sachs Call: A Little Late?
- Chad Brand submits: My frequency of posting has diminished lately, mainly due to the fact that nothing of much interesting seems to be happening at least from my perspective. I always error on the side of posting less rather than writing just for the sake of doing so without...
- External links 2009-07-14
- Hot Debate Surrounding Bank Solvency
- Chad Brand submits: I wanted to pass along some excellent work by Gary Townsend of Hill-Townsend Capital on how there can be such a hot debate on Wall Street about the solvency of our nation’s large banks. Essentially, it comes down to this: if you take loans on bank...
- External links 2009-03-05
- As Banks Cut Common Stock Dividends, Look at High Yielding Preferreds
- Chad Brand submits: If you’re a bank that took government TARP funds, whether you asked or were forced to take them, you better be very careful about paying for travel or entertainment for any of your employees or clients. Latest example: Northern Trust NTRS, a custodian bank that had...
- External links 2009-02-26
- Citi: A Sell at $3.00?
- Chad Brand submits: I really thought we would finally see a less negative view on Citigroup C from Meredith Whitney a couple weeks back when the stock hit three bucks. Whitney, you may recall, is the Oppenheimer & Co banking analyst who downgraded Citigroup to "underperform" last year when...
- External links 2008-12-03
- Citi's Management Looks Overmatched
- Chad Brand submits: From the WSJ: The selloff in Citigroup shares has led executives to start laying out possible contingency plans. In addition to pondering a move to sell the entire company to another bank, executives have started exploring the possibility of selling off parts of the firm, including...
- External links 2008-11-23
- Down 45%, Buffett and Berkshire Hathaway Are On Sale
- Chad Brand submits: About a year ago, I commented on an article that appeared in Barron's which argued that Warren Buffett's Berkshire Hathaway (BRK.A) was overvalued. In my post, entitled Barron's Pans Buffett's Berkshire, I agreed with the article that Berkshire Hathaway stock looked overvalued. A lot has changed...
- External links 2008-11-19
- Citigroup's Brokerage JV with Morgan Stanley Is a Positive Step for Citi
- Chad Brand submits: I have written previously, as have numerous other investment managers, that in order for Citigroup C to have the best chance of being nimble enough to grow and be managed efficiently it needed to be broken up. The vast number of businesses it has, coupled with...
- External links 2009-01-13
- Government Shouldn't Dictate Bank Behavior
- Chad Brand submits: With at least a mini Citigroup C break-up plan coming to fruition, there is chatter that the U.S. government has a hand in some of these decisions. The justification is that the TARP program has resulted in the government directly injecting capital into banks like Citigroup,...
- External links 2009-01-14
- Banks Not Lending Anymore? Simply Untrue
- Chad Brand submits: One of the worst parts of being a money manager is that in order to stay on top of financial news one should really have CNBC on in the office constantly. There are many people on CNBC that I thoroughly enjoy (David Faber and Erin Burnett,...
- External links 2009-01-16
- Sallie Mae: Subsidy Cuts Hurt, But Why So Bad?
- Chad Brand submits: Shares of student lender Sallie Mae SLM are down 42% this morning after the Obama Administration’s newly unveiled budget included a proposal to eliminate government subsidies paid to private banks who make student loans. The subsidies, which cost the government billions each year, would cut government...
- External links 2009-02-26
- Why Citi's Failure Costs More than Saving It Does
- Chad Brand submits: Why has the government injected $45 billion into Citigroup C rather than simply let it fail? Believe it or not, because of how much it might cost the taxpayer to do so. I know that might sound backwards, but consider the largest bank failure so far,...
- External links 2009-02-25
- Mark-to-Market: Poor Way to Disclose Bank Positions
- Chad Brand submits: One can make the case pretty easily that mark-to-market accounting has played a huge role in the deterioration of the nation’s leading banking franchises. Essentially, many banks across the country are being forced to write down the value of investment securities even if little or no...
- External links 2009-02-05
- Capital One Financial: Book Value Down 3% in 2008, Stock Down 60%
- Chad Brand submits: When I construct an equity portfolio, I focus on individual companies rather than sector allocations. My thought process is that if I can pick the winners and avoid the losers in any given sector, I don’t have to predict which sector will do well and which...
- External links 2009-01-25
Additional Resources
- Financial, Retail Sector Weakness Mask Underlying Core Profitability
- Chad Brand submits: Simply judging from the stock market's performance over the last couple of months, you might think the entire U.S. economy is teetering on the brink of disaster. In reality though, the sheer ugliness of the financial services and retail sectors is masking the other eight sectors...
- External links 2008-12-03
- Financials Are Masking the Market's Potential
- Chad Brand submits: Some people are making the case that the stock market can rally meaningfully even without the financial sector recovering. I disagree simply because earnings are being negatively impacted so severely by loan losses and mark to market writedowns at the large financial institutions that investors won’t...
- External links 2009-03-20
- Devon Energy: Shareholders Could Benefit from Disposition Plan
- Chad Brand submits: Devon Energy DVN, a leading oil and gas exploration and production company, announced Monday an asset disposition strategy for 2010 that appears to be very accretive for equity holders should it be completed as planned. Devon announced that it plans to sell its Gulf of Mexico...
- External links 2009-11-17
- C.H. Robinson Worldwide Inc. Q3 2007 Earnings Call Transcript
- Question-and-Answer SessionOperator Thank you. [Operators Instructions]. Your first question comes from Tom Wadewitz with J.P Morgan. Please go ahead. Thomas Wadewitz - J.P Morgan Good afternoon. Let's see. I wanted to get your thoughts on what the truckload market feels like relative to the last...
- Earnings calls 2007-10-24
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