I am the Global Editor at MoneyShow.com and each week I interview an investing expert. This week, I spoke with Allan Nichols, editor of Morningstar InternationalInvestor, who identifies the pitfalls and opportunities in global market today.
Q. Allan, how can investors protect themselves should the financial crisis in the US result in prolonged bear markets around the world?
A. Studies have shown the majority of returns from the stock market have been concentrated over a relatively f
When considering if financial stocks have hit bottom first consider this research piece by Bridgewater , the worlds 2nd largest hedge fund. It doesn't bode well for UBS, the financial industry, the US Dollar, or the US economy in general. This is no time to be taking speculative positions in securities that neither you or I have the ability to analyze completely enough to make a sophisticated investment decision. In markets like these you are far better off protecting your capital than trying to catch falling knives.
TheStreet.com's Jim Cramer says all that money has to go somewhere, and this is a likely destination.
Clash of the ideals! Oil's down, and what can you buy when there's so much bad bank news? What can you buy when Wachovia (NYSE: WB) (Cramer's Take) is boosting reserves and Morgan Stanley (NYSE: MS)) (Cramer's Take) is still being pursued by authorities and JPMorgan (NYSE: JPM) (C...
In the movie Die Hard, the evil villain Hans Gruber says that after stealing $20m in bonds from a Japanese bank on Christmas Eve, he planned to store them in a Swiss bank account and retire “sitting on a beach collecting 20%”. Nowadays, he might not be quite as smug with that strategy.
After four consecutive quarters of losses and writedowns, the question outstanding is “Can it get any worse for UBS (UBS) and thus its share price?”
5/6 - "Bottom Line: q1 loss was as pre-announced. The good news was solid progress in reducing balance sheet exposures (plus new debt vehicle to be managed by BLK that will further reduce RMBS exposures by ~$15B), improved capital ratios on recent hybrid issuance & upcoming rights offering to a pro forma tier 1 capital ratio of 11.8%, & better than expected cost saves (with more to come as UBS expects to resize their total cost base to CHF ~28B annually back to ‘04 levels & compares to CHF 35B in ‘07 through the a 12% reduction of 2,600 heads in the I-Bank & a 6.5% or 5,500 heads across UBS...
TheStreet.com's Jim Cramer says that by offering a good yield, Lehman helped transform the case on a number of financials.
In a world of virtually no fixed-income return, when you offer a 7% piece of paper with terrific upside, as Lehman (NYSE: LEH) (Cramer's Take) did, you can bet you will get takers.
Just when you thought it was safe to take a look at the U.S. banking sector, Oppenheimer & Co. Inc. analyst Meredith Whitney is taking a cleaver to industry once more, cutting first quarter earnings estimates for a bunch of banks.
UBS is mainly into private banking and corporate banking. The corprate banking busniess is not worth much but the private banking business is great. UBS has approx. 3,000 billions USD of its clients' money under management. They should be able to make at least 0.25% profit off that; that is USD7.5 billions per year. At a market cap at 80 billions USD that's a buy.....
UBS a conservitive company with a lot less exposure to subprime than many lenders. Profits will rise with a real multiple of under six. A give away and you had better buy before the company starts buying the stock back themselfs.
If it has leverage....Sell it
- The melt down seems to have begun. The Commercial paper market has totally frozen up. The freezing of the CP market has major ramifications. Only the...
Looking for the bottom?....Keep looking.
- Why you should own gold. Historically, Gold has been a safe haven in distressed times, during high inflation times, at times when there was distrust o...
SELL THIS RALLY
- Sell this rally if you know what is good for you. The reasons are simple and relatively straight forward. Firstly, nothing has changed if anything th...
Data powered by QuoteMedia.
All Rights Reserved.
Data delayed 15 to 20 minutes unless otherwise indicated.
Terms of Use.
None of the information contained on SocialPicks.com constitutes a recommendation by SocialPicks or its users that any particular security, portfolio of securities, transaction, or investment strategy is suitable for any specific person. SocialPicks is not responsible for the posts, discussions, and recommendations of the users on the Site. SocialPicks does not provide investment advice. You must make your own independent decisions regarding any security, portfolio of securities, transaction, or investment strategy mentioned on the website. SocialPicks' users' past results are not necessarily indicative of future performance. Neither SocialPicks nor any of its users guarantees any specific outcome or profit, and you should be aware of the real risk of loss in following any strategy or investments discussed on the website. You understand and agree that you use the Site and Services at your own discretion and risk and that you will be solely responsible for any damages that arise from such use. Before acting on any information contained on the website, you should consider whether it is suitable for your particular circumstances and strongly consider seeking advice from your own financial or investment adviser.