Search results for CAPS
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Posted
May 22 2008, 10:26 AM
by
Matt Koppenheffer
Rating:
Money Blog: Top Stocks Blog - MSN Money
Earth to Angelo: learn to use your email!
Maybe the fact that Countrywide CEO Angelo Mozilo hit "reply" rather than "forward" when typing his "disgusting" heard-round-the-world email isn't all that outlandish. After all, if you google "email blunder" you get well over a million hits -- most of them telling embarrassing stories of how a mistyped or misaddressed email put the sender in a precarious position.
But of course this isn't any Tom, Dick, or Harry who has sent an email to his boss accidentally disclosing that he's still drunk from the night before. This is the chief executive of a multi-billion-dollar company that is embroiled in controversy, about to go to trial, and trying to make sure a proposed takeover doesn't fall apart.
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Posted
Dec 27 2007, 02:37 PM
by
Matt Koppenheffer
Rating:
Money Blog: Top Stocks Blog - MSN Money
Was bringing Dell back to Dell the right answer after all?
It's been a rough few years for Dell, as competitors like HP and Apple have been chomping away at its market position and its stock is 40% off the highs it hit back late 2004. It got bad enough that early this year Michael Dell stepped back in as CEO after stepping down in 2004.
Based on the stock price at least, it'd be hard to call 2007 an extraordinary success as the stock is roughly flat for the year. Dell (Michael that is) has been active, though, and is bringing some interesting changes to the company. In the Spring the company announced that it would start selling computers at Wal-Mart, and since then it has announced that it will be entering other retailers, including Best Buy
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Posted
Oct 24 2007, 03:13 PM
by
Matt Koppenheffer
Rating:
Money Blog: Top Stocks Blog - MSN Money
Stock ratings on CAPS favor those companies that CAPS players are unanimously bullish on. This is why a stock like Ford, which has a bull/bear split of 56% / 44%, ends up with a lowly one star rating.
One star or not, though, there are still 1,755 players on CAPS that are bullish on Ford. Why you ask? Good question. The prevailing wisdom on the bullish side seems to be that Ford:
1) Is too big / established / important to go bankrupt.
2) Its new cars are going to help it turn the corner.
3) The stock is cheap at the current price.
Now I'm all about a cheap stock, but I definitely fall on same side of the line as CAPS player PSRUDY, who quipped "Henry would not be pleased with what you've done!"
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Posted
Nov 21 2007, 03:33 PM
by
Matt Koppenheffer
Rating:
Money Blog: Top Stocks Blog - MSN Money
With Valero up almost 26% over the past 12 months versus the paltry sub-3% return of the S&P 500, it seems as good a time as any to question whether the stock can continue to deliver market-beating returns.
Though refiners like Valero don't directly profit from higher oil prices, rising prices do tend to boost the crack spread that refiners do profit from. And though oil fell back from the highs that it touched earlier in the day, it is still breathing down the neck of $100 per barrel.
On The Motley Fool's CAPS service, Valero has managed to score a perfect five-star rating from an aggregate 2,740 investor ratings (2,640 bulls versus just 100 bears). Though other refiners such as Delek and Alon share similarly high ratings, Valero blows both out of the water in terms of the total number of players bullish on the stock.
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Posted
Apr 07 2008, 11:12 AM
by
Matt Koppenheffer
Rating:
Money Blog: Top Stocks Blog - MSN Money
Washington Mutual chief executive Kerry Killinger might as well be standing in front of a "Mission Accomplished" banner today. WaMu shares are skyrocketing on hopes of a $5 billion investment from private equity shop TPG that would give the bank a nice cushion to deal with its massive lending missteps.
While Citigroup, Bear Stearns, and Merrill Lynch may grab most of the headlines because the magnitude of their losses was so great, WaMu has managed to lose an impressive amount of money for a bank of its size. WaMu finished 2007 with a loss of $67 million thanks to loan loss provisions above $3 billion and charge-offs of $1.6 billion.
Meanwhile, the company seems to care far more about Mr. Killinger than its shareholders. After reporting the dismal results for 2007 -- results that took the stock down 70% from where it started the year -- the board of directors concocted a compensation plan that would ignore the effects of the bank's potential loan losses, foreclosed real estate, and restructuring. So in the coming year, while investors will continue to feel the effects of further losses, the executive team can rest easy that their payout won't be crimped by their past strategic decisions.
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Posted
Mar 19 2008, 12:07 AM
by
Matt Koppenheffer
Rating:
Money Blog: Top Stocks Blog - MSN Money
If Bear Stearns got a bailout this week, then it's sure news to the company's shareholders. The price that JPMorgan is expected to pay is around 1% of the company's value last year and in the range of 5% of what it was fetching on Friday when the original plan was announced for JPMorgan to loan Fed money to Bear.
So who did get bailed out here? On the top of my list are Bear's creditors. At the end of Bear's most recent fiscal year it had $11.6 billion in unsecured short term debt and another $68.5 of longer term debt on its books -- and that's not to mention the hundreds of billions of other liabilities that the company had. If the super-duo of JPMorgan and the Fed hadn't swooped in those creditors are likely working with bankruptcy courts to sort out what they could recover.
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Posted
Jun 05 2008, 02:50 PM
by
Matt Koppenheffer
Rating:
Money Blog: Top Stocks Blog - MSN Money
Are we going to get an encore showing of "The Amazing Disappearing Investment Bank?" Now that Bear Stearns is no more, the banking bears and short sellers have turned their attention to fellow investment bank Lehman Brothers.
With the massive leverage ratios that the investment banks have propped themselves on, creditor confidence has become a prized asset -- maybe the prized asset. There was plenty that was going haywire over at Bear, but it ended up being a complete and rapid drying up
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Posted
Oct 31 2007, 04:51 PM
by
Matt Koppenheffer
Rating:
Money Blog: Top Stocks Blog - MSN Money
KB Home is down 51% from its high for the year. And it's not alone.
Beazer Homes: down 77%
Levitt Corp: down 88%
TOUSA: off 94%
I could continue.
Are there any homebuilders out there that are still worth the paper that their stock certificates are printed on? On The Motley Fool's CAPS service, blogger floridabuilder -- an insider in the industry -- suggests that there are a handful that will be winners if we avoid a full-on recession.
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Posted
Sep 22 2008, 10:12 PM
by
Matt Koppenheffer
Rating:
Money Blog: Top Stocks Blog - MSN Money
Falling oil prices will no doubt provide some breathing room for America's airlines, but bigger questions still loom for the big legacy carriers like Continental, American, and United.
In recent years, competition and costs -- both from fuel and outside fuel -- have caused most of the US's major carriers to cut back on many of the perks that made flying more comfortable and enjoyable. The effect has been that flying on Delta is mostly indistinguishable from flying on Continental.
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Posted
Nov 15 2007, 02:32 PM
by
Matt Koppenheffer
Rating:
Money Blog: Top Stocks Blog - MSN Money
 The front page fears today that the consumer is going to drastically slow down spending are nothing new. Ever since the housing market took its turn south, investors and pundits alike have been concerned that the loss of growing "wealth" in the form of rising home prices would make people less likely to open up their wallets.
These concerns have been showing up for a number of stocks that are rated in The Motley Fool's CAPS service. Here are a few of the concerns that CAPS players cited:
- Speaking about his underperform call on Target, abitarecatania said, "The US consumer is dying, you can pretend he is not. But his ATM (his home) is out of cash and he has run out of storage room for 'general merchandise.'"
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