Category Archives: Equity Analysis

Quick take on GSE Preferreds and commons

One member from Seeking Alpha put a very interesting comment on GSE Preferreds and commons,

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Recent Precedents of AIG and Ally Financial recapitalization plan provide template for future GSE recap plan

Recent Precedents of AIG and Ally Financial recapitalization plan provide template for future GSE recap plan. See Moelis report p.8, and 9 (Safety-and-Soundness-Blueprint)

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Great discussion threads on investment strategy of GSE preferreds

Here are some great discussion threads on investment strategy and general knowledge of GSE preferreds.

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Comprehensive list of Preferred stocks of FNMA and FMCC

Here is a comprehensive list of Preferred stocks of FNMA and FMCC

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Study of MU

Here is my preliminary study of MU

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Study of NVDA

Here is my preliminary study of NVDA

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Study of GE

GE’s stock has tumbled ~41% TYD, is it a good time to buy GE LEAPs? checklist score is 3.75/5.

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Analysis of AIG stock

Here is my take on AIG (I own AIG.ws so far).

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Preliminary study of INTC

Barron’s Nov 6, 2017 recommended Intel. Here is my preliminary take on this.

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Preliminary study of PYPL

Barron’s recently recommended Paypal even with share up 87% this year. Here is my preliminary take on this.

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