SHORTS ON HIGH VOLUME [Archive] - Page 2

Alechko

09-03-2008, 05:04 PM

WDC продолжает падать...

the 27 resistance point was broken, but
this company has
- superb management
- a lots of cash
- leading technology

Short Percent of Float 7.70 %

Regulation FD Disclosure
Item 7.01 Regulation FD Disclosure.
At an investment conference on September 4, 2008 and in meetings this week with investors, executives of Western Digital Corporation (the "Company") are expected to discuss the following:
• Thus far in the September quarter overall demand is consistent with seasonal patterns established over the last several years.
• Regionally, demand in Asia Pacific, the Middle East and Latin America is offsetting some industry demand softness in the U.S. and Western Europe.
• Consumer desktop demand is at the low end of expectations while notebook, commercial desktop, DVR and Enterprise SATA drive demand is tracking to expectations.
• The Company's branded products business is reflecting continued strong demand at the retail level for the Company's industry-leading external storage products.
• Industry and Company inventories are in line with seasonal demand patterns.
• As anticipated in the Company's guidance on July 24, 2008 pricing thus far in the quarter has been competitive.
• Historically the month of September represents a significant share of the industry's total business in the quarter. Actual industry demand and the Company's performance in September will therefore determine the final outcome of the quarter.

Я купил еще 50% /long term - buy and hold/

do your own DD

slaughterhouse...
:vesh:
in one day only
PMI 25.65%
RDN 23.90%
ABK 21.64%
MTG 14.42%
WOW!

Alechko

09-03-2008, 09:09 PM

KBR
Shares are under heavy accumulation by financial institutions.
Earnings Per Share - Quarterly Results
FY (12/08) FY (12/07) FY (12/06)
1st Qtr $0.58 $0.17 $0.19
2nd Qtr $0.28 $0.83 $0.68
3rd Qtr NA $0.38 $0.05
4th Qtr NA $0.42 $0.28
Total $0.86 $1.80 $1.20

08/11/08 CURTISS JEFFREY EUGENE (Director) Purchase 5,000 $22.85 114,250.00
KBR Announces Completion of Share Repurchase Program

Last Price 22.11
52 Week High 45.24
52 Week Low 21.42
Volume 2.90 Mil

Alechko

09-03-2008, 09:59 PM

do your own DD
NXG

Earnings Per Share - Quarterly Results
FY (12/08) FY (12/07) FY (12/06)
1st Qtr $0.08 $0.04 $0.10
2nd Qtr $0.00 $0.03 $0.23
3rd Qtr NA -$0.05 $0.07
4th Qtr NA $0.13 $0.09
Total $0.08 $0.15 $0.49
P/B = 0.67
P/S = 0.85
P/E = 8.1
Debt/Equity Ratio 0.11

Alechko

09-03-2008, 11:44 PM

MUFG rejects report to invest in Lehman :evillaugh :titanik:

смешно

09-04-2008, 08:50 AM

Я боюсь что ВЕСЬ технический сектор будет в заду, всвязи с тем, что спрос упал, денег нету.

Alechko

09-04-2008, 09:21 AM

Bought XXX NOK@ $22.89

Alechko

09-04-2008, 09:29 AM

Я боюсь что ВЕСЬ технический сектор будет в заду, всвязи с тем, что спрос упал, денег нету.
технический сектор - наверно один из самых сильных на ближайшие 5 лет
2001 год неповторится /особенно в тех. секторе/
есть tech. компании которых хеджи шортуют почерному, когда хеджи покроются - speedlight
по этому же принципу я инвестировал в PMI и ABK
/do you own DD/

смешно

09-04-2008, 11:17 AM

технический сектор - наверно один из самых сильных на ближайшие 5 лет
2001 год неповторится /особенно в тех. секторе/
есть tech. компании которых хеджи шортуют почерному, когда хеджи покроются - speedlight
по этому же принципу я инвестировал в PMI и ABK
/do you own DD/

what is DD? E.I. du Pont de Nemours and Company?

смешно

09-04-2008, 11:37 AM

Вопрос, обычно, когда ты покупаешь лонг, то сразу ставишь на "Sell" типо "limit order" "good till canceled"?

Alechko

09-04-2008, 01:17 PM

what is DD? E.I. du Pont de Nemours and Company?
due diligence

Alechko

09-04-2008, 01:18 PM

Вопрос, обычно, когда ты покупаешь лонг, то сразу ставишь на "Селл" типо "лимит ордер" "гоод тилл цанцелед"?
когда покупаю ставлю "Buy"

Alechko

09-04-2008, 04:45 PM

The current hopeful consensus -- that house prices will bottom soon and then begin to recover -- is most likely a dream. Housing markets don't usually have "V-shaped" recoveries. And even if house prices stabilize in nominal terms, after adjusting for inflation, most homeowners will continue to lose money.
Posted Sep 04, 2008 01:36pm EDT by Henry Blodget in Newsmakers, Recession

смешно

09-05-2008, 06:47 AM

когда покупаю ставлю "Buy"

это понятно, гааа.

Я про после того как купил. Ведь есть возможность сразу выставить на продажу с разными там опциями, что-бы голова не болела.

Alechko

09-05-2008, 08:46 AM

это понятно, гааа.

Я про после того как купил. Ведь есть возможность сразу выставить на продажу с разными там опциями, что-бы голова не болела.
ты имееш ввиду "cut loses with stop order" sell + stop /may never be executed/ or sell + stop limit
я не делаю в bear market

Dima1234

09-05-2008, 04:41 PM

Bought 500 more JRCC @32.30

Alechko

09-05-2008, 05:07 PM

Bought 500 more JRCC @32.30
it may easily go to $43 within couple of weeks. good luck. (JRCC and ACI go in parallel)
yesterday and today i got a tons of ”premium” stocks.
Ptmc, cvx, cop, apd, mee, hes, de, drys, vz, nok, vlo, mmm.... + gold
I like bloody hell …. :zxc:

смешно

09-05-2008, 10:12 PM

Bought 500 more JRCC @32.30

мелко работаешь. :)

Alechko

09-05-2008, 10:20 PM

мелко работаешь. :)
а ты рискнеш JRCC?
/it has $30 very strong support/
Short Percent of Float 17.64 %

I've got big balls
I've got big balls
They're such big balls
And they're dirty big balls
And he's got big balls
And she's got big balls
(But we've got the biggest balls of them all)
(AC/DC)

Dima1234

09-05-2008, 10:31 PM

it may easily go to $43 within couple of weeks. good luck. (JRCC and ACI go in parallel)
yesterday and today i got a tons of ”premium” stocks.
Ptmc, cvx, cop, apd, mee, hes, de, drys, vz, nok, vlo, mmm.... + gold
I like bloody hell …. :zxc:
Thanx.
Good luck to you too, buddy!
:34:

Alechko

09-05-2008, 10:46 PM

next week... NETL /long/
Short Percent of Float 58.29 %
shorts can bring price to $18-$20 :mad:

Dima1234

09-05-2008, 10:52 PM

Did you hear FRE/FNM news?

Alechko

09-05-2008, 10:59 PM

Did you hear FRE/FNM news?
government intervention?

Dima1234

09-05-2008, 11:02 PM

yeah... I wonder what's gonna happen to stocks? After announcement FNM was buck-seventy lower.

Alechko

09-05-2008, 11:13 PM

yeah... I wonder what's gonna happen to stocks? After announcement FNM was buck-seventy lower.
The value of the company's common stock would be diluted but not wiped out while the holdings of other securities, including company debt and preferred shares, would be protected by the government, the Post said.
nobody knows. $0 or 10$ like BS bailout. I've sold everything last week / probably 5k left/

A government takeover could cost taxpayers up to $25 billion, according to the Congressional Budget Office. (AP)
I hope there are 3-4 month left. they still have money...

After Hours Volume: 9,883,731

Monday morning will buy more...

elfy

09-05-2008, 11:29 PM

what do you think about ETFC?

Alechko

09-05-2008, 11:45 PM

what do you think about ETFC?

negative earnings during 4 last quarters
P/S, P/B – OK
D/E is 5.63
Huge negative return on equity
08/13/08 KANNER FREDERICK WILKINSON
Purchase 25,000 $3.05 76,150.00
/director/
Short Percent of Float 24.88 %
It is very risky investment, but may go up one day

Dima1234

09-05-2008, 11:47 PM

Monday morning will buy more...
unless they'll suspend its trading after the news

Alechko

09-06-2008, 12:01 AM

unless they'll suspend its trading after the news
The short interest is too high, and I think there is a problem with hedge founds, if there is no sellers they can't cover their arses.
Nothing happened yet..

