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KKR’s George Roberts Deserves the ‘Honest John of the Week’ Award

“Life will go on, markets will adjust themselves,’’ Roberts said. “We’ve just come off a period of a major bull market for corporate credit. That’s subsiding.”

What Mr. Roberts didn’t say outright, but is implicit in his remarks (”investors have cut back on riskier assets such as the loans and bonds that fund LBOs”), is a […]

Goldman Sachs: Spin Doctors or Funds Managers?

Markham Lee submits: Over the past week or so, there has been a lot of negative news surrounding hedge funds run by Goldman Sachs (GS). On Monday of this week, Goldman Sachs announced that they were injecting capital into their Global Equity Opportunities hedge fund:
From Reuters:
Goldman Sachs Group Inc. and investors including former American International […]

E*Trade Plummets Over Mortgage Concerns

The news specifically about ETFC which I have borrowed from MarketWatch, tells the story by itself.
E*Trade disclosed more information on its mortgage holdings late Thursday to try to calm investor concerns. The discount broker also said that it’s so far seen no material changes in the availability, pricing or margin on its wholesale funding sources, […]

Divdend Analysis: Toronto Dominion Bank

Tags:toronto dominion bank stock analysis, divdend, portfolio of superior dividend yielding stocks, toronto dominion bank stock analysis, 5 year financial analysis bank, analyze bank management roe, average eps growth rate negative, bank of nova scotia dividend growth rate, can dividend growth be negative, canada bank stocks analysis
Dividends Matter submits: During the sub prime crisis, the […]

Sallie Mae Merger-Arb: There’s No Such Thing as a Free Lunch

Contrary Investor submits: On April 16, 2007, Sallie Mae (SLM) announced that an investor group (”Investor Group”) led by J.C. Flowers & Co. (”J.C. Flowers”) signed a definitive agreement (”Merger Agreement”) to acquire the Company for approximately $25.3 billion or $60.00 per share of common stock. When the transaction is complete, J.C. Flowers and […]

The Top 350 Monthly Dividend Stocks

Article tags: stocks with mounthly dividend, monthly dividend stocks, oil company that pays monthly dividend, cef dividend investing, highest monthly dividends, pengrowth pays high monthly dividend, stocks that pay monthly dividends, top monthly dividends on investments
Stockerblog submits: There are over 350 stocks which pay their dividends monthly. Conservative investors love these investments for several […]

Looking Ahead to What Comes Next in the Financial Sector

One thing we all need to think about is that at some point the financial sector carnage will end. When it does it will make sense to go heavier into financials. This is not intended to be the usual shopping list nonsense that you hear about on the network every time the market drops 1%, […]

Sallie Mae Offers No Guidance on Timing For J.C Flowers Merger

The M & A Researcher submits: SLM Corporation (SLM) shareholders have approved its merger with JC Flowers.
Unfortunately, SLM is offering no guidance on timing for the deal, or the various issues regarding J.C. Flowers currently ambivalence towards maintaining the merger agreement.
There is considerable speculation that the […]

Borse Dubai Trumps Nasdaq’s OMX Bid

Borse Dubai, which owns both of the emirate’s stock exchanges, said Friday it made an unsolicited 27.7 billion kronor (230 kronor/share — $3.96 billion, $32.81/share) cash offer for Sweden’s OMX AB exchange, trumping a 202.3 kronor/share cash-and-stock bid it excepted from Nasdaq Stock Market Inc. in May by 14%.Sources: Nasdaq statement, Wall Street Journal, Bloomberg
Commentary: […]

How to Deal With the Current Crisis of Confidence in the Market

The flurry of liquidation will subside as redemptions end, as valuations come to irresistible levels, and as anxiety diminishes. Though bargains, in my view do not yet abound, considerable valuation opportunity has opened in the last week. One day leaps of faith represent little indication of anything beyond traders’ bravado. Risk adjustments are taking place […]