Re: My take on earnings I didn't say the protectionist bills had no teeth.
I said they create barriers to entry that allow market
leaders to expand margins. In the case of credit.
.. Business & Finance > Investments > Stocks (A to Z) > Stocks C > Capital One Financial (COF)
Re: My take on earnings because, historically in almost every case of so called
consumer protectionist legislation, the lobbyist for
the largest companies in the industry have ensured
the companies at the... Business & Finance > Investments > Stocks (A to Z) > Stocks C > Capital One Financial (COF)
Re: My take on earnings Well I disagree the regs will reduce ROA in the credit
card business---the quarter sort of proves that. Their
margin on remaining credit card assets improved nicely
and will continue to... Business & Finance > Investments > Stocks (A to Z) > Stocks C > Capital One Financial (COF)
Re: My take on earnings Why do you ignore the margin increases they made? As
the regs tighten they will grow more profitable as
they have market share that remain relatively stable
since competitors will not be able to... Business & Finance > Investments > Stocks (A to Z) > Stocks C > Capital One Financial (COF)
Re: My take on earnings I don't see how you say what you are saying. They
increase their loss allowances and their provision
and still made about a $1 per share. How can you say
earnings will be depressed by... Business & Finance > Investments > Stocks (A to Z) > Stocks C > Capital One Financial (COF)
Re: Earnings or no Earnings Last quarter was a good quarter too---they only had
a loss as a result of paying the tarp repayment penalities
last quarter. This is a $50 to $60 stock now. Wound
not surprise me at all that it... Business & Finance > Investments > Stocks (A to Z) > Stocks C > Capital One Financial (COF)
Re: TCE 6.2%, Goodwill 75% I tell you what you do---you find me a single balance
sheet that list market cap as an entry. What difference
does it make if the company has $100 million in good
will on it's balance sheet and a $5 million market
cap? Nothing. It... Business & Finance > Investments > Stocks (A to Z) > Stocks C > Capital One Financial (COF)
Fantastic Quarter--- They made a $1 per share and increased their provision
and allowances. They are positioned to be a money
printing machine as the recession slows. I... Business & Finance > Investments > Stocks (A to Z) > Stocks C > Capital One Financial (COF)
Re: 700 million in charges. No question COF's credit card business will be
more profitable as teasers end and competitors will
have a harder time stealing customers with teaser
rates. The... Business & Finance > Investments > Stocks (A to Z) > Stocks C > Capital One Financial (COF)
New store set is "New Coke" all over again Remember "New Coke" where Coke added a bunch
of sugar to Coca Cola because of some stupid focus
groups results??? They wanted to be sweet like Pepsi.
One of the biggest... Business & Finance > Investments > Stocks (A to Z) > Stocks W > Wal-Mart Stores, Inc. (WMT)
Re: $1B More in Preferred They announced earlier their intent to issue more equity.Common
shareholders should be buoyed but this preferred issuance.
COF's increasing... Business & Finance > Investments > Stocks (A to Z) > Stocks C > Capital One Financial (COF)