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COF Analysis & Videos »
COF: Bull or Bear?
Is Cap One really good in analytics and Target Marketing?
COF
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-66.55%
in
138 days
(closed on 11/05/09)
Credit card issuers and specialist providers have to live with reduced incomes per card account. A very simple way to control the related company level portfolio would be to manage defaults and thus manage the card application process so that the same results in a significant reduction in operational losses. Today COF defaults worldwide are increasing and those in the US are well in Double digits. This signifies that there has been a short term deterioration in credit quality because of the market and there is a residual weakness in credit issuance that needs to be addressed. The new CARD ...
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COF has nothing in the portfolio
COF
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-62.51%
in
147 days
(closed on 10/14/09)
After surviving a year in the most spectacular struggle with the impending crisis, the stock finally gave in today as this is a specialist provider in Cards alone and yesterday's new restrictions on account profitability as well as the disruption caused to 'smooth' CRM processes that take advantage of customer's 'citi' moments .. Delinquencies on their intl accounts are smaller than in the US accounts but are fast catching up unlike others like MBNA (now HSBC :: HBC) and others . $BAC and $JPM have already confessed to gaps in their profitability charts from Cards Providers are also likely ...
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What a breakdown in value
COF
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-0.26%
in
1 minute
(closed on 05/20/09)
After surviving a year in the most spectacular struggle with the impending crisis, the stock finally gave in today as this is a specialist provider in Cards alone and yesterday's new restrictions on account profitability as well as the disruption caused to 'smooth' CRM processes that take advantage of customer's 'citi' moments .. Delinquencies on their intl accounts are smaller than in the US accounts but are fast catching up unlike others like MBNA (now HSBC :: HBC) and others . $BAC and $JPM have already confessed to gaps in their profitability charts from Cards Providers are also lik...
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Next target for fear mongers: Credit cards
COF
+39.89%
in
358 days
Filed under: Newsletters, Stocks to Buy, Financial Crisis  Banking analyst Meredith Whitney is credited with questioning assets on bank balance sheets given the collapse in the real estate market. Taking advantage of a complete lack of information, Ms. Whitney triggered a massive collapse of trust in an industry by claiming that mortgage-backed securities were worth far less than what the market had perceived.
<>While she may have had a basis for her claims, her assessment was more sensational than factual. Mortgage-backed securities are quite complex instruments whereby loans are sliced, diced ...
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Is Credit Card Debt the Next Financial Disaster?
COF
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-7.02%
in
404 days
<> 
<> With the economic downturn, rising unemployment, decline in house prices, and limited ability for consumers to continue using their homes as an ATM; credit card debt is poised to be the next disaster in the financial sector with bearish outlooks for credit lenders Capital One (COF), Discover (DFS), and American Express (AXP). Credit card processors such as Visa (V) and MasterCard (MA) have also declined with the overall market, but are leveraged to the volume of transactions with debit and credit cards rather than...
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The Next Meltdown: $950 bn Worth of Outstanding Credit-Card Debt—Much of it toxic
COF
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+1.60%
in
408 days
Rising rates are accelerating credit-card defaults and soured debt could further undermine the financial system
The next horror for beaten-down financial firms is the $950 billion worth of outstanding credit-card debt—much of it toxic.
That's bad news for players like JPMorgan Chase (JPM) and Bank of America (BAC) that have largely sidestepped—and even benefited from—the mortgage mess but have major credit-card operations. They're hardly alone. The consumer debt bomb is already beginning to spray shrapnel throughout the financial markets, further weakening the U.S. econom< /><>< />< /><><>...
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A Fiasco in Financials
COF
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+19.11%
in
36 days
(closed on 10/16/08)
<> Regional Bank Short Index: Stats & Benchmarks <>  Top 5 Companies by Largest 1-Year Stock Price Decline
<> After a brief, one-day rally in the financial sector following the Fannie Mae (FNM) and Freddie Mac (FRE) bailout on Sunday, companies such as Lehman Brothers (LEH) and Washington Mutual (WM) have lost over 47% and 57% of their market value, respectively, compared to a 5% loss in the Financial Sector SPDR (XLF) over the last five trading days. In contrast, the UltraShort Financials ProShares ETF (SKF) is up 6% in this ti...
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Capital One: A Different Short Case
COF
+11.78%
in
471 days
As if you needed another reason to get short Capital One Financial (COF). For purposes of this discussion, I am going to ignore the Credit Card portfolio and its accelerating delinquencies and charge offs. I am going to ignore the HELOCs. I am going to ignore the exposure to the collapsing UK housing market. I am going to ignore the Auto Finance portfolio, which is more than likely the next “shoe to dropâ€, to borrow CNBC's overused phrase. I hate to pile it on, but this should not be a $40 stock. <> A quick history lesson for anyone not familiar with the history of Capital One, The...
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Pair Trade Visa and Capital One
COF
+2.16%
in
510 days
Consumer confidence keeps heading lower as gasoline keeps heading higher and property values plummet. This double whammy has the potential to put the consumer into a long tail-spin. In such an environment, as disposable income declines, credit card use goes up. <> Visa (V) would benefit from such credit card use, as it already has. The stock has recently pulled off its high of $90 and sits a good 12% lower. Meanwhile, credit card issuers will not fare so well. Companies like Capital One, which issue unsecured debt, will see increasing amount of delinquencies and loan defaults. Capital One (COF)...
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Capital One Financial Corp.
COF
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-7.51%
in
517 days
 Analysts'
Recommendation: | Hold | | 30 Days Ago: | Hold |
| | Analysts' Target: | $46 | | Members' Target: | | <> <> <> <> ...
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Capital One (COF) - Rising Charge-offs in April
COF
+26.40%
in
558 days
Donna Kardos explained the recent monthly report released by Capital One (COF) that provides detail on the position of their outstanding credit and corresponding delinquencies. The original 8k can be found here. The bottom line is that Capital One is in no way containing their problems. Write-offs approaching half a billion dollars a month is not funny. Shares were bid up recently in a short-cover scare, but that does not take away the fact that there are still major problems. Check out this commentary and watch for Part 2 later today where we dissect the latest numbers. <><>WSJ May 15, 2008 : ...
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Capital One Signals Lower...
- Our short and longer term signals continue to get more negative. We entered negative positions a few days ago and we maintain that COF will continue to...
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About Capital One Financial Corp.
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