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- The Good, The Bad, And the Ugly in Bank Loans
- Jeffrey Bernstein submits: The Federal Reserve's survey of loan quality for U.S. commercial banks is in. Bottom line, it's still all about residential housing delinquencies and charge-offs, which remain ugly and are killing the banks. Surprisingly to some, credit card delinquencies and losses are holding up reasonably well, and while...
- External links 2008-11-20
- Developments in Multi-Family Housing Don't Bode Well for New York Bancorp
- Jeffrey Bernstein submits: If you pay attention to the commercial real estate market in New York City, there is no doubt you have seen the recent articles on Larry Gluck's Riverton Houses apartment building investment. The Real Deal recently reported that the property will be...
- External links 2009-02-12
- Bad Bank Loans at Extreme Levels
- Jeffrey Bernstein submits: "Darling I don't know why I go to extremes Too high or too low, there ain't no in-betweens" - Billy Joel 1990 Yes folks, we are back to early 1990s levels on bank loan delinquencies and charge-offs. This according to the...
- External links 2009-03-01
- Major Losses Shown in FDIC's Quarterly Banking Profile
- Jeffrey Bernstein submits: The FDIC's quarterly banking profile (.pdf) is out for Q4 2008. Here are some headlines with my comments: Industry Posts $26.2B Loss. That's maybe $262 billion of lending power up in smoke. by Jeffrey Bernstein
- External links 2009-03-01
- C&I Loans Are Starting to Unravel
- Jeffrey Bernstein submits: It's time to revisit bank credit quality again, utilizing the information collected by the Federal Financial institutions Examination Council of the Federal Reserve. I've been doing this rather depressing task for a year or more now. The idea has been to chronicle the unwinding...
- External links 2009-05-22
- Will a Bull Market Break Out?
- Jeffrey Bernstein submits: Before I even get started, I will come clean and remind readers that a year ago I suggested that a new bull market could be born out conditions just becoming less bad Introducing the Less Worse Bull Market. Major flub, total bonehead call, the market imploded 4...
- External links 2009-06-04
- IMN Real Estate Private Equity Conference Tidbits
- Jeffrey Bernstein submits: "A rolling loan gathers no loss." --Unnamed Banker, as retold by Joe Sitt I was fortunate enough to attend IMN's recent US Real Estate Opportunity & Private Fund Investing Forum held last Thursday and Friday. The conference was well attended, I...
- External links 2009-06-17
- Jamie Dimon at the J.P. Morgan Cyclicals Conference
- Jeffrey Bernstein submits: I was fortunate enough to attend Jamie Dimon's lunch presentation at the J.P. Morgan cyclicals conference the other day. I think it's worth re-capping here. I read Dimon's letter to shareholders in the J.P. Morgan annual report a few months back and was amazed by...
- External links 2009-09-18
Additional Resources
- Bernstein joins Request TV. (Jeffrey Bernstein, Request Television Inc.'s new vice president of marketing operations)
- NEW YORK -- Request Television last week filled its remaining executive position by naming Warner Bros. executive Jeffrey Bernstein vice president of programming and marketing operations. Bernstein, who had been vice president of pay-per-view and inventory management for Warner, will handle...
- Research articles 1993-03-01
- Multex.com News - Thinking in Themes - Jeffrey Bernstein, Manager, Northstar Mid-Cap Growth Fund
- NEW YORK--BUSINESS WIRE--July 26, 1999-- Bernstein discusses Northstar's performance in the first half, some of his favorite mid-cap companies, and why small- and mid-cap companies make an attractive addition to most portfolios. To read the entire article and discover more STRONG BUYs, please go to the Multex Investor...
- Research articles 1999-07-26
- Brinker International, Inc. F4Q08 (Qtr End 06/25/08) Earnings Call Transcript
- Question-and-Answer SessionOperator Operator Instructions Your first question comes from Jeffrey Bernstein with Lehman Brothers. Jeffrey Bernstein – Lehman Brothers First, just clarification on your fiscal 2009 guidance, you said the 8% to 10% earnings growth. Just wondered if you could talk about the assumptions for potential share repurchase...
