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BAC要是把Countrywide spinoff 那就热闹了
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BAC要是把Countrywide spinoff 那就热闹了# Stock
k*n
1
有好戏看了
这个新CEO莫尼汉有两把刷子
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b*e
2
点解?BAC又不own WFC

【在 k********n 的大作中提到】
: 有好戏看了
: 这个新CEO莫尼汉有两把刷子

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k*n
3

写错了,应该是countrywide
spinoff countrywide 组建一个新公司,让美银自己飞腾
还有个说法是JPM/WFC 竞价 take over countrywide
上周莫尼汉把赔钱拖后腿的欧洲美林踢给了瑞士

【在 b*****e 的大作中提到】
: 点解?BAC又不own WFC
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u*d
4
什么?

【在 k********n 的大作中提到】
: 有好戏看了
: 这个新CEO莫尼汉有两把刷子

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u*d
5
WFC 不会买 countrywide.

【在 k********n 的大作中提到】
:
: 写错了,应该是countrywide
: spinoff countrywide 组建一个新公司,让美银自己飞腾
: 还有个说法是JPM/WFC 竞价 take over countrywide
: 上周莫尼汉把赔钱拖后腿的欧洲美林踢给了瑞士

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k*n
6

jpm先出价
然后wfc不会旁观的

【在 u****d 的大作中提到】
: WFC 不会买 countrywide.
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u*d
7
BAC曾经是全美最大的房贷银行,最近被WFC超过,不是因为WFC极力扩张,而是BAC不行。
WFC是最保守抠门的银行,home mortgage连wholesale都放弃了,怕有风险;很难想象
能接手countrywide; 除非有wachovia那样的大deal,WFC是不会出手的,况且现在的
countrywide 怎么能和当年的wachovia比?

【在 k********n 的大作中提到】
:
: jpm先出价
: 然后wfc不会旁观的

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k*n
8

行。
美国政府不会批准这么大买卖的
纯YY.
不过spinoff还是可行的,就看boa 权衡利弊了

【在 u****d 的大作中提到】
: BAC曾经是全美最大的房贷银行,最近被WFC超过,不是因为WFC极力扩张,而是BAC不行。
: WFC是最保守抠门的银行,home mortgage连wholesale都放弃了,怕有风险;很难想象
: 能接手countrywide; 除非有wachovia那样的大deal,WFC是不会出手的,况且现在的
: countrywide 怎么能和当年的wachovia比?

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c*9
9
this is impossible.

【在 k********n 的大作中提到】
:
: 行。
: 美国政府不会批准这么大买卖的
: 纯YY.
: 不过spinoff还是可行的,就看boa 权衡利弊了

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e*i
10

油工买了BAC?

【在 k********n 的大作中提到】
: 有好戏看了
: 这个新CEO莫尼汉有两把刷子

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m*i
11
Even though, they could spin off the country wide. They could not get rid
off the liablity from Country wide.
This is the worst deal for BAC, they probably did it to help the government
at that time.
I just bought a foreclosure from bank of America, it will close next week.

【在 k********n 的大作中提到】
: 有好戏看了
: 这个新CEO莫尼汉有两把刷子

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p*r
12

BAC former CEO Lewis made big mistake. He is more like 正统的business man,
completely has no sense about economic, and wall street 凶险。
He 急喉候地 bought Countrywide and ML at very high price. Looking back
if BAC didn't buy Countrywide, I guess government probably would have to beg
someone to take over. If BAC showed less interest to buy ML, ML could be
acquired at 1/10-1/5 of BAC paid($50B stock swap). Even if ML was acquired
by the other(say WFC), BAC could get Waiwu or someone else. At that time as
long as you have cash, government will beg you to buy.
如果这两部棋走好,BAC 可以发 financial industry 灾难财。It could be another
JPM now, or many be even better than JPM.
可惜啊!可惜这世界没有如果。还没有快于光速的东东can see the future.

【在 k********n 的大作中提到】
: 有好戏看了
: 这个新CEO莫尼汉有两把刷子

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J*K
13
记得当时abc还采访这哥们,说他们为什么做得这么好,次贷危机为什么没影响到他们
。。
一转眼他们就不行了

,
beg
as
another

【在 p*********r 的大作中提到】
:
: BAC former CEO Lewis made big mistake. He is more like 正统的business man,
: completely has no sense about economic, and wall street 凶险。
: He 急喉候地 bought Countrywide and ML at very high price. Looking back
: if BAC didn't buy Countrywide, I guess government probably would have to beg
: someone to take over. If BAC showed less interest to buy ML, ML could be
: acquired at 1/10-1/5 of BAC paid($50B stock swap). Even if ML was acquired
: by the other(say WFC), BAC could get Waiwu or someone else. At that time as
: long as you have cash, government will beg you to buy.
: 如果这两部棋走好,BAC 可以发 financial industry 灾难财。It could be another

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m*o
14

Thanks for helping BAC. Long BAC now. ^_^

【在 m*****i 的大作中提到】
: Even though, they could spin off the country wide. They could not get rid
: off the liablity from Country wide.
: This is the worst deal for BAC, they probably did it to help the government
: at that time.
: I just bought a foreclosure from bank of America, it will close next week.

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