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- Goldman Reports Big Losses, But Shares Gain
- Greg Feirman submits: We are willing to base our investment thesis on what we believe is the best management team and strongest franchise in the sector, when it is trading at a fraction of TBV [Tangible Book Value]. - Jeff Harte, “Goldman Sachs Still Has Appeal” subscription required, November...
- External links 2008-12-16
- Big Banks: What's Their Endgame?
- Greg Feirman submits: U.S. officials are wary about taking the most extreme step — nationalizing banks altogether… But as the market value of many firms evaporates, they may be left with no other alternatives to raise cash. From a political standpoint, there’s not much support for protecting...
- External links 2009-01-22
- Berkshire's Long Term Equity Capital Gains are Gone
- Greg Feirman submits: I just came across a shocking post from Jeff Mathews on Berkshire Hathaway’s (BRK.A) equity portfolio: “This Just In: Berkshire Equity Portfolio Back To Its Cost Basis”, from Saturday February 28. In that post, Mathews says that Berkshire’s equity portfolio, which had a cost basis...
- External links 2009-03-03
- Wells Fargo's Record Quarter - Really?
- Greg Feirman submits: Wells Fargo WFC this morning pre-announced a record 1st quarter saying it expects 55 cents in net income - compared to 23 cents expected by analysts. Net interest margins at 4.1%, Wachovia acquisition going great, etc… Really? by Greg Feirman
- External links 2009-04-09
- Goldman Sach's Recent Surprising Earnings Indicate Financial Shenanigans
- Greg Feirman submits: We never believed the investment of taxpayer funds was intended to be permanent. We view it as our duty to return the funds. - Goldman CFO David Viniar on a conference call this morning by Greg Feirman
- External links 2009-04-14
- Capital One Portfolio Showing Serious Deterioration
- Greg Feirman submits: As a one man shop, I can’t cover every single copy or read every report. So what I try to do is look at bellwethers, companies that cover a broad swath of an industry and that should give insight into the whole. Capital...
- External links 2009-04-23
- Credit Card Companies Getting Offers They Can't Refuse
- Greg Feirman submits: The banks were bailed out last fall, the automobile companies last winter. For Edward McClelland, a writer in Chicago, deliverance finally arrived a few days ago. Mr. McClelland’s credit card company was calling yet again, wondering when it could expect the next installment on his...
- External links 2009-06-16
- LPL Financial Thrives in the Crisis
- Greg Feirman submits: One of the most aggressive outsiders in tapping dissatisfaction among brokers and investors since the credit crisis began is LPL Investment Holdings Inc. Its LPL Financial is nowhere close to a household name, but has grown into the fifth-largest U.S. brokerage firm, with 12,294 financial...
- External links 2009-07-07
- Goldman Driving the Entire Market?
- Greg Feirman submits: Ahead of its earnings report before the open Tuesday, Goldman Sachs GS is hot. The stock was up 5.34% after a front page New York Times article (“For Goldman, a Swift Return to Lofty Profits”, The New York Times, July 13, A1) said Goldman will...
- External links 2009-07-14
- CNBC's Insana Says Banks, Homebuilders Are Buys
- Greg Feirman submits: You have to own the banks. I don’t think the world is ending…. It’s 5 billion years away when the sun flames out. by Greg Feirman
- External links 2009-07-14
- Goldman Flat on Earnings
- Greg Feirman submits: Goldman GS lived up to the hype Tuesday morning and reported a great quarter. Net income was $2.7 billion ($4.93 a share) including a one time $426 million dividend on TARP Preferred shares owned by the U.S. Treasury which Goldman bought back on June 17....
- External links 2009-07-15
- Krugman Wants Greater Regulation: What's the Alternative?
- Greg Feirman submits: Krugman is relentless in his calls for increasing government involvement in the economy and regulation: What’s clear is that Wall Street in general, Goldman [Sachs GS] very much included, benefited hugely from the government’s provision of a financial backstop — an assurance that it...
- External links 2009-07-19
- Richard Bove: Financials Are 'Trading on Fumes'
- Greg Feirman submits: The rational investor would step away from psychology at this point and take some profits. I suggest this even though I am not changing the long-term buy ratings on my favorite stocks. - Dick Bove, Rochdale Securities, on the financials Tuesday morning by Greg Feirman
- External links 2009-08-11
- Fannie and Freddie Shares Soar Though Value in Question
- Greg Feirman submits: It’s very hard to come up with scenarios where they’re worth any money. There’s a tremendous amount of sentiment trading in general. - Bose George, Analyst, Keefe, Bruyette & Woods by Greg Feirman
- External links 2009-08-26
- Federal Express Worth 25 P/E? I Don't Get It
- Greg Feirman submits: Federal Express FDX reported earnings last Thursday. Revenues were off 20% from the year ago period and net income 53%, though EPS of 58 cents a share was well above previous guidance. FedEx talked some about recovery and CEO Fred Smith went so far...
- External links 2009-09-21
- WSJ Preps for an FHA/Ginnie Mae Bailout
- Greg Feirman submits: One place to start is the Federal Housing Administration, the nation’s insurer of nearly $750 billion in outstanding mortgages. The agency acknowledged this month that a new but still undisclosed HUD audit has found that FHA’s cash reserve fund is rapidly depleting and may drop...
- External links 2009-09-29
- Bove's Wells Fargo Call Sinks Markets
- Greg Feirman submits: On a day when the S&P peaked its nose above 1100 for a few minutes in the morning, the market ended up having a severe late day selloff Wednesday as respected financials analyst Dick Bove downgraded Wells Fargo WFC to sell in the wake of the...
- External links 2009-10-22
Additional Resources
- Why I Covered Half My Shorts
- Greg Feirman submits: I must state at the outset that I am in fundamental disagreement with the prevailing wisdom. The generally accepted theory is that financial markets tend towards equilibrium, and on the whole, discount the future correctly. I operate using a different theory, according to which...
- External links 2009-09-22
- Saks: Making Hard Choices in a Tough Economy
- Greg Feirman submits: Our financial performance is increasingly being challenged by some of the most difficult economic conditions our Company has faced in its 84-year history. It is our expectation that the economic environment will remain extremely challenging through 2009, if not beyond. The sustained downturn in...
- External links 2009-02-26
- The Inflation/Deflation Forces Battles On
- Greg Feirman submits: There is a great debate raging between students of monetary economics. On the one hand, there are the deflationists who point to the massive deleveraging in the housing, mortgage, credit and stock markets. The fall in prices in these asset markets, at least through...
- External links 2009-09-27
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