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This Quarter's Sentiment:
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SocialPicks Community
JPM
JPM
JPM Will come out of this credit crunch a financial services powerhouse
JPM
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It may take some time to realize the full potential of this stock, but with two rock bottom purchases in just over 3 months, JP Morgan is positioned to be a financial services powerhouse in the coming 12 to 18 months. Combine the fire sale prices Jamie Dimon has paid for Bear Stearns and now Washington Mutual with the impending government financial services restructuring plan and only good things can happen to this stock. These aquitions will prove to be acretive to earnings in the next several quarters and will bolster the investment banking operation and create the retail branch coverag...
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Earning potential
JPM
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JPM is in a position like no other investment banker. They have the credit and capitol to capitalize during this banking sector fire sale. True, they are buying a lot of debt, but also aquiring tons of assets which will lead to tremendous earnings when the financials and the economy in general recovers. They will be a benefactor of any program the govt installs.
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By
Len
(-31.43% risk: conservative)
09/26/08
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Comment
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JPM
JPM
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Too much toxic paper, going lower
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NOT A BOTTOM - MORE LIKE AN ABYSS
JPM
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<> When considering weather bottoms are in or not you should first try to understand what is driving the madness. To put it simply the market is wringing the leverage out of the market. The problem with the financial stocks is that they run highly leveraged balance sheets. Since the model is to borrow short and invest long the absence of available credit is causing leveraged balance sheets to contract. Libor spreads have blown out meaning banks aren't lending to banks. The commercial paper market is frozen up so companies cannot roll their CP when it comes due. For companies that must roll C>...
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Visit streetinsider.com
wall street analysts never clever?
- Here is what I found:
Wall Street has an enormous amount of fear and greed. Those two get in the way of doing the right things....
http://www.zo
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Rents down two thirds
- Take-up of new offices in the City of London has fallen to its lowest for more than 20 years as the slowdown in the economy has reined in financial ser...
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abates
(-11.83% risk: moderate)
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exit strategy?
- what are the governments exit strategies for the stakes it has taken in us banks?
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