This summer, Congress passed a plan to provide unlimited government loans to Fannie and Freddie and to purchase stock in the two companies if needed.
They can not step-in and take over during the weekend…it’s way too serious

Dima1234

09-06-2008, 12:07 AM

They can not step-in and take over during the weekend…it’s way too serious
Bernanke's style: came in over the weekend and took care of Bear Sterns. We'll find out Monday.

Alechko

09-06-2008, 12:12 AM

Bernanke's style: came in over the weekend and took care of Bear Sterns. We'll find out Monday.
at least they got $10 per share

Dima1234

09-06-2008, 12:14 AM

at least they got $10 per share
I think all they got was two bucks...

Alechko

09-06-2008, 12:17 AM

I think all they got was two bucks...
On March 17, 2008, JP Morgan Chase offered to acquire Bear Stearns at a price of $236 million or $2 per share. On March 24, 2008 that offer was raised to $1.1 billion or $10 per share in an effort to pacify angry shareholders. JPMorgan Chase completed its acquisition of Bear Stearns on May 30, 2008 at the renegotiated price of $10 per share
http://en.wikipedia.org/wiki/Bear_Stearns

Dima1234

09-06-2008, 12:22 AM

I see. What do you think market will be like next week?

Alechko

09-06-2008, 12:33 AM

I see. What do you think market will be like next week?
Honestly I don’t know. If problems with fre/fnm are over at least for Monday-Tuesday will see recovery. I think the market will be tested at least another 2-3 times.
Technically it should go up – look at stock charts. All depend on reports
Sep 8 Consumer Credit
Sep 9 Pending Home Sales
Sep 9 Wholesale Inventories
Sep 10 Crude Inventories
Sep 11 Export Prices ex-ag.
Sep 11 Import Prices ex-oil
Sep 11 Initial Claims

Alechko

09-06-2008, 12:43 AM

If something going to happened with FRE/FNM before elections, republicans are fucked up big time /IMHO/

Dima1234

09-06-2008, 12:47 AM

Alechko

09-06-2008, 12:50 AM

FRE -Institutional Ownership (%) 110.59
Mutual Fund Ownership (%) 1.40
5%/Insider Ownership (%) .99

got it?

Alechko

09-06-2008, 12:53 AM

I get this sinking feeling... Oil/commodities contunue to decline due to global slowdown, stocks keep getting hammered. September is all red with some bargain-hunting days like today. No good news on RE or credit markets, high unemployment, etc. Shorts are abundant.
typical bear conditions, same as 2001
one thing - a lot of good companies are selling under or close to their book value
and value buyers know about it
why pharma is still high?

Dima1234

09-06-2008, 12:57 AM

"A government takeover could cost taxpayers up to $25 billion, according to the Congressional Budget Office".
:28: :28: :28:

Dima1234

09-06-2008, 12:59 AM

typical bear conditions, same as 2001
one thing - a lot of good companies are selling under or close to their book value
and value buyers know about it
why pharma is still high?
I don't know. Maybe there was so much fat pigs to slaughter, that shorts haven't gotten their hands on it, yet. They'll have plenty of opportunity in coming weeks.

Alechko

09-06-2008, 01:01 AM

"A government takeover could cost taxpayers up to $25 billion, according to the Congressional Budget Office".
:28: :28: :28:

Good buy McCraIn..

You want believe me I bought and sold FRE and FNM 2 times on 7/11/2008 in premarket….

Alechko

09-06-2008, 01:04 AM

I don't know. Maybe there was so much fat pigs to slaughter, that shorts haven't gotten their hands on it, yet. They'll have plenty of opportunity in coming weeks.
yep, they should switch hands and they know about it
financials are recovering/ going up - all shorts loosing now
look at ABK /Short Percent of Float 29.20 %/

Alechko

09-06-2008, 01:17 AM

FRE -Institutional Ownership (%) 110.59
Mutual Fund Ownership (%) 1.40
5%/Insider Ownership (%) .99

got it?

it's mean a lot of naked shortings
if there is no bailout ;) you know what does it mean :D
timewise we should see the bottom of bear market this year /Middle East, Eastern and Western Europe already started fucking up, dollar is going up, all money will fly to US/ - typical end for bear stock market

Alechko

09-06-2008, 09:20 AM

bravo FRE /it's must be true/
http://www.freddiemac.com/freddiefacts/fact_fiction.html

Alechko

09-06-2008, 08:41 PM

"The U.S. Treasury had hired Morgan Stanley on Aug. 5 to advise it on whether the companies were adequately capitalized and help it determine how it would use its new powers to support the GSEs."

Morgan Stanley Institution 2008-08-15 22,182,729 Added More 734,369 3.42 %

Dima1234

09-07-2008, 01:34 PM

Those losses only added to the misery that has already wiped out approximately 80% of the companies' share values this year. And the takeover plans, while leaving Fannie and Freddie able to continue operating, would leave the remaining shareholders with nearly nothing, diluting the companies' common stock but not wiping it out.

http://www.marketwatch.com/news/story/us-government-takes-control-fannie/story.aspx?guid=%7BC99D796B%2DCB3C%2D47A8%2D8A56%2 D284A9A4D5C85%7D

Alechko

09-07-2008, 07:05 PM

Under the terms of the proposal, the government would make periodic injections of funds by buying either convertible preferred shares or warrants in the two companies as needed, as opposed to a large, up-front cost.
The delusion won’t happen tomorrow or within one month. What going to happen tomorrow for common holders is:
- new management
- elimination of dividends
- lots of different interpretations by media
It means there are still a lot of opportunities to trade this stock back and forth

Dima1234

09-07-2008, 07:07 PM

r u gonna trade it?

Alechko

09-07-2008, 07:12 PM

r u gonna trade it?
will do, but not more than 1-2% of portfolio
If housing start recovering will buy more

Dima1234

09-07-2008, 07:15 PM

They dubbed it "The biggest bail-out in US history"... Do you think it's gonna help the market tomorrow?

Alechko

09-07-2008, 07:17 PM

b.s. the is no bail-out at all
I don't know about tomorrow, but news are very positive for the economy

Alechko

09-07-2008, 07:18 PM

I can understand everything - inflation, recession, unemployment etc.
I don’t understand why gold is doing down when it should to go up.
Are we close to the bottom?

Dima1234

09-07-2008, 07:27 PM

I can understand everything - inflation, recession, unemployment etc.
I don’t understand why gold is doing down when it should to go up.
Are we close to the bottom?
I think since gold is considered a hedge against inflation and the oil and other commodities are coming down, lower price of gold is indication of a lesser expectations of inflationary pressures.

Alechko

09-07-2008, 09:37 PM

They dubbed it "The biggest bail-out in US history"... Do you think it's gonna help the market tomorrow?
tomorrow futures are green

http://www.bloomberg.com/markets/stocks/futures.html

look at huge jumps in asian's markets

Dima1234

09-07-2008, 09:41 PM

tomorrow futures are green

http://www.bloomberg.com/markets/stocks/futures.html

look at huge jumps in asian's markets
Asia's up, Europe's down. Futures look great. S&P 500 @1274.
:34:

Alechko

09-07-2008, 09:50 PM

Asia's up, Europe's down. Futures look great. S&P 500 @1274.
:34:
I think we will see some recovery after FRE/FNM deal /gov. backup/

Dima1234

09-07-2008, 09:53 PM

I think we will see some recovery after FRE/FNM deal /gov. backup/
Would be nice for a change.

Alechko

09-07-2008, 09:57 PM

Europe's futures are from the last Friday ;) we may see some green very soon
I'm loaded 99% to sell

Alechko

09-07-2008, 10:04 PM

Would be nice for a change.
Asian stock markets soar after US takes over mortgage giants Freddie Mac, Fannie Mae
http://biz.yahoo.com/ap/080907/world_markets.html?.v=2 :cheer:

Dima1234

09-07-2008, 10:06 PM

Europe's futures are from the last Friday ;) we may see some green very soon
I'm loaded 99% to sell
Asian Stocks, U.S. Futures Rally on Fannie, Freddie Takeover

http://www.bloomberg.com/apps/news?pid=20601087&sid=aPUJBuIy5IiA&refer=worldwide

Asian stocks surged the most in eight months and U.S. futures jumped after the U.S. government seized control of Fannie Mae and Freddie Mac, shoring up global financial markets reeling from more than $500 billion in credit losses.

Selling into rally. Don't you belive it will sustain? If you are down on a positon, will you sell it into this rally to realize a loss?

