JPM

JOBS MADE JOHNSON LOOK LIKE A GENIUS, PENNEY’S DEBACLE PROVES OTHERWISE $AAPL $JCP $TGT

There has always been a debate about who was the real genius behind Apple Stores.  Was it Steve Jobs or Ron Johnson?  Now the debate is settled.  The debacle at J.C.Penney strongly suggests that the real genius behind Apple Stores was Jobs, not Johnson. Unlike other disciplines, to be a genius in business, one

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BUYBACKS UNCHAINED: SADDLING UP FOR BANK OF AMERICA’S NEXT BIG RUN $JPM $BAC $C $GS $MS

Yesterday after the market close, the Federal Reserve announced the results of Comprehensive Capital Analysis and Review (CCAR).  In CCAR, the Fed evaluates capital ratios under distressed financial and economic conditions, the plan to comply with Basel 3 capital requirements, and the capital planning process. The Fed approved capital plans

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DOWNGRADE A POSITIVE FOR 3 BANKS

On Thursday, Moody’s downgraded 15 banks. On the surface it seems counterintuitive, but the downgrade is positive for JP Morgan (JPM), Morgan Stanley (MS)  and Bank of America (BAC) . My 30 years in markets have taught me that it is always positive when an overhang is lifted. Back in

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FOUNDER’S DEPARTURE COULD OVERTURN BEST BUY’S DEATH SENTENCE

There is not much doubt thatBest Buy (BBY) will go out of business eventually unless it changes the way it does business.  Finally there is a big leap at Best Buy to arrest the company’s downward spiral.  Best Buy founder and former chairman Richard Schulze has resigned.  Schulze owns 20.1% of the company.

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JP MORGAN CEO CALLS UNEXPECTED LOSS EGREGIOUS

JP Morgan (JPM) recommendation is being withdrawn. JP Morgan  reports unexpected big investment loss in the range of $800 million to $2 billion. JP Morgan’s CEO calls the loss egregious and self-inflicted.  JP Morgan  now sees more portfolio risk than they recently disclosed in their earnings call. This appears to be

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NEW ACTIONABLE IDEA ON JPM

This post is being reproduced from an earlier post in ZYX Buy Change Alert. J.P. Morgan (JPM) is the strongest bank in the U.S. and perhaps in the  world. Yesterday  JPM reported earnings . The stock first spiked up and then went down with the market. The CEO Jamie Dimon was very optimistic on the

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BIG EUROPEAN BANK FAILURE AVERTED: WHAT CENTRAL BANKS DID NOT TELL US

It appears that a big European bank got close to failure last night.   European banks, especially French banks, rely heavily on funding in the wholesale money markets.   It appears that a major bank was having difficulty funding its immediate liquidity needs. The cavalry was called in and has

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DEBT CEILING: WHAT TO DO NOW

After studying the details of the debt ceiling deal, here is a list of action items that all investors should consider: Short sell nursing home stocks. On our radar screen are Skilled Healthcare Group (SKH), Sun Healthcare Group (SUNH), and Kindred Healthcare (KND). Buy banks with strong treasury exposure. On

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