LEH
Analysts Continue To Bewilder
How can investors trust analysts who can't tell the difference between a company that's solvent and one that is worth virtually nothing to shareholders. We've seen other examples here where analysts appear fraudulent in their recommendations. The latest example? That of Lehman Brothers (LEH).
Last Bank Standing - The Wall Street Mega-Crash
Today's Congress is ignoring its role as the primary creative force in today's problems. This transfusion is needed because: bad laws have obscured the values on financial institution balance sheets, and have created a clot in the credit arteries that keep the economy alive.
The Week Capitalism Failed
MagicDiligence looks at this extraordinary week on Wall Street. What happened? Was government intervention really necessary? Who's to blame? Does the solution prevent another occurrence? What does all of this mean for Magic Formula investors?
The Problem with Banks
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.
Lehman Brothers to File for Bankruptcy
Summary of the Lehman Brothers bankruptcy coverage including a link to the official Lehman Brothers' press release.
Wall Street Meltdown: Lehman Files for Bankruptcy, Merrill Lynch Is Sold, AIG Seeks Capital
Now that's a major market headline. Fear strikes Wall Street as several significant events hit the financial sector.
Lehman Brothers plans for the future. To be or not to be?
Lehman Brothers financial snapshot and latest press release information. Lehman Brothers plans for the future.
Two Ways to Profit from Fannie (FNM) and Freddie (FRE) Bailout
If you’ve visited Contrarian Profits this week, you’ll know we don’t think highly of the Fannie Mae (NYSE:FNM) and Freddie Mac (NYSE:FRE) bailout. That doesn’t mean we can’t find a way to profit from the mess.
Barron's Bearish on Private Equity
More disasters could hit debt-laden companies owned by private-equity shops Apollo, Blackstone and KKR. This week's Barron's cover story looks at 13 troubled deals.
Todd Sullivan's - ValuePlays: Dan Loeb of Third Point Q2 Letter
The SEC has it backwards
Todd Sullivan's - ValuePlays: David Einhorn on "Value at Risk" (PDF)
this is fascinating
There is Value to be Found in the P/B Ratio
These are the days that value and dividend investors long for. There have been times in the past where I struggled to find stocks worthy of purchasing. Now, the challenge is to pick the best available stocks that will maximize my chances of future success.
SEC’s Short-Selling Crack Down Is a Gross Double Standard
The Securities and Exchange Commission (SEC) moved against short sellers this week. This is a gross double standard, says Dave Gonigam in Desidooru Saloon. Many of the companies the SEC is protecting from short sellers profit from shorting stocks…
Valuing Investment Banks
Heidi Moore at WSJ's Deal Journal has found a June report breaking down Lehman Brothers on a sum-of-the-parts basis.