Alechko

09-07-2008, 10:15 PM

Asian Stocks, U.S. Futures Rally on Fannie, Freddie Takeover

http://www.bloomberg.com/apps/news?pid=20601087&sid=aPUJBuIy5IiA&refer=worldwide

Asian stocks surged the most in eight months and U.S. futures jumped after the U.S. government seized control of Fannie Mae and Freddie Mac, shoring up global financial markets reeling from more than $500 billion in credit losses.

Selling into rally. Don't you belive it will sustain? If you are down on a positon, will you sell it into this rally to realize a loss?
i am a trader, speculator - i will sell

Alechko

09-07-2008, 10:19 PM

Short-sellers: Nationalization is likely a victory for many short-sellers who bet against the ability of Fannie and Freddie to rebound from their troubles. Fannie and Freddie shares, already down roughly 90% since October, probably won’t be pretty to look at Monday. But their success won’t be morally complicated: The blame for Fannie’s and Freddie’s troubles fall squarely on their odd structure and the housing crisis, Paulson said in his statement.
I understand Paulson will do his best to make naked shorties covering

Alechko

09-08-2008, 12:15 PM

FRE Freddie Mac Voting Common Stock 0.86 -4.24 -83.15 268,764,056 3.60 0.81 2.02 USD Trade
FNM Fannie Mae Common Stock 0.86 -6.18 -87.78 361,063,815 2.05 0.85 1.50 USD Trade

BLOODY HELL, I'M IN
NOW
/ADDING TO ROTH IRA/

Dantik

09-08-2008, 01:44 PM

Alechko

09-08-2008, 02:00 PM

Short?
just got in ($0.7) - LONG
;)

Dantik

09-08-2008, 02:06 PM

just got in ($0.7) - LONG
;)

I thought you were in at .86 -
BLOODY HELL, I'M IN
NOW
/ADDING TO ROTH IRA/

Alechko

09-08-2008, 02:12 PM

I thought you were in at .86 -
BLOODY HELL, I'M IN
NOW
/ADDING TO ROTH IRA/
i don't buy 100% in one single shot
i do average in this case with small portions of 20% /this stocks still can go down/
i made my bet on court rulings - this takeover is a big mess
now it's an excellent time for shorts to cover

Alechko

09-08-2008, 03:57 PM

Fannie Mae faces investor lawsuit
Monday September 8, 4:52 pm ET

:34:
NEW YORK (Reuters) - Fannie Mae is the subject of an investor lawsuit seeking class-action status that accuses the mortgage giant of misrepresenting the company's capital needs, court documents filed on Monday said.
The lawsuit was filed in U.S. District Court in Southern District of New York by Coughlin Stoia law firm and seeks damages, attorneys' fees, equitable or injunctive relief.

Alechko

09-08-2008, 04:00 PM

bravo FRE /it's must be true/
http://www.freddiemac.com/freddiefacts/fact_fiction.html
they have removed the page :)

Dantik

09-09-2008, 09:41 AM

Bought 500 more JRCC @32.30

Good one! I hope you shorted it.

Alechko

09-09-2008, 01:34 PM

I thought you were in at .86 -
BLOODY HELL, I'M IN
NOW
/ADDING TO ROTH IRA/
I WAS IN, AND NOW I AM GOING OUT
FNM Fannie Mae Common Stock $1.18 60.27% :mrgreen:

Alechko

09-09-2008, 01:50 PM

LEH + WM...:34:

Alechko

09-10-2008, 04:28 PM

Biggest changes in NYSE short interest

The latest data is as of August 29, while the previous period's data is as
of August 15.
Company August 29 August 15 Net Change Pct Change
---------------------------------------------------------------------------
FIVE BIGGEST INCREASES:
Washington Mutual (WM.N: Quote, Profile, Research, Stock Buzz) 382,360,293 338,580,442 43,779,851 12.9
Fannie Mae (FNM.N: Quote, Profile, Research, Stock Buzz) 182,658,789 141,371,074 41,287,715 29.2
Freddie Mac (FRE.N: Quote, Profile, Research, Stock Buzz) 158,460,612 118,608,547 39,852,065 33.6
MetLife Inc (MET.N: Quote, Profile, Research, Stock Buzz) 42,043,755 24,909,668 17,134,087 68.8
Thornburg Mortgage (TMA.N: Quote, Profile, Research, Stock Buzz) 33,080,196 21,386,740 11,693,456 54.7
FIVE BIGGEST DECREASES:
Kraft Foods (KFT.N: Quote, Profile, Research, Stock Buzz) 64,970,275 166,133,865 -101,163,590 -60.9
Moody's Corp (MCO.N: Quote, Profile, Research, Stock Buzz) 36,743,401 47,395,310 -10,651,909 -22.5
Motorola (MOT.N: Quote, Profile, Research, Stock Buzz) 35,332,841 43,387,252 -8,054,411 -18.6
US Airways Group (LCC.N: Quote, Profile, Research, Stock Buzz) 16,215,083 22,566,839 -6,351,756 -28.2
Alcatel-Lucent (ALU.N: Quote, Profile, Research, Stock Buzz) 38,699,618 44,891,582 -6,191,964 -13.8
FIVE BIGGEST POSITIONS:
Washington Mutual (WM.N: Quote, Profile, Research, Stock Buzz) 382,360,293 338,580,442 43,779,851 12.9
Ford Motor Co (F.N: Quote, Profile, Research, Stock Buzz) 320,820,222 311,260,203 9,560,019 3.1
Wachovia Corp (WB.N: Quote, Profile, Research, Stock Buzz) 269,117,036 271,913,257 -2,796,221 -1.0
Fannie Mae (FNM.N: Quote, Profile, Research, Stock Buzz) 182,658,789 141,371,074 41,287,715 29.2
Wells Fargo & Co (WFC.N: Quote, Profile, Research, Stock Buzz) 176,114,425 165,814,727 10,299,698 6.2
Source: NYSE data as of August 29, Reuters Estimates
(Reporting by Emily Chasan; editing by Carol Bishopric)

Alechko

09-10-2008, 05:14 PM

Fannie Mae allowed to pay Q3 preferred stock dividends 09/10 05:24 PM
FNM - $0.78
FRE - $0.68 :D

Alechko

09-10-2008, 10:19 PM

For Fannie and Freddie, policy makers now must find a way to move the firms out of government conservatorship.
http://online.wsj.com/article/SB122110068384222367.html?mod=yahoo_hs&ru=yahoo

Alechko

09-10-2008, 10:36 PM

U.S. Senator calls for Paulson resignation
http://www.bloomberg.com/apps/news?pid=20601087&sid=alpUsTv3.upI&refer=home
http://www.campaignforliberty.com/blog/?p=480
"As I suspected back in July, Secretary Paulson knew more than he was telling us during his appearance before the Banking Committee. He knew that Fannie and Freddie were in an irreversible state of damage. He knew all along he was going to have to use this authority despite what he was telling Congress and the American people at the time. And yet Congress was foolish enough to give him a blank check for this irresponsible bailout. I hate to say it, but I told you so."
http://bunning.senate.gov/public/index.cfm?FuseAction=NewsCenter.NewsReleases&ContentRecord_id=43c16336-a8cc-8b8d-8f94-260978a36afb

Alechko

09-11-2008, 05:45 PM

LEH + WM...:34:
http://biz.yahoo.com/bw/080911/20080911006141.html?.v=1
21.98%
WASHINGTON MUTUAL(NYSE: WM)
After Hours: 3.00 0.17 (6.01%) 6:28pm :cheer:

Alechko

09-11-2008, 11:14 PM

Washington Mutual Inc. PRFD 'K'
After Hours: 15.40 +12.25 (388.89%) - Sep 11, 4:43PM EDT
WTF? :D
http://finance.google.com/finance?q=NYSE%3AWM-K
lt should be a mistake ;)

Alechko

09-13-2008, 01:23 AM

WaMu Provides Update on Expectations for Third Quarter Performance
-- Provision expected to be approximately $1.4 billion less than
second quarter while company continues to build reserves

-- Long-term credit outlook unchanged

-- Liquidity stable at approximately $50 billion

-- Capital significantly above "well-capitalized" levels
http://newsroom.wamu.com/phoenix.zhtml?c=189529&p=irol-newsArticle&ID=1196448&highlight=
JP Morgan chases after Washington Mutual
http://www.telegraph.co.uk/money/main.jhtml?view=DETAILS&grid=&xml=/money/2008/09/13/cnwamu113.xml

:a+: loading my track...:crazy:

Alechko

09-13-2008, 10:28 AM

CEO looking for $40 pps to sell LEH
http://www.bloomberg.com/avp/avp.htm?N=av&T=Bove%20Says%20Fuld%20Has%20Three%20Days%20to%20S olve%20Lehman's%20Problems&clipSRC=mms://media2.bloomberg.com/cache/vDUWrIA9Klu4.asf
:)

Alechko

09-13-2008, 03:50 PM

In common with Ambac (ABK) and MBIA (MBI), AIG publishes a detailed disclosure on its web site, listing the individual insured transactions and considerable information about the type of collateral, vintage, and ratings....]
http://seekingalpha.com/article/95263-crunching-numbers-why-i-d-buy-aig

Alechko

09-13-2008, 03:57 PM

Alechko is playing
long: AIG, WM, LEH, FRE, FNM, ABK, PMI, WB, ZION, MBI (20% of portfolio)
daily short/long: SKF, UYG (10%), mostly gaps/ swing
NO SHORT POSITIONS IN FINANCIALS IT'S TOO DANGEROUS

Alechko

09-13-2008, 07:45 PM

good read
Stock price clustering on option expiration dates
http://www.business.uiuc.edu/poteshma/research/niPearsonPoteshman2005.pdf

Alechko

09-14-2008, 11:08 AM

GREATEST SHORT SQUEEZE IN HISTORY MAY HAPPENED ON SEPTEMBER 15-16, 2008

Dima1234

09-14-2008, 01:50 PM

GREATEST SHORT SQUEEZE IN HISTORY MAY HAPPENED ON SEPTEMBER 15-16, 2008
Why?

