Y*r
2 楼
you mean the closing price at the end of fri.? or bac toughes 13 at any
time of next week?
time of next week?
Y*r
3 楼
u only have 6 包子, how can u bet 50, margin?
f*9
7 楼
这个很不可能,能到12就不错了。
x*x
8 楼
赌包子相当于什么都没损失
g*7
10 楼
你其实应该反向操作阿,可以对冲。到13你发包子,不到13别人。。。
M*t
13 楼
FYI
there is good article on Barron's about BAC this week
http://online.barrons.com/article/SB50001424053111903878204575564301377552976.html?mod=rss_barrons_most_viewed_day&utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+barrons%2Fxml%2Frss%2F3_7560+(Barron's+Most+Viewed+Today)
【在 S**********r 的大作中提到】
: 谁敢来赌??
there is good article on Barron's about BAC this week
http://online.barrons.com/article/SB50001424053111903878204575564301377552976.html?mod=rss_barrons_most_viewed_day&utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+barrons%2Fxml%2Frss%2F3_7560+(Barron's+Most+Viewed+Today)
【在 S**********r 的大作中提到】
: 谁敢来赌??
S*r
14 楼
上周4的big drop 4%有部分原因是这个article. 我说$13是因为election快到了再加上
短期超跌反弹.
wallstreet journal 有篇文章说了putback真实的loss应该是$15billion.大概26%of
repurchased loan. 而且assume BAC输掉官司.BACabsorb $15B几年太easy了.
上个BAC ER真是非常的不错. 主要的loss是$10 billion goodwill impairment from
credit card/consumer segment due to financial reform. 这个impariment是non-
cash flow item. 可以说是挤泡泡. 从loan loss allowance里release出来$1.
4billion. 实际的operating income有超过 $2 billion了. 比预计的好太多了. 随着
美国经济的漫漫复苏,operating income会越来越好. 这也是John Paulson bet big on
BAC的主题.
但是BAC face太多别的uncertainty和potential lawsuit了.所以股价被打压.
long-term,是个非常好的investment. 银行赚钱不像高科技,是很稳定可靠的.
【在 M*********t 的大作中提到】
: FYI
: there is good article on Barron's about BAC this week
: http://online.barrons.com/article/SB50001424053111903878204575564301377552976.html?mod=rss_barrons_most_viewed_day&utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+barrons%2Fxml%2Frss%2F3_7560+(Barron's+Most+Viewed+Today)
短期超跌反弹.
wallstreet journal 有篇文章说了putback真实的loss应该是$15billion.大概26%of
repurchased loan. 而且assume BAC输掉官司.BACabsorb $15B几年太easy了.
上个BAC ER真是非常的不错. 主要的loss是$10 billion goodwill impairment from
credit card/consumer segment due to financial reform. 这个impariment是non-
cash flow item. 可以说是挤泡泡. 从loan loss allowance里release出来$1.
4billion. 实际的operating income有超过 $2 billion了. 比预计的好太多了. 随着
美国经济的漫漫复苏,operating income会越来越好. 这也是John Paulson bet big on
BAC的主题.
但是BAC face太多别的uncertainty和potential lawsuit了.所以股价被打压.
long-term,是个非常好的investment. 银行赚钱不像高科技,是很稳定可靠的.
【在 M*********t 的大作中提到】
: FYI
: there is good article on Barron's about BAC this week
: http://online.barrons.com/article/SB50001424053111903878204575564301377552976.html?mod=rss_barrons_most_viewed_day&utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+barrons%2Fxml%2Frss%2F3_7560+(Barron's+Most+Viewed+Today)
l*c
15 楼
what BAC should do:
If the saving/CD account holder cannot provide solid paper proof, those
accounts will be closed within 90 days.
100B should be easy to get
If the saving/CD account holder cannot provide solid paper proof, those
accounts will be closed within 90 days.
100B should be easy to get
S*r
16 楼
我坚持看好,下周$13. 赌吧
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