|
Sorted by: Date | Top Results
|
|
Author |
|
Date |
| |
| |
| 1. |
Last Man Standing 
In yesterday's WSJ article about the additional
GMAC bailout $, an industry source was quoted as saying
"there used to be a sub-prime auto loan market
but now there isn't". More accurately it
...
Business & Finance > Investments > Stocks (A to Z) > Stocks A >
AmeriCredit Corp. (ACF)
|
|
crlightner |
|
6-Jan-10 10:01 am |
| |
| 2. |
Re: FBR Analysts Meeting
Should be archived on the ACF website under the "Investors"
tab.
Business & Finance > Investments > Stocks (A to Z) > Stocks A >
AmeriCredit Corp. (ACF)
|
|
crlightner |
|
4-Dec-09 11:04 am |
| |
| 3. |
FBR Analysts Meeting
Anyone really interested in understanding ACF's
current position and outlook should take a look at
the archived presentation done this morning at the
FBR Analyst Day. The exit of...
Business & Finance > Investments > Stocks (A to Z) > Stocks A >
AmeriCredit Corp. (ACF)
|
|
crlightner |
|
2-Dec-09 10:48 am |
| |
| 4. |
Mannheim Used Car Price Index
The Mannheim Index of used car prices has risen from
101.7 in January to 118.5 in September, an increase
of 16.5%. There should be a strong correlation between
that movement and the level of...
Business & Finance > Investments > Stocks (A to Z) > Stocks A >
AmeriCredit Corp. (ACF)
|
|
crlightner |
|
20-Oct-09 05:04 pm |
| |
| 5. |
Fortesque Financing
I was listening to Bloomberg radio in my car last night
and thought I caught the end of a story about a financing
deal between the Chinese government and Fortesque.
I don't see anything...
Business & Finance > Investments > Stocks (A to Z) > Stocks L >
Leucadia National Corp. (LUK)
|
|
crlightner |
|
30-Sep-09 09:30 am |
| |
| 6. |
Re: luk buying
LUK is not the type of investment vehicle that even
thinks in terms of short-term "balancing".
They've made their money and their reputation
by having the...
Business & Finance > Investments > Stocks (A to Z) > Stocks A >
AmeriCredit Corp. (ACF)
|
|
crlightner |
|
20-Aug-09 09:17 am |
| |
| 7. |
Re: Cost of borrowing
The traditional banks failed miserably in this segment
of the auto business and are hardly likely to re-enter
a sub-prime market of any kind for a good while. ACF
has outlived all but a...
Business & Finance > Investments > Stocks (A to Z) > Stocks A >
AmeriCredit Corp. (ACF)
|
|
crlightner |
|
17-Aug-09 07:50 am |
| |
| 8. |
Re: If Only I Were A Shorty....
ACF has not only managed to survive the loss of its
basic financing model, it has done so while consistently
INCREASING book value per share. No one can argue
that there...
Business & Finance > Investments > Stocks (A to Z) > Stocks A >
AmeriCredit Corp. (ACF)
|
|
crlightner |
|
13-Aug-09 10:07 am |
| |
| 9. |
Re: mixed news
The cost of the most expensive $ money IS high, but
the average cost of the total package leaves room
for low but decent net return. More importantly, I
think, it extends the operating horizon...
Business & Finance > Investments > Stocks (A to Z) > Stocks A >
AmeriCredit Corp. (ACF)
|
|
crlightner |
|
8-Jul-09 10:55 am |
| |
| 10. |
Re: Fundamental premise of company now invalid.
There is no question that the original securitization
model use to fund ACF growth is broken. But that is
not to say that there is no appetite for higher-return
investment...
Business & Finance > Investments > Stocks (A to Z) > Stocks A >
AmeriCredit Corp. (ACF)
|
|
crlightner |
|
20-May-09 09:53 am |
| |
| 11. |
Short Interest 4/30/09
Short interest fell to 18.1 million shares at 4/30
from 19.8 million at mid-month. That's a big move
in two weeks! The bets on ACF's demise are losing
conviction.
