Author Archives: Timeless Investor

About Timeless Investor

My name is Samual Lau. I am a long-term value investor and a zealous disciple of Ben Graham. And I am a MBA graduated in May 2010 from Carnegie Mellon University. My concentrations are Finance, Strategy and Marketing.

Two big wins for BAC

Remember this eye-popping news in Sept, 2011 “$50 Billion Claim of Havoc Looms for Bank of America” over a lawsuit arising from its troubled Merrill Lynch acquisition?

Posted in Comments on News | 1 Comment

Economic Indicators from Conference Board

Here are the updates of Eco indicators from CB,

Posted in Macroeconomics | 2 Comments

A closer look at Earnings of Bank of America 1Q12 report

BAC released its 1Q12 financial report on 04/19. Here are its earnings: Net Income of $653 million, or $0.03 Per Diluted Share…

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Wells Fargo’s valuation on AIG

Wells Forgo recently upgraded the stock valuation AIG,

Posted in Comments on News, Equity Analysis | 1 Comment

How does AIG execute its restructuring plan?

Since August 3, 2009 when Robert H. Benmosche was elected by AIG board to be President and Chief Executive Officer, Mr. Benmosche has promised to revive AIG.

Posted in Equity Analysis, Uncategorized | 16 Comments

Employment Data

Lots of headlines are highlighting the depressing news of jobs,

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A new buy – AIG

It is always interesting to keep an eye on to what Bruce Berkowitz @FAIRHOLME is doing.

Posted in Equity Analysis, Presentations and Notes | 3 Comments

Don’t believe the hype of $25 bn bank martgage settlement

Remember people last year were so much concerned about the possible trillions or hundreds of billions of dollars mortgage settlement on BAC?

Posted in Comments on News | 11 Comments

Some buys and sells

I made some buys and sells recently

Posted in Macroeconomics, Trading Strategies | 1 Comment

Two great news for BAC

The storyline of BAC litigation continues to head to the right direction,

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