Value Investing News

The purpose of IBOR is to protect financial markets and to create self-sufficient investors who produce economic growth instead of government deficits. IBOR standards create transparent financial markets, regulate speculation, and protect retirement portfolios. Here's a Summary---get involved.

Yesterday a bearish report from Citi Investment Research analyst Keith Horowitz sent Bank of America shares 12% lower. The analyst announced that he was expecting further deterioration in Bank of America’s earnings, by cutting his projection for 2009 EPS to just $0.25/share. Given this information, the current quarterly dividend of $0.32/share might not be sustainable.

I am trying out a rather risky investment thesis by investing in financial stocks. I have begun to start building a position in the major financial stocks. I believe that the last few weeks have presented some good buying opportunities for financials. The three financial stocks that I have invested in are Wells Fargo,

Investors are fleeing the stock market as the rules of the game keep changing. But if you know what the next shift will be, you can stay ahead of the curve. Shah Gilani outlines the five coming “aftershocks” of this financial crisis, and what they mean for your portfolio.

John Calamos has been trading convertible bonds for four decades. He says he's never seen them so cheap.

Investors have a right to be emotional, irrational, fickle, stubborn, confused, fearful, inexperienced, hindsightful, and greedy. Nothing the most thoughtful and caring professional can say or do will prevent the errors that many of us look back on with a frown and a headshake.

Corporate executive compensation needs to be brought down to a significantly lower "competitive level", and more of the corporate profit needs to be "spread around" to owners and employees, applied to debt reduction, and placed in reserves for contingencies. It is unlikely that there would be a shortage of qualified CEO applicants at a mere four or five million per year in salary.

WM,LEH,AIG,GE,WB,MER

We the securities investors of the United States, in order to form more transparent financial markets, establish effective regulations, defend against destructive speculation and manipulation, promote financial well-being, preserve working capital, and protect retirement income...

Eric Fry says his investment strategy is based on a simple formula: “Sell the dollar, sell the dollar and sell the dollar.” And as the buck gets whacked, so will American stocks and bonds. On the other hand, foreign assets and commodities should soar…

Hank Paulson wants to spend $700 billion to buy up banks bad debt in the hope it can ‘fix’ the crisis on Wall Street. But there are ways to profit from the madness. Martin Hutchinson has picked three winners.

The New York Times has an interactive graphic that visually conveys the impact the current market crisis has had on the financial sector. It has market cap scaled regions for two time periods, September 12, 2008 and October 9, 2007. It would be interesting to have a similar chart by a value metric, such as book value.

Magic Formula investors have luckily been spared from the calamity in financial stocks over the past year. But even in the best of times, banking is a risky industry that is difficult to properly value, and should be avoided by most individual investors.

Todd Sullivan comments on Bank of America CEO Ken Lewis' decision to takeover Merrill Lynch.

Now that's a major market headline. Fear strikes Wall Street as several significant events hit the financial sector.