Alechko

09-14-2008, 01:53 PM

Why?
probably wan't happened, bad news again...

http://www.telegraph.co.uk/money/main.jhtml?view=DETAILS&grid=&xml=/money/2008/09/15/bcnbarc115.xml
:titanik:

Alechko

09-14-2008, 03:02 PM

LEH: How CEO Dick Fuld transformed the notoriously fractious firm from Wall Street also-ran to global powerhouse.

http://money.cnn.com/2006/04/10/news/companies/lehmanintro_f500_fortune_041706/index.htm

ничто не вечно под луной........

http://cuboidal.org/photos/2004/05/16/IMG_5641-medium.jpg
http://www.nzz.ch/images/lehman%20brothers_1.828411.jpg
http://www.co.ozaukee.wi.us/history/Cedarburg/LehmannBrothersHardware.jpg

Alechko

09-14-2008, 10:18 PM

"With no takers, the once-powerful Lehman appeared likely to have to file for bankruptcy after 158 years in business, possibly as early as Sunday night."
http://www.washingtontimes.com/news/2008/sep/15/lehman-files-for-bankruptcy/

Dima1234

09-14-2008, 10:42 PM

Could be bloody Monday tomorrow.

Lehman rescue fails, BofA seen buying Merrill
http://news.yahoo.com/s/ap/financial_meltdown

Alechko

09-14-2008, 11:23 PM

futures
DJIA INDEX 11,125.00 -326.00
S&P 500 1,213.90 -44.60
NASDAQ 100 1,731.50 -48.00
bloody monday

Alechko

09-15-2008, 11:25 AM

just bought 40k of leh for 0.17
awaiting for the dead cat bounce

смешно

09-15-2008, 11:43 AM

Да...интересно, наблюдаю.

Alechko

09-15-2008, 12:45 PM

Hedge fund manager Kass cuts back on positions
http://www.reuters.com/article/marketsNews/idINN1526010220080915?rpc=44

смешно

09-15-2008, 04:21 PM

Алек, надеюсь ты хорошо шортанулся на той неделе. Можешь пожинать плоды.

смешно

09-15-2008, 04:22 PM

Hedge fund manager Kass cuts back on positions
http://www.reuters.com/article/marketsNews/idINN1526010220080915?rpc=44

Ну именно тем, чем я занимаюсь.:D

It is a dangerous time for the longs and for the shorts," said Kass, who heads hedge fund Seabreeze Partners Management.
"This is a time to watch and not a time to play," he told Reuters just hours after Wall Street's landscape was dramatically reshaped as Lehman Brothers Holdings Inc

Alechko

09-15-2008, 05:51 PM

Алек, надеюсь ты хорошо шортанулся на той неделе. Можешь пожинать плоды.
у меня портфолио - 95% лонг
шорт спасли в лучшем случае 20% от падения

Alechko

09-16-2008, 08:56 AM

GOT XXXX AIG @ 1.34

Alechko

09-16-2008, 09:24 AM

had it from 3.94 to 4.67 last week
I tried to buy ABK 5 JAN puts before close.
LETRX? JRCC?

ABK will be low again around 4.5-5, just wait
the gap @$5.5 must be filled

GOT ABK TODAY @ $5.1 (AUTO ORDER)
GAPS!!!! :34:

смешно

09-16-2008, 01:15 PM

just bought 40k of leh for 0.17
awaiting for the dead cat bounce

молоток! ну чё получилось что нибудь? они сегодня до 0.25 доходили.

Alechko

09-16-2008, 01:45 PM

молоток! ну чё получилось что нибудь? они сегодня до 0.25 доходили.
LEH
Book Value Per Share (mrq): 34.888
Price/Book (mrq): 0.01
http://finance.yahoo.com/q/ks?s=leh

Alechko

09-16-2008, 01:54 PM

НА СКОЛьКО МОЖНО ОШИБИТьСЯ? 10%, 20%.. 50% , но не... 175%
ЛЕХ уже давно под микроскопом

Alechko

09-16-2008, 02:22 PM

Barclays PLC (BCS) Chief Executive Bob Diamond told employees of Lehman Brothers Holdings Inc.'s (LEH) fixed income group that they have "a new partner" and they will know more after a press release to announce a deal Wednesday, CNBC reported Tuesday.
CNBC stressed that neither Barclays nor Lehman has confirmed reports that they are near a deal for a $2 billion sale of some Lehman U.S. operations.
Full story at http://www.cnbc.com

Alex_3112

09-16-2008, 02:28 PM

НА СКОЛьКО МОЖНО ОШИБИТьСЯ? 10%, 20%.. 50% , но не... 175%
ЛЕХ уже давно под микроскопом
Так это ж Book value!
Эту книжку уже можно ф топку выкидывать.

Alechko

09-16-2008, 02:56 PM

JPMorgan Gave Lehman $138 Billion After Bankruptcy (Update1)

By Tiffany Kary and Chris Scinta

Sept. 16 (Bloomberg) -- Lehman Brothers Holdings Inc., the securities firm that filed the biggest bankruptcy in history yesterday, was advanced $138 billion this week by JPMorgan Chase & Co. to settle Lehman trades and keep financial markets stable, according to a court filing.

Alechko

09-16-2008, 02:57 PM

Так это ж Боок валуе!
Эту книжку уже можно ф топку выкидывать.
можно, но не всю

Alechko

09-16-2008, 03:35 PM

http://finance.yahoo.com/q/mh?s=LEH
FULD OWNS 2 MIL SHARES

Alex_3112

09-16-2008, 04:14 PM

можно, но не всю
Barclays оставил себе самые интересные страницы :)

Alechko

09-16-2008, 04:24 PM

молоток! ну чё получилось что нибудь? они сегодня до 0.25 доходили.

LEH close price $0.30
traiding is halted
???????????????

Alechko

09-16-2008, 09:47 PM

LEH - may be a biggest bear trap is the history :confused:

смешно

09-17-2008, 11:25 AM

LEH - may be a biggest bear trap is the history :confused:

так ты успел продать или пожадничал???????????? :confused: :confused: :confused:

Не поверю, что ты не продал и не снял сливки!!!!!! У тебя же был шанс заработать 50% аж 2 раза!

Alex_3112

09-17-2008, 03:51 PM

Не поверю, что ты не продал и не снял сливки!!!!!! У тебя же был шанс заработать 50% аж 2 раза!
Цена в .30 была какая-то левая, похоже, что если кто-то и смог на ней навариться, то только особо избранные. А сегодня все... 0.13 :28:

Alechko

09-17-2008, 09:02 PM

так ты успел продать или пожадничал???????????? :цонфусед: :цонфусед: :цонфусед:

Не поверю, что ты не продал и не снял сливки!!!!!! У тебя же был шанс заработать 50% аж 2 раза!
еще сегоня купил по 0.11

смешно

09-18-2008, 06:33 AM

Цена в .30 была какая-то левая, похоже, что если кто-то и смог на ней навариться, то только особо избранные. А сегодня все... 0.13 :28:

за день до 0.30 было 0.25 (я именно об этом)

смешно

09-18-2008, 06:35 AM

еще сегоня купил по 0.11

Понял, ты только скупаешь, работаешь на лонг, хмммм...интересно...не паникуешь похоже, молодец.
Но они же банкроты, на что ты надеешся?

