Monday, June 23, 2008

Things that stun me: Fifth Third Bancorp

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I know a very successful fund manager who is utterly stunned by the problems at AIG. He thought that the company had “more there than that...
1 comment:
Sunday, June 22, 2008

Steve and Barry's and what the #$%@#% is GE doing

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Only a few days ago I expressed complete puzzlemement over a $125 million dollar loan that GE had made to Kinney Drugs. Here is my post - ...
1 comment:
Friday, June 20, 2008

Getting oil on my shirt: Energy World Corporation

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Energy World Corporation is an oil and gas company based in Australia with approximately AUD2 billion in market cap. As soon as I men...
2 comments:

Why don't people buy AAA strips at 80c in the dollar? Top five reasons by request

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Peter - whoever he may be - but I would like an email - made the following comment: John, Do a post of the top five reasons why people aren...
3 comments:
Thursday, June 19, 2008

In praise of fraudulent accounts

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I wound up having a chat about Barclays with the head banking analyst from a major European broking house. He hit me with the “how is it p...
1 comment:
Wednesday, June 18, 2008

Its time for a short version of yesterday's post

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Got lots of emails about gnarly little things in GE Capital. Those appear to be true of all financials. Nothing that really stresses me - ...
Tuesday, June 17, 2008

What’s a nice girl like you doing in a place like this? A comment on General Electric’s corporate lending business

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Avid readers will know that I rather like General Electric at these prices. Here I point out just how good the weak USD is to them. ...

Barclays in denial

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There is a lovely article in the Daily Telegraph about Barclays being in denial about the size of the losses that it needs to take. One thi...
1 comment:
Monday, June 16, 2008

Stephen Cooper - a follow up

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I didn't need to look for impropriety at American Home Mortgage to guess that it should be considered if you were to make an investment ...

Stephen Cooper's Business: The past is prologue

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Stephen Cooper runs companies in bankruptcy or financial distress. Past clients include Enron, Krispy Creme, and Collins and Aikman. Curre...