Category Archives: Equity Analysis

How does AIG execute its restructuring plan?

Posted on April 16, 2012 by Timeless Investor

Since August 3, 2009 when Robert H. Benmosche was elected by AIG board to be President and Chief Executive Officer, Mr. Benmosche has promised to revive AIG.

Posted in Equity Analysis, Uncategorized | 16 Comments

A new buy – AIG

Posted on March 25, 2012 by Timeless Investor

It is always interesting to keep an eye on to what Bruce Berkowitz @FAIRHOLME is doing.

Posted in Equity Analysis, Presentations and Notes | 3 Comments

Is the current market over-valued? – Part I: answers from P/E ratio

Posted on February 14, 2012 by Timeless Investor

So far S&P 500 has increased by 7.49% YTD, and it has almost reached the 3 years high since financial melted down in 2008~2009.

Posted in Equity Analysis, Trading Strategies | 14 Comments

Wed’s links on BAC

Posted on February 9, 2012 by Timeless Investor

Some interesting news today

Posted in Equity Analysis | 1 Comment

Updates on BAC legal fights

Posted on February 8, 2012 by Timeless Investor

There are a few eyes-catching news keep coming up for BAC these days.

Posted in Equity Analysis | 1 Comment

Update on the settlement of BAC mortgage abuses

Posted on February 1, 2012 by Timeless Investor

here are some important updates,

Posted in Equity Analysis | 3 Comments

Scrutiny of BAC 4Q2011 8K reports – part II

Posted on January 29, 2012 by Timeless Investor

Bank of America includes three major business divisions: Consumers, Corporate and Investment Management. The first division, Global Consumer and Small Business Banking (GC&SBB) is the largest one in the company, and deals primarily with consumer banking and credit card issuance.

Posted in Equity Analysis | Leave a comment

Scrutiny of BAC 4Q2011 8K reports – part I

Posted on January 21, 2012 by Timeless Investor

BAC released its 4Q2011 8K on 01/19 and closed out the stormy 2011 year with better-than-expected revenue and meet-expectation EPS in the last one quarter. Share prices increased 2.35% on 01/19 and 1.58% on the second day.

Posted in Equity Analysis | 35 Comments

4th Quarter Earnings Estimation of BAC

Posted on January 18, 2012 by Timeless Investor

BAC 2011 4th Quarter earnings report is scheduled to be at 7:00am ET on 01/19/2012.  Many people are looking forward to seeing whether the earnings will be short of expectation like citi or jump 20% like WFC today.

Posted in Equity Analysis | 11 Comments

Release Calander – macro view and company earnings

Posted on January 13, 2012 by Timeless Investor

Now FRED economic data are posed to release soon. In order to keep track of the US macro outlook, we need to have the release calendar handy,

Posted in Equity Analysis, Macroeconomics | 31 Comments