Alechko

09-18-2008, 10:19 AM

Понял, ты только скупаешь, работаешь на лонг, хмммм...интересно...не паникуешь похоже, молодец.
Но они же банкроты, на что ты надеешся?
у них куча имущества...
я купил еще по 0.067 /на небольшую сумму/

READ THIS ONE
Short selling helped promote truth about HBOS and Lehman Brothers
http://blogs.telegraph.co.uk/alex_singleton/blog/2008/09/18/short_selling_helped_promote_truth_about_hbos_and_ lehman_brothers

Буржуй

09-18-2008, 10:21 AM

Понял, ты только скупаешь, работаешь на лонг, хмммм...интересно...не паникуешь похоже, молодец.
Но они же банкроты, на что ты надеешся?Он надеица что их выгодно купят, главное слово выгодно. рискует человек сильно, если вкладывает крупные суммы, если на пару штук то просто играеца

Alechko

09-18-2008, 10:23 AM

их акции продаются в строго контролируемом коридоре
по этой цене вся компания стоит $50М

Alechko

09-18-2008, 10:24 AM

Он надеица что их выгодно купят, главное слово выгодно. рискует человек сильно, если вкладывает крупные суммы, если на пару штук то просто играеца
+ прав как всегда
я в Вегасе больше проигрываю

Alechko

09-18-2008, 10:40 AM

Акции ЛЕХ торгуются блоками /не все, но очень много блоков/ по 50, 100, 300 шэрс
$5, $10....,
минус трансакции ;)

смешно

09-18-2008, 11:30 AM

Похоже никто их не купит. Алеку может достаться стул, из столовой, не из красного дерева.

Алек, как у тебя дела, в сумме, за прошедший месяц?

Alechko

09-18-2008, 12:27 PM

Похоже никто их не купит. Алеку может достаться стул, из столовой, не из красного дерева.

Алек, как у тебя дела, в сумме, за прошедший месяц?
ХЕРОВО, А ЧТО?
ХОТЯ ЗА ЭТОТ ГОД ПОРТФОЛИО ДРОПНУЛСЯ НА 8%
БЕТА У БОЛьШИНСТВА МОИХ СТОКОВ ОКОЛО 2.5

смешно

09-18-2008, 12:37 PM

ХЕРОВО, А ЧТО?
ХОТЯ ЗА ЭТОТ ГОД ПОРТФОЛИО ДРОПНУЛСЯ НА 8%
БЕТА У БОЛьШИНСТВА МОИХ СТОКОВ ОКОЛО 2.5

Спасибо, успокоил.

Alechko

09-18-2008, 12:40 PM

Спасибо, успокоил.
я хочу увидеть одного человека кто в плюсе
stocks will always go down but not stay down (c)

смешно

09-18-2008, 12:46 PM

Может попробую угадать типа на 2 месяца, но это конечно типа только предположение :
MA
типа прибыль нормальная значит будет держаться на приличном плаву
CAT
притакой стоимости нефти хорошо если удержится
SIMO
очень вероятный рост
BIIB
если новости о них хорошие то удержится
TXN
падает но видимых причин к этому не видно, типа возможен рост

Но с трудом разбираюсь что к чему. :cheer:

И куда наш кудесник делся?

Alechko

09-18-2008, 08:17 PM

just bought 40k of leh for 0.17
awaiting for the dead cat bounce

у них куча имущества...
я купил еще по 0.067 /на небольшую сумму/
.......

Понял, ты только скупаешь, работаешь на лонг, хмммм...интересно...не паникуешь похоже, молодец.
Но они же банкроты, на что ты надеешся?
продал $0.07 и $0.17 покупки
все как обещал !
в среднем дохлые коты дают несколько сотен процентов...
DEAD CAT BOUNCE:34:

Alechko

09-18-2008, 09:06 PM

ЛЕХ
я думаю что 50м шорт шэрс еще осталось
а покроются они очень быстро....
будет настоящий ...
http://i.pbase.com/o4/56/527056/1/59503341.fireworkfestival2006malta.jpg

Alechko

09-18-2008, 09:36 PM

19000 и 13200
если DOW сможет перескачить в течении 1-2 месяцев /есть шанс/
то через полгода - год выйдем из кризиса

Dima1234

09-19-2008, 12:28 AM

продал $0.07 и $0.17 покупки
все как обещал !
в среднем дохлые коты дают несколько сотен процентов...
DEAD CAT BOUNCE:34:
Congrats! :34:
Tomorrow options expiration, but Asia is surging. Hopefully, we'll get a nice closure to this crazy week.
:cheer:

madV

09-19-2008, 01:05 AM

Tomorrow options expiration, but Asia is surging. Hopefully, we'll get a nice closure to this crazy week.
:cheer:

ага. и китайцы похоже покупают почти половину Morgan Stanley.

Alechko

09-19-2008, 08:25 AM

Congrats! :34:
Tomorrow options expiration, but Asia is surging. Hopefully, we'll get a nice closure to this crazy week.
:cheer:
SHORTS ARE GOING TO HELL
GOT MORE LEH IN PREMARKET

смешно

09-19-2008, 08:43 AM

Да, сегодня будет что-то серьёзное.

смешно

09-19-2008, 09:10 AM

....

Alechko

09-19-2008, 09:32 AM

BUMP BUMP

Alechko

09-19-2008, 10:38 AM

FTSE 100 5,348.50 +468.50 +9.60%
DAX 6,203.62 +340.20 +5.80%
CAC 40 4,313.85 +355.99 +8.99%

Alechko

09-19-2008, 10:38 AM

DOW должен дать минимум 7%

Alechko

09-19-2008, 11:02 AM

The U.S. ban came a day after the U.K. Financial Services Authority imposed its own temporary four-month ban on short-selling of financial stocks. National market watchdogs in France, Portugal, and Ireland took similar steps.
http://www.reuters.com/article/businessNews/idUSN1947438520080919

Alechko

09-19-2008, 12:11 PM

SHORTS ARE GOING TO HELL
GOT MORE LEH IN PREMARKET
LEHMQ Lehman Brothers Holdings, Inc. 0.20 0.15 284.62%
STOP LIMIT....

Alechko

09-19-2008, 12:25 PM

LEHMQ Lehman Brothers Holdings, Inc. 0.23 0.18 342.31%

Dima1234

09-19-2008, 12:36 PM

Alechko

09-19-2008, 01:01 PM

You called that short squeeze last week.
:34:
P.S. What's up (down) with ABK?
Ambac Financial Group, Inc. Common Stock
Change (%)
-29.54%
NOT GOOD
I SOLD IT YESTERDAY
WILL BUY AGAIN, TODAY
USE SWING + VOLUME

Dima1234

09-19-2008, 01:03 PM

Ambac Financial Group, Inc. Common Stock
Change (%)
-29.54%
NOT GOOD
I SOLD IT YESTERDAY
Moody's downgrade is coming.

Alechko

09-19-2008, 01:11 PM

Moody's downgrade is coming.
BUY ENTER POSITION LIKE 20-25%
IF YOU INTENDED TO INVEST 10K, START WITH 2K
IT'S GOOD ENTER POINT
DON'T FORGET ABK IS A JUNK STOCK, AND SERIOUSLY EXPOSED TO THE PUBLIC (1-1.5% MAX OF PORTFOLIO)
MOODY'S UPGRADE - B/S FOR THE CROWD
ALWAIS GO AGAINST THE CROWD
BUY WHEN OTHER ARE CRYING AND THERE IS A LOT OF PANIC... TWO DAYS AGO I GOT 6 MARGIN CALLS, AND YESTERDAY SOME $$$ LIQUIDATIONS

Alechko

09-19-2008, 01:18 PM

I HOPE TO SEE THE REAL RALLY STARTING @ 2:30-3 PM ET:D

смешно

09-19-2008, 03:12 PM

LEHMQ Lehman Brothers Holdings, Inc. 0.23 0.18 342.31%

High:
0.25

WOW

Млин, если бы я вложил вчера, то был бы уже миллиардером!!!!

Alechko

09-19-2008, 03:21 PM

High:
0.25

WOW

Млин, если бы я вложил вчера, то был бы уже миллиардером!!!!
не в деньгах счастье (c)

Alechko

09-19-2008, 07:11 PM

LEH
Luc Despins, a lawyer for the creditors committee, said the creditors were not objecting to the sale, but not supporting it, either.

"The reason we're not objecting is really based on the lack of a viable alternative," Despins said, adding that they did not support the transaction because there has not been enough time to properly review it.

http://news.yahoo.com/s/nm/20080919/ts_nm/lehman_barclays_dc_1

:hmm:

Alechko

09-20-2008, 03:30 PM

LEH
.... $7B of equity left
http://www.bloomberg.com/apps/news?pid=20601087&sid=aHqQpSJ5E.I0&refer=home

смешно

09-20-2008, 07:55 PM

не в деньгах счастье (c)

а в их количестве (Ц).