Business & Finance > Investments > Stocks (A to Z) > Stocks A >
AmeriCredit Corp. (ACF)
|
|
crlightner |
|
18-May-09 11:01 am |
| |
| 12. |
April Pool Statistics
April figures are now posted on the ACF website. Combined
delinquencies and extensions are little changed from
last month and at about...
Business & Finance > Investments > Stocks (A to Z) > Stocks A >
AmeriCredit Corp. (ACF)
|
|
crlightner |
|
11-May-09 09:25 am |
| |
| 13. |
Re: trust
I'm sorry--I misunderstood. Yes, they do have a
number of banks that provide their warehouse lines
of credit. As I recall, those lines are usually for
a...
Business & Finance > Investments > Stocks (A to Z) > Stocks A >
AmeriCredit Corp. (ACF)
|
|
crlightner |
|
14-Jan-09 10:31 am |
| |
| 14. |
Re: trust
I agree that triggering covenants could cause problems
but I don't think the problems are as you describe
them. The essential...
Business & Finance > Investments > Stocks (A to Z) > Stocks A >
AmeriCredit Corp. (ACF)
|
|
crlightner |
|
13-Jan-09 05:59 pm |
| |
| 15. |
Re: trust
The delinquency numbers did tick up a bit in an expected
seasonal pattern. Nothing unusual there. And the average
age of the portfolio is now 33% higher than it was
at this time...
Business & Finance > Investments > Stocks (A to Z) > Stocks A >
AmeriCredit Corp. (ACF)
|
|
crlightner |
|
13-Jan-09 11:08 am |
| |
| 16. |
Re: Delinquency/Charge-off/Extension Figures Reported
Yes, of course -- the average portfolio size was about
4% higher in Nov vs. Oct but, more significantly,
the weighted average portfolio age was only down by
about 2%. All the older...
Business & Finance > Investments > Stocks (A to Z) > Stocks A >
AmeriCredit Corp. (ACF)
|
|
crlightner |
|
11-Dec-08 04:21 pm |
| |
| 17. |
Delinquency/Charge-off/Extension Figures Reported
As usual on the 10th of the month, ACF today has posted
its credit experience as of the end of the prior month.
Delinquency figures are essentially flat from last
month; defaulted...
Business & Finance > Investments > Stocks (A to Z) > Stocks A >
AmeriCredit Corp. (ACF)
|
|
crlightner |
|
10-Dec-08 09:51 am |
| |
| 18. |
Re: AmeriCredit: Failure Of Securitization Would Cause Going Concern Doubt
Ridiculous! They have to disclose worst-case scenarios
to protect themselves from potential liability. The
fact that a failure to securitize is possible and
that a possible result of that is an...
Business & Finance > Investments > Stocks (A to Z) > Stocks A >
AmeriCredit Corp. (ACF)
|
|
crlightner |
|
11-Nov-08 12:02 pm |
| |
| 19. |
Yes, Insiders DID Buy
You'll find, if you look, that the Chairman bought
$3 million in ACF stock at just under $17 and that
one of the other senior officers bought a significant
chunk at around $9. Neither of these...
Business & Finance > Investments > Stocks (A to Z) > Stocks A >
AmeriCredit Corp. (ACF)
|
|
crlightner |
|
28-Oct-08 07:44 am |
| |
| 20. |
Re: $500 million Senior-Sub Transaction
Anybody could do it? Please! Look around. How many
financings do you see happening today? Do you seriously
believe that banks like Deutsch and Wachovia, in this
climate of intense scrutiny...
Business & Finance > Investments > Stocks (A to Z) > Stocks A >
AmeriCredit Corp. (ACF)
|
|
crlightner |
|
8-Oct-08 09:19 am |
| |