- Earnings calls 2008-08-05
- Sonic Corporation F4Q09 (Qtr End 08/31/09) Earnings Call Transcript
- Question-and-Answer Session Operator Operator Instructions Your first question comes from Jeffrey Bernstein - Barclays Capital. Jeffrey Bernstein - Barclays Capital A couple of questions. One, just as it regards to kind of the bigger picture, long term unit growth, you talk about the new markets you’re entering into and...
- Earnings calls 2009-10-20
- Sonic Corporation F3Q08 (Qtr End 5/31/08) Earnings Call Transcript
- Question-and-Answer SessionOperator Operator Instructions Our first question comes from Jeffrey Bernstein - Lehman Brothers. Jeffrey Bernstein - Lehman Brothers A couple of questions first, you talked about the gap of the company operated versus the franchise comp and it sounds like it did widen throughout the quarter. ...
- Earnings calls 2008-06-25
- Cheesecake Factory F1Q08 (Qtr End 4/1/08) Earnings Call Transcript
- Question-and-Answer Session Operator Operator Instructions Your first question comes from the line of Jeffrey Bernstein of Lehman Brothers. Please proceed. Jeffrey Bernstein - Lehman Brothers Thank you very much. I actually had a question on pricing. I know you -- periodically people ask why you are not...
- Earnings calls 2008-04-27
- New York City Real Estate: As Good As T-Bills?
- Jeffrey Bernstein submits: Last year investors were touting New York City multi-family rental properties as being as low risk as T-bills, but with upside. The upside was to be generated by "repositioning." In many cases, this was code for throwing out rent-controlled/stabilized tenants and capturing the arbitrage versus free market...
- External links 2008-09-09
- Starbucks F3Q08 (Qtr End 6/30/08) Earnings Call Transcript
- Question-and-Answer Session Operator Operator Instructions Your first question will come from the line of Jeffrey Bernstein with Lehman Brothers. Jeffrey Bernstein - Lehman Brothers Thank you. I think you mentioned something about assuming low single-digit positive comps for fiscal ’09. Just wondering within there if you could talk a...
- Earnings calls 2008-07-30
- Domino’s Q4 2007 Earnings Call Transcript
- Question-and-Answer Session Operator Operator Instructions Your first question comes from the line of Jeffrey Bernstein with Lehman Brothers. Jeffrey Bernstein - Lehman Brothers Couple of questions, first, David, you mentioned some disengaged franchisees. Just wondering if you can give a little bit more color in terms of...
- Earnings calls 2008-03-03
- Panera Bread F1Q07 (Qtr End 12/31/07) Earnings Call Transcript
- Question-and-Answer Session Operator Operator Instructions We will take our first question from [Jeffrey Bernstein]. [Jeffrey Bernstein] Just a pick picture question in terms of obviously the pricing that you’re taking. It sounds that contractually you’re allowed to push 11% increase on the dough to...
- Earnings calls 2008-02-13
- The Cheesecake Factory F3Q07 (Qtr End 10/02/07) Earnings Call Transcript
- Question-and-Answer Session Operator Your first question comes from John Glass – CIBC. John Glass – CIBC Mike, I get the reduction in The Cheesecake Factory growth given the pressures you have, et cetera, but why slow the Grand Lux as well? I thought you were in an...
- Earnings calls 2007-10-23
- Brinker International F1Q08 (Qtr End 9/26/07) Earnings Call Transcript
- Question-and-Answer SessionOperator Operator Instructions Your first question comes from Jeffrey Bernstein – Lehman Brothers. Jeffrey Bernstein - Lehman Brothers A question on the importance of traffic, and at what cost? I know you mentioned that improving traffic is pretty much your #1 priority in this challenging environment....
- Earnings calls 2007-10-23
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