Alechko

09-22-2008, 02:48 PM

ABK Ambac Financial Group, Inc. $3.51
купил еще 20%

Буржуй

09-22-2008, 03:03 PM

ABK Ambac Financial Group, Inc. $3.51
купил еще 20%все иншурисные компании мона шорать

Alechko

09-22-2008, 03:47 PM

все иншурисные компании мона шорать
можно, но опасно, можно обанкротиться очень быстро

Alechko

09-22-2008, 04:00 PM

биржа упала, но волюм ниже среднего за последние две недели. думаю что это небольшая коректировка. вроде все должно подняться

смешно

09-22-2008, 04:19 PM

золото и нефть уже поднялись.

Alechko

09-23-2008, 10:59 PM

``I just don't see a long, protracted recession,''
http://www.bloomberg.com/apps/news?pid=20601086&sid=a.s0SHkp2tzg&refer=news

смешно

09-24-2008, 09:40 AM

Спекулянт Буффет залил 5 млрд. видать чует, что наваром пахнет.

Alechko

09-24-2008, 10:08 AM

Спекулянт Буффет залил 5 млрд. видать чует, что наваром пахнет.
сейчас толпа побежит за ним ;)

algoritm

09-25-2008, 03:08 PM

to Alechko
почему толпа побежит за Баффетом в GS : NYSE :?:,
кстати сказали что японцы тоже вложили туда деньги. :cheer:

Alechko

09-25-2008, 04:15 PM

то Алечко
почему толпа побежит за Баффетом в ГС : НЫСЕ :?:,
кстати сказали что японцы тоже вложили туда деньги. :чеер:
потому что Баффет считается большим знатоком инвестиций
он здорово спекульнул купивши в свое время Гейку за $2 ппс
сегодня куча таких возможностей
Баффет больше не рискует

algoritm

09-25-2008, 04:38 PM

Да такую же легенду я уже слышал, интересно что же проанализировал этот знаток инвестиций, он вроде сравнил ситуацию в экономике с историей Пёрл-Харбор. :cheer:

смешно

09-25-2008, 08:17 PM

Да такую же легенду я уже слышал, интересно что же проанализировал этот знаток инвестиций, он вроде сравнил ситуацию в экономике с историей Пёрл-Харбор. :cheer:

он побывал в Конгрессе, на собрании клуба знатоков, где ему шепнули куда наши деньги будут вливать...Не понятно что-ли?

Alechko

09-26-2008, 12:02 AM

JPM is taking over the bad mortgage portfolio; it is said that JPM will take a writedown of $31 billion for the losses on that portfolio.

http://online.wsj.com/article/SB122238415586576687.html?mod=yahoo_hs&ru=yahoo#articleTabs%3Darticle

Alechko

09-26-2008, 12:43 AM

madV

09-26-2008, 12:56 AM

"WaMu’s strong brand and irreplaceable retail banking franchise have enormous potential, especially in today’s environment, and I am thrilled to have this opportunity to create value for shareholders.”

-- Alan H. Fishman, upon his appointment as WaMu’s CEO on September 8, 2008

"Mr. Fishman, who has been on the job for less than three weeks, is eligible for $11.6 million in cash severance and will get to keep his $7.5 million signing bonus, according to an analysis by James F. Reda and Associates."

25 Sept 2008. New York Times.

Alechko

09-26-2008, 08:54 AM

купил в премаркет по 16 цент за акцию
уже становится интересно

Alechko

09-26-2008, 09:12 AM

LAW FIRM HANDLING WM CLASS ACTION

Law Offices Bernard M. Gross, P.C. Philadelphia
Susan R. Gross, Esq.
Deborah R. Gross, Esq.
Telephone: 866-561-3600 (toll free) or 215-561-3600
E-mail: [email protected] or
[email protected].
Website: http://www.bernardmgross.com

Alechko

09-27-2008, 02:14 PM

Remember the Enron!

http://www.chron.com/disp/story.mpl/front/5991449.html

Alechko

09-27-2008, 06:19 PM

WAMU
http://seattletimes.nwsource.com/ABPub/2008/09/27/2008209491.pdf

chapter 11

$32 billion in assets
$8 billion in total debts.
$0.16pps

Alechko

09-27-2008, 06:20 PM

WaMu Responds to Moody's Downgrades
BusinessWire | Sep 11, 04:59 PM
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WaMu Responds to Moody's Downgrades
In response to today’s ratings action by Moody’s Investor Service, Washington Mutual, Inc. (NYSE:WM) had the following statement:

“We believe that Moody’s decision to reduce the ratings of Washington Mutual, Inc. to below investment grade is inconsistent with the company’s current financial condition, as outlined in the press release we issued earlier this afternoon. The action by Moody’s appears to reflect the current uncertainty in the markets, rather than a thorough evaluation of Washington Mutual’s business, the strength of its national franchise and the steps it is taking to return to profitability. Moody’s rating for Washington Mutual Bank remains investment grade, and Washington Mutual, Inc.’s and Washington Mutual Bank’s ratings remain “investment grade” at other rating agencies. None of Washington Mutual, Inc.’s or Washington Mutual Bank’s unsecured debt is subject to ratings-based financial covenants that would result in acceleration or early maturity events or defaults. The company does not expect the impact of Moody’s actions on borrowings, collateral or margin requirements to be material. The company has no intention to suspend dividends on its preferred stock as a result of Moody’s action.”

Important Cautionary Statements

The foregoing statement may contain forward-looking statements and should be read in conjunction with the press release the company issued earlier this afternoon.

Alechko

09-27-2008, 07:22 PM

The FDIC seizing Washington Mutual just before the bailout plan was to be passed.

The CEO, Alan Fishman, stated as of Monday, Sept 22nd, in a letter to shareholders that the company's liquidity was above the minimum for well capitalized banks. This company had $380 B in assets, $143 B in deposits and earned $2 B per quarter on interest income. Fishman said the company had access to $50 B in cash if necessary. Fishman said the company was in better shape than being reported numerous times, and also said Wamu could sustain operations thru 2010.

Here is an email received from the Investor Relations Dept. just 30 mins before the FDIC/JPM announcement came out on Thursday!

Concerned Shareholder:

Thank you for your interest and genuine concern. We know that WaMu has been in the press lately and we appreciate your questions, but we have a long-standing policy of not commenting on media stories.

WaMu has strong fundamentals with an ample supply of funds on hand to meet the needs of our customers and our day-to-day operations. WaMu's business is funded largely through its deposits, and we also have access to billions of dollars from the Federal Home Loan Bank system. Our capital ratios continue to be well in excess of the levels that government regulators require of "well capitalized" institutions.

As the stock price continues to see pressure, management is working hard to restore investor and customer confidence. For your reassurance, attached is our CEO Alan Fishman's personal letter in which he reiterates his belief in the strength of our company.

We're enouraged by the direction of the plan proposed by the President, Treasury and the Federal Reserve to support the troubled financial markets. We look forward to seeing the details as the plan is further developed by Congress. This plan should assist in providing stability to our financial markets and should provide a mechanism for an orderly transition of troubled illiquid assets.

Sincerely,

The Washington Mutual Investor Relations Team

If Alan Fishman was telling the truth, why would the FDIC management decide they are going to wipe out shareholders without any prior notice? Nothing was said publicly - like you have 5 days to comply, at least that would have given all of us time to exit and recoup some of our investment back. Plus, the company was sold for $1.9 B not including the $31 B in debt JP Morgan will assume. The bailout bill will cover that debt making this purchase a sweetheart deal for $1.9 B.

Something here doesn't sit right with me or other shareholders. This was an orchestrated plan between the FDIC and JPMorgan to steal from the shareholders! A conspiricy to commit bank fraud, if you will!
I respect the fact that the FDIC must take action to protect the reserves, but not giving public notice or making the public aware of an ongoing investigation of insufficient funds was wrong! This failure has cost shareholders their entire investment overnight!

The FDIC should not go by unchecked either, for not giving shareholders notice was in my view illegal. The FDIC did not communicate to us the severity and timing of their ongoing case. This in turn has caused extensive damage to millions of American families and more importantly it will further erode trust in our government at at time when that is already a deeply sensitive issue.

Dima1234

09-27-2008, 11:23 PM

ABK Ambac Financial Group, Inc. $3.51
купил еще 20%
Are you going to keep buying/holding ABK?

