SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Value Investing
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
From: hardincap9/25/2011 11:59:18 PM
  Read Replies (1) of 78821
 
Has anyone here taken a stab at valuing BAC or AIG? Both of these cos have high PTPP earnings and DTAs. At these prices they look very interesting. BAC has over $30 PTPP earnings and DTAs of $27B, meaning they won't have to pay taxes for 3-4 years. Credit quality is improving consistently every quarter. Mortgage putbacks is a question mark but they likely wont be settled for 5-7 years.

Berkowitz has gone all in on financials and now has a less than 5% cash position. Is he nuts or just early?
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News