Category Archives: Stock Watch

A new idea – AABA

Barron’s recommends Altaba (ticker AABA), it seems like a good idea.

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Great web sites on FNMA

Here are some great web sites on FNMA

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AIG pauses on stock repurchase?

It seems like AIG is going to slow down its pace on stock repurchase.  AIG Chief Executive Brian Duperreault said Wednesday after the company’s annual meeting he will be receptive to other uses of cash generated by its businesses and … Continue reading

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BAC passed stress test, hiked dividend and stock repurchase

BAC and 32 other banks passed through Fed stress test, and announced hike on dividend and stock repurchase, great news for my position.

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Antitrust coming for AMZN?

Is Antitrust coming for AMZN? seems like Trump is targeting AMZN now. Maybe good opportunity for me to wait out for buying chance of AMZN.

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$2.7 bil fine dragged down price of GOOG

Recent $2.7 bil fine by EU significantly dragged down price of GOOG. This might happen again for other tech companies like AMZN, FB. It might be a good opportunity for me to buy GOOG once it dips to below $900.

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SDRL restructuring deadline July 31

SDRL’s restructuring deadline is approaching (July 31). I need to watch out for SDRL and NADL for the short opportunities.

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John Fredriksen double down on the battered oil tanker business

JF is doubling down on oil tanker business, even as his offshore drilling business sinks in debt. Seadrill is facing July 31 deadline to restructure some $10 billion of debt. “It’s hard to answer if it will come out of restructuring, but … Continue reading

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To split Fannie-Freddie, no wind down as they said before?

It sounds like senators Corker and Warner are now considering splitting Fannie-Freddie, not winding them down any more. Is it a good sign?

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Paulson is double down on Valeant

This is great news for Valeant. Since Ackman sold his 8% stake in VRX, ValueAct sigificantly increased their stakes, now Paulson became the board member. Good sign for VRX.

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