Alechko

09-27-2008, 11:38 PM

Are you going to keep buying/holding ABK?
they sound solvent
I am fully loaded, bought too much of ABK.
If there is good news on bailout will sell 50-75% on Monday and keep the rest. Don't forget Moodys downgrade is in the price.
If news is bad, will sell 90% and buy 20% of PMI.
I think we'll see rally next weeks.
http://www.bloomberg.com/avp/avp.asxx?clip=mms://media2.bloomberg.com/cache/vnKbKyKOvhHk.asf&vCat=/av&RND=653244860

Dima1234

09-28-2008, 12:00 AM

Congress, White House reach financial bailout deal
http://news.yahoo.com/s/ap/financial_meltdown;_ylt=An4zIADw3aIuzjSYIEHtMV6s0N UE

Dima1234

09-28-2008, 12:06 AM

they sound solvent
I am fully loaded, bought too much of ABK.
If there is good news on bailout will sell 50-75% on Monday and keep the rest. Don't forget Moodys downgrade is in the price.
If news is bad, will sell 90% and buy 20% of PMI.
I think we'll see rally next weeks.
http://www.bloomberg.com/avp/avp.asxx?clip=mms://media2.bloomberg.com/cache/vnKbKyKOvhHk.asf&vCat=/av&RND=653244860
Selling into the rally on Monday? Do you think that this rally will have no legs to last longer than one day?
Looks like they've reached the deal (see the post above), but they mentioned the word "tentative" and that they'll have to vote Sunday and Monday on it... Does it mean that since there's no firm deal yet, Asian markets will still crash Monday?

Alechko

09-28-2008, 12:07 AM

Congress, White House reach financial bailout deal
http://news.yahoo.com/s/ap/financial_meltdown;_ylt=An4zIADw3aIuzjSYIEHtMV6s0N UE
good news, tnx
keep posting

Alechko

09-28-2008, 12:15 AM

Selling into the rally on Monday? Do you think that this rally will have no legs to last longer than one day?
Looks like they've reached the deal (see the post above), but they mentioned the word "tentative" and that they'll have to vote Sunday and Monday on it... Does it mean that since there's no firm deal yet, Asian markets will still crash Monday?
I am afraid ABK is very volatile and will have morning gaps
I am leaving on Monday and don’t want to keep big amounts in ABK and stuff
Rally will least for few days or even weeks, not more than that /will see more ugly fin. reports next month/. I don’t know for have long it will last, that why I am selling only 50-75% on the good news. I have almost 20% in insurances and financials, it’s too much. Monday will by WM if there is another drop. I am still riding LEHMQ, FRE, FNM.
Don't forget ABK rally may be broken....

Alechko

09-28-2008, 12:19 AM

again, look at ABK gaps
as I told few weeks ago - all of them are filled
same with FRE, FNM, LEH
it's a perfect GAPs game 1:10 win-win

Alechko

09-28-2008, 12:24 AM

look at this sh't
Sep. 25, 2008
WM
After Hours
Time (ET) After Hours Price After Hours Share Volume
18:36 $ 1.69 279,000
16:14 $ .18 169
16:14 $ .16 500
16:14 $ .16 400
16:14 $ .16 1,000
16:14 $ .16 100
16:14 $ .16 6,000
16:14 $ .16 1,200
16:14 $ .16 2,800
16:14 $ .16 5,200
16:14 $ .16 500
16:14 $ .16 9,000
16:14 $ .15 200
16:14 $ .15 700
16:14 $ .15 900
16:14 $ .15 12,500
it should be a mistake
http://www.nasdaq.com/aspxcontent/ExtendedTradingTrades.aspx?selected=WM&mkttype=after&symbol=ABK&symbol=WM
:confused:

Dima1234

09-28-2008, 12:29 AM

again, look at ABK gaps
as I told few weeks ago - all of them are filled
same with FRE, FNM, LEH
it's a perfect GAPs game 1:10 win-win
From about $2 in July ABK went up almost to 10. Some called it "Comeback Kid". Then, before last week it dropped on Moody's news to 4 and now is at 3... The trading volume is huge. Won't it go back to 5-7 level like in coming weeks?
I know you don't have a crystall ball... ;)
FRE, FNM have a strange "after death" life. It's been nationalized and then the stock is still trading, going up like 50% a day?

Alechko

09-28-2008, 01:42 AM

From about $2 in July ABK went up almost to 10. Some called it "Comeback Kid". Then, before last week it dropped on Moody's news to 4 and now is at 3... The trading volume is huge. Won't it go back to 5-7 level like in coming weeks?
I know you don't have a crystall ball... ;)
FRE, FNM have a strange "after death" life. It's been nationalized and then the stock is still trading, going up like 50% a day?
ur right 100%, my sell target price for ABK is 7+,
it may jump on Monday, may not, either way I have to sell at least 50%
FRE, FNM will recover eventually
look at AIG - :D

Alechko

09-28-2008, 11:53 AM

The Automatic Stay

The automatic stay provides a period of time in which all judgments, collection activities, foreclosures, and repossessions of property are suspended and may not be pursued by the creditors on any debt or claim that arose before the filing of the bankruptcy petition. As with cases under other chapters of the Bankruptcy Code, a stay of creditor actions against the chapter 11 debtor automatically goes into effect when the bankruptcy petition is filed. 11 U.S.C. § 362(a). The filing of a petition, however, does not operate as a stay for certain types of actions listed under 11 U.S.C. § 362(b). The stay provides a breathing spell for the debtor, during which negotiations can take place to try to resolve the difficulties in the debtor's financial situation.

Under specific circumstances, the secured creditor can obtain an order from the court granting relief from the automatic stay. For example, when the debtor has no equity in the property and the property is not necessary for an effective reorganization, the secured creditor can seek an order of the court lifting the stay to permit the creditor to foreclose on the property, sell it, and apply the proceeds to the debt. 11 U.S.C. § 362(d).

The Bankruptcy Code permits applications for fees to be made by certain professionals during the case. Thus, a trustee, a debtor's attorney, or any professional person appointed by the court may apply to the court at intervals of 120 days for interim compensation and reimbursement payments. In very large cases with extensive legal work, the court may permit more frequent applications. Although professional fees may be paid if authorized by the court, the debtor cannot make payments to professional creditors on prepetition obligations, i.e., obligations which arose before the filing of the bankruptcy petition. The ordinary expenses of the ongoing business, however, continue to be paid.

Alechko

09-28-2008, 11:59 AM

Should the company decide to dissolve, the book value per common indicates the dollar value remaining for common shareholders after all assets are liquidated and all debtors are paid.

In simple terms it would be the amount of money that a holder of a common share would get if a company were to liquidate.

Washington Mutual Inc. (WM) - not WaMu Bank!!!
Book Value Per Share (mrq): $13.355

Alechko

09-28-2008, 12:09 PM

Dima1234,

My 2 cents
I treat all financial stocks like a junk stocks or casino
Don’t place big stakes on these guys, they are very volatile and dangerous.
The government bailout is only temporary relief for the economy
If consumer confidence through the economic stabilization won't be restored we’ll see stagnation in the long run
I wish to be wrong

Alechko

09-29-2008, 10:56 AM

REAL TIME

09/29/2008 11:41 AM WAMUQ XXXXXX Buy
$0.058 Executed

marinda

09-29-2008, 11:46 AM

что ето - WAMUQ?

Alechko

09-29-2008, 12:36 PM

что ето - WAMUQ?
Washington Mutual, Inc.

marinda

09-29-2008, 12:48 PM

а как ты его купил?
scottrade не торгует ими

Alechko

09-29-2008, 02:07 PM

REAL TIME

09/29/2008 11:41 AM WAMUQ XXXXXX Buy
$0.058 Executed
DOUBLED @ $0.035

Alechko

09-29-2008, 02:08 PM

а как ты его купил?
scottrade не торгует ими
ZECCO.COM

Alex_3112

09-29-2008, 02:32 PM

Что творится-то, что творится...:hmm:

смешно

09-29-2008, 03:37 PM

Для профессионалов это goldmine.

algoritm

10-01-2008, 11:49 AM

Информация о ФРС
http://en.wikipedia.org/wiki/Federal_Reserve_System
www.federalreserve.gov
www.federalreserve.gov/releases
:cheer:

algoritm

10-01-2008, 12:08 PM

Posted 08-01-2008

Может попробую угадать типа на 2 месяца, но это конечно типа только предположение :
MA
типа прибыль нормальная значит будет держаться на приличном плаву
CAT
притакой стоимости нефти хорошо если удержится
SIMO
очень вероятный рост
BIIB
если новости о них хорошие то удержится
TXN
падает но видимых причин к этому не видно, типа возможен рост

Но с трудом разбираюсь что к чему. :cheer:
MA_____▼ -60$
CAT____▼ -13$
SIMO___▼ -2$
BIIB____▼ -2$
TXN____▼ -4$
С учётом произошедших событий это нормально, цена на нефть была около >120$ ▲ стала <100$ ▼ :cheer:

Dima1234

10-01-2008, 02:56 PM

смешно

10-02-2008, 02:51 PM

почему ВСЁ падает? золото, нефть и весь маркет?
Куда идут деньги? В коробочку?

Alex_3112

10-02-2008, 02:55 PM

Куда идут деньги? В коробочку?
Деньги никуда не идут, они испаряются.

Alex_3112

10-02-2008, 02:58 PM

Кстати, вопрос в тему - шортить сейчас можно или нельзя?

Dima1234

10-02-2008, 03:00 PM

можно, но не все

смешно

10-02-2008, 03:27 PM

Деньги никуда не идут, они испаряются.

что значит испаряются, едёт купля-продажа. Кто продаёт получает деньги, куда он их девает, вот вопрос.

Alex_3112

10-02-2008, 03:39 PM

что значит испаряются, едёт купля-продажа. Кто продаёт получает деньги, куда он их девает, вот вопрос.
Купля тоже ведь идет? Значит, все в порядке. Но кто продает и получает деньги - тот получает уже меньше, чем было вчера.

смешно

10-04-2008, 01:33 PM

Купля тоже ведь идет? Значит, все в порядке. Но кто продает и получает деньги - тот получает уже меньше, чем было вчера.

да, но он и купил их ещё дешевле.

Alechko

10-04-2008, 01:39 PM

еще раз о WAMUq.pk
http://www.youtube.com/watch?v=qCyGxV0_viE

смешно

10-04-2008, 01:45 PM

еще раз о WAMUq.pk
http://www.youtube.com/watch?v=qCyGxV0_viE

what is wrong with these hot blonds! :D

Alechko

10-04-2008, 11:48 PM

The $5 billion in cash is being held by Washington Mutual Bank, which isn't in bankruptcy. Banks are barred by federal law from seeking bankruptcy court protection.
...
The bondholders want to know why WaMu, if it controls the $5 billion, didn't use the funds to support its operations in the days before regulators took over, Flaschen said.

http://www.bloomberg.com/apps/news?pid=conewsstory&refer=conews&tkr=WAMUQ%3AUS&sid=aFPZyK8w8IVY

смешно

10-06-2008, 01:59 PM

Ну что там происходит?

Alechko

10-06-2008, 02:55 PM

Ну что там происходит?
ПОМЕНЯЛ WAMUQ na WAMKQ
same price :confused:

Alex_3112

10-06-2008, 04:18 PM

да, но он и купил их ещё дешевле.
Когда он их покупал, рынок предположительно шел вверх, и никого не волновало, что деньги возникают из воздуха.

Alechko

10-06-2008, 04:57 PM

попробую купить
WAMPQ
The Series K (WAMKQ) was issued first, par value of $25, but only 20 million shares were issued. It would cost $500 million to redeam these shares. It had a $1.00/share dividend.

The Series R (WAMPQ) was issued back in December 2007, par value of $1000, and only 3 million of these shares were issued. It would cost $3 billion to redeam these shares. It had a $77.75/share dividend.

Both the K and R preferred are of equal standing, but senior to common.

Alechko

10-08-2008, 11:26 AM

Microsoft shows interest in Washington Mutual bankruptcy
http://washington.bizjournals.com/seattle/stories/2008/10/06/daily15.html
http://www.reuters.com/article/companyNews/idUSN1532703120080515
http://www.streetinsider.com/Insiders+Blog/Gates+The+Bill+and+Melinda+Gates+Foundation+Shows+ New+Positions+in+Crocs+(CROX),+Dicks+(DKS)+and+Rai sed+Stakes+in+McDonalds+(MCD),+FedEx+(FDX)+and+AIG +(AIG)/3918226.html
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!

Alechko

10-08-2008, 07:34 PM

Senate to investigate WAMU takeover
http://seattlepi.nwsource.com/business/382407_cantwellwamu09.html

Alechko

10-10-2008, 08:04 PM

US to buy stake in banks, first since Depression
http://biz.yahoo.com/ap/081010/financial_meltdown.html

смешно

10-10-2008, 09:39 PM

что там слышно, когда расти начнет?

Alechko

10-10-2008, 10:30 PM

что там слышно, когда расти начнет?
а кто знает? но если упадет еще на 1500-2000 поинтс, экономике будет полный звиздец на лет 20

смешно

10-11-2008, 08:38 PM

а кто знает? но если упадет еще на 1500-2000 поинтс, экономике будет полный звиздец на лет 20

может не надо? скажи там, что поиграли и хватит.

Alechko

10-11-2008, 11:25 PM

может не надо? скажи там, что поиграли и хватит.
это у меня шутки такие, через две-три недели будем смело смотреть на 401к
я думаю к 1 Ноябрю рынок стабилизируется

Alechko

10-11-2008, 11:34 PM

маленький тип
продать сейчас все стоки которйе сильни упали и сразу же их купить /roth IRA :34: /
1. capital loss deductions
2. redused long-term capital gain or 0% tax on IRA account

madV

10-11-2008, 11:39 PM

я думаю к 1 Ноябрю рынок стабилизируется

скорее он стабилизируется после 4го ноября ;), но я думаю ненадолго.

Alechko

10-11-2008, 11:39 PM

look at this one

madV

10-11-2008, 11:41 PM

look at this one

it's not an ordinary crisis...

Alechko

10-11-2008, 11:42 PM

скорее он стабилизируется после 4го ноября ;), но я думаю ненадолго.
ненадолго, но будет достаточно времени сбалансировать портфолио

Alechko

10-11-2008, 11:44 PM

итьс нот ан ординары црисис...
финансовые кризисы были в прошлом
A short list of some major financial crises since 1980

1980s: Latin American debt crisis, beginning in Mexico
1989-91: United States Savings & Loan crisis
1990s: Collapse of the Japanese asset price bubble
1992-3: Speculative attacks on currencies in the European Exchange Rate Mechanism
1994-5: 1994 economic crisis in Mexico: speculative attack and default on Mexican debt
1997-8: Asian Financial Crisis: devaluations and banking crises across Asia
1998: Russian financial crisis: devaluation of the ruble and default on Russian debt
2001-2: Argentine economic crisis (1999-2002): breakdown of banking system
2008: USA, Europe: spread of the subprime mortgage crisis

madV

10-11-2008, 11:48 PM

финансовые кризисы были в прошлом
A short list of some major financial crises since 1980

2008: USA, Europe: spread of the subprime mortgage crisis

Конечно были. Но это не ординарный кризис. Он даже не является subprime mortgage crisis. Subrime mortgage crap was a trigger, not the root cause.

То что сейчас происходит можно замедлить и "стабилизировать" на некоторый срок - от нескольких месяцев до года. Но потом все начнется снова и с еще бОльшей силой. Возможности для ребалансировки портфолио я надеюсь будут, но их будет немного и window of opportunity will be short.

Alechko

10-11-2008, 11:49 PM

мое мнение что низкая учетная ставка, инфляция - девальвация, гос. инвестиции в сток маркет -в нонечном итоге все выймут деньги их под подушки и вернутся в сток маркет,
$$$ под подушкой сильно обесцениваются

Alechko

10-11-2008, 11:54 PM

Конечно были. Но это не ординарный кризис. Он даже не является субприме мортгаге црисис. Субриме мортгаге црап щас а триггер, нот тхе роот цаусе.

То что сейчас происходит можно замедлить и "стабилизировать" на некоторый срок - от нескольких месяцев до года. Но потом все начнется снова и с еще бОльшей силой. Возможности для ребалансировки портфолио я надеюсь будут, но их будет немного и щиндощ оф оппортуниты щилл бе шорт.
я незнаю что произойдет через год, но инфляция вырастет и сток маркет вырастет вместе с инфляцией

madV

10-11-2008, 11:58 PM

я незнаю что произойдет через год, но инфляция вырастет и сток маркет вырастет вместе с инфляцией

а толку? это ведь просто означает что деньги не выросли, а риск был.

с инфляцией непонятно. С одной стороны все вливания денег должны привести к инфляции, а с другой стороны денег у людей не будет если будет рецессия и большая безработица.

Alechko

10-12-2008, 12:05 AM

а толку? это ведь просто означает что деньги не выросли, а риск был.

с инфляцией непонятно. С одной стороны все вливания денег должны привести к инфляции, а с другой стороны денег у людей не будет если будет рецессия и большая безработица.
если государство додумалось "социализировать" сток маркет, оно социализирует "рынок труда"
одним словом - все поменялось

две недели назад - Паулин - никакой поддержки банкам
сегодня G7- недадим